Letter from the CEO
Company Brochure (pdf)
Pacific West At A Glance
Due Diligence
Advisory Services
Education
Technology at Pacific West
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Practice Management
Transition Support
Our Commitment to Excellence
Prospective Representative Questionnaire
Investment Professionals
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Education

At Pacific West, we embrace education and encourage our staff to continue obtaining licenses and designations for professional development and to best serve our representatives.

Many financial professionals at Pacific West have achieved the CFP and other industry designations. To support continuing education and a rich learning environment, we offer many opportunities that qualify for CE credit. We have also secured discount arrangements for financial professionals to pursue additional education.

Pacific West or Pacific West employees have affiliations or memberships in the following organizations:

 

Financial Services Institute
National Futures Association (NFA)
Tenant In Common Association
American Marketing Association
15th Annual Leadership Summit Agenda Overview (Sept. 10-12, 2008)

 
        Securities offered through Pacific West Securities, Inc., Member FINRA/SIPC
        Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor