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Jeffrey R. Felix

Unionbanc Investment Services, Llc

Financial Planner in Santa Monica, CA

Address:
429 Santa Monica Blvd, Ste 101
Santa Monica, CA 90401
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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:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Jeffrey Felix
429 Santa Monica Blvd, Ste 101
Santa Monica, CA 90401

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Website:

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