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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FOLSOM, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Erika Pandy is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the securities industry since June 18, 2017. Erika Pandy is licensed to provide investment advice in Arizona, California, Colorado, Florida, Nevada, Oregon, Texas, and Washington. Erika Pandy is registered with FINRA as a Registered Representative. Erika Pandy holds the Series 7, Series 66 and SIE securities licenses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Edward Jones | CFP ® (Certifications)

location

SONORA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Erika Lee Simonson is a financial advisor at Edward Jones, a firm with over $825 billion in regulatory assets under management. Erika is a Certified Financial Planner™ professional with experience in helping clients with financial planning, portfolio management, and other advisory services. Erika is registered to offer investment advisory services in California and Texas. Erika has been in the securities industry since September 25, 2022, and has a strong background in the financial services industry. Erika also owns and operates Sierra Flow Fitness, a fitness gym in Sonora, California. Erika is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

SAN MATEO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Erin Sinclair is a financial advisor with Edward Jones. Erin has been in the industry since 1998 and holds the Series 66, Series 63, and Series 24 licenses. She is also a Certified Financial Planner. Erin has experience working with individuals, corporations, and charitable organizations. Edward Jones is a well-established firm that has been providing financial services for over 100 years. They offer a variety of services, including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

Folsom, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Erin Nicole Drennon is a registered representative with Edward Jones. Erin has been in the financial services industry since May 2018 and is licensed to provide investment advice in multiple states. Erin is a Series 7, 66, and SIE licensed advisor. In addition to the services provided by Edward Jones, Erin has also been involved with rental property management.

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

SONOMA, CA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Erin E Burke is a registered investment advisor representative with J.P. Morgan Securities LLC. Erin has been in the securities industry since March 2005. Erin has licenses in California, Texas and 24 other states. Erin has passed the Series 6, 7, and 63 exams and the SIE and Series 65 exams. Erin has previous experience with Chase Investment Services Corp. and WAMU Investments, Inc. J.P. Morgan Securities LLC has more than $50 billion in assets under management.

SPECIALIZATIONS

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

Perennial Financial Services

location

LOS ANGELES, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Erin Redmond is a financial advisor with Perennial Financial Services in Los Angeles, CA. Erin has been in the financial services industry since 2014. Erin holds the Series 7, Series 66, and SIE licenses. Erin's focus areas include financial planning, pension consulting, and portfolio management. Erin is dedicated to providing clients with personalized financial advice and services.

SPECIALIZATIONS

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

LPL Financial LLC

location

LA MESA, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Erin Arellano has been working in the financial services industry since 2002. Erin is currently registered with LPL Financial LLC in California and Texas. Erin has previously been registered with Advisors Asset Management, Inc., UnionBanc Investment Services, LLC, Fixed Income Securities, LP, Valubond Securities, Inc., and Bond Express, Inc. Erin is licensed in many states and offers investment advice, financial planning, and consulting services. Erin's experience and expertise make her a valuable resource for individuals and businesses seeking investment advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Allworth Financial, LP

location

FOLSOM, CA

0 Disclosures

ADVISOR BIO

Erin Kincheloe is a financial advisor with Allworth Financial, LP, located in Folsom, CA. Erin has been in the financial industry since 1986 and has a broad range of experience in providing financial planning and investment management services. Erin holds a Series 7, 3, 24, 63, and 66 licenses and is registered with the state of California. Erin is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

REDLANDS, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Erin Christine Green is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Redlands, CA. Erin has over 10 years of experience in the financial industry, having previously worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Erin has a wide range of experience and holds licenses for both securities and investment advisory services in a number of states. Erin can assist clients with financial planning, portfolio management, 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

HERMOSA BEACH, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Erin O'Sullivanosborne is a financial advisor with Ameriprise Financial Services, LLC. Erin has been in the financial services industry since April 2002. Erin holds the Series 66, Series 7 and SIE licenses. Erin is registered with the state of California, Florida, Massachusetts, Texas and Virginia. Erin has been a registered representative with Ameriprise Financial Services, LLC since 2020. Previously, Erin was a registered representative with Ameriprise Financial Services, Inc. from 2005 to 2020. Erin's previous employment was with IDS Life Insurance Company in Minneapolis, MN. Erin specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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