Invested Better
Advisors in Beverly Hills, California
674 Results
Unclaimed

Citigroup Global Markets Inc.

location

BEVERLY HILLS, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Maher Tayara is a financial advisor with Citigroup Global Markets Inc. Maher Tayara has been in the financial services industry since November 25, 2016. Maher Tayara is licensed to provide investment advice in Arizona, California, Connecticut, District of Columbia, Florida, Hawaii, Kansas, Maryland, New Jersey, New York, Pennsylvania, and South Carolina. Maher Tayara's office is located at 407 N. Maple Drive, Suite 150 in Beverly Hills, CA. Citigroup Global Markets Inc. is a financial services firm headquartered in New York, NY. Citigroup Global Markets Inc. has approximately 11,754 clients and manages more than $50 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

Beverly Hills, CA

0 Disclosures

ADVISOR BIO

Mahshid Kamali is an investment advisor representative with SVB Wealth. Mahshid is registered with the state of California and holds the Series 63, Series 65 and SIE exams. Mahshid works primarily in the Beverly Hills, CA office. Mahshid has been in the financial services industry since 2010.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLANNED GIVING, FAMILY OFFICE, WEALTH PLANNING
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

Beverly Hills, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Mane Aslanian is a financial advisor registered with UBS Financial Services Inc. Mane has been a registered representative for over 10 years and holds the Series 66, Series 7 and SIE licenses. Mane's previous employment was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. UBS Financial Services Inc. is a full-service brokerage firm and provides a variety of financial services, including investment advice, financial planning, 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

BEVERLY HILLS, CA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marc I Lipson is a financial advisor who has been in the industry since 2005. Marc is registered with RBC Capital Markets, LLC and is licensed to provide investment advice in California and Texas. Marc has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc. Marc specializes in working with high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Beverly Hills, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Marc C. Roggenkamp is a financial advisor with over 20 years of experience in the industry. Marc is currently registered with Morgan Stanley and has been with the firm since January 2014. Previously, Marc was registered with UBS Financial Services Inc. and Lehman Brothers Inc. Marc specializes in a variety of financial services, including asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

RBC Capital Markets, LLC

location

BEVERLY HILLS, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Marcel Tenberge is a financial advisor with RBC Capital Markets, LLC. Marcel has been in the industry since 2001. Marcel is registered in 53 states and territories and has several professional designations, including Series 7, Series 3, Series 9, Series 10, Series 31, and Series 66. Marcel has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Marcel's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc.. Marcel's firm, RBC Capital Markets, LLC, is a full-service investment bank and brokerage firm.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

BEVERLY HILLS, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Marcia Bansil has been in the financial industry since 1999. Marcia is currently registered with Wells Fargo Clearing Services, LLC. Marcia has also been registered with Credit Suisse Securities (USA) LLC and UBS Financial Services Inc. in the past. Marcia holds licenses for Series 7 and Series 63, as well as the Securities Industry Essentials Examination. Marcia is licensed in several states across the U.S. and specializes in offering financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

BEVERLY HILLS, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Marcus Sikors is a financial advisor at Cambridge Investment Research Advisors, Inc. Marcus has been in the financial services industry since 2007. Marcus is registered with the state of California as both a broker-dealer and an investment advisor representative. Marcus also holds the Series 63, Series 65, Series 7 and SIE securities licenses. Marcus has prior experience at Stockcross Financial Services, Inc. Marcus is a member of the investment committee at Vista del Mar. Marcus is also the real estate chairman of the board and association manager for North Coast Business Park.

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
Unclaimed

UBS Financial Services Inc.

location

BEVERLY HILLS, CA

experience

33 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Margaret Mary Lech-loubet is a financial advisor at UBS Financial Services Inc. Margaret has been in the financial industry since 1991. She specializes in portfolio management for businesses, individuals and investment companies. Margaret is also registered to provide financial planning and pension consulting. Margaret has worked for several other firms in the past including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc. and NationsBanc Montgomery Securities LLC.

SPECIALIZATIONS

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

Park Avenue Securities LLC | CFC ® (Certifications)

location

BEVERLY HILLS, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Marguerite Rangel is an investment advisor representative at Park Avenue Securities LLC with over 25 years of experience. Marguerite is registered with the Securities and Exchange Commission (SEC) and has been approved to conduct business in 31 states. Marguerite Rangel is also registered as an investment advisor in 24 states.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals

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