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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Syrios Wealth Management Group | CFP ® (Certifications)

location

LA JOLLA, CA

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gregory Syrios is a financial advisor with over 30 years of experience in the industry. Gregory has been a registered representative since 1993, holding licenses for both Broker-Dealer and Investment Advisor. He has worked with a variety of firms during his career, including A.G. Edwards & Sons, Inc. and Olde Discount Corporation. Currently, Gregory is the founder and owner of Syrios Wealth Management Group. The firm provides financial planning and portfolio management for individuals, businesses, and pension plans. Gregory has a comprehensive understanding of the financial markets and is committed to providing personalized advice and guidance to his clients.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LOS ANGELES, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory Bonanni is a financial advisor in LOS ANGELES, CA. Gregory has been in the financial industry since 1994 and has worked with Wells Fargo Clearing Services, LLC since 2009. Gregory is registered as a Registered Representative and an Investment Advisor Representative in the state of California and is also an Investment Advisor Representative in the state of Texas. Gregory is qualified to offer investment advice to a variety of clients including individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, high net worth individuals and insurance companies. Gregory has experience working with clients in the United 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
location

MONTE SERENO, CA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Sivaslian is a financial advisor currently registered with Osaic Wealth, Inc. Gregory is a seasoned professional with over 40 years of experience in the industry. Gregory holds a Series 63, Series 8, SIE and Series 7 license and is registered in 9 states: Arizona, California, Colorado, Hawaii, Mississippi, New Mexico, Oregon, and Texas.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

LOS ANGELES, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Dawley is a financial advisor with RBC Capital Markets, LLC, based in Los Angeles, CA. Gregory has over 24 years of experience in the financial services industry and is registered to provide investment advice in California and Massachusetts. Gregory is also a Series 24, Series 53, Series 52TO, Series 79TO, SIE, and Series 7 licensed principal. Gregory specializes in providing financial advice to individuals, corporations, and institutions. Previous employers include Morgan Stanley & Co. LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC One Capital Markets, Inc., and J.P. Morgan Securities Inc.

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

Wells Fargo Clearing Services, LLC

location

EL DORADO HILLS, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Anderson is a financial advisor with Wells Fargo Clearing Services, LLC based in El Dorado Hills, CA. Gregory has been in the industry since June 2004, specializing in providing financial planning, investment consulting, and portfolio management for individuals, businesses, and charitable organizations. Gregory holds a Series 7, 66, and SIE securities licenses, and is registered in various states across the country. Prior to joining Wells Fargo Clearing Services, LLC, Gregory was with WELLS FARGO INVESTMENTS, LLC from 2004 to 2011.

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

MML Investors Services, LLC | CFP ® (Certifications)

location

SAN JOSE, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Williams is a financial advisor with MML Investors Services, LLC. Gregory has been in the industry since 1994 and has been registered with the state of California since 2017. Gregory is also registered with the state of Texas. Gregory has earned the Certified Financial Planner designation. Gregory also has a series 6, series 7, and SIE licenses. In addition to his work with MML Investors Services, Gregory is also an independent insurance agent specializing in dental, disability income, life, accident, health, long-term care, and Medicare related products. Gregory also provides in-house support services for his family.

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

Osaic Wealth, Inc.

location

OAKLAND, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Gregory John Hannah is a financial advisor with Osaic Wealth, Inc. Gregory has been in the financial industry since 1995. Gregory has Series 6, 7, and 63 registrations, and the SIE exam. Gregory also is a registered investment advisor representative. Gregory John Hannah has experience in financial planning, pension consulting, and providing educational seminars. Gregory John Hannah has worked previously at Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Gregory is licensed to provide financial services in California, Florida, Maine, Nevada, and Ohio.

SPECIALIZATIONS

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

Mission Wealth Management, LP | CFP ® (Certifications)

location

SANTA BARBARA, CA

0 Disclosures

ADVISOR BIO

Gregory Prince is a financial advisor at Mission Wealth Management, LP, located in Santa Barbara, California. Gregory has been in the financial services industry since 2000. Gregory is a Certified Financial Planner and holds Series 3, 4, 7, 24, 55, and 63 licenses. Prior to joining Mission Wealth Management, LP, Gregory worked at Weeden & Co. LP in Greenwich, Connecticut.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MODESTO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Jalli is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has been working in the financial industry for over 4 years, and is licensed to conduct business in 39 states and 2 territories. Gregory offers a range of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Gregory is also registered as an investment advisor representative (IAR) in California and Texas.

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

LAGUNA HILLS, CA

disclosure

6 Disclosures

ADVISOR BIO

Gregory Ramirez is a financial advisor based in Laguna Hills, CA. Gregory has been in the financial services industry for over 20 years. Gregory is registered with Advisors On Call, LLC. Gregory has experience in financial planning, pension consulting, and portfolio management. Gregory is also a registered investment advisor in California, Texas, and Wisconsin.

SPECIALIZATIONS

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

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