Invested Better
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

J.p. Morgan Securities LLC

location

FALLBROOK, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Erika Catherine Smith is a financial advisor at J.P. Morgan Securities LLC. Erika holds Series 63, Series 6TO, and SIE licenses. Erika is registered in California and specializes in a wide range of financial products and services.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

NEWPORT BEACH, CA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Erin MacNeill is a financial advisor with Cetera Investment Advisers LLC. Erin has been in the financial industry since 2004. Erin specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Erin is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
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
location

NAPA, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Erin McPhee is a financial advisor at Edward Jones in Napa, California. Erin has been in the industry since 1999. Erin holds multiple licenses including Series 7, 63, 65, 9, and 10. Erin has prior experience with J.P. Morgan Securities LLC, First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Erin is registered with the state of California as well as several other states and the firm is registered with FINRA.

SPECIALIZATIONS

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

LPL Financial LLC

location

NIPOMO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Erin Dahlenburg is a financial advisor with over five years of experience in the financial services industry. Erin is currently registered with LPL Financial LLC in California and Illinois and holds the Series 7, Series 66, and SIE licenses. Erin has a background in coaching and is passionate about helping people achieve their financial goals. Erin's previous experience includes working with MML Investors Services, LLC, and the AdvisoryOne Group. Erin is dedicated to providing personalized financial advice to help clients reach 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
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

Osaic Wealth, Inc.

location

SACRAMENTO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Erin McGuire is a financial advisor with Osaic Wealth, Inc. located in Sacramento, CA. Erin has been in the industry since 2001. Erin's firm provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. The firm also offers educational seminars 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
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

REDLANDS, CA

experience

10 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BREA, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Erin Goodrich is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Erin has been in the industry since 2011 and holds both Series 6 and Series 7 licenses. Erin is also a registered Investment Advisor in California and Texas. Erin has a strong background in providing financial advice to individuals, businesses, and institutions. She specializes in portfolio management, pension consulting, and educational seminars.

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

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