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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Ameriprise Financial Services, LLC

location

CALABASAS, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Michael Virant is a financial advisor with Ameriprise Financial Services, LLC. Gregory has been in the financial services industry since November 2018. Gregory is licensed to sell securities in California. Gregory holds Series 66, Series 7 and SIE licenses. Gregory is based in Irvine, CA and Aliso Viejo, CA.

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

LOS ANGELES, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Vernon is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Wells Fargo Clearing Services, LLC and previously worked for Wells Fargo Advisors, LLC. Gregory has a wide range of experience in financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Gregory holds Series 7, Series 63, and Series 65 licenses and is registered in a number of states.

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

Citigroup Global Markets Inc.

location

Fountain Valley, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Heyman is a financial advisor with Citigroup Global Markets Inc., where he has been employed since May 2007. Gregory has been in the industry since March 2003 and has held prior positions with CITICORP INVESTMENT SERVICES, WELLS FARGO INVESTMENTS, LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Gregory is registered with the state of California. Gregory specializes in asset allocation advice, financial planning, pension consulting, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

SOUTH PASADENA, CA

experience

28 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gregory Bonanno has been a registered investment advisor since December 1997, and currently is registered with J.p. Morgan Securities LLC. Gregory has worked in the financial industry for over 25 years, and holds multiple securities licenses including Series 6, 7, 63, and 65.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

EL SEGUNDO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Prahser is a financial advisor with RBC Capital Markets, LLC, who has been in the industry since 2002. Gregory holds Series 7, 31, 63, and 65 licenses and is registered in multiple states across the United States. Gregory provides a range of financial planning and advisory services, including portfolio management, pension consulting, and selection of other advisors. Gregory specializes in serving high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kestra Advisory Services, LLC

location

La Jolla, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Ochinero is a financial advisor with Kestra Advisory Services, LLC. Gregory has been in the financial services industry since January 18, 2019. Gregory is registered with the state of California and holds the Series 66, Series 7 and SIE licenses. Gregory has previously worked with KESTRA INVESTMENT SERVICES, LLC. Gregory is located in La Jolla, California.

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

0 Disclosures

ADVISOR BIO

Gregory Park is a financial advisor at LPL Financial LLC. Gregory is registered as a Registered Representative (RA) in California. Gregory has been in the financial industry since 2014. Gregory has experience working at Legacy Park Advisors and Considine & Considine. LPL Financial LLC is a large firm based in Fort Mill, South Carolina, with a total of 168915 clients and over $50 billion in assets under management. The firm provides a wide range of advisory services, including financial planning, portfolio management, and consulting.

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
location

Menlo Park, CA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Gregory John Quinlan has been a registered investment advisor for over 30 years. Gregory currently works as a registered representative for Morgan Stanley and is licensed in 39 states and the District of Columbia. Before working for Morgan Stanley, Gregory worked for Citigroup Global Markets Inc. and A. G. Edwards & Sons, Inc. Gregory has a wide range of experience in the financial industry and has been a licensed agent since 1988. He is an experienced investment advisor that can provide guidance and recommendations for clients.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROSEVILLE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Pelechowicz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Roseville, CA. Gregory has been in the financial services industry since January 2013 and has a Series 66, SIE and Series 7 license. He specializes in providing financial advice to individuals, businesses, pension plans, charitable organizations, and insurance companies. Gregory has experience with a wide range of financial products and services, including portfolio management, financial planning, and investment advice.

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
location

Los Angeles, CA

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Laetsch is a financial advisor with over 40 years of experience in the industry. Gregory is currently registered with Morgan Stanley and is also a registered investment advisor in both California and Texas. Gregory has previously worked with Citigroup Global Markets Inc., where he was registered from January 1980 to June 2009. Gregory holds several licenses and certifications, including Series 7, 8, 9, 10, 52, 63, and 65, and has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and institutions. In addition to his work at Morgan Stanley, Gregory is also involved in other business ventures, including Laetsch Properties LLC, LAETSCH INVESTMENTS LLC, and Chateau Montelena.

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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