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Financial Planning Services Advisors in California
35,804 Results
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

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

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
Unclaimed

Wells Fargo Clearing Services, LLC

location

BEVERLY HILLS, CA

experience

6 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

J.p. Morgan Securities LLC

location

CAMPBELL, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Gina Batten is a financial advisor with J.P. Morgan Securities LLC. Gina is registered with FINRA, the state of California, and the Investment Adviser Association. Gina has been in the financial services industry since May 1, 2024. Gina has passed the Series 63, Series 6TO, and SIE exams. Gina specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Cuso Financial Services, LP

location

CAMIRILLO, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Gina O'Callaghan is a financial advisor in CAMARILLO, CA. Gina has been in the industry since 1997 and currently works for Cuso Financial Services, LP. Gina holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Gina also has experience working for WELLS FARGO ADVISORS, LLC, ATLAS SECURITIES, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and BA INVESTMENT SERVICES, INC.. Gina has worked with various types of clients, including individuals, families, trusts, and businesses. Gina provides financial planning services, including retirement planning, college savings planning, and estate planning. Gina also offers investment management services, including portfolio management and investment research.

SPECIALIZATIONS

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

Morgan Stanley

location

Newport Beach, CA

experience

7 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

Wells Fargo Clearing Services, LLC

location

NEWPORT BEACH, CA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gina Jessee Cereda is a financial advisor at Wells Fargo Clearing Services, LLC. Gina has been in the financial industry since 1995. Gina is registered with the state of California as a broker-dealer and investment advisor. Gina is also registered in Texas as a resident investment advisor.

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

LPL Financial LLC

location

LA MESA, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Gina Tulao is a financial advisor with LPL Financial LLC. Gina has been in the industry since June 7, 2012 and is currently registered with FINRA. Gina is located in La Mesa, CA and specializes in providing financial advice to individuals, businesses, corporations, and investment clubs. Gina also has experience in offering financial planning and investment management services. Gina holds a Series 6 license and the Securities Industry Essentials Examination (SIE).

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

Wells Fargo Clearing Services, LLC

location

ANAHEIM, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Gina Welch is a financial advisor with over 14 years of experience in the industry. Gina is registered with Wells Fargo Clearing Services, LLC and is licensed to provide financial advice in California. Gina has a strong background in securities and investments, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Gina is dedicated to providing personalized financial advice to help individuals and families 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

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