Invested Better
Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Buckingham Strategic Wealth, LLC

location

San Jose, CA

0 Disclosures

ADVISOR BIO

Nishant K. Pandya is a financial advisor with over 20 years of experience in the industry. Nishant has a broad range of experience working with individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. Nishant currently works at Buckingham Strategic Wealth, LLC and The Colony Group, LLC, both of which are reputable investment firms. Nishant has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Nishant is also a Registered Representative, which allows them to provide investment advice to clients.

SPECIALIZATIONS

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

Walnut Creek, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Nishant Shailendra is a financial advisor with Morgan Stanley. Nishant has been in the financial services industry since 2003. Nishant holds Series 7, Series 31, Series 63, Series 65 and SIE licenses and is registered in several states. Nishant specializes in financial planning, asset allocation, and portfolio management. Nishant has experience working with high-net-worth individuals, corporations, and other institutional clients. Before joining Morgan Stanley, Nishant worked for Citigroup Global Markets Inc. and Morgan Stanley Smith Barney.

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
location

Irvine, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Nishit Arora is a registered representative with Morgan Stanley. Nishit has been in the securities industry since March 2020. Nishit has a Series 7TO, Series 66, and SIE license. Nishit is registered in 53 states and 2 jurisdictions for securities and investment advisory activities.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BEVERLY HILLS, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Nissim Afriat is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Beverly Hills, California. Nissim has been working in the financial industry since 2006 and is licensed to provide investment advice in several states, including California, Texas, Florida, Illinois, and New York. Nissim is also registered as an Investment Advisor Representative (IAR) in California and Texas.

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

Morgan Stanley

location

Pasadena, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Nita Ma Pei-lin is an active financial advisor registered with Morgan Stanley. Nita has been in the financial services industry since 2001 and has held previous registrations with BANCWEST INVESTMENT SERVICES, INC., LINSCO/PRIVATE LEDGER CORP., FENB SECURITIES, INC., and U. S. PACIFIC FINANCIAL SERVICES, INC. Nita is licensed in 28 states and has passed the Series 7 and Series 66 exams. Nita has a history of working with clients of all types, including individuals, high-net-worth individuals, corporations, and institutions.

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Nita Joshi is a financial advisor with J.P. Morgan Securities LLC, a large broker-dealer with offices across the United States. Nita has been in the industry since 2006. Nita is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Nita is also a registered investment advisor representative in Texas and California. Before joining J.P. Morgan Securities LLC, Nita worked for Chase Investment Services Corp., Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Nita specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.

SPECIALIZATIONS

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

R-Tech Advisors, Inc.

location

WOODLAND HILLS, CA

0 Disclosures

ADVISOR BIO

Nitin Laxmidas Thakkar is an Investment Advisor Representative with R-Tech Advisors, Inc. Nitin has been in the industry since January 2008 and is licensed in California. Nitin specializes in providing financial planning and investment advice. R-Tech Advisors, Inc. specializes in providing investment advice and financial planning services to individual clients, pension and profit-sharing plans, and corporations. The firm provides a range of investment advisory services, including portfolio management, financial planning, and pension consulting. The firm manages approximately $59.5 million in assets.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

REDWOOD CITY, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Niya Xie is a financial advisor with over 15 years of experience in the financial services industry. Niya has worked with Wells Fargo Clearing Services, LLC since January 2021 and has held previous roles at J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Charles Schwab & Co., Inc. and other financial firms. Niya holds a Series 7, Series 63, and Series 66 securities license.

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

J.p. Morgan Securities LLC

location

Encino, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Niyoosha Nikmaram is a financial professional registered with J.p. Morgan Securities LLC. Niyoosha is a licensed securities agent in California. Niyoosha has been in the financial industry since January 2022 and has passed the Series 6TO, SIE, and Series 63 exams. Niyoosha offers financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Irvine, CA

0 Disclosures

ADVISOR BIO

Niza Oun-nguyen is an Investment Advisor Representative with Mariner Wealth, a firm that has been in business for 10 years. Niza has 11 years of experience in the financial services industry and is licensed to provide financial advice in California and Texas. Niza has a Series 7 and Series 65 license. Niza also works with Camb From Nothing, Youniversal Energy, Aspire to Bee, Diversity Fashion World, Aritizara, Females for Football, Orange County's United Way, and UCI Planned Giving.

SPECIALIZATIONS

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

Need help matching

with the right advisor?