Jeffrey R. Felix
Unionbanc Investment Services, Llc
Financial Planner in Santa Monica, CA
Address:429 Santa Monica Blvd, Ste 101
Santa Monica, CA 90401
About Jeffrey R. Felix
Jeffrey Felix is a financial professional at Unionbanc Investment Services, Llc located in Santa Monica, California. Jeffrey Felix holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jeffrey Felix provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jeffrey Felix429 Santa Monica Blvd, Ste 101
Santa Monica, CA 90401
Phone Number:
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Website:
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