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    Stock Broker Thousand Oaks Near Me

    Edward Jones - Financial Advisor: Pritipal Bhinder Charles Schwab Edward Jones - Financial Advisor: James Shipe TD Ameritrade Edward Jones - Financial Advisor: Chelsea L Henriod Edward Jones - Financial Advisor: Thomas Krueger Fidelity Investments Edward Jones - Financial Advisor: Sarah S Reznick, CFP®|ChFC®|CRPC™
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    1. Edward Jones - Financial Advisor: Pritipal Bhinder - Thousand Oaks

    · 2 reviews

    1341 E Thousand Oaks Blvd Suite 100, Thousand Oaks, CA 91362

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    1. 1. Personalized financial advice from a dedicated Edward Jones Financial Advisor in Thousand Oaks, CA.
    2. 2. Tailored services to help you plan your financial future, using Edward Jones' Starting Point tool.
    3. 3. Discover your unique financial priorities with the My Priorities quiz, an essential step in building a comprehensive strategy.
    4. 4. Stay informed with weekly market highlights and economic news summaries, keeping you up-to-date on the financial world.
    5. 5. Receive advice from a firm that prioritizes data privacy and security, ensuring your information is protected.

    2. Charles Schwab - Thousand Oaks

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    · 3 reviews

    650 S Westlake Blvd, Thousand Oaks, CA 91362

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    1. 1. Exclusive stock brokerage: Access to a wide range of stocks and personalized investment strategies.
    2. 2. Expert guidance: Benefit from the advice of experienced brokers, committed to your financial success.
    3. 3. Cutting-edge technology: Advanced platforms for seamless trading and real-time market data.
    4. 4. Educational resources: Complimentary webinars, workshops, and tutorials to enhance your investment skills.
    5. 5. Outstanding customer support: Dedicated assistance available 24/7, ensuring a smooth and satisfying experience.

    3. Edward Jones - Financial Advisor: James Shipe - Thousand Oaks

    · 1 reviews

    100 E Thousand Oaks Blvd Suite 124, Thousand Oaks, CA 91360

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    1. 1. Personalized financial advice from a dedicated Edward Jones advisor, tailored to your unique goals and needs.
    2. 2. Our Starting Point tool helps you kickstart your financial planning, making it easy to take the first steps.
    3. 3. Take our My Priorities quiz to identify and prioritize your financial goals, a crucial step in building a robust financial strategy.
    4. 4. Stay updated on market highlights and economic news with our weekly summaries, helping you make informed decisions.
    5. 5. Receive advice from a local Edward Jones Financial Advisor in Thousand Oaks, CA, ensuring you get the support you need in your community.

    4. TD Ameritrade - Thousand Oaks

    · 6 reviews

    The Promenade at Westlake, 650 S Westlake Blvd, Thousand Oaks, CA 91362

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    1. 1. Expert investment consultations: Meet with our local experts in Thousand Oaks, CA, and get personalized advice for your funds.
    2. 2. Early access to the stock market: Be one of the first to trade when the market opens at 6:30 AM, giving you a head start on your investments.
    3. 3. Convenient office hours: With flexible availability, you can easily schedule a visit to our Thousand Oaks office and manage your investments.
    4. 4. Fully authorized brokerage services: Trust our reliable and secure platform for all your investment needs, backed by TD Ameritrade's reputation.
    5. 5. Empowering financial education: Learn and grow with our educational resources, ensuring you make informed decisions about your financial future.

    5. Westlake Financial Management - Thousand Oaks

    · 4 reviews

    3625 E Thousand Oaks Blvd Suite 208, Thousand Oaks, CA 91362

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    1. 1. Full-service Investment Advisory firm in Westlake Village, CA, dedicated to providing personalized wealth management strategies for both individual investors and businesses.
    2. 2. Independent and unbiased financial advice, free from proprietary products, ensuring a wide range of industry-standard products and services tailored to your needs.
    3. 3. Comprehensive financial planning, including equities, mutual funds, structured products, fixed income, annuities, and estate planning, catering to affluent and high net worth clients nationwide.
    4. 4. 37+ years of experience in developing and executing strategic investment plans, prioritizing your investment objectives, risk tolerance, and time horizon.
    5. 5. Integrated platform with LPL Financial and Mariner Independent Advisor Network, offering proprietary technology, brokerage, insurance, record-keeping, and investment advisory strategies for your convenience.

    6. Edward Jones - Financial Advisor: Chelsea L Henriod - Thousand Oaks

    · 3 reviews

    299 W Hillcrest Dr #112, Thousand Oaks, CA 91360

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    1. 1. Personalized financial advice from a dedicated Edward Jones Financial Advisor in Thousand Oaks, CA.
    2. 2. Tailored services to help you plan your financial future, using Edward Jones' Starting Point tool.
    3. 3. Discover your unique financial priorities with the My Priorities quiz, an essential step in building a comprehensive strategy.
    4. 4. Stay updated with weekly market highlights and economic news summaries, provided by Edward Jones.
    5. 5. Receive advice from a firm that prioritizes data privacy and security, ensuring your information is protected.

    7. Edward Jones - Financial Advisor: Thomas Krueger - Thousand Oaks

    · 1 reviews

    2659 Townsgate Rd Ste 111, Westlake Village, CA 91361

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    1. 1. Expert Financial Advice: Partner with a qualified Edward Jones Financial Advisor, like Thomas Krueger, to create a personalized investment strategy.
    2. 2. Complimentary Consultation: Schedule a meeting to discuss your financial goals and investing style, with no obligation to invest.
    3. 3. Invest Smarter, Earlier: Start investing now to increase your chances of achieving long-term financial success – the power of compound interest is on your side.
    4. 4. Pandemic Financial Comfort: Join the 84% of investors who feel more financially comfortable during uncertain times by working with a trusted financial advisor.
    5. 5. Build Strong Habits: Establish smart savings habits today for a more secure and enjoyable tomorrow – your future self will thank you.

    8. Fidelity Investments - Thousand Oaks

    · 13 reviews

    111 S Westlake Blvd #1, Thousand Oaks, CA 91362

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    1. 1. Expert financial planning and wealth management services, tailored to your retirement and investment goals.
    2. 2. Exceptional customer service from knowledgeable advisors, such as Kevin Cvitanov, who put your needs first.
    3. 3. User-friendly resources for research, including a comprehensive website, mobile app, and in-person or virtual meetings.
    4. 4. Accessible and versatile options for every generation, ensuring a seamless experience for all customers.
    5. 5. Added perks like free parking and quality coffee, making your visit even more enjoyable.

    9. Hillcrest Financial Group - Thousand Oaks

    · 1 reviews

    515 Marin St Suite 406, Thousand Oaks, CA 91360

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    10. Western International Securities - Thousand Oaks

    · 1 reviews

    2555 Townsgate Rd Suite 300, Westlake Village, CA 91361

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    1. 1. Comprehensive wealth management support: Empower your business to build stronger client relationships and grow.
    2. 2. Personalized wealth strategies: Tailored solutions for each client's unique situation, backed by industry experts.
    3. 3. Expanding opportunities: Curated investment options to meet every need, helping you realize full growth potential.
    4. 4. Sophisticated yet streamlined: Easily provide comprehensive advice with our cutting-edge technology.
    5. 5. First-class coaching: Direct access to thought leaders, driving the future of financial services and maximizing your firm's value.
    6. 6. Seamless client management: Real-world technology for efficient account management, engagement, and communication.
    7. 7. Intuitive user experience: Clear connections to your team, enhancing availability and effectiveness for clients.
    8. 8. Investment program growth: Coaching and exposure to industry leaders, unlocking the full potential of your investment program.
    9. 9. Industry expertise: Learn from experienced leaders, helping financial professionals and institutions achieve their potential.
    10. 10. Pace of change: Stay ahead with Atria's real-world philosophy and premium products, built for today's challenges.
    11. 11. Award-winning coverage: Discover how industry publications and influencers praise Atria's support for financial professionals and institutions.
    12. 12. Steady achievements: Explore Atria's evolution and accomplishments since 2017, shaping the wealth management industry.

    11. Edward Jones - Financial Advisor: Sarah S Reznick, CFP®|ChFC®|CRPC™ - Thousand Oaks

    · 10 reviews

    2804 Camino Dos Rios # 207, Newbury Park, CA 91320

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    1. 1. Expert Financial Advising: Partner with a dedicated Edward Jones advisor to create a personalized investment strategy.
    2. 2. Complimentary Consultation: Schedule a meeting to discuss your financial goals and assess your investing style, risk-free.
    3. 3. Investment Flexibility: Choose from various account types and investments, tailored to your unique financial objectives.
    4. 4. Empower Your Future}': Start investing today to increase your chances of reaching your financial goals, backed by data showing 84% of advisor-assisted investors felt more comfortable during the pandemic.
    5. 5. Early Investment Emphasis: Edward Jones encourages starting investment planning in your 20s, fostering strong financial habits for a secure tomorrow.
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