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Alyson S., Actor

Financial Planning & Investments,

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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.

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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.

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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.

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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.

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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.

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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.

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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 Securities America1 directly at 800.747.6111.

Get Started Today

Michelle Lee

Michelle Lee

Financial Advisor
Contact

Disclosures

1

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 Securities America, MemberĀ  FINRA/SIPC. Insurance products offered through Securities America or its licensed affiliates.

First Entertainment Credit Union and First Entertainment Investment Services are not a registered brokers/dealers and are not affiliated with Securities America. Securities America Advisors do not offer tax advice. Please consult a tax professional.