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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Cetera Investment Advisers LLC

location

SAN DIEGO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Irene Nichole Albon is a financial advisor at Cetera Investment Advisers LLC. Irene has been in the financial industry since 2014. Irene holds the Series 65, Series 7 and Series 24 licenses. Irene's previous experience includes roles at First Allied Securities, Inc., Summit Brokerage Services, Inc., Independent Financial Group, LLC and LPL Financial LLC. Irene specializes in providing financial planning, portfolio management for businesses and individuals and pension consulting.

SPECIALIZATIONS

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

Monarch Wealth Strategies

location

Santa Maria, CA

0 Disclosures

ADVISOR BIO

Irene Therese Timmons is a registered investment advisor representative with Monarch Wealth Strategies. Irene has been working in the financial industry since 2005 and has a strong background in financial planning and portfolio management. Irene has a Series 66 license and is a registered representative in the state of California. Irene has experience working with individuals and families, as well as businesses and charitable organizations. Irene has a wide range of experience in the financial services industry including financial planning, investment management, and retirement planning. Irene is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed
location

Palo Alto, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Irene Carter is an investment advisor representative with Morgan Stanley. Irene has been in the financial services industry since June 2008 and has a combined state license (Series 66) along with the Series 7 and Series 31 licenses. Irene is registered to provide investment advice in 44 states including California, Texas, Hawaii, Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin. Irene also holds a Series SIE license. Irene has previously worked at Morgan Stanley & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Irene is a registered representative of Morgan Stanley Smith Barney and specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and investment companies.

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

SAN DIEGO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Irene Gomez is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Irene has been in the industry for over 13 years, having started her career in 2009. Irene has a wide range of experience and expertise, including financial planning, portfolio management, and investment consulting services. Irene holds Series 7, Series 9, Series 10, Series 63, Series 65, and SIE licenses. Irene is also registered as an Investment Advisor Representative in California.

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

Walnut Creek, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Irene Michael is a financial advisor with Morgan Stanley. Irene has been in the industry since 1998 and holds licenses in several states. Irene's areas of expertise include financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. She is a registered representative with FINRA and is also a registered investment advisor in California and Texas. Irene works out of the Walnut Creek office of Morgan Stanley, where she provides financial advice to clients in a variety of areas.

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

SACRAMENTO, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ireneo Abot is a financial advisor with Wells Fargo Clearing Services, LLC. Ireneo is registered in California and has been active in the industry since 2013. Ireneo holds the Series 6, 7, 63, and 65 licenses. Ireneo offers investment consulting services to institutional clients and also provides financial planning, pension consulting and portfolio management for 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

SAN FRANCISCO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Iriana Belen Lee hung is a registered representative with J.p. Morgan Securities LLC, a firm with a strong track record of financial services and a diverse client base. Iriana holds the Series 63, Series 6TO and SIE licenses, demonstrating her commitment to providing comprehensive financial solutions. She specializes in various areas, including investment strategies, financial planning, and portfolio management. With a registration date of February 20, 2024, Iriana is dedicated to building lasting relationships with clients, providing personalized guidance, and helping them achieve their financial goals.

SPECIALIZATIONS

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

Albourne America LLC | CFA ® (Certifications)

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Irina Ludkovski is a registered Investment Advisor Representative with Albourne America LLC. Irina is a Chartered Financial Analyst and has over 13 years of experience in the industry. Irina specializes in research and non-discretionary investment advice on hedge funds, private markets funds (PE, PC, RA, RE), and dynamic beta products. Irina is based in San Francisco, California.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
RESEARCH AND NON-DISCRETIONARY INVESTMENT ADVICE ON HEDGE FUNDS, PRIVATE MARKETS FUNDS (PE, PC, RA, RE), DYNAMIC BETA PRODUCTS
Unclaimed

Portfolio Medics, LLC

location

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Irina Hill is an Investment Advisor Representative at Portfolio Medics, LLC. Irina Hill is licensed to provide investment advice in California, Florida, North Carolina, South Carolina, and Texas. Irina Hill has been in the financial services industry since 2003. Irina Hill has passed the Series 7, Series 63, and Series 65 exams. Irina Hill also has experience as a licensed Realtor and an independent insurance agent.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Irina Evans is a financial professional registered with J.P. Morgan Securities LLC and is licensed in 6 states. Irina has been in the financial industry since 2012 and has a Series 6, Series 63, and SIE license. Irina has specialized in providing financial advice to individuals, businesses, and institutions. She is committed to providing her clients with personalized financial solutions. Irina has a strong track record of success and is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

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