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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Santa Maria, CA

experience

41 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Favorite is a financial advisor with Cambridge Investment Research Advisors, Inc., with over 38 years of experience in the financial services industry. Michael's experience spans multiple firms including Cantella & Co., Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Bateman Eichler, Hill Richards, Incorporated. Michael holds Series 3, 7, 8, 63, and 66 licenses, and the SIE designation. Michael focuses on serving the needs of individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities.

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

Integrated Wealth Concepts LLC

location

SAN RAFAEL, CA

0 Disclosures

ADVISOR BIO

Michael Blacksburg is an Investment Advisor Representative at Integrated Wealth Concepts LLC, which is a Registered Investment Advisor based in Waltham, MA. Michael Blacksburg has 17 years of experience in the financial services industry and is registered in California. Michael Blacksburg also has a background in law and has been a principal attorney at Blacksburg Law since 2001. Michael Blacksburg specializes in providing financial planning services, pension consulting, selection of other advisers, and portfolio management services for individuals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Redondo Beach, CA

experience

6 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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

RANCHO CUCAMONGA, CA

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Thomas Bailey is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the financial industry since June 1987. Michael is registered as a Registered Representative and Investment Advisor Representative in 15 states. Michael has earned the Certified Financial Planner designation.

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

Golden State Wealth Management, LLC

location

San Diego, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Anthony Rohling is a Registered Representative and Investment Advisor Representative with Golden State Wealth Management, LLC and Golden State Equity Partners, LLC. Michael Rohling has been in the financial services industry since February 19, 2002. Michael Anthony Rohling provides a variety of services to his clients, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

ELK GROVE, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Devito is a registered representative with J.p. Morgan Securities LLC. Michael is a financial professional with over 5 years of experience. Michael is registered to provide securities related services in the state of California. Michael is series 6 and 63 licensed and has also completed the SIE exam. Michael's office is located in Elk Grove, California.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

SAN RAFAEL, CA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Michael Heckmann is a financial advisor with Stifel, Nicolaus & Company, Inc. located in San Rafael, CA. Michael has been in the industry since 1989 and has experience with various financial products and services. Michael specializes in various investment strategies, including portfolio management for individuals, businesses, and pooled investment vehicles. Michael holds licenses in multiple states and has a strong reputation in the industry.

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

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hillyard Tootle is a registered representative of Centaurus Financial, Inc. based in Anaheim, CA. Michael has over 10 years of experience in the financial services industry. Michael has a Series 7, Series 66, and SIE license and offers financial planning, portfolio management, and educational seminars for individual and business clients. Michael previously worked at PREP Securities, LLC, CR Capital Distributors, LLC, and Centaurus Financial, Inc. in various roles, including Senior Territory Manager for CDK Global.

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
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

AZUSA, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lewis is a financial advisor with J.P. Morgan Securities LLC. Michael has been in the financial services industry since 2013 and is registered with the state of California. Michael has earned the Series 6 and Series 63 licenses.

SPECIALIZATIONS

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

SAN DIEGO, CA

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Oflaherty is a financial advisor with over 30 years of experience in the financial services industry. Michael currently works for LPL Financial LLC. Michael's previous experience includes working at JANNEY MONTGOMERY SCOTT LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., FIS SECURITIES, INC., BANC ONE SECURITIES CORPORATION, FRANKLIN/TEMPLETON DISTRIBUTORS, INC., EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Michael specializes in providing financial planning, portfolio management, and other advisory services 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

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