Kelly Markowitz
Lpl Financial Planner @LPL Financial
Signup · Get unlimited contacts
WORK HISTORY
Lpl Financial Planner @LPL Financial
Agoura Hills, CA, US
Series 7 & 66 Registered with LPL Financial, LTC Partnership Insurance, life insuranceSpecialties: Individual/business retirement plans, investments, Life Insurance, LTC Partnership, 401k, 403b, SEP, IRA, Simple, Roth IRA, Life insurance retirement plans, Estate Planning, Gifting, Tax-Advantaged investing, Non-qualified & Qualified Retirement Plans, Annuities, CDs, bonds, stocks, research, fee-based financial planning available,Securities, financial and succession planning offered through LPL Financial, a Registered Investment Advisor Member FINRA/SIPC. For hyperlinks to FINRA/SIPC please refer to website section.Third party posts found on this profile do not reflect the views of LPL FInancial and have not been reviewed by LPL Financial as to accuracy and completeness.
EDUCATION
Universidad de Valparaíso
Exchange program, Negocios internacionales
San Diego State University
Bachelor of Arts (B.A.), International Business
ABOUT KELLY MARKOWITZ
Series 7 & 66 Registered with LPL Financial, LTC Partnership Insurance, life…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.