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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aayush Bansal is a financial advisor with J.P. Morgan Securities LLC in Los Angeles, California. Aayush is licensed to provide investment advice and services in the state of California and New York. Aayush is a registered representative of J.P. Morgan Securities LLC and holds a Series 63, Series 79TO and SIE licenses. Aayush specializes in providing investment advice 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

LPL Financial LLC

location

NEWPORT BEACH, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aayush Aggarwal is a financial advisor with LPL Financial LLC. Aayush is registered with FINRA as a Registered Representative and with the state of California as an Investment Advisor Representative. Aayush has been in the financial services industry since 2019 and has worked with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Aayush has also worked with Roth Capital Partners, LLC. Aayush holds the Series 63, Series 7TO, and Series 65 licenses. Aayush specializes in providing financial planning, portfolio management, and retirement planning services. Aayush is committed to providing personalized financial advice to help their clients achieve their financial goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALO ALTO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Abanti Pakrasi is a financial advisor with over 20 years of experience in the industry. Abanti is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous roles at Citigroup Global Markets Inc. and Bank of America, N.A. Abanti specializes in providing investment advisory services to individuals, businesses, pension plans, and charitable organizations. Abanti has a broad range of experience, including providing investment management services, financial planning, and portfolio management for businesses and individuals.

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

Rockefeller Financial LLC

location

San Francisco, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Abbas Khoshnevissan is an Investment Advisor Representative at Rockefeller Financial LLC. Abbas has been in the financial industry for over 35 years and has worked with a variety of firms, including Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. Abbas holds the Series 7, Series 6, Series 22, Series 63 and Series 65 licenses. Abbas specializes in providing financial planning, portfolio management and selection of other advisers to individuals, businesses, and pension plans.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

IRVINE, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Abbass Agahi is an investment advisor representative with Eagle Strategies LLC. Abbass has been in the financial services industry since July 1997. He is registered with the state of California, Texas, Florida and Washington. Abbass holds Series 6, 63, and 65 licenses, as well as the SIE. Abbass provides financial planning, pension consulting, and educational seminars. He has a strong track record of providing investment advice and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

UPLAND, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Abbey Lauren Borbon is a financial advisor at Wells Fargo Clearing Services, LLC. Abbey has been in the industry since 2009 and is registered with the state of California. Abbey has a Series 7, Series 66, and SIE license. Abbey is also registered with the states of Arizona, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Massachusetts, Nevada, New Mexico, Oregon, Pennsylvania, Tennessee, Texas, Utah, and Virginia. Abbey specializes in working with individuals, high net worth individuals, and corporations.

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

Realta Investment Advisors, Inc.

location

SAN DIEGO, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Abbey Dawn Eastham is a financial advisor registered with Realta Investment Advisors, Inc. in San Diego, CA. Abbey Dawn Eastham has been in the industry since February 25, 2013. Abbey Dawn Eastham has previously worked for several firms including First Allied Securities, Inc., Summit Brokerage Services, Inc., Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Girard Securities, Inc., and LPL Financial LLC. Abbey Dawn Eastham holds a Series 66 license and a Series 7 license.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

Camarillo, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Abbie Lorraine Nelson is a registered representative with Commonwealth Financial Network. Abbie is a financial professional with over 30 years of experience in the financial services industry. Abbie has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Abbie holds the Series 63, SIE, and Series 7 licenses. She is a registered representative in California and is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Abby Odette Nygren is a financial advisor with Wells Fargo Clearing Services, LLC. Abby has been in the financial industry for over 14 years, beginning their career at Wells Fargo Investments, LLC in 2008. Abby is licensed to provide investment advice in multiple states across the U.S. Abby is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Abby holds the Series 7, Series 66, and SIE licenses. Abby specializes in providing investment consulting services to institutional clients as well as financial planning and portfolio management for both 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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

WESTLAKE VILLAGE, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Abby Dinkins is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Abby has been in the financial services industry for over 15 years. Abby is registered with the state of California and Texas, and has a Series 7, Series 24 and Series 66 licenses. Abby is a Certified Financial Planner and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Abby has a strong track record of 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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