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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you O'zell? Claim Your ProfileO'zell Golden is an Investment Advisor Representative at EP Wealth Advisors. O'zell has been in the industry since 2013 and has held positions at various financial institutions including Edward Jones, UnionBanc Investment Services, and Northwestern Mutual Investment Services. O'zell is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. O'zell provides investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans.
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
03/23/2023 - Present
EP Wealth Advisors (Westlake Village CA)
CA
04/29/2021 - 04/26/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
03/22/2018 - 04/01/2021
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
CA
12/03/2015 - 11/01/2017
EDWARD JONES (GRANADA HILLS CA)
BOTH
Issued 12/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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