Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilan? Claim Your ProfileIlan Meir Fersht is an investment advisor representative at Kelsey Financial, LLC in Oak Park, CA. Ilan Fersht has been in the industry since 1983 and has experience at several firms, including Western International Securities, Inc. and Financial West Group. Ilan Fersht holds a Series 7, Series 24, and Series 63 license. Ilan Fersht specializes in providing financial planning, portfolio management, pension consulting, and educational seminars to individuals, businesses, and other investment advisors. Ilan Fersht's firm, Kelsey Financial, LLC, manages approximately $138 million in assets.
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.
Guidance on pension options to ensure a secure financial future.
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.
Variable annuity sub-account fee-based management & alternative investment fee-based mgmt & held away mgmt-directed brokerage
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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2
CA
05/25/2023 - Present
Kelsey Financial, LLC (Oak Park CA)
CA
08/21/2017 - 05/24/2023
WESTERN INTERNATIONAL SECURITIES, INC. (Northridge CA)
NV
06/18/1991 - 08/21/2017
FINANCIAL WEST GROUP (RENO NV)
FL
08/19/1988 - 06/20/1991
INVESTACORP, INC. (MIAMI FL)
NA
08/25/1983 - 08/06/1988
MUNICICORP OF CALIFORNIA
BC
Issued 07/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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