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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Western International Securities, Inc.

location

Glendale, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Frederick Feliciano is an investment advisor representative who has been in the industry since 1994. Frederick is currently registered with Western International Securities, Inc. Frederick previously worked with Financial West Group, a firm that is currently inactive. Frederick has a Series 7 and Series 63 license and is registered with the state of California. Frederick also holds the SIE exam. Frederick provides financial planning services to individuals, corporations, and charitable organizations. Frederick also works as a notary public.

SPECIALIZATIONS

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

Parallel Advisors, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Frederick John Molfino is a financial advisor with over 30 years of experience in the industry. Frederick is currently registered with Parallel Advisors, LLC, a firm that provides financial planning, portfolio management, and selection of other advisors services. Frederick has also previously worked at Sanctuary Securities, LLC, Hightower Securities, LLC, and other firms. Frederick has a strong track record of success in helping his clients achieve their financial goals. He is committed to providing personalized service and advice that is tailored to each client's individual needs.

SPECIALIZATIONS

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

Western International Securities, Inc. | CFP ® (Certifications)

location

Northridge, CA

experience

36 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Frederick Morton Woolley is a financial advisor with Western International Securities, Inc. Frederick has over 35 years of experience in the financial services industry, and is a CERTIFIED FINANCIAL PLANNER™ professional. Frederick has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. His experience includes working for firms such as Financial West Group and Titan/Value Equities Group, Inc. Frederick holds Series 7 and Series 63 licenses and the SIE exam. Frederick is registered to offer investment advice and securities products in 24 states and the District of Columbia. Frederick is also a licensed insurance agent.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

CHICO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Frederick Mcneill Shanks is a financial advisor with Raymond James Financial Services Advisors, Inc. Frederick has been in the industry since August 15, 2017, and has a Series 7, Series 66 and SIE license. Frederick is registered in 23 states, and is a financial advisor for both individuals and businesses. Frederick is also an owner of Heithecker & Shanks Financial and an independent contractor with Parker Wealth Advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

MML Investors Services, LLC | CFC ® (Certifications)

location

LOS ANGELES, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Frederick Denitz is a financial advisor registered with MML Investors Services, LLC. Frederick has been in the financial services industry since 2003. Frederick has a Series 66 license and has passed the SIE and Series 7 exams. Frederick is also a Chartered Financial Consultant and holds registrations in California, Georgia, Illinois, New York, Oregon and Washington. In addition to working with MML Investors Services, LLC, Frederick also works as a sales agent for Lenox Advisors, Inc.

SPECIALIZATIONS

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

Global Retirement Partners LLC

location

SAN RAFAEL, CA

0 Disclosures

ADVISOR BIO

Frederik Arroyave is a financial advisor with over 5 years of experience in the financial services industry. Frederik is currently registered with Global Retirement Partners LLC and HUB Investment Partners, LLC. Frederik specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Frederik is committed to helping clients achieve their financial goals through personalized and comprehensive advice.

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

TEMECULA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Fredi Resendiz ugalde is a registered representative with J.P. Morgan Securities LLC in Temecula, California. Fredi is a licensed securities professional with Series 6, 63 and SIE licenses. Fredi has been in the financial industry since January 18, 2023.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC | CFC ® (Certifications)

location

SACRAMENTO, CA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Fredric Richard Bocceri is an active investment advisor representative with Hornor, Townsend & Kent, LLC, based in Sacramento, CA. Fredric Bocceri has been in the securities industry since 1982. Fredric Bocceri is licensed in 15 states. Fredric Bocceri has earned the Chartered Financial Consultant designation.

SPECIALIZATIONS

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

Golden State Wealth Management, LLC

location

SOUTH COAST METRO, CA

experience

38 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Fredric Jurmu has over 30 years of experience in the financial services industry. Fredric's career began at Lehman Brothers Inc in 1987. Since then, Fredric has worked for several leading financial institutions, including Citigroup Global Markets, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Fredric currently works at Golden State Wealth Management, LLC in Irvine, California. Fredric provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Fullerton, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Fredric Arcinas Umel is a financial professional registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Fullerton, CA. Fredric has been in the industry since February 14, 2013. Previously, Fredric was registered with WADDELL & REED in Brea, CA. Fredric is licensed to provide financial services to individuals and businesses. Fredric is a Series 66, Series 7, and SIE exam holder. Fredric's specializations include financial planning, insurance, annuities, mutual funds, and fixed income.

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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