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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Citigroup Global Markets Inc.

location

Granada Hills, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Emile Samir Abinader is a financial advisor with Citigroup Global Markets Inc., based in Granada Hills, CA. Emile has been in the industry since March 1999, and holds several licenses and registrations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Citigroup Global Markets Inc.

location

LOS ANGELES, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Emilene Rosely Andrews is a financial professional with over 10 years of experience in the financial industry. Emilene is registered with Citigroup Global Markets Inc. and holds a Series 66, Series 7, Series 9, Series 10, and Series 31 license. Emilene provides financial planning, asset allocation advice, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

San Diego, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Emilia Naydin Rivera is a financial advisor at Morgan Stanley. Emilia is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since February 18, 2019. Emilia specializes in providing financial advice to high-net-worth individuals, corporations, and other 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

Beverly Hills, CA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Emilia Constance Pirro is a financial advisor currently registered with Morgan Stanley in Beverly Hills, CA. Emilia has been working in the financial industry since December 17, 1980. Previously, Emilia has worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., MUNICIPAL PARTNERS, LLC, CANTOR FITZGERALD & CO., CANTOR FITZGERALD PARTNERS, DEAN WITTER REYNOLDS INC., CROWELL, WEEDON & CO., GRUNTAL & CO. INCORPORATED, and BATEMAN EICHLER, HILL RICHARDS, INCORPORATED. Emilia holds licenses in 12 states.

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

Planmember Securities Corp.

location

SAN DIMAS, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Emiliano Sauceda is a financial professional with over 12 years of experience in the financial industry. He is registered with the state of California as both a Broker-Dealer and an Investment Advisor. Emiliano is associated with Planmember Securities Corp., a registered investment advisor with over 100 clients. He is also a self-employed Fixed Insurance Agent. Emiliano has experience working with a variety of clients including individuals, corporations, pension and profit sharing plans, and charitable organizations. Emiliano specializes in financial planning, investment management, and insurance sales.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Palo Alto, CA

0 Disclosures

ADVISOR BIO

Emiliano Lucian Siqueiros is a registered representative with UBS Financial Services Inc. in Palo Alto, CA. Emiliano holds the Series 7TO and SIE licenses. Emiliano has been in the industry since September 2024 and has a broad range of expertise, including specializations in portfolio management, 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Statheros Financial Solutions, Inc. | CFP ® (Certifications)

location

EL DORADO HILLS, CA

0 Disclosures

ADVISOR BIO

Emilie Andres is an Investment Advisor Representative at Statheros Financial Solutions, Inc. Emilie holds the Series 65 license and is a Certified Financial Planner. Emilie works with individuals, high-net-worth individuals, and retirement plans. She focuses on financial planning, pension consulting, and portfolio management. Statheros Financial Solutions, Inc. has a total of 1,294 client accounts, including 145 high-net-worth individuals and 68 pension and profit-sharing plans. The firm manages approximately $705 million in assets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Tamarind Financial Planning | CFP ®,CFA ® (Certifications)

location

San Mateo, CA

0 Disclosures

ADVISOR BIO

Emilie Goldman is a financial advisor with Tamarind Financial Planning. Emilie has been in the industry since 2010 and is registered with the state of California. Emilie is a Certified Financial Planner and a Chartered Financial Analyst. Emilie's firm specializes in financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals. Emilie has experience working with high-net-worth individuals, as well as individuals other than high-net-worth.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SAN CARLOS, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Emilio Jose Alvarenga is a registered representative with J.p. Morgan Securities LLC and has been in the financial industry since October 2019. Emilio holds the Series 63, Series 6TO and SIE licenses. Emilio is registered with the state of California and is currently located in San Carlos, California.

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

SANTA ANA, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Emilio Lopez Ramirez is a licensed securities professional with over 3 years of experience in the financial services industry. Emilio is currently registered with J.P. Morgan Securities LLC and is active in California. Prior to that, Emilio worked at J.P. Morgan Securities LLC. Emilio holds the Series 6, Series 63, and SIE licenses. Emilio is specialized in investments such as stocks, bonds, mutual funds, variable annuities, and options.

SPECIALIZATIONS

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

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