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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

EL SEGUNDO, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hardin has over 20 years of experience in the financial services industry. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has held previous positions at RBC DAIN RAUSCHER INC., SUTRO & CO. INCORPORATED and GRUNTAL & CO. INCORPORATED.

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

Manhattan West Asset Management, LLC | CFA ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Michael Galanowsky is a financial advisor registered with Manhattan West Asset Management, LLC. Michael has been in the financial services industry since 2010. Michael is licensed in California and has the Series 7 and Series 63 registrations. Michael is also a Chartered Financial Analyst.

SPECIALIZATIONS

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

Stratos Wealth Partners, Ltd.

location

San Diego, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Alp Mays is a financial advisor who has been in the industry since 1998. Michael is currently registered with Stratos Wealth Partners, Ltd. and is licensed in California, Louisiana, and Texas. Michael has experience working with individuals, corporations, and charitable organizations. Michael offers a variety of financial services including financial planning, portfolio management, and investment advisory services.

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

LOS ANGELES, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Mavredakis is a financial advisor with over 9 years of experience in the industry. Michael has a strong background in financial services, having worked for several major firms including Morgan Stanley, Merrill Lynch, and TCW Funds Distributors. Michael is currently a Registered Representative and Investment Advisor Representative with J.P. Morgan Securities LLC. Michael is licensed in 53 states and jurisdictions, as well as registered with FINRA and the SEC. Michael specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, and high-net-worth clients.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

SAN FRANCISCO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Wai Lee is an investment advisor representative currently registered with Citigroup Global Markets Inc. Michael Wai Lee is licensed in the state of California as both a broker-dealer and an investment advisor. Michael Wai Lee has been in the industry for 2 years. Michael Wai Lee has passed the Series 7TO and SIE exams as well as the Uniform Combined State Law Examination. Michael Wai Lee is currently employed at Citigroup Global Markets Inc. in SAN FRANCISCO, CA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

NFP Retirement Inc.

location

ALISO VIEJO, CA

0 Disclosures

ADVISOR BIO

Michael Down is an investment advisor representative at NFP Retirement Inc. in Aliso Viejo, CA. Michael is registered with the state of Maryland. Michael has 16 years of experience in the financial services industry. Michael holds a Series 7, Series 66 and SIE licenses. Michael has a strong background in financial planning, pension consulting, and portfolio management for individuals. Michael is also experienced in selecting other advisors. Michael was previously registered with KESTRA INVESTMENT SERVICES, LLC and MML INVESTORS SERVICES, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Clovis, CA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Michael Richard Lulejian is a financial advisor at Cambridge Investment Research Advisors, Inc. Michael has over 30 years of experience in the financial services industry. Michael is registered with both FINRA and the state of California and Texas as a Registered Representative (RR) and Investment Advisor Representative (IAR). Michael specializes in providing financial planning, portfolio management, and retirement planning services to individuals and businesses.

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

Lagos Wealth Advisors | CFP ® (Certifications)

location

DIAMOND BAR, CA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Michael William Lagos is a financial advisor with over 34 years of experience in the industry. Michael is a Certified Financial Planner™ professional and a Registered Representative with Lagos Wealth Advisors. Michael provides financial planning and investment management services to individuals, families, and businesses. Michael has a proven track record of helping clients achieve their financial goals.

SPECIALIZATIONS

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

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Michael Ryan Carney is a registered Investment Advisor Representative with Evoke Advisors. Michael Ryan Carney is licensed in Arizona, Arkansas, California, Colorado, Idaho, New Jersey, New York, Ohio, South Dakota, Texas, and Wyoming. Michael Ryan Carney has been in the industry since at least March 2015 and has worked with Evoke Wealth, LLC, Upfront Ventures Management, LLC, and Pando Media, Inc. Michael Ryan Carney's firm, Evoke Advisors, manages assets for charitable organizations, high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Mission Wealth Management, LP

location

SANTA BARBARA, CA

0 Disclosures

ADVISOR BIO

Michael Dittamo is a Registered Investment Advisor (RIA) with Mission Wealth Management, LP in Santa Barbara, CA. Michael joined Mission Wealth in September 2023, bringing a wealth of experience in the financial services industry. Previously, Michael was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PLANMEMBER SECURITIES CORPORATION in the area. Michael is a licensed Investment Advisor Representative (IAR) in California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY WEALTH MANAGEMENT

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