Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geniffer? Claim Your ProfileGeniffer Lorraine Takacs is a financial advisor with EP Wealth Advisors. Geniffer has been in the financial services industry since 2009. Geniffer has a Series 7, Series 66, and SIE license. Geniffer holds a CFA designation. Prior to joining EP Wealth Advisors, Geniffer was employed by Madison Avenue Securities, LLC, where she provided financial advice to individuals, families and businesses. Geniffer has experience in retirement planning, estate planning, and investment management. Geniffer is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/20/2016 - Present
EP Wealth Advisors (TORRANCE CA)
CA
07/02/2012 - 09/06/2016
MADISON AVENUE SECURITIES, LLC (SANTA MONICA CA)
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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