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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

7 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
location

CONCORD, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Edward Hotz is a financial professional who is registered as a Broker-Dealer (Series 63, Series 6 TO, and SIE), and an Investment Advisor Representative (Series 65) in the state of Illinois. Mitchell is affiliated with Assetmark, Inc., a firm that provides financial planning, investment management, and other advisory services. Mitchell’s areas of expertise include retirement planning, college savings, and investment strategies. Mitchell has been in the financial industry for over 4 years.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

Roseville, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Howard is a financial advisor with Edward Jones, a firm with a long history of providing personalized investment services. Mitchell has been in the financial services industry since 2014 and has experience working with individuals, families, and businesses. Mitchell holds the Series 7 and Series 66 securities licenses and is also a Certified Financial Planner™. Mitchell's office is located in Roseville, CA.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

THOUSAND OAKS, CA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mitchell Rosenberg is a financial advisor with over 30 years of experience in the industry. Mitchell holds Series 6, 7, 22, 63 and 65 securities licenses and is registered as an investment advisor in California and Texas. Mitchell currently works at Eagle Strategies LLC, where he provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Mitchell is also the sole proprietor of MDR Insurance and Financial Services, and an associate at Mahoney Financial Organization, LLC D/B/A MFO Insurance Solutions.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

MONTROSE, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Eric Hedlund is a financial advisor at J.P. Morgan Securities LLC. Mitchell has been in the industry since 2020 and is registered in 10 states. Mitchell holds a Series 66 and a Series 7TO license. Mitchell specializes in providing financial planning and portfolio management services to individuals, businesses and other institutions. J.P. Morgan Securities LLC has over $50 billion in assets under management and provides a wide range of financial services to its clients.

SPECIALIZATIONS

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

LPL Financial LLC

location

VALENCIA, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mitchell Mark Perara is a financial advisor who has been in the industry since 1994. Mitchell is currently registered with LPL Financial LLC. Mitchell has held previous positions at INVEST FINANCIAL CORPORATION, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., UBS FINANCIAL SERVICES INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and INTERFIRST CAPITAL CORPORATION. Mitchell holds Series 7, Series 63, Series 66, and SIE licenses. Mitchell has a strong track record of helping clients achieve their financial goals. Mitchell specializes in financial planning, investment management, and retirement planning. Mitchell is committed to providing personalized service and helping clients make informed decisions about their financial future.

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

Allworth Financial, LP

location

FOLSOM, CA

0 Disclosures

ADVISOR BIO

Mitchell Mueller is an investment advisor representative at Allworth Financial, LP. Mitchell is a registered Investment Advisor in California and is associated with Allworth Financial, LP. The firm’s main office is located at 340 Palladio Pkwy., Suite 501, Folsom, CA 95630. Mitchell has been in the securities industry since September 2022.

SPECIALIZATIONS

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

Allworth Financial, LP

location

SACRAMENTO, CA

0 Disclosures

ADVISOR BIO

Mitchell Blakely Fix is an investment advisor representative who is currently registered with Allworth Financial, LP. Mitchell is a pilot for Delta Air Lines. This is not investment related and does not interfere with Mitchell's duties at Allworth Financial, LP. Mitchell has a history of working with individuals, corporations or other businesses, pension and profit-sharing plans, high-net-worth individuals and charitable organizations. Mitchell's areas of specialization include portfolio management for individuals and businesses, financial planning, pension consulting, and publication of periodicals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

SAN RAFAEL, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Louis Bortolotto is a financial advisor with Equitable Advisors, LLC. Mitchell has been in the financial industry since January 2015. Mitchell provides financial planning, pension consulting, and educational seminars. Mitchell is registered to provide investment advice in 19 states.

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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