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Kellie Smith
Client Services Associate at Signature Estate & Investment Advisors,
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Work Experience
Client Services Associate
May 2022 - Present · 2 years and 7 months
Executive Assistant
Jan 2022 - Jun 2022 · 5 months
Executive Assistant
Feb 2021 - Jan 2022 · 11 months
Company Details
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations. We are held to a fiduciary standard with your best interests in mind. Our team of experienced professionals addresses your unique goals and objectives with a customized investment, estate or financial plan. Our commitment to successful wealth management is built upon deeply-rooted and meaningful client relationships, along with a commitment to assist: GROW,* protect and preserve your legacy through comprehensive and ongoing wealth management services TAILOR each investment management portfolio to service your individual needs CONDUCT business with integrity according to high ethical standards MAINTAIN your long-term goals and objectives as the absolute priority PURSUE the highest levels of academic degrees and professional accreditation AFFIRM our commitment to the philanthropic needs of the local communities in which we live and work *Growth is not guaranteed. Investing involves risk, and the value of your investments may gain or lose money. Securities offered through Signature Estate Securities LLC, member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. SEIA and Signature Estate Securities LLC are not affiliated with LinkedIn and are not responsible for LinkedIn’s privacy or security policies. To review our entire Social Media Disclaimer, please visit https://www.seia.com/disclosures
Year Founded
1997
Social Media
Linkedin
Industry
Financial Services, Financial Industry Supplies
HQ Location
2121 Avenue of the Stars Suite 1600 Los Angeles, CA 90067, US
Keywords
Investment ManagementFinancial PlanningInvestment ConsultingRetirement Plan Consulting
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