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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Muna Nalayeh is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Muna is a registered representative with the state of California. Muna has a Series 66, Series 7TO, and SIE licenses. Muna has been in the industry since January 2022 and has worked for several firms including San Pasqual Fiduciary Trust Company, Wells Fargo Private Bank, and Merrill Lynch, Pierce, Fenner & Smith Inc.. Muna is a trustee of an irrevocable trust.

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

IEQ Capital, LLC

location

FOSTER CITY, CA

0 Disclosures

ADVISOR BIO

Munib Maher Zabaneh is an Investment Advisor Representative with IEQ Capital, LLC. Munib has been registered with FINRA since May 2024. Munib Zabaneh has passed the Uniform Investment Adviser Law Examination. IEQ Capital, LLC is a registered investment advisor with the SEC. The firm provides investment advice to high-net-worth individuals, charitable organizations, and other investment advisors. IEQ Capital, LLC primarily manages assets on a discretionary basis.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

UNION CITY, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Munish Kaila is a financial advisor with over 3 years of experience in the industry. Munish Kaila is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to offer investment advice in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Previously, Munish Kaila was with J.P. MORGAN SECURITIES LLC. Munish Kaila has a strong background in financial planning, portfolio management, and investment advisory services. Munish Kaila is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

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

J.p. Morgan Securities LLC

location

DAVIS, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Munkhtsetseg Oktyabri is a registered representative with J.p. Morgan Securities LLC. Munkhtsetseg has been in the securities industry for over 2 years. Munkhtsetseg is licensed in California and is a Series 63, Series 6TO and SIE exam holder. Munkhtsetseg specializes in portfolio management for individuals and businesses, as well as financial planning.

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

CITRUS HEIGHTS, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Munkhtuul Tuvshinbayar is a financial professional registered with J.p. Morgan Securities LLC, located in Citrus Heights, California. Munkhtuul Tuvshinbayar is licensed to conduct securities business in California and has passed the Series 63, Series 6TO and SIE exams. Munkhtuul Tuvshinbayar has been in the financial services industry since February 22, 2023.

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

BUENA PARK, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Murad Ghaznavi is a financial advisor associated with J.P. Morgan Securities LLC. Murad has been in the industry since 2012 and has experience with a variety of firms, including Wells Fargo Advisors, LLC and Chase Investment Services Corp. Murad specializes in financial planning, pension consulting, and selection of other advisors. Murad is registered in California and has Series 6, 63 and SIE licenses.

SPECIALIZATIONS

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

Avantax Advisory Services

location

EL SEGUNDO, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Murli Sujanani is an investment advisor representative, registered with Avantax Advisory Services in El Segundo, California. Murli has been in the industry since April 14, 1986 and holds Series 7, 24, 63 and 65 licenses. Prior to joining Avantax, Murli has worked with Cetera Investment Advisers LLC, Avantax Planning Partners, Inc., First Allied Securities, Inc., Summit Brokerage Services, Inc., Legend Equities Corporation, Investors Capital Corp., J.P. Turner & Company, L.L.C., Associated Securities Corp., Residential Funding Securities Corporation, and Dain Bosworth Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Morningstar Investment Management LLC

location

Rocklin, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Murray Alan Cleaner is a financial advisor with over 30 years of experience in the industry. Murray is currently registered with Morningstar Investment Management LLC in California and Illinois. Prior to joining Morningstar, Murray was a registered representative at MassMutual in Massachusetts. Murray has experience in providing investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

CARLSBAD, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Murray Alden Johnson is an investment advisor representative with over 20 years of experience in the financial services industry. Murray is currently registered with Cambridge Investment Research Advisors, Inc. and has previously worked with UBS Financial Services Inc. and H&R Block Financial Advisors, Inc. Murray holds several licenses and designations, including the Series 7, 9, 10, 31, 52, 63 and 65 licenses. Murray provides a variety of financial services, including investment advice, financial planning, portfolio management, and retirement planning. Murray serves individuals, high-net-worth individuals, families, charitable organizations, businesses, and retirement plans.

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

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

SAN DIEGO, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Murray Louis Hougen is a financial advisor with LPL Financial LLC. Murray has been in the industry since January 2006 and has a diverse background in financial services. Murray holds the Series 7 and Series 66 licenses as well as the SIE. Murray is a Certified Financial Planner and a Chartered Financial Consultant.

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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