Jim Losey's Location
Westlake Village, CA, US
Jim Losey's Work
- President @ EDGE Business Systems
- President @ WealthCare Alliance, Inc.
- Financial Advisor @ WealthCare Alliance, Inc.
- Financial Advisor and Registered Representative @ Royal Alliance
Jim Losey's Education
- California Polytechnic State University-San Luis Obispo
Bachelors of Science (Biochemistry)
1979 - 1984 - Simpson Bible College
(Bible)
1987 - 1988 - Newbury Park High School
N/A (General)
1976 - 1979
Jim Losey's Skills
- Retirement Planning
- Retirement
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Estate Planning
- Wealth Management
- IRA's
- Financial Planning
- Annuities
Jim Losey's Summary
Jim Losey, based in Westlake Village, CA, US, is currently a President at Edge Business Suites, bringing experience from previous roles at WealthCare Alliance, Inc. and Royal Alliance. Jim Losey holds a 1979 - 1984 Bachelors of Science in Biochemistry @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Retirement Planning, Retirement, Investment Advisory, Asset Allocation, Mutual Funds and more, Jim Losey contributes valuable insights to the industry. Jim Losey has 2 emails on RocketReach.
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