David Seery, CFP
Forum Financial Management, LP
Certified Financial Planner in Thousand Oaks, CA
http://www.lamiafinancial.com/
Address:100 E Thousand Oaks Blvd Ste 200
Thousand Oaks, CA 91360
About David Seery
David Seery is a financial professional at Forum Financial Management, LP located in Thousand Oaks, California. David Seery holds an industry securities registration subject to FINRA oversight having passed securities examinations . 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
David Seery 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:
David Seery100 E Thousand Oaks Blvd Ste 200
Thousand Oaks, CA 91360
Phone Number:
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Website:
http://www.lamiafinancial.com/
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