Barbara OrechoffInvestment Advisor Representative
Phone: 805.484.1011 ext. 114 Financial Services Specialist with Independent Capital Management and a Investment Advisor Representative, offering Securities and Investment Advisory through SagePoint Financial, Inc. I work to improve my client’s confidence in their investments mind through solid financial strategies. Each person’s goals and dreams are unique as is their financial situation. I offer a personalized review and analysis to my clients and recommend strategies to accomplish their objectives. Independent Capital Management is totally independent, which gives me great flexibility as to the use of financial vehicles that best fit each client’s situation. The strategies include a comprehensive analysis of retirement, college, and estate planning, as well as an overview of insurance protection needs. I also offer refinancing/mortgage lending services as well as Real Estate services. Education and Licensing: · B.A. degree in International Business from the American University of Paris, France. · California Licensed Insurance Agent-Health and Life Lic # 0F68892 · California Licensed Real Estate Salesperson Lic. # 01441984 · Investment Advisor Representative with SagePoint Financial, Inc. Series 6,7,63 and 65 Securities Registrations · Paralegal for Citadel Law Corporation Personal: · Native Californian and resident of Ventura County since 1997. · Fluency in Polish and French · International work experience. · Volunteer with: Rotarian – Moorpark Morning Rotary Club –President Elect Nominee USC Town and Gown – Committee Member Pacific Festival Ballet Company · Business Associations Moorpark Chamber of Commerce - Board of Directors Business Network International (BNI) – Area Director Ventura County Toastmasters International– Past President Moorpark Toastmasters Women’s Information Network-Simi Valley (WINS) Children in Film *Barbara Orechoff is an Investment Advisor Representative offering Securities and Investment Advisory through SagePoint Financial, Inc. Member FINRA/SIPC, and SEC-Registered Investment Advisor. Insurance services offered through Independent Capital Management, not affiliated with SagePoint Financial, Inc. 
|
||
|
333 S. Beverly Dr., Suite 201 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC,OK, OR, PA, RI, TN, TX, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The Inc. 500 is ranked according to percentage revenue growth for four years. Additionally, they have to be US based, privately held, for profit, and independent -- not subsidiaries or divisions of other companies. ICM was named to the Inc 500 in 1996 and 1997.