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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

BAKERSFIELD, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Fuentes is a registered representative and investment advisor representative associated with Wells Fargo Clearing Services, LLC. Elizabeth has been in the financial services industry for over six years. Elizabeth is licensed in California. Elizabeth has passed the Series 6, Series 7TO, Series 63 and SIE exams. Elizabeth specializes in investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

LA MIRADA, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Cervantes is a financial advisor with over 16 years of experience in the industry. Elizabeth is registered with Wells Fargo Clearing Services, LLC, and holds Series 66, 7 and SIE licenses. She is also a Certified Financial Planner. Elizabeth has been with Wells Fargo Clearing Services, LLC since November 2016. Previously, Elizabeth was with CITIGROUP GLOBAL MARKETS INC. in Whittier, CA, from June 2007 to December 2013. Elizabeth provides investment consulting services to institutional clients, as well as financial planning services to individuals and businesses.

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
location

San Francisco, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Groeger is a financial advisor at Morgan Stanley. Elizabeth has over 15 years of experience in the financial services industry. Elizabeth is registered with the state of California and Texas. Elizabeth also holds a number of licenses and certifications, including the Series 3, 7, 9, 10, 66, and SIE. Elizabeth specializes in providing financial advice to individuals, families, and businesses. Elizabeth is committed to 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

Monterey, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Benjamin is a financial advisor with over 30 years of experience in the industry. Elizabeth is currently registered with Morgan Stanley and has been with the firm since 2009. Previously, Elizabeth worked at Morgan Stanley & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elizabeth holds Series 7, 63, and 66 licenses. Elizabeth is registered to provide investment advice in 48 states. Elizabeth is based in Monterey, California and specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, investment companies, and pooled investment vehicles.

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

BAKERSFIELD, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Varela is a financial advisor with Edward Jones. She is based in Bakersfield, CA and has been in the industry since 2013. Elizabeth is registered to offer advisory services in Arizona, California, Florida, Iowa, Nebraska, Nevada, Rhode Island, Tennessee, Texas, and Utah. Elizabeth holds a Series 66, Series 7, and SIE license. Elizabeth's areas of expertise include financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

OCEANSIDE, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Martinez Ausencio is a financial advisor registered in the state of California. Elizabeth is affiliated with J.P. Morgan Securities LLC. Elizabeth specializes in portfolio management for both businesses and individuals. Elizabeth is also able to provide financial planning services.

SPECIALIZATIONS

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

San Diego, CA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Elizabeth Pille has been in the financial industry since 1982. Elizabeth is currently registered as an Investment Advisor Representative with Morgan Stanley in California and Texas. Elizabeth has been associated with Morgan Stanley since June 2009. Previous employers include Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lebenthal & Co., Inc. Elizabeth has passed the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and Series 53 exams. Elizabeth has also passed the SIE exam. Elizabeth has been registered with the states of Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virgin Islands, Virginia, Washington and Wisconsin.

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

J.p. Morgan Securities LLC

location

Los Angeles, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Resnikoff is a financial advisor with J.p. Morgan Securities LLC. Elizabeth has been working in the industry since November 2018 and is registered with the Financial Industry Regulatory Authority (FINRA) and 53 state securities regulators. Elizabeth specializes in offering investment advice for individuals, businesses, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

Corvus Wealth Advisors LLC

location

TEMPLETON, CA

0 Disclosures

ADVISOR BIO

Elizabeth Telford is an investment advisor representative at Corvus Wealth Advisors LLC. Elizabeth has been in the industry for over 2 years, working with a range of clients including individuals, charitable organizations, corporations, and pension plans. She holds a Series 66, Series 7TO, and SIE licenses. Elizabeth's previous experience at LPL Financial LLC provided her with a strong foundation in the financial services industry. Her experience at Paradigm Advisors and Firestone Walker Brewing Company helped her develop her business and financial acumen. At Corvus Wealth Advisors LLC, Elizabeth helps clients build and manage their financial plans. She is committed to providing her clients with personalized advice and guidance.

SPECIALIZATIONS

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

Encino, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Marie Buckly is a financial advisor with Assetmark, Inc. Elizabeth has been in the financial services industry since June 2011 and is registered with the state of California. Elizabeth has a Series 66, 24, 7 and SIE licenses. Her previous experience includes working as a financial advisor at National Planning Corporation.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies

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