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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

UBS Financial Services Inc.

location

Pasadena, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Fay Meng is a Registered Representative and Investment Advisor Representative with UBS Financial Services Inc. in Pasadena, California. Fay Meng joined UBS Financial Services Inc. in August 2010. Prior to joining UBS, Fay Meng was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Fay Meng holds a Series 66 license and passed the Series 7 and SIE exams. Fay Meng has been in the securities industry for over 21 years. Fay Meng has been registered with the state of California since August 2010 and the state of Delaware since December 2017.

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

Wells Fargo Clearing Services, LLC

location

OAKLAND, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Fay Clinton is an active Registered Representative with Wells Fargo Clearing Services, LLC in Oakland, CA. Fay has over 20 years of experience in the securities industry. Previously, Fay worked at Cetera Advisor Networks LLC, Wells Fargo Advisors, LLC, UBS Financial Services Inc., Bear, Stearns & Co. Inc., Bear, Stearns Securities Corp., U.S. Bancorp Piper Jaffray Inc., and J.P. Morgan Securities Inc. Fay is licensed in 27 states. Fay has passed the Series 63, Series 7, and SIE exams.

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

UBS Financial Services Inc.

location

SAN JOSE, CA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Fay Fruin-jameson is a registered representative with UBS Financial Services Inc. with over 30 years of experience in the industry. Fay joined UBS Financial Services Inc. in June of 2011. Previously, Fay worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Citigroup Global Markets Inc. Fay holds the Series 66, Series 7 and Series 31 licenses and is registered to provide investment advice in 42 states.

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
location

San Francisco, CA

experience

46 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Faye Mellos is a financial advisor with over 40 years of experience in the industry. Faye is currently registered with Morgan Stanley and holds Series 3, 7, 8, 9, 10, 63, and 65 licenses. Faye has a broad range of experience in the financial services industry, having previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and E. F. Hutton & Company Inc. Faye's expertise encompasses a variety of financial services, including portfolio management, financial planning, and investment advice. Faye's commitment to providing personalized financial guidance to her clients is evident in her long-standing relationships with individuals, families, and businesses.

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

ALHAMBRA, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Faye Wenfei Wang is a financial professional registered with J.P. Morgan Securities LLC in Alhambra, CA. Faye is a licensed securities agent with experience in the industry since 2013. Faye holds the Series 6, Series 7, Series 63 and SIE licenses. Faye is dedicated to providing exceptional financial guidance to clients. Faye Wenfei Wang is also registered with several states including California, Indiana, Massachusetts, Nevada, New York, Washington and Wyoming.

SPECIALIZATIONS

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

Morgan Stanley

location

La Jolla, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Faye Ellen Myers is a registered representative with Morgan Stanley in La Jolla, California. Faye has been in the financial services industry since August 2011 and has a wide range of experience, specializing in a variety of investment strategies. Faye has earned multiple licenses and designations, including the Series 7, 66, 3, 9, and 10, demonstrating her expertise in a wide range of financial products. In addition to working with individuals, Faye also provides services to institutional clients such as corporations, insurance companies, and charitable organizations.

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

TLG Advisors, Inc. | CFP ®,PFS ® (Certifications)

location

Woodland Hills, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Fazel Mostashari is a financial advisor who has been in the industry since 2014. Fazel is a Certified Financial Planner and a Personal Financial Specialist. Fazel works for TLG Advisors, Inc., and is also a licensed Certified Public Accountant with Mostashari & Co. Fazel provides a wide range of financial services including financial planning, portfolio management, pension consulting, and selection of other advisors. Fazel is also a registered investment advisor representative with TLG Advisors, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

San Francisco, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Fazilet Ulucan is a financial advisor with Morgan Stanley, providing wealth management services to individuals and families in the San Francisco area. Fazilet holds Series 7, 9, 10, 63, and 66 securities licenses, demonstrating a deep understanding of the financial markets. Fazilet's focus is on developing personalized strategies to help clients achieve their financial goals. Fazilet has a proven track record of success in helping clients navigate a wide range of financial challenges, including retirement planning, investment management, and estate planning. Fazilet is committed to building long-term relationships with her clients and providing them with the personalized service they deserve.

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

Morgan Stanley

location

San Jose, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Fe Newell is a registered representative at Morgan Stanley. Newell has been in the financial services industry since 1995 and has worked with a variety of firms, including Citigroup Global Markets Inc., Quick & Reilly, Inc., WM Financial Services, Inc., and Franklin/Templeton Distributors, Inc. Fe is currently registered with FINRA and the state of California, Iowa, and Missouri. Newell specializes in providing financial advice and investment management services to individuals, families, and businesses. Fe is also a registered representative with Morgan Stanley.

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

Cuso Financial Services, LP

location

RIVERSIDE, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Fe Jamito Obongen is a financial professional with over 20 years of experience in the industry. Fe is currently registered with Cuso Financial Services, LP in Riverside, CA. Fe previously worked with CUSO FINANCIAL SERVICES, L.P. in Corona, CA, CITICORP INVESTMENT SERVICES in Fontana, CA, and CAL FED INVESTMENTS in Sacramento, CA. Fe holds Series 63, SIE, and Series 6 licenses and is a specialist in various areas. Fe has expertise in several areas including providing financial planning and investment advice for individuals and businesses, as well as portfolio management.

SPECIALIZATIONS

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

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