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Portfolio Management for Businesses Advisors in Fresno, California
572 Results
Unclaimed
location

FRESNO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Aaron James Garabedian is a financial advisor with LPL Financial LLC. Aaron is based in Fresno, CA and has been in the industry since October 2, 2013. Aaron is registered to provide investment advice in Alaska, Arizona, California, Florida, Nevada, Oregon, Tennessee, Washington and Wyoming. Aaron has also worked with CETERA FINANCIAL SPECIALISTS LLC. Aaron holds FINRA Series 7 and Series 66 registrations. The Garabedian Group, Inc. provides investment advice, tax preparation, and accounting services in Fresno, California.

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

Osaic Wealth, Inc.

location

FRESNO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Aaron McKell is a financial professional with over 8 years of experience in the financial services industry. Aaron is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in California. Aaron has a wide range of experience in financial planning, portfolio management, and pension consulting. Previous employers include Sagepoint Financial, Inc. and LPL Financial. Aaron has successfully completed the Series 66, Series 7 and SIE exams and is a licensed life insurance agent. Aaron's commitment to providing personalized financial advice and helping clients achieve their financial goals has earned him a reputation as a trusted and respected advisor.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

FRESNO, CA

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Abel Araujo is an investment advisor representative at Wells Fargo Clearing Services, LLC. Abel has been in the financial services industry for over 20 years. Abel holds a Series 7, Series 65, and Series 66 securities license. Prior to joining Wells Fargo Clearing Services, LLC, Abel was a financial advisor at Morgan Stanley. Abel's expertise includes providing financial planning, portfolio management, and investment consulting services to both individual and 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

Fresno, CA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adam Kim is a financial professional with over 23 years of experience in the industry. He is a registered representative of Cambridge Investment Research Advisors, Inc. in California and Texas. Adam has a wide range of experience and is well-equipped to provide financial planning, portfolio management, and other financial services. His previous employers include Equitable Advisors, LLC and Cambridge Investment Research, Inc.

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

Integrated Wealth Concepts LLC

location

FRESNO, CA

0 Disclosures

ADVISOR BIO

Adam Tirapelle is an investment advisor representative with Integrated Wealth Concepts LLC. Adam has been working in the financial services industry since 2003. He holds licenses in California and Texas. Adam has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. He offers a variety of services, including financial planning, pension consulting, and portfolio management. Adam is also a licensed insurance agent and can help clients with their insurance needs.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

FRESNO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Adela Daisy Cardenas is a licensed securities professional registered with J.P. Morgan Securities LLC. Based in Fresno, California, Adela Cardenas specializes in providing investment advice and financial planning services.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FRESNO, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Adine Caffas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Adine has been in the financial services industry since 1996. Adine is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Adine has been registered in multiple states and holds several securities licenses, including Series 7, 10, 9, 63 and 65. Adine specializes in providing investment advice and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Cetera Investment Advisers LLC

location

FRESNO, CA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adnan Hussain is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor, with a branch office in Fresno, CA. Adnan has been in the financial industry since 1990. Adnan is registered as a Broker/Dealer and an Investment Advisor Representative in California, Idaho, Montana, Nevada, New York, North Carolina, Virginia, and Washington.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

FRESNO, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Adrienne Marie Guerra is an Investment Advisor Representative associated with Ameriprise Financial Services, LLC. Adrienne has been in the industry since 2005 and holds multiple licenses, including Series 66, Series 9, and Series 7. Adrienne has previously been registered with Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Adrienne has a broad range of experience in the financial services industry, working with a variety of clients, including individuals, corporations, trusts, and charities. Adrienne offers a range of services, including financial planning, asset allocation, and portfolio management. Adrienne is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

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

LPL Financial LLC

location

FRESNO, CA

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Albert Ray Linker has been in the financial services industry since 1991 and is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Previously, Albert Ray Linker was affiliated with CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., LPL FINANCIAL LLC, JEFFERSON PILOT SECURITIES CORPORATION, ONEAMERICA SECURITIES, INC., AMERICAN UNITED LIFE INSURANCE COMPANY, LONG GROVE TRADING CO., and NYLIFE SECURITIES INC. Albert Ray Linker is licensed to provide financial services in Alaska, Arkansas, California, Colorado, Idaho, Illinois, Missouri, Montana, Nebraska, Nevada, New Mexico, New York, North Carolina, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, and Washington. Albert Ray Linker has specialized knowledge in the areas of investment products and variable contracts, portfolio management for individuals and businesses, financial planning, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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