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Financial Planning Services Advisors in Anaheim, California
203 Results
Unclaimed

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Estrada is a financial advisor who has been in the industry since 2018. Jonathan is registered with Centaurus Financial, Inc. and provides investment advice to individuals and corporations. Jonathan's expertise is in financial planning, portfolio management, and education seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Penaloza is a registered investment advisor representative with Centaurus Financial, Inc. based in Anaheim, California. Jonathan is a licensed insurance agent and has been in the financial services industry since 2019. Jonathan holds the Series 66, Series 7, and SIE licenses and provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and other financial services to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cuso Financial Services, LP

location

Anaheim, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jonathon James Allen is a financial advisor in Anaheim, California. Jonathon is a registered representative of Cuso Financial Services, LP and has been in the financial industry since 1993. Jonathon has experience in providing a range of services including financial planning, portfolio management for individuals, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

ANAHEIM, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jordan Searle Priest is a financial advisor at LPL Financial LLC. Jordan has been in the industry for 10 years and is registered to provide financial services in California. Jordan has a Series 7, Series 66, and SIE license. Jordan’s current firm LPL Financial LLC offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Jordan previously worked at ROYAL ALLIANCE ASSOCIATES, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

31 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Joseph Gregory Papez is a financial advisor currently registered with Centaurus Financial, Inc. Joseph has been in the financial services industry since 1993. Joseph holds a Series 7, Series 31, and Series 63 securities license. Joseph is also a registered investment advisor in several states. Joseph has previously worked at Wells Fargo Investments, LLC and Citigroup Global Markets Inc. Centaurus Financial, Inc. is a registered investment advisor that provides a variety of financial services, including financial planning, portfolio management, and educational seminars. The firm has over 6 billion dollars in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cuso Financial Services, LP

location

Anaheim, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Juan Manuel Herrera is a financial advisor with over 9 years of experience in the industry. He is currently registered with Cuso Financial Services, LP and has previously held positions at Ameriprise Financial Services, LLC, Comerica Securities, Citigroup Global Markets Inc., and Wells Fargo Advisors, LLC. Juan holds multiple securities licenses including Series 6, 7, 63, and 66. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

ANAHEIM, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Ann Erickson is a financial advisor currently registered with LPL Financial LLC. Kelly has been working in the financial services industry since May 26, 2009. Kelly is registered to offer investment advice in California and Texas. Kelly's professional designations include Certified Financial Planner. In addition to working with LPL Financial LLC, Kelly is also affiliated with Partners Retirement and Wealth Management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Ken Ihori is a financial advisor who has been in the industry since November 1996. Ken is currently registered with Centaurus Financial, Inc. and holds a Series 6, 7, 63, 65, 66 and SIE licenses. Ken has also been registered with MetLife Securities Inc., Metropolitan Life Insurance Company, MONY Securities Corporation, Hornor, Townsend & Kent, Inc. and Sunamerica Securities, Inc. in the past. Ken provides financial planning services for individuals, businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Jorgenson is an investment advisor representative with Centaurus Financial, Inc. Kenneth has been in the financial services industry since January 31, 2011. Kenneth is registered to provide investment advisory services in California and Oregon. Kenneth has also held previous registrations with CHARLES SCHWAB & CO., INC. and WELLS FARGO ADVISORS, LLC. Kenneth has experience providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

21 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Kenneth McCabe is a registered representative with Centaurus Financial, Inc. Kenneth has been in the securities industry for over 20 years. Kenneth is licensed to provide investment advice in Arizona, Arkansas, California, Colorado, Georgia, Idaho, Illinois, Indiana, Iowa, Minnesota, Nevada, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. Kenneth is also registered with FINRA and the SEC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals

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