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Financial Planning Services Advisors in California
35,804 Results
Unclaimed
location

Menlo Park, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Frank Harvey Almendarez has been working in the financial services industry since June 3, 1999. Frank is currently registered as a Registered Representative with Morgan Stanley in California and Texas. Previously, Frank worked as a Registered Representative at J.P. MORGAN SECURITIES LLC in San Francisco, California. Frank has earned the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) Examination. Frank offers a wide range of financial services including portfolio management for individuals, businesses, and investment companies. Frank also provides financial planning and pension consulting services.

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

North Pier Fiduciary Management, LLC | CFP ® (Certifications)

location

MARINA DEL REY, CA

0 Disclosures

ADVISOR BIO

Frank Donald Szymanek is a financial professional with over 20 years of experience in the industry. Frank is currently registered with North Pier Fiduciary Management, LLC in California and Illinois. Frank holds a Series 6, 7, 24, and 63 license and a SIE certification. Frank is a Certified Financial Planner and specializes in providing fiduciary consulting, institutional investment, and retirement plan advisory and management services. Frank is a Registered Representative and Investment Advisor Representative, and is dedicated to providing clients with personalized and comprehensive financial planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FIDUCIARY CONSULTING; INSTITUTIONAL INVESTMENT & RETIREMENT PLAN ADVISORY AND MANAGEMENT SERVICES; EMPLOYEE EDUCATION AND COMM.
Unclaimed

Kelley Investments

location

Encinitas, CA

0 Disclosures

ADVISOR BIO

Frank Laurence Scott is a licensed Investment Advisor Representative with Kelley Investments. Frank has been in the financial services industry since 2000 and has been associated with Kelley Investments since 2006. Frank is also the owner of Scott & Cronin LLP, a CPA firm. Frank provides financial planning, pension consulting, and selection of other advisers to individuals and high-net-worth individuals. Frank is registered with the state of California. Frank is a Series 65 and 66 license holder.

SPECIALIZATIONS

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

Money Intelligence

location

Santa Clara, CA

0 Disclosures

ADVISOR BIO

Frank Bruno is a financial professional with over 25 years of experience in the financial services industry. Frank currently works at Money Intelligence. Frank is registered with the state of California to provide investment advice and has a Series 66, Series 7TO, Series 63, Series 24, Series 3 and Series 6 licenses. Frank has experience working with individuals, pension and profit sharing plans, and other clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Kestra Advisory Services, LLC

location

Pleasant Hill, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Frank Evangelist is a financial advisor registered with Kestra Advisory Services, LLC and has been in the industry since February 5, 2009. Frank is active in both California and Texas as a registered representative and investment advisor representative. Frank specializes in portfolio management for individuals and businesses and also provides financial planning services. Frank is committed to helping clients achieve their financial goals and has a proven track record of success. Frank also works with NFP CA Insurance Services, Inc. as an employee.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Frank Messenger is an investment advisor representative associated with LPL Financial LLC. Frank has been in the industry since February 1999 and has a total of 14 years of experience as a registered representative. Frank Messenger is licensed to provide investment advice in the following states: Arizona, California, Colorado, Massachusetts, Michigan, Missouri, Montana, New Mexico, Ohio, Texas, Washington and Wisconsin.

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

Eagle Strategies LLC

location

SAN FRANCISCO, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Frank Laniecki is a financial advisor with Eagle Strategies LLC, registered with the state of California since 2004. Frank specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. He is also registered to provide investment advisory services in the state of California. Frank has been working in the financial industry since 2004 and has a diverse background in both insurance and investment advisory services.

SPECIALIZATIONS

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

PF Wealth Management Group, LLC | CFP ® (Certifications)

location

OAKLAND, CA

disclosure

1 Disclosures

ADVISOR BIO

Frank Edward Pare is a financial advisor with over 20 years of experience in the financial services industry. Frank is a Certified Financial Planner and a registered investment advisor in California, Pennsylvania, and Texas. He specializes in financial planning, pension consulting, and portfolio management for individuals and families. Frank has worked with PF Wealth Management Group, LLC since 2006. Frank is also a registered representative of Ohio National Life Insurance Company and provides insurance services to clients of PF Wealth Management Group, LLC. Frank is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

MONTEREY, CA

experience

45 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Frank A Dyer is a registered representative with Stifel, Nicolaus & Company, Inc. with over 40 years of experience in the financial industry. Frank is based in the Monterey, CA office of Stifel, Nicolaus & Company, Inc., and is licensed in 13 states. Frank's previous experience includes roles at Wachovia Securities, LLC and A.G. Edwards & Sons, Inc.. Frank has a broad range of specializations, including securities, mutual funds, variable annuities, insurance, fixed income, and options.

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

location

SAN FRANCISCO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Frank Debenedittis is an Investment Advisor Representative associated with J.P. Morgan Securities LLC. Frank has been in the industry since November 20, 2011. Frank is licensed in 53 states and has several professional designations. Frank is able to provide investment advice for a variety of clients, including individuals, businesses, and institutions. Frank has a strong track record of success in the investment industry and is committed to providing clients with the highest level of service and expertise.

SPECIALIZATIONS

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

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