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Financial Planning Services Advisors in California
35,804 Results
Unclaimed
location

San Diego, CA

experience

33 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Roberts is a financial advisor with Morgan Stanley. Michael has been working in the financial services industry since April 1992. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 24, and SIE licenses. Michael is also registered in over 50 states, including California and Texas. Michael provides a variety of services to individual and institutional clients, including financial planning, portfolio management, and asset allocation advice. Michael has a proven track record of success in helping clients achieve their financial goals. Prior to joining Morgan Stanley, Michael worked at UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Chatfield Dean & Co., Inc.

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
location

Woodland Hills, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Michael Curtin is an investment advisor representative, registered with Morgan Stanley. Michael has been in the securities industry since 1995. Before joining Morgan Stanley, Michael was with Citigroup Global Markets Inc. and UBS Financial Services Inc. Michael has passed the Series 3, 6, 7, 9, 10, 63, and 66 exams. Michael is also registered with the state of Texas as an Investment Advisor Representative.

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

J.p. Morgan Securities LLC

location

Redondo Beach, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael David Ramsey is a financial advisor in Redondo Beach, California. Michael is a registered representative of J.P. Morgan Securities LLC, and is also a registered investment advisor with the state of California. Michael has been in the financial industry since June 29, 2018, and has experience working with high-net-worth individuals, corporations, and other businesses. Michael offers financial planning, pension consulting, and portfolio management services. Michael David Ramsey has a strong understanding of the financial markets and is committed to providing his clients with personalized investment advice.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

LOS ALAMITOS, CA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Andrew Dollins is an investment advisor representative with Osaic Wealth, Inc. Michael is registered with the state of California and Texas as both a broker-dealer and an investment advisor. Michael has been in the industry since 1990. Michael is also a registered principal with Osaic Wealth, Inc.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

NEWPORT BEACH, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Michael Robert Hammett is a financial advisor at UBS Financial Services Inc. Michael has been in the financial industry since 1983 and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Michael is licensed to provide investment advisory services in California and is also registered as a broker-dealer in several other states. Michael's previous employers include Jefferies & Company, Inc. and Private Ledger Financial Services, Incorporated. Michael has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS

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

Orin Green Financial, LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Michael Mayer is an Investment Advisor Representative with Orin Green Financial, LLC. Michael is registered in California. Michael has been in the industry since 2014. Michael has a Series 65 license and is a Certified Financial Planner. Michael provides financial planning and portfolio management services to individuals.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Michael Donohue is a financial professional with over 30 years of experience in the financial services industry. Michael has been with LPL Financial since 1992. Michael has a broad range of experience and provides investment advisory services through D.B. Wealth Management Group, an independent investment advisor firm. Michael has held several previous positions with other financial firms. Michael is a Certified Financial Planner™ professional and holds a Series 7, Series 24, and Series 63 licenses. Michael provides financial planning, portfolio management, and investment advice to individuals, families, and businesses.

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

Stifel, Nicolaus & Company, Inc.

location

CARLSBAD, CA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Michael Poponyak is a financial advisor with over 40 years of experience in the industry. Michael has been registered with Stifel, Nicolaus & Company, Inc. since June 2009. Prior to that, Michael worked at WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., SHEARSON LEHMAN HUTTON INC. and PAINEWEBBER INCORPORATED. Michael offers a variety of financial services, including financial planning, pension consulting, and portfolio management.

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

Spire Wealth Management, LLC

location

Irvine, CA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Kiley is a financial advisor at Spire Wealth Management, LLC. Michael has been working in the financial industry for over 40 years, and has experience in a variety of financial services, including investment advice, insurance and retirement planning. Michael provides a range of services to individuals, corporations, charitable organizations, and high-net-worth individuals. Michael also has experience with Chamberlain Consulting Group, LP, and Girard Securities, Inc. Michael holds the Series 7, Series 63, Series 24, and Series 27 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING
Unclaimed

Ameriprise Financial Services, LLC

location

Valley Center, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Walsh is a financial advisor with over 13 years of experience in the financial services industry. Michael is a Registered Representative and Investment Advisor Representative, holding licenses in several states. Michael's prior experience includes working with Morgan Stanley and Merrill Lynch. Michael currently works with Ameriprise Financial Services, LLC. Michael's specializations include retirement planning, college savings, insurance, and estate planning. Michael is committed to helping 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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