A graduate of the University of California, Davis, the University of Texas, Austin and the College of Financial Planning, Kerins holds the Series 7, Series 63 and Series 65 licenses
A graduate of Columbia University, Lifschutz holds the Series 7, Series 63 and Series 65 licenses
and the Certified Financial Planner (CFP) designation.
with a bachelor's degree in psychology and held NASD Series 2 and Series 65 licenses
She holds FINRA Series 6, 63 and Series 65 licenses
He holds Series 7, Series 63, Series 65 licenses
, and a B.
A graduate of Vassar College in New York, Frank holds Series 3, Series 7, Series 63 and Series 65 licenses
from the National Association of Securities Dealers, as well as licenses from the California Department of Real Estate and the California Department of Insurance.
Crespo obtained his Series 7 and Series 65 licenses
and worked in the securities industry, primarily as an investment advisor with Morgan Stanley Dean Witter in Los Angeles, California and Merrill Lynch in Westlake Village, California.
He has also obtained his Series 7, Series 63, and Series 65 licenses
and is a Chartered Financial Analyst (CFA).
He holds Series 7, Series 63 and Series 65 licenses
in addition to his life, accident and health licenses.