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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

CARMEL, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Issareeya Johnson is a financial advisor with J.P. Morgan Securities LLC. Issareeya specializes in providing a variety of investment advice services, including financial planning, portfolio management, and pension consulting. Issareeya is licensed to conduct business in California. Issareeya has been in the financial industry since 2015.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Itamar Erster is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Itamar has been in the securities industry since January 20, 2018. Itamar has passed the Series 66, Series 7 and SIE exams and has been registered in Arizona, California, Connecticut, Florida, Nevada, Oregon, Tennessee, Texas, and Washington. Itamar has previously worked at J.P. Morgan Securities LLC and AXA Advisors, LLC.

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

J.p. Morgan Securities LLC

location

LIVERMORE, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Itzel Elodia Escalante sandoval is a licensed securities agent with J.P. Morgan Securities LLC, a firm with offices in Livermore, California. Itzel Elodia Escalante sandoval has been in the financial services industry since March 30, 2023. Itzel Elodia Escalante sandoval holds Series 63, Series 6TO, and SIE licenses. J.P. Morgan Securities LLC specializes in providing financial planning, pension consulting, portfolio management, and selection of other advisors services.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Roseville, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Itzel Esmeralda Gonzalez diaz is a registered representative with Ameriprise Financial Services, LLC, and is currently licensed as a Registered Representative (RA) in California. Itzel has been in the securities industry for over 2 years, and has been with Ameriprise Financial Services, LLC since July 2020. Itzel holds Series 66, Series 7TO and SIE securities licenses.

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

Gold Coast Securities, Inc.

location

Los Angeles, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Itziar Ramos is a financial professional with over 20 years of experience in the industry. Itziar is currently registered with Gold Coast Securities, Inc. in California. Itziar is also registered with the state of California as an Investment Advisor Representative. Prior to her current role, Itziar has held positions with PEAK BROKERAGE SERVICES, LLC, NEBS FINANCIAL SERVICES, INC., and SUNAMERICA SECURITIES, INC. Itziar has a wide range of experience and holds several securities licenses. Itziar's areas of expertise include financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

SAN FRANCISCO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Iuliia Malysheva is a financial advisor with Equitable Advisors, LLC, registered with the state of California. Iuliia has been in the financial industry since 2023. Prior to joining Equitable Advisors, LLC, Iuliia was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Iuliia holds a Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

PALO ALTO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Iuliia Omelchuk is a financial advisor with J.P. Morgan Securities LLC. Iuliia has been in the industry since 2022. Iuliia is licensed in California and holds the Series 63, SIE and Series 6TO licenses. Iuliia specializes in financial planning, pension consulting, selection of other advisors 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
Unclaimed

LPL Financial LLC

location

FRESNO, CA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Iva Goodwin is a financial advisor with LPL Financial LLC. Iva has been in the financial services industry since 1997 and is registered in California. Iva is licensed to offer securities products and services through LPL Financial LLC. The firm offers financial planning services to individuals and corporations. LPL Financial LLC also offers a variety of other investment products and services, including mutual funds, variable annuities, and retirement planning.

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

SAN JOSE, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Iva Kordes is a registered representative with J.p. Morgan Securities LLC in San Jose, California. Iva has been in the industry since January 6, 2017, and has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Iva also provides financial planning and portfolio management services. Iva has passed the Series 6, Series 7, and Series 63 exams and has earned the Series 65 license. Iva was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEWPORT BEACH, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ivan Flores is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ivan has been in the securities industry since December 2017. Ivan is registered in 53 states and holds the Series 7, 9, 10, 66 licenses. Ivan works at the Newport Beach, CA branch of Merrill Lynch.

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

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