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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TARZANA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Arij Ezz eldine chehayeb is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Tarzana, California. Arij has been in the financial services industry for over 7 years and has a Series 66 license and Series 7TO, Series 9, Series 10, and SIE exams. Arij has experience working with individuals, high-net-worth individuals, corporations, and pension plans. Arij's registrations include states like Arizona, California, Florida, Nevada, Oregon, Texas, and Washington.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTHRIDGE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Arin Hovanesian is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Northridge, CA. Arin has been in the financial services industry since 2022. Arin holds the Series 66, 63, 7, and SIE licenses. Arin specializes in providing financial advice to individuals, businesses, insurance companies, and charitable organizations. Arin also offers portfolio management and pension consulting services. Arin previously worked at J.P. Morgan Securities LLC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BEVERLY HILLS, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Arin Babakhanian is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Arin has been in the securities industry for over 10 years and is registered with the state of California, Texas, and other states. Arin is a securities industry professional who has a comprehensive understanding of the financial markets and a strong commitment to providing clients with personalized financial advice.

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

RANCHO SANTA FE, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Arin Ali is a financial advisor with J.p. Morgan Securities LLC in Rancho Santa Fe, CA. Arin Ali is registered with the state of California. Arin Ali has been in the industry since March 2023.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

GLENDALE, CA

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Arin Moradian is an investment advisor representative at Eagle Strategies LLC. Arin is registered with the state of California as an investment advisor representative and a broker-dealer. Arin has been working in the financial services industry since 2013. Arin has a broad range of experience in the financial services industry, including working as an insurance broker, a financial advisor and a securities representative. Arin specializes in providing financial planning, portfolio management and other services to individuals, businesses and charitable organizations.

SPECIALIZATIONS

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

LPL Financial LLC

location

RIVERSIDE, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Arinda Y Lotze is a financial advisor with over 17 years of experience. Arinda is registered with LPL Financial LLC. Arinda has Series 7 and Series 66 licenses and is currently registered in Arizona, California, Colorado, Florida, Nevada, Oklahoma, and Oregon. Previously, Arinda was with Waddell & Reed. Arinda's specializations include investment advisory services, financial planning, pension consulting, and educational seminars.

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

Oppenheimer & Co. Inc.

location

SAN FRANCISCO, CA

experience

17 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ariya Pejouhesh is a financial advisor with Oppenheimer & Co. Inc. located in San Francisco, CA. Ariya has been a financial advisor since September 6, 2007. Ariya is licensed to provide investment advice in California and has previously been registered with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Ariya specializes in retirement planning, portfolio management, and financial planning.

SPECIALIZATIONS

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

SAN RAMON, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Arjun Rawat is a financial advisor with Edward Jones. Arjun has been in the industry for 10 years. Arjun is licensed in California, Texas, Arizona, Colorado, Florida, Nevada, New York, Ohio, Oregon, Tennessee, and Washington. Arjun has experience in both brokerage and investment advisory services, working at firms including Edward Jones, Merrill Lynch, and Wells Fargo Clearing Services. Arjun's specializations include investment advisory services, financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

WESTLAKE VILLAGE, CA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Arkady Milgram is an investment advisor representative with MML Investors Services, LLC. Arkady has been in the industry since May 2, 2000. Arkady is registered with the state of California as an Investment Advisor Representative. Prior to joining MML Investors Services, LLC, Arkady was employed by NYLIFE Securities Inc., MONY Securities Corporation, METLIFE Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company.

SPECIALIZATIONS

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

SCF Investment Advisors, Inc.

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Arland Kelly is an investment advisor representative at SCF Investment Advisors, Inc. Arland has been in the financial services industry since 2014. Arland is registered with the state of California, Louisiana, and Texas. Arland has passed the Series 63, Series 65, Series 6, and SIE exams. Arland's firm, SCF Investment Advisors, Inc. is a registered investment advisor firm that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services. Arland works with a variety of clients including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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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