Invested Better
Pension Consulting Services Advisors in Menlo Park, California
258 Results
Unclaimed
location

Menlo Park, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Valadez is a financial advisor registered with Morgan Stanley and has been in the industry since November 2022. Aaron holds a Series 66 license, and is registered with the state of California and Texas. Aaron has over 50 state registrations. Aaron specializes in providing financial planning, portfolio management and asset allocation 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
location

Menlo Park, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Alanna Cuizon-jittayasotorn is a registered investment advisor representative with Morgan Stanley. Alanna is licensed in 53 states and holds a Series 7TO, SIE, Series 63 and Series 65 license. Alanna is registered with Morgan Stanley in Menlo Park, CA, and has been with the firm since July 2024. Before joining Morgan Stanley, Alanna was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated from February 2023 to July 2024. Prior to that, Alanna was a financial advisor with UBS Financial Services Inc. from January 2021 to February 2023. Alanna has over seven years of experience in the financial services industry.

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
location

Menlo Park, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Albert Gibbons is a financial advisor registered with Morgan Stanley in Menlo Park, California. Albert has been in the industry since 2008, and is licensed to sell securities in 40 states. In addition to his role at Morgan Stanley, Albert is also a board member of the Boys and Girls Club of the Peninsula and the Mid-Peninsula Foundation.

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
location

Menlo Park, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Christian Oberle is an investment advisor representative at Morgan Stanley. Alexander has been in the industry since 2012. Alexander is registered in 42 states and is currently licensed to conduct business in California and Texas. Alexander is also a licensed investment advisor representative in California and Texas. Alexander has been with Morgan Stanley since 2012. Alexander specializes in financial planning, portfolio management, and pension consulting. Alexander also offers other advisory services, such as asset allocation advice, educational seminars, and selection of other advisors. Alexander has been recognized for their expertise in the industry. Morgan Stanley is a full-service financial services firm that offers a wide range of products and services, including investment banking, securities trading, asset management, and wealth management. Morgan Stanley is a publicly traded company headquartered in New York City.

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
location

Menlo Park, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander B. Nemechek is a financial advisor with Morgan Stanley. Alexander is registered with the state of California and Texas. Alexander is active in both the broker-dealer and investment advisor industries. Alexander has been a registered representative for over a year.

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
location

Menlo Park, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Anstead is an active investment advisor representative registered with the state of California. Alexander has been in the industry since July 13, 2016, and is currently registered with Morgan Stanley. Alexander holds the Series 66, Series 7 and SIE licenses and has been registered in 53 states and two other jurisdictions.

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

Morgan Stanley

location

Menlo Park, CA

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Alice Bernice Chow is a financial advisor with over 34 years of experience in the industry. Alice is currently registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in California and Texas. Alice has a wide range of experience in the financial services industry, having worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Morgan Stanley Smith Barney LLC. Alice has a strong track record of providing comprehensive financial planning and investment advice to individual and institutional clients. Currently, Alice is affiliated with Morgan Stanley.

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

Morgan Stanley

location

Menlo Park, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alvin To is a registered investment advisor with Morgan Stanley. Alvin has been working in the financial industry since September 2015. Alvin is registered with the state of California and Texas as well as the Financial Industry Regulatory Authority. Alvin offers asset allocation advice, financial planning, pension consulting, and educational seminars.

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

Morgan Stanley

location

Menlo Park, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Amber Dea is a registered representative with Morgan Stanley. Amber joined the firm in February 2022. Amber has passed the General Securities Representative Examination and the Securities Industry Essentials Examination.

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
location

Menlo Park, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Ami Minae Russell is a registered representative with Morgan Stanley. Ami has been in the industry since November 2004 and is licensed in 53 states. Ami provides asset allocation advice and financial planning services to a variety of clients, including individuals, businesses, and investment companies. Ami holds the Series 7, Series 63, and Series 65 licenses and has experience working with both individual and institutional clients.

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

Need help matching

with the right advisor?