Invested Better
Advisors in Beverly Hills, California
674 Results
Unclaimed

RBC Capital Markets, LLC

location

BEVERLY HILLS, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Shamya Ullah is a financial advisor with RBC Capital Markets, LLC. Shamya has been in the financial industry since December 31, 2007, and has held previous positions with Morgan Stanley and UBS Financial Services Inc. Shamya specializes in providing portfolio management for businesses, individuals, and pooled investment vehicles. Shamya also provides financial planning, pension consulting, and educational seminars. Shamya is registered with the state of California as an investment advisor representative.

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

Aire Advisors, LLC | CFP ® (Certifications)

location

BEVERLY HILLS, CA

disclosure

1 Disclosures

ADVISOR BIO

Sharon Nassirzadeh is a financial professional with over 27 years of experience in the industry. Sharon is registered as an Investment Advisor Representative (IAR) in California and Texas. Sharon currently works with Aire Advisors, LLC. Sharon has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Stockcross Financial Services, Inc., TD Ameritrade, Inc., and Kennedy, Cabot & Co. Sharon's area of specialization includes retirement planning, college savings, estate planning, and wealth management. Sharon holds the Series 63, 65 and 7 securities licenses as well as the SIE exam. Sharon also holds the Certified Financial Planner designation. Sharon's experience and qualifications make her a valuable resource for clients seeking personalized financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

O'Boyle Wealth Management, Inc.

location

BEVERLY HILLS, CA

0 Disclosures

ADVISOR BIO

Shayan Lankarani is an Investment Advisor Representative with O'Boyle Wealth Management, Inc.. Shayan has been in the industry since August 2022. Shayan is registered with the state of California. Shayan has Series 65. Shayan is based in Beverly Hills, CA and works in the firm's Beverly Hills office.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

BEVERLY HILLS, CA

experience

45 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Sheldon Leslie Fogel is a financial advisor at UBS Financial Services Inc. Sheldon has been working in the financial industry since 1980 and has held several positions at different firms. Sheldon has a wealth of experience in the industry and has the knowledge and expertise to help clients reach their financial goals.

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

Morgan Stanley | CFP ® (Certifications)

location

Beverly Hills, CA

experience

37 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Shih-hua Liu is a financial advisor with over 30 years of experience in the industry. Shih-hua is currently registered with Morgan Stanley, a leading financial services firm. Prior to joining Morgan Stanley, Shih-hua worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Shih-hua holds Series 3, 7, 63 and 65 licenses, as well as the SIE exam certification. Shih-hua Liu is a Certified Financial Planner (CFP) and has a wide range of experience in providing financial advice to individuals, families, businesses, and institutions.

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

Aire Advisors, LLC

location

BEVERLY HILLS, CA

0 Disclosures

ADVISOR BIO

Simone Liu is an investment advisor representative with Aire Advisors, LLC located in Beverly Hills, CA. Simone has been in the industry since 2005 and holds the Series 7, Series 31, and Series 66 licenses as well as the Securities Industry Essentials (SIE) Exam. Simone's previous experience includes positions at Wells Fargo Clearing Services, LLC and Morgan Stanley Smith Barney.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

BEVERLY HILLS, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Sirus Turkzadeh is an active investment advisor representative (IAR) with RBC Capital Markets, LLC, based in Beverly Hills, California. Sirus has been in the industry since 2017 and holds several licenses including Series 7, Series 66 and SIE. Prior to joining RBC Capital Markets, LLC Sirus held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Sirus specializes in providing investment advisory services to individuals, businesses, and institutions.

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

13 Years Experience

0 Disclosures

ADVISOR BIO

Sofia Bousseba is a financial advisor registered with Morgan Stanley. Sofia has been in the industry since 2011 and is registered to provide investment advice in 25 states. Sofia also holds the Series 66, Series 7 and SIE licenses.

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

Wells Fargo Clearing Services, LLC

location

BEVERLY HILLS, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Sonya Doshi-mccarthy is an investment advisor representative with over 30 years of experience in the financial services industry. Sonya is currently registered with Wells Fargo Clearing Services, LLC and has offices in Beverly Hills, CA. Sonya has a broad range of experience and specializes in providing financial planning, portfolio management, and investment consulting services. Sonya has held prior positions at UBS Financial Services Inc. and Baraban Securities, Inc.

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

Morgan Stanley

location

Beverly Hills, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Soo mi Kim is a registered investment advisor representative with Morgan Stanley, located in Beverly Hills, California. Soo mi has been in the industry since 2019 and holds Series 63, 65, 7TO and SIE licenses. Soo mi is registered in 38 states and specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals and investment companies, and the selection of other advisers.

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

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