Investment Services
for financial success.
Smart investing for a brighter future.
Develop both a plan and relationship for financial success with First Entertainment Investment Services (FEIS), your home for personalized investment strategies.
Motion Picture Individual Account Plan (IAP) Rollovers
Understand your retirement options and get guidance on future financial goals. Get assistance with paperwork and setting up a new IRA to receive the IAP Rollover.
Goal Identification & Income Analysis
Understand where you are now, discover where you want to go, and get personalized insights and professional guidance on how to get there.
Investment Strategies & Money Management
Get an independent evaluation of your current assets portfolio (including mutual funds & retirement plans) and we will determine your most efficient investment mix.
Retirement Plans
We’ll help determine your retirement funding needs, develop a personalized investment strategy, and put you on the path towards financial stability and success.
Rollover Counseling
Knowing where and when to move funds from one plan to another shouldn’t be confusing. Whether it’s a company retirement fund or an IRA, we’ll get you the info you need.
Risk Management & Insurance
Determine which assets require protection, select the appropriate insurance coverage to guard them, including Fixed Annuities, Long-term Care Insurance, and more.
Contact us today at 323.845.4434 to set up a free 30-minute consultation.
For any transactions or trade requests, please contact Osaic1 directly at 800.747.6111.
Get Started Today
Michelle Lee
Disclosures
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To determine which investments(s) may be appropriate for you, consult your financial advisor prior to investing. Past performance is no guarantee of future results. Securities offered through Osaic, Member FINRA/SIPC. Insurance products offered through Osaic or its licensed affiliates.
First Entertainment Credit Union and First Entertainment Investment Services are not a registered brokers/dealers and are not affiliated with Osaic. Osaic advisors do not offer tax advice. Please consult a tax professional.