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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

SAN FRANCISCO, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Erica Gonzalez is a registered representative with Stifel, Nicolaus & Company, Inc. Erica has been in the securities industry since June 2005. Erica has passed several industry exams including Series 7, Series 50, Series 53, and SIE. Erica holds registrations in California. Erica previously worked at Stone & Youngberg LLC in Los Angeles, California.

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 Pooled Investment Vehicles
Unclaimed

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

BRENTWOOD, CA

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Eric B. Soiland is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Eric has been in the financial services industry since 1986. Eric is registered with the state of California to provide investment advisory services. Eric holds Series 3, 7, 9, 10, 24, 63 and 65 securities licenses. Eric is also a Certified Financial Planner. Eric has prior experience working with Citigroup Global Markets Inc., DEAN WITTER REYNOLDS INC., GRAYSTONE NASH, INC. and THE STUART-JAMES COMPANY, INC.

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

Atascadero, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Erich Saul Erdmier is a financial advisor with Edward Jones. Erich has been in the financial industry since 1998 and has experience working at various firms, including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Charles Schwab & Co., Inc. Erich is licensed to provide advisory services in multiple states and has a number of professional designations. Erich's expertise lies in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ROLLING HILLS ESTATES, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Erick Santiago Block is a financial advisor with over 17 years of experience in the financial services industry. Currently, Erick is registered with Wells Fargo Clearing Services, LLC and is licensed in both California and Texas. Erick has previously worked with D.A. Davidson & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Erick holds the Series 66, Series 7, and SIE licenses.

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

Creative Planning

location

El Dorado Hills, CA

disclosure

1 Disclosures

ADVISOR BIO

Erick Hoyer is a financial advisor who has been in the industry for over 25 years. Erick is currently registered with Creative Planning as an Investment Advisor Representative. Erick's previous employers include Edward Jones, Charles Schwab & Co., Inc. and A. G. Edwards & Sons, Inc.. Erick holds the Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. In addition to their work as an investment advisor, Erick is also the owner of a rental property in Kings Beach, California.

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 Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

SANTA ROSA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Erick Brown is a financial advisor at J.P. Morgan Securities LLC. Erick has been in the securities industry since 2013 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Erick is registered in 19 states and is also a Certified Financial Planner. Prior to joining J.P. Morgan Securities LLC, Erick worked at Wells Fargo Advisors, LLC and Fidelity Brokerage Services LLC. Erick has a strong commitment to providing personalized and comprehensive financial advice to his clients.

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

LONG BEACH, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Erick Alexis Sorto rodas is a registered representative with J.p. Morgan Securities LLC, located in LONG BEACH, California. Erick Alexis Sorto rodas has been in the securities industry for a short time, having joined J.p. Morgan Securities LLC in October 2022. Erick Alexis Sorto rodas is licensed to sell securities in California and has passed the Series 63, Series 6TO, and SIE exams. Erick Alexis Sorto rodas is specializing in securities, variable contracts, mutual funds, fixed annuities, and retirement plans.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

CUPERTINO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Erick Ortez is a registered representative with Wells Fargo Clearing Services, LLC. Erick has been in the financial industry for over 12 years. Erick's background includes experience at J.P. Morgan Securities LLC and Chase Investment Services Corp.

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

Independent Financial Group, LLC

location

SAN DIEGO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Erick Montiel is a financial advisor with Independent Financial Group, LLC. Erick has been in the financial services industry since 2002. Erick has extensive experience in helping individuals and families achieve their financial goals. Erick is registered with the state of California as both a broker-dealer and an investment advisor. Erick specializes in providing financial planning, portfolio management, and pension consulting services.

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

HESPERIA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Erick R Hernandez is a registered representative with J.P. Morgan Securities LLC, licensed in California. Erick holds the Series 63, Series 6TO, and SIE licenses. His specialties include investments, securities, and financial planning. Erick has been in the financial industry since March 1, 2023. His registration with the firm began on March 2, 2023.

SPECIALIZATIONS

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

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