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

LPL Financial LLC

location

SAN DIEGO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Swiontek is a financial advisor at LPL Financial LLC. Pamela has been in the industry since 2014 and is registered with the state of California. Pamela specializes in providing financial planning, portfolio management for individuals and businesses, 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

Ameriprise Financial Services, LLC

location

San Jose, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Potter Matthews is an investment advisor representative with Ameriprise Financial Services, LLC. Pamela has been in the industry since 1990 and is registered in 21 states and the District of Columbia. Pamela offers financial planning, asset allocation, and investment management services to individuals, businesses, trusts, estates, and charitable organizations. Pamela's previous experience includes working at Ameriprise Advisor Services, Inc. and Citigroup Global Markets Inc.

SPECIALIZATIONS

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

LPL Financial LLC

location

CERRITOS, CA

experience

19 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Pamela McKenzie is a financial advisor with over 17 years of experience in the industry. Pamela is registered with LPL Financial LLC in California and Texas. Pamela has been a registered representative since 2005, and has held various roles at different firms, including Park Avenue Securities LLC, NYLIFE Securities LLC and Ameriprise Financial Services, INC. Pamela has a strong track record of success in providing financial advice and investment management services. Pamela is committed to helping clients 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEWPORT BEACH, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Carter is a financial advisor with over 20 years of experience in the industry. Pamela has held various positions at prominent firms including UBS Financial Services Inc. and Merrill Lynch. Pamela currently holds Series 7, 31 and 63 licenses and is registered as a broker in 18 states. Pamela is also a registered Investment Advisor in California and Texas. Pamela is committed to providing personalized financial advice to individuals, families and businesses. Pamela has a strong track record of success and is committed to providing her clients with the highest level of service.

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

United Planners' Financial Services OF America A Limited Partner

location

MEADOW VISTA, CA

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Pamela Maybury is a financial advisor at United Planners' Financial Services of America A Limited Partner. Pamela has been in the financial services industry since 2001. Pamela is a registered representative with the state of California. Pamela has experience in various investment related fields including financial planning, pension consulting, and selection of other advisors. Pamela has also worked with previous firms including Securities America, Inc. and Securities Service Network, LLC.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

STUDIO CITY, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Marshall is a financial advisor with LPL Financial LLC. Pamela has been in the industry since 1998. She is registered in California, Texas, Arizona, Colorado, Connecticut, Idaho, North Carolina, Oregon, and has Series 7, Series 66, and SIE licenses. Pamela holds the Certified Financial Planner designation. Pamela has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and investment clubs.

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Denise Hecker is a financial advisor registered with J.P. Morgan Securities LLC. Pamela is a registered representative in California, Louisiana, North Carolina, Ohio, and Texas. Pamela has been in the securities industry since November 6, 2006. Prior to working at J.P. Morgan Securities LLC, Pamela was employed at UBS Financial Services Inc. in Beverly Hills, California. Pamela is a Series 7 and Series 66 licensed professional. Pamela is currently active in the securities industry.

SPECIALIZATIONS

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

Sovran Advisors, LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Castanon is a financial advisor with Sovran Advisors, LLC. Pamela has been working in the financial services industry since 2016. Pamela is registered with the state of California and Texas. Pamela holds Series 7, 6, 63 and 65 licenses. Pamela is also a Certified Financial Planner. Pamela provides fee-based financial planning and advisory services to clients.

SPECIALIZATIONS

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

Avantax Advisory Services

location

ALHAMBRA, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Villarreal is a financial professional who has been in the industry since 2003. Pamela holds a Series 66, Series 7 and SIE license. She is currently registered with Avantax Advisory Services and has previously worked at WELLS FARGO INVESTMENTS, LLC. Pamela provides financial planning, pension consulting, and portfolio management for businesses and individuals. She also offers educational seminars and solicits referral services to third-party investment managers.

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

Osaic Wealth, Inc.

location

FULLERTON, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Marie Densmore is a financial professional with over 30 years of experience in the industry. Pamela is currently registered with Osaic Wealth, Inc. and has previously worked at SAGEPOINT FINANCIAL, INC., CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., HORNOR, TOWNSEND & KENT, INC., DEAN WITTER REYNOLDS INC., and LEHMAN BROTHERS INC. Pamela is licensed to provide financial advice to individuals, businesses, and trusts. Pamela has a strong track record of success in helping clients achieve their financial goals. Pamela is committed to providing her clients with personalized financial advice and service.

SPECIALIZATIONS

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

Need help matching

with the right advisor?