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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PASADENA, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gerald Bond is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gerald has been in the industry since 2001 and has a wide range of experience. Gerald has a strong background in securities and has been registered with the Securities and Exchange Commission since 2009. Gerald is committed to providing clients with personalized financial advice and guidance.

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

Wells Fargo Clearing Services, LLC

location

SAN MATEO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Gerald Garcia Del rosario is a financial advisor at Wells Fargo Clearing Services, LLC, in San Mateo, California. Gerald has been in the financial services industry since 2017. Gerald is a licensed securities representative and investment advisor representative. Gerald's areas of expertise include investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses.

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

Wells Fargo Clearing Services, LLC

location

SAN DIEGO, CA

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gerald Daniel Ramirez is a financial advisor with over 20 years of experience in the financial services industry. Gerald is currently registered with Wells Fargo Clearing Services, LLC, and has held previous positions at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Gerald has a broad range of experience, including financial planning, portfolio management, and investment consulting. Gerald is committed to providing personalized service and helping clients achieve their financial goals.

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

THE Ameriflex Group

location

Brea, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Gerald Kleber is a registered investment advisor representative with The Ameriflex Group, Inc. based in Brea, CA. Gerald has been in the industry since 2000 and holds a Series 6, 7, 63, 66 and SIE license. Prior to joining The Ameriflex Group, Inc. Gerald was a registered investment advisor representative at SagePoint Financial, Inc. and has experience at a variety of other firms. Gerald provides financial planning, educational seminars, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

LOS ANGELES, CA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Gerald Allen Minter has over 40 years of experience in the financial services industry. Gerald is a Registered Representative with Cetera Investment Advisers LLC and is active in both broker-dealer and investment advisor capacities. Gerald is also a Registered Principal with Cetera Advisor Networks LLC. Gerald is licensed in 28 states and has a broad range of experience working with both individuals and businesses in providing financial planning, portfolio management, and investment advisory services. He is committed to helping clients achieve 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEWPORT BEACH, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Gerald R Obando abad is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Newport Beach, CA. Gerald has been in the industry since September 9, 2007. Gerald holds the Series 66 license along with the Series 7 and SIE licenses. Gerald's previous employment includes JPMorgan Chase Bank NA, Morgan Stanley, and Citigroup Global Markets Inc. Gerald has a long and varied career in the financial industry.

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

Osaic Wealth, Inc.

location

MONROVIA, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Gerald John Massa is an investment advisor representative associated with Osaic Wealth, Inc. He is based in MONROVIA, CA and has been in the financial services industry since April 12, 1995. Gerald John Massa is registered to offer securities in 19 states and is licensed with FINRA and a State regulator. Gerald John Massa is a licensed securities agent and has passed the Series 6, Series 63, and SIE exams. In addition to being a licensed securities agent, Gerald John Massa also offers financial planning, pension consulting, educational seminars, and portfolio management services. He specializes in providing financial advice to high net worth individuals, charitable organizations, corporations and other businesses, individuals other than high net worth, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LA JOLLA, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Gerald Heavey is an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Gerald has over 24 years of experience in the financial services industry. Gerald is a licensed Investment Advisor Representative in California and Texas. Gerald is also a registered Representative in 26 states and licensed to sell variable products. Gerald has a Series 6, 7, 3, 63, and 65 licenses.

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

Hamilton Wealth, LLC | CFP ® (Certifications)

location

ENCINO, CA

disclosure

1 Disclosures

ADVISOR BIO

Gerald Newman is a financial advisor with Hamilton Wealth, LLC. Gerald has been in the financial industry for 18 years. Gerald is registered with the state of California and Texas. Gerald has passed the Series 7, Series 24, Series 66 and SIE examinations. Gerald is a CERTIFIED FINANCIAL PLANNERâ„¢. Gerald provides financial advisory services to individuals, businesses and charitable organizations. In addition to the financial advisory services offered through Hamilton Wealth, LLC, Gerald also provides insurance services to clients.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

UPLAND, CA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Gerald Charles Hughes has been an active financial advisor since 1981. Gerald has worked at a number of firms including Crowell, Weedon & Co., UBS Financial Services Inc., Prudential Securities Incorporated, and D.A. Davidson & Co. Gerald is currently registered with LPL Financial LLC and is a registered representative in California and Texas. Gerald has also been active in the insurance industry since 1981.

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

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