Years of Experience
5-20+ Years
SAN FRANCISCO, CA
0 Disclosures
ADVISOR BIO
Michael Anthony Porfido is a financial advisor with over 30 years of experience in the industry. Currently, Michael Anthony Porfido is registered as an investment advisor representative with January Capital Advisors LLC. Michael Anthony Porfido has previously been registered with LPL FINANCIAL LLC, AMERITAS INVESTMENT CORP., CARILLON INVESTMENTS, INC., EMMETT A LARKIN COMPANY, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, CARILLON INVESTMENTS, INC., ALLMERICA INVESTMENTS, INC., HOME LIFE INSURANCE COMPANY, W. S. GRIFFITH & CO., INC., and CERTIFIED EQUITIES INCORPORATED. Michael Anthony Porfido is licensed in California and Texas. Michael Anthony Porfido's expertise includes financial planning, pension consulting, and portfolio management for businesses and individuals. Michael Anthony Porfido holds a Certified Financial Planner designation and is Series 7, Series 24, Series 63, and Series 65 licensed.
SPECIALIZATIONS
UKIAH, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Michael Petri is a financial professional with over 10 years of experience in the securities industry. Michael is a registered representative with J.P. Morgan Securities LLC and offers investment advice to individuals and businesses. Michael is also a licensed investment advisor representative in California. Michael holds the Series 6, 7, 63, and 66 securities licenses and the SIE. In addition to their current employment, Michael was previously registered with Farmers Financial Solutions, LLC.
SPECIALIZATIONS
NEWPORT BEACH, CA
35 Years Experience
1 Disclosures
ADVISOR BIO
Michael Gabrielian is a financial advisor with over 30 years of experience in the financial services industry. Michael currently works with Cetera Investment Advisers LLC, and previously worked with SECurian Financial Services, Inc. and PML Securities Company. Michael holds Series 6, 7, 24, 63, and 65 licenses and is registered in 27 states. Michael provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
SPECIALIZATIONS
SAN DIEGO, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Michael Cerminaro is a financial advisor with over 25 years of experience in the financial industry. Michael has a Series 7, Series 10, Series 24, Series 63, and Series 66 licenses and is registered in Connecticut, Florida, Massachusetts, New Hampshire, New York, Pennsylvania, and Vermont. Michael is currently employed by LPL Financial LLC and provides investment advisory and financial planning services to individuals, families, corporations, and charitable organizations. Michael has experience with a variety of investment strategies and can help clients develop a personalized financial plan to meet their individual needs.
SPECIALIZATIONS
CONCORD, CA
29 Years Experience
0 Disclosures
ADVISOR BIO
Michael Abelson is an investment advisor representative at Assetmark, Inc. located in Concord, CA. Michael has been in the industry since 1996 and is licensed in California. Michael has a strong background in the investment industry, having held previous roles with various financial institutions, including Capital Brokerage Corporation and Genworth Financial Securities Corporation. Michael holds Series 6, 63, and 65 licenses.
SPECIALIZATIONS
Palo Alto, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Michael Krigel is a financial advisor at Morgan Stanley. Michael has been in the industry since August 2010 and is registered in 31 states. Michael holds the Series 7, Series 31, and Series 66 licenses. He is also registered as an Investment Advisor Representative in California and Texas. Michael provides financial planning, asset allocation advice, portfolio management for individuals, businesses, and investment companies, and educational seminars.
SPECIALIZATIONS
NORTH TUSTIN, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Michael Clayton Nelson is a financial advisor with Cetera Investment Advisers LLC, based in North Tustin, California. Michael has been in the financial services industry since December 2005. Michael holds a Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Michael has experience with a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
SPECIALIZATIONS
NEWPORT BEACH, CA
29 Years Experience
0 Disclosures
ADVISOR BIO
Michael David Lopez is a financial advisor with Next Financial Group, Inc. based in Newport Beach, CA. Michael David Lopez has over 25 years of experience in the financial services industry. Michael David Lopez holds Series 6, 7, 24, 63, and 65 licenses. Michael David Lopez is also a Certified Financial Planner.
SPECIALIZATIONS
SAN RAFAEL, CA
0 Disclosures
ADVISOR BIO
Michael Zaidlin is an Investment Advisor Representative at Madrone Investment Advisory, LLC. Michael Zaidlin has been in the industry since 2006 and has worked with Madrone Investment Advisory, LLC since 2009. Michael Zaidlin is registered with the state of California and is currently active in the state of California. Michael Zaidlin has passed the Series 63 and Series 65 exams. Michael Zaidlin specializes in providing investment advice to individuals, families, and charitable organizations.
SPECIALIZATIONS
Alameda, CA
38 Years Experience
3 Disclosures
ADVISOR BIO
Michael McDonough is a financial advisor with over 35 years of experience in the financial industry. Michael is currently registered with Principal Securities, Inc. and has a broad range of experience in both investment advisory and broker-dealer services. Michael also has a strong background in insurance and employee benefits, which complements his financial planning expertise.
SPECIALIZATIONS