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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

LOS ANGELES, CA

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Harvey Collins is a financial advisor who has been active in the industry since September 2, 1980. Harvey currently works at Wells Fargo Clearing Services, LLC and has been registered with them since November 2016. Prior to that, Harvey worked at Prudential Securities Incorporated and PaineWebber Incorporated. Harvey is registered to provide investment advice in 27 states. Harvey has obtained licenses in both Series 63 and Series 66 and specializes in providing investment advice to both individuals and corporations. Harvey has also worked with charitable organizations, pension and profit-sharing plans, and insurance companies.

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

Stifel, Nicolaus & Company, Inc.

location

SAN DIEGO, CA

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Harvey Frank is a financial advisor with Stifel, Nicolaus & Company, Inc. Harvey has been working in the financial services industry since 1991. He is registered in 26 states and has experience in providing financial planning and investment advice to individuals, businesses, and institutions. Harvey is also a licensed real estate agent.

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

Planmember Securities Corp.

location

CARPINTERIA, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Harvey Atterbury is an investment advisor representative with Planmember Securities Corp. Harvey has been working in the industry since 1994. Harvey is registered in 15 states. Harvey has a Series 63, 65, 7 and 24 licenses. Harvey has experience working with both individuals and businesses. Harvey is also registered as an investment advisor representative with Atterbury Investment Management, Inc. Harvey's firm, Planmember Securities Corp., provides investment advisory services to individuals, businesses and charities. The firm also provides pension consulting and financial planning services.

SPECIALIZATIONS

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

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Haryadi Kartolo is a financial advisor with Wedbush Securities Inc. in Los Angeles, California. Haryadi has been in the industry since 2009. Haryadi holds the Series 7, Series 99TO, and SIE licenses. Haryadi specializes in portfolio management for individuals and businesses, as well as financial planning, pension consulting, and educational seminars. Haryadi is also registered with FINRA.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

BEVERLY HILLS, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Hasan Raza Shirazi has been in the financial industry for over 24 years. Hasan is currently registered with Citigroup Global Markets Inc. and has been with the firm since May 2007. Hasan specializes in providing asset allocation advice, financial planning, and portfolio management services. Prior to joining Citigroup Global Markets Inc., Hasan was registered with CITICORP INVESTMENT SERVICES in Los Angeles, CA.

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

Long Beach, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Hasan M. Mannan is a registered representative with J.p. Morgan Securities LLC. Hasan has been in the financial services industry since April 30, 2023. Hasan is registered in 53 states and holds the Series 63, SIE, and Series 79TO licenses. Hasan provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

AGOURA HILLS, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Hasan Najmuddin is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Hasan is registered to provide investment advice in California and Texas. Hasan has been active in the financial services industry since 2015 and has experience working with a variety of firms including J.P. Morgan Securities LLC, TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors Financial Network, LLC. Hasan holds a Series 6, Series 7, Series 63 and Series 65 licenses. Hasan's areas of specialization include investment advisory services, financial planning, pension consulting, and selection of other advisors.

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

SAN FRANCISCO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Haseeb Bajwa is an investment banking professional who is a registered representative with Citigroup Global Markets Inc. Haseeb has been in the industry since August 2011 and has worked at both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Haseeb is licensed in 53 states for broker-dealer activities. Haseeb holds the Series 63, Series 79TO, SIE, and Series 79 licenses.

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

LPL Financial LLC

location

NEWBURY PARK, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Hasina Saleh is a financial advisor with over 13 years of experience in the industry. Hasina is currently registered with LPL Financial LLC and has a Series 7, 63, and 66 licenses. Hasina has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Hasina is dedicated to helping clients achieve their financial goals and providing them with the personalized advice they need to make informed financial decisions. Hasina also has prior experience with INVEST Financial Corporation and U.S. Bancorp Investments, Inc..

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

J.p. Morgan Securities LLC

location

Encino, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Hasmik Dzhandzhukyan is a financial advisor with J.P. Morgan Securities LLC, located in Encino, California. Hasmik has been in the industry since August 2013 and is registered with the state of California. Her areas of specialization include investment advisory, retirement planning, and asset management.

SPECIALIZATIONS

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

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