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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Savant Wealth Management

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Gina Marie Beall is an investment advisor representative associated with Savant Wealth Management and has been in the industry since April 1992. Gina Marie Beall has a current registration with the state of Illinois. Gina Marie Beall has passed the Series 3, 7, 63 and 65 exams. Gina Marie Beall was previously registered with Morgan Stanley & Co., Incorporated and First Interstate Investments,INC..

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

PASADENA, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gina Hsu is a financial advisor with Ameriprise Financial Services, LLC. Gina has been in the financial services industry since 1996. Gina has a Series 7 and Series 63 license and is registered in California, Texas, Michigan, Nevada, Washington, and Georgia. Gina specializes in financial planning, asset allocation, and portfolio management for individuals and businesses. Gina can also provide educational seminars and publications. Gina is committed 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

CALABASAS, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Gina Annette Lapiner is a financial advisor with Edward Jones. Gina has been working in the financial industry since 1993 and has a broad range of experience working with individual investors, families, businesses, and retirement plans. Gina holds the Series 6, 7, and 66 securities licenses as well as the SIE exam. Gina is also a Certified Financial Planner.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

NEWPORT BEACH, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Gina Berry is a financial advisor with Stifel, Nicolaus & Company, Inc. Gina has been working in the financial services industry since October 1997. Prior to joining Stifel, Nicolaus & Company, Inc., Gina worked at WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Gina has a Series 7, Series 63, and SIE license. Gina's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, and Educational Seminars.

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
location

VISALIA, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Gina Zakula is a financial advisor with Morgan Stanley. Gina has been in the industry since 2014 and is licensed to provide investment advice in California and Texas. Gina has passed the Series 7, Series 66 and SIE exams. Gina specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.

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

Ameriprise Financial Services, LLC

location

Glendale, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gina Chamberlain is a financial advisor with Ameriprise Financial Services, LLC in Glendale, California. Gina has been in the financial industry for over 5 years and holds Series 66, Series 7TO and SIE licenses. Gina has previously worked with AXA ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gina is a licensed investment advisor in California.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

BEVERLY HILLS, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Gina Runions is a registered representative with Wells Fargo Clearing Services, LLC. Gina has been working in the securities industry since 2018 and is licensed in both California and Texas. Gina has worked with UBS Financial Services Inc. in the past. Gina specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management for both businesses and individuals.

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 | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Gina Wu is a financial advisor with Wells Fargo Clearing Services, LLC. Gina has been in the financial services industry since 2010 and holds the Series 7, Series 63, and Series 65 licenses. Gina is also a Certified Financial Planner™ professional. She provides investment consulting, financial planning, and portfolio management services to individual and institutional clients. Gina has experience working with clients in a variety of industries, including healthcare, technology, and finance. Gina is committed to providing her clients with personalized financial advice that meets their unique needs.

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

Morgan Stanley

location

Newport Beach, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Gina Kim Seid is a financial advisor at Morgan Stanley. Gina has been in the financial services industry since 2017. Gina is registered with the state of California and Texas, as well as the Financial Industry Regulatory Authority (FINRA). Gina holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Gina has previously worked at Wells Fargo Clearing Services, LLC and First Republic Securities Company, LLC. Gina specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers.

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

Walnut Creek, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Gina Marie Lahr is a financial advisor with Morgan Stanley and has been working in the industry since 2007. Gina is a registered representative with Series 6, 7, 24, 63, and SIE licenses. Gina has worked with Morgan Stanley since 2016 and previously worked with Merrill Lynch and Bank of America Investment 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

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