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Portfolio Management for Investment Companies Advisors in Danville, California
3 Results
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Danville, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Anne Mintzer is a financial advisor with Cambridge Investment Research Advisors, Inc. Elizabeth has been a registered representative for over 6 years. Elizabeth holds a Series 7, Series 66 and SIE licenses. Elizabeth works with individuals, families, and small businesses. She specializes in retirement planning, college savings, and investment management. Elizabeth is committed to providing her clients with personalized financial advice and guidance. Elizabeth also holds the Certified Financial Planner designation. Elizabeth is committed to helping her clients achieve 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
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Danville, CA

0 Disclosures

ADVISOR BIO

Marian Nguyen is an Investment Advisor Representative associated with Cambridge Investment Research Advisors, Inc. Marian Nguyen has been in the industry for several years and is licensed to provide investment advice in California. Marian Nguyen works with individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities. Marian Nguyen's primary place of business is at Cambridge Investment Research Advisors, Inc.'s Danville, CA branch office. Marian Nguyen also owns a real estate business, Reiki Properties, LLC, based in Scottsdale, Arizona.

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Danville, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Patrice Rainer has been working in the financial services industry since April 15, 2013. Patrice is currently registered with Cambridge Investment Research Advisors, Inc., which has a main office located in Fairfield, Iowa. Patrice holds Series 66, Series 7, and SIE licenses. Patrice Rainer also holds the Certified Financial Planner designation.

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