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CA
Beverly Hills
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First Citizens Bank
3 Wealth Associates in Beverly Hills
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Use My Location
Amy Born Locations
Negin Banaei
Wealth Consultant, VP & ASST SEC
Mobile Phone
phone
(858) 472-5355
(858) 472-5355
9465 Wilshire Blvd.
Suite 800
Beverly Hills
,
CA
90212
US
Address
9465 Wilshire Blvd.
Suite 800
Beverly Hills
,
CA
90212
US
Areas Served
Greater Los Angeles Area
Focus Areas
Business Succession Planning
Charitable Gifting
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
See All
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
Education
Bachelor's of Science in Business Management, Golden Gate University
Areas Served
Greater Los Angeles Area
Focus Areas
Business Succession Planning
Charitable Gifting
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
See All
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
Education
Bachelor's of Science in Business Management, Golden Gate University
Ricardo Escobosa
Private Banker
Mobile Phone
phone
(619) 778-8283
(619) 778-8283
9465 Wilshire Blvd.
Suite 800
Beverly Hills
,
CA
90212
US
Address
9465 Wilshire Blvd.
Suite 800
Beverly Hills
,
CA
90212
US
Areas Served
Los Angeles County
Focus Areas
Customized Lending
Personal Banking Solutions
Education & Certifications
MBA, Alliant International University BS in International Business Administration, Alliant International University
Areas Served
Los Angeles County
Focus Areas
Customized Lending
Personal Banking Solutions
Education & Certifications
MBA, Alliant International University BS in International Business Administration, Alliant International University
Amy Born
Senior Portfolio Strategist, SVP & ASST SEC
9465 Wilshire Blvd
Suite 800
Beverly Hills
,
CA
90212
US
Address
9465 Wilshire Blvd
Suite 800
Beverly Hills
,
CA
90212
US
Education & Certifications
Certified Financial Planner (CFP®),Chartered Financial Analyst (CFA®),San Diego State University - Financial Services
Education & Certifications
Certified Financial Planner (CFP®),Chartered Financial Analyst (CFA®),San Diego State University - Financial Services
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All Wealth Associates
CA
Beverly Hills