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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Mission Wealth Management, LP | CFP ® (Certifications)

location

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Mitchell Grushen is a financial advisor at Mission Wealth Management, LP. Mitchell has been in the industry since 2017. Mitchell is a Certified Financial Planner and is registered in California. Mitchell's firm manages assets for individuals, corporations, charitable organizations and other businesses. Mitchell specializes in portfolio management, financial planning and pension consulting.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

SANTA MONICA, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Kraus is a financial advisor with over 30 years of experience in the industry. Mitchell is registered with LPL Financial LLC and Capital Intelligence Advisors, Inc. and holds Series 6, 7, 24, 31, 53, and 63 licenses. Mitchell has a strong background in providing financial planning services, portfolio management, and investment advisory services. Mitchell has also been involved in several other business ventures, including insurance and real estate. Mitchell is committed to providing clients with personalized financial advice and guidance to help them 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Stifel Independent Advisors, LLC | CFP ® (Certifications)

location

PASADENA, CA

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mitchell Elliott Kauffman is a financial advisor with Stifel Independent Advisors, LLC. Mitchell has over 40 years of experience in the financial services industry. Mitchell is registered with the state of California and Texas as both a Broker-Dealer and Investment Advisor.

SPECIALIZATIONS

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

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Mitchell Dean Simkins is an investment advisor representative for Farther, a financial services firm based in San Francisco, California. Mitchell has over 15 years of experience in the financial services industry. He is registered with the state of Utah to provide investment advisory services. His previous experience includes roles at Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., and Cetera Advisor Networks LLC. Mitchell has a strong background in providing financial advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through comprehensive financial planning and investment management services. Mitchell holds the Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

Santa Barbara, CA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mitchell Edward Vance is a financial advisor with Morgan Stanley and has been in the financial services industry since August 20, 1986. Mitchell has a wide range of experience, having worked previously at Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Mitchell holds a variety of licenses and registrations, including Series 3, 7, 63, and 65. Mitchell is registered in several states and has a strong track record of providing financial 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wells Fargo Clearing Services, LLC

location

SANTA BARBARA, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Direnzi is a financial advisor with Wells Fargo Clearing Services, LLC. Mitchell is based in Santa Barbara, CA and has over 15 years of experience in the financial industry. Mitchell has a Series 7, Series 66 and SIE licenses and is registered in 49 states and 2 other jurisdictions. Mitchell's professional experience includes working at Morgan Stanley for over 9 years. Mitchell specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAGUNA NIGUEL, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Dunn is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been working in the industry since December 2016. Mitchell holds the Series 7, Series 66 and SIE licenses. Mitchell Dunn is registered with the states of Arizona, California, Colorado, Florida, Georgia, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee and Texas. Mitchell Dunn has previously been registered with MORGAN STANLEY and SC DISTRIBUTORS, LLC. Mitchell Dunn has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Mitchell Dunn offers a variety of advisory services, including portfolio management, financial planning, and educational seminars.

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

Citigroup Global Markets Inc.

location

SAN FRANCISCO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Dean Fabricant is a financial professional registered with Citigroup Global Markets Inc. Mitchell has been in the industry for over 7 years and holds the Series 63, SIE, and Series 79 licenses. Mitchell's previous employers include J.P. Morgan Securities LLC and Deutsche Bank Securities Inc. Mitchell's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, and Portfolio Management for Businesses and Individuals.

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

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Steven Loewenberg is a financial advisor who has been in the industry for over 5 years. Mitchell Steven Loewenberg currently works with Wedbush Securities Inc. Previously, Mitchell Steven Loewenberg was registered with EDWARD JONES and TD Ameritrade, Inc. Mitchell Steven Loewenberg is registered with the state of California and is a Series 7, 63, and 66 licensed advisor. Mitchell Steven Loewenberg provides financial planning, portfolio management, and educational seminars to individual clients.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

IRVINE, CA

experience

39 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Mitchell Steven Behm has been in the financial services industry since 1986. Mitchell is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 1988. Previously, Mitchell was registered with FIRST EMPIRE SECURITIES, INC. from 1986 to 1988. Mitchell is licensed to provide securities services in 38 states and investment advisory services in 2 states. Mitchell holds Series 63, Series 65, Series 7, and SIE licenses. Mitchell has a broad range of experience in financial services, having worked with a variety of clients including corporations, individuals, and pension plans.

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

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