Jeffrey Untersee, CFP
Financial West Group
Certified Financial Planner in Westlake Village, CA
Address:4510 E. Thousand Oaks Blvd
Westlake Village, CA 91632
About Jeffrey Untersee
Jeffrey Untersee is a financial professional at Financial West Group located in Westlake Village, California. Jeffrey Untersee 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
Jeffrey Untersee 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 Untersee4510 E. Thousand Oaks Blvd
Westlake Village, CA 91632
Phone Number:
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Website:
http://www.fwg.com/
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