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

Morgan Stanley

location

Menlo Park, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ran Zhou is an investment advisor representative currently registered with Morgan Stanley, and has been in the industry for over 11 years. Previously, Ran Zhou worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Ran Zhou has passed the Series 66, SIE, and Series 7 exams and holds active registrations in 18 states. Ran Zhou provides financial planning and investment advice to individuals, high-net-worth individuals, businesses, investment clubs, corporations, charitable organizations, and pension and profit-sharing plans.

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

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ranjeev Kumar Hira is a financial advisor with over 12 years of experience in the industry. Ranjeev is currently registered with Morgan Stanley and has previously held positions with UBS Financial Services Inc. and UnionBanc Investment Services, LLC. Ranjeev holds Series 6, 7, 63, and 65 licenses as well as the SIE.

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

Richard McNamara is an active Investment Advisor Representative with Morgan Stanley. Richard has been in the industry for over 10 years and is registered in 53 states as an Investment Advisor Representative. Richard also holds Series 66, Series 7, and SIE licenses. Richard has experience in asset allocation advice, financial planning, pension consulting, and educational seminars. Richard has extensive experience working with a variety of clients, including individuals, businesses, investment companies, insurance companies, charitable organizations, and pension and profit-sharing plans.

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

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Richard Alan Petit is a financial advisor with over 40 years of experience in the industry. Richard has been with Morgan Stanley since 2009, previously working at Morgan Stanley & Co. Incorporated. Richard has experience in a variety of financial services, including investment advisory and brokerage services. Richard is licensed to provide financial advice in multiple states. Richard provides financial planning, pension consulting, and other advisory services to a diverse client base, including 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Menlo Park, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Riley Krook is a financial advisor with Morgan Stanley, based in Menlo Park, CA. Riley has been in the financial services industry for over four years and holds the Series 7, Series 66 and SIE licenses. Riley has been registered in 53 states and the District of Columbia, with a focus on providing investment advice for a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, and corporations.

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

Voya Financial Advisors, Inc.

location

Menlo Park, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Robert Riney is a financial advisor in Menlo Park, CA. Robert has been in the financial services industry since August 2013. Robert is registered with Voya Financial Advisors, Inc., a firm with offices in Menlo Park, CA and Portland, OR. Robert's primary registration is in California. Robert is a registered investment advisor representative and also holds licenses in Nevada and Colorado. Robert has been with Voya Financial Advisors since May 2022.

SPECIALIZATIONS

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

Menlo Park, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Robert E McKee IV is a financial advisor with over 20 years of experience in the financial services industry. Robert has been registered with Morgan Stanley since June 2009, and previously worked with CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert holds Series 7, 31, 66 and SIE licenses and is registered in 38 states and two provinces in Canada. Robert specializes in providing financial planning, investment management, and asset allocation advice 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Menlo Park, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Robert Vaughan is a financial advisor at Morgan Stanley. Robert has been in the industry since August 2014 and is registered with the state of California, Connecticut, and Texas. Robert offers a range of financial services, including financial planning, portfolio management, and pension consulting. Robert has a strong track record of success in helping 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Menlo Park, CA

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Robert Manning is a financial advisor with Morgan Stanley. Robert has been in the financial industry since 1988 and has experience with a variety of firms, including Citigroup Global Markets, Deutsche Bank Securities, and Alex. Brown & Sons. Robert is registered to provide investment advice in a number of states and holds the Series 7, Series 63, and Series 65 licenses. Robert specializes in providing financial planning, asset allocation advice, and portfolio management services to a variety of clients, including 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

24 Years Experience

0 Disclosures

ADVISOR BIO

Rosanna Mei-chun Tsai is an investment advisor representative with Morgan Stanley. Rosanna Tsai has been in the industry since October 25, 2000. She has a strong track record of providing investment advice and portfolio management services to a wide range of clients, including individuals, corporations, and institutions. Rosanna Tsai is registered in 53 states and the District of Columbia. She holds the Series 7, 63, and 66 licenses. Her prior experience includes working at Citigroup Global Markets Inc. and Charles Schwab & Co., Inc. Rosanna Tsai's areas of specialization include portfolio management, financial planning, and asset allocation advice.

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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