Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Skip? Claim Your ProfileSkip Demoss Zwahlen is a financial advisor with Ocean Avenue Wealth Management. Skip has been in the industry since 2005 and is registered in California and Texas. Skip has experience in a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Skip is committed to helping clients 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/04/2016 - Present
Ocean Avenue Wealth Management (SANTA MONICA CA)
CA
06/24/2009 - 08/30/2010
S. L. REED & COMPANY (LOS ANGELES CA)
CA
08/15/2005 - 05/13/2009
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 09/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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