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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Spire Wealth Management, LLC

location

IRVINE, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Cabot Fisher is a registered representative with Spire Wealth Management, LLC. Anthony has been in the financial services industry since 2015. Anthony is registered with the state of California and holds Series 6, 63, and 65 licenses as well as the SIE. Anthony specializes in providing financial planning, retirement and estate planning, divorce planning, and insurance services.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

GRAND TERRACE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Jaramillo is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Anthony has been in the industry since 2022. Anthony's professional experience includes roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC and Merrill Lynch, Pierce, Fenner & Smith Inc.. Anthony is a registered representative in California and Texas and is licensed in Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Anthony holds the Series 66, Series 7TO and SIE exams. Anthony's areas of specialization include securities, commodities, investment advisory and insurance.

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

Global Retirement Partners LLC

location

SAN RAFAEL, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Steven Tomasula is a financial advisor at Global Retirement Partners LLC with over 20 years of experience in the industry. He is registered with the state of New York and has licenses to offer financial products and services, including investment advisory services. Anthony specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is dedicated to helping clients achieve their financial goals. Anthony Steven Tomasula is also registered with the state of Florida, New York, Pennsylvania, and Washington, offering investment advisory services in all states.

SPECIALIZATIONS

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

Providence Financial AND Insurances, Inc. | CFC ® (Certifications)

location

WOODLAND HILLS, CA

0 Disclosures

ADVISOR BIO

Anthony Alan Saccaro is a financial professional registered in California with Providence Financial And Insurances, Inc. and has been with the firm since August of 2011. Anthony has also been registered with ING Financial Partners, Inc.. Anthony is a Chartered Financial Consultant.

SPECIALIZATIONS

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

Santa Barbara, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Chavez is a financial advisor with Morgan Stanley in Oxnard, California. Anthony has been in the industry since November 2019 and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Anthony holds the Series 7, Series 66, and SIE licenses. Anthony also holds registrations in 51 states, including California, Texas, and New York.

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

San Francisco, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Christon-quao is an active Registered Representative and Investment Advisor Representative. Anthony has over 8 years of experience in the securities industry, working at Morgan Stanley since 2015. Anthony has 2 state and 3 product exams. Anthony is registered with the Securities and Exchange Commission as a Registered Representative and Investment Advisor Representative. Anthony is also registered with the state of California as a Registered Representative and Investment Advisor Representative. Anthony is also registered in 24 other states as a Registered Representative. Anthony's current registration status is approved and he is currently licensed to provide financial advice. Anthony specializes in investment advisory services, financial planning, pension consulting and selection of other advisors. Anthony is a dedicated professional with a strong commitment to providing exceptional client service.

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

Santa Rosa, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Parmisano is a financial advisor with over 15 years of experience in the industry. Anthony has a strong background in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Anthony has a Series 7, Series 66, and SIE license. Anthony holds several designations and is a member of various professional organizations. Anthony is currently registered with Morgan Stanley and is also registered in 27 states.

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

Raymond James & Associates, Inc.

location

NEWPORT BEACH, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Santiago Meza is a financial advisor with Raymond James & Associates, Inc. in Newport Beach, CA. Anthony has been in the industry since 2009 and has experience with various financial products and services. Anthony is registered with FINRA and the state of California and Texas as an Investment Advisor Representative. Anthony is also registered with the state of California as an Investment Advisor. Anthony holds 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Ameriprise Financial Services, LLC

location

WALNUT CREEK, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Tarantino is an investment advisor representative with Ameriprise Financial Services, LLC. Anthony has been in the financial services industry since 2001 and has a Series 7, Series 66 and SIE. Anthony is registered in 13 states. Anthony is also on the board of directors for Tarantino. Ameriprise Financial Services, LLC is a large financial services company with over $1 billion in assets under management. Ameriprise provides advisory services for individuals, businesses, trusts and estates, and pension and profit-sharing plans.

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

Cetera Investment Advisers LLC

location

Playa Del Rey, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Corce is a financial advisor with Cetera Investment Advisers LLC. Anthony has been working in the financial industry since 2001. Anthony holds the following licenses: Series 63, Series 66, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53 and SIE. Anthony has experience working at LPL Financial LLC, Morgan Stanley, Edward Jones, AIG Financial Advisors, Inc., Sentra Securities Corporation, Spelman & Co., Inc., and SunAmerica Securities, Inc. Anthony specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

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