Kelly Markowitz Email & Phone Number
LPL Financial Planner @ LPL Financial
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Kelly Markowitz Location
- Los Angeles, CA, US
Kelly Markowitz Work
- LPL Financial Planner @ (July 2013 - Present)
- Financial Advisor @ (October 2008 - June 2013)
Kelly Markowitz Education
- San Diego State University
Bachelor of Arts (B.A.) (International Business)
2002-2007 - Universidad de Valparaíso
Exchange program (Negocios internacionales)
2006-2006 - El Segundo High School 1998-2002
Kelly Markowitz Skills
- Bonds
- ETFs
- Financial Advisory
- Financial Planning
- Financial Services
- Insurance Planning
- Investment Management
- Investments
- Long Term Care Insurance
- Municipal Bonds
- Mutual Funds
- Personal Finance
- Personal Financial Planning
- Qualified Retirement Plans
- Real Estate Investment Trust (REIT)
- Retirement Income Strategies
- Retirement Plan Consulting
- Retirement Savings
- Stocks
Kelly Markowitz Summary
- Kelly Markowitz, based in Los Angeles, CA, US, is currently a LPL Financial Planner at LPL Financial. Kelly Markowitz brings experience from previous roles at Edward Jones. Kelly Markowitz holds a 2002 - 2007 Bachelor of Arts (B.A.) in International Business @ San Diego State University. With a robust skill set that includes Bonds, ETFs, Financial Advisory, Financial Planning, Financial Services and more. Kelly Markowitz has 4 emails and 1 mobile phone numbers on RocketReach.
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