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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Commonwealth Financial Network

location

FRESNO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Priscilla Diane Aivazian is a financial advisor at Commonwealth Financial Network. Priscilla has been in the financial services industry for over 20 years. Her current location is in FRESNO, CA, and has previously worked for MML INVESTORS SERVICES, LLC. Priscilla has a Series 66, Series 7 and SIE licenses. She is registered in California, Colorado, District of Columbia, Idaho, Indiana, Missouri, Montana, Oregon, and Washington. Priscilla provides financial planning, portfolio management for individuals and businesses, educational seminars, selection of other advisors, 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

J.p. Morgan Securities LLC

location

SUN CITY, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Priscilla Ramos is a financial professional with experience in the securities industry. She is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Priscilla has been in the industry since March 2020, working in the SUN CITY, CA branch. She has Series 63, Series 6TO and SIE licenses and is registered in California.

SPECIALIZATIONS

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

Pleasanton, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Priti Manglik is a financial advisor who has been in the industry since 2008. Priti Manglik is registered with Morgan Stanley and is licensed to provide investment advice in a number of states. Priti Manglik has held prior roles at Commonwealth Financial Network and Wells Fargo Advisors LLC. Priti Manglik specializes in providing investment advice to individuals, businesses, and investment companies. Priti Manglik also offers financial planning and asset allocation advice.

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

TEMECULA, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Priti Huisinga is a financial advisor with Edward Jones. She has been in the industry since May 2019. She is registered to provide investment advice in Arizona, California, Florida, Michigan, Missouri, Nevada, North Dakota, Oklahoma, and Washington. Priti Huisinga is a Series 66, Series 7TO, and SIE licensed professional. She has experience working with a wide range of clients including high-net-worth individuals, corporations, and pension and profit sharing plans. Priti Huisinga also works with partnerships, investment clubs, and limited liability companies.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ELK GROVE, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Priti Priya Dhanda is a financial advisor with Wells Fargo Clearing Services, LLC, based in ELK GROVE, CA. Priti Priya Dhanda has been in the financial industry since August 6, 2006. Priti Priya Dhanda's previous experience includes Wells Fargo Investments, LLC.

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
location

THOUSAND OAKS, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Pritipal Singh Bhinder is an Investment Advisor Representative at Edward Jones. Pritipal has been in the securities industry since 2013 and holds a Series 66 license and a Series 7 license as well as a Series 63 license. Pritipal is registered to offer investment advice in 27 states. The firm's main office is located in St. Louis, Missouri. Edward Jones manages approximately $825 billion in assets for more than 5 million clients nationwide. The firm offers investment advice and financial planning services.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

SAN FRANCISCO, CA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Priya Aggarwal is a financial advisor with UBS Financial Services Inc. She has been in the financial services industry since August 29, 2003. Priya is registered with the state of California and has a Series 66, Series 7 and SIE license. Priya is also registered as an Investment Advisor Representative. She has a broad range of experience in the financial services industry. Priya has worked with clients in various investment areas, including stocks, bonds, mutual funds, and other investment products. She specializes in working with high-net-worth individuals, corporations, and trusts. Priya has a strong commitment to providing her clients with personalized financial advice and investment strategies.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SAN JOSE, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Priyanka Halaravi is a registered representative at J.p. Morgan Securities LLC, based in San Jose, CA. Priyanka has been in the financial industry since January 20, 2021. Priyanka holds the Series 63, Series 6TO, and SIE licenses. Priyanka specializes in providing financial planning and portfolio management services to individuals and businesses. Priyanka is dedicated to helping clients achieve their financial goals.

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

MILPITAS, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Priyanka A. Kothari is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Priyanka is active in the state of California and Texas. Priyanka has been in the securities industry for 2 years.

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

IRVINE, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Priyash Mahesh Jain is an active investment advisor representative with J.P. Morgan Securities LLC in Irvine, CA. Priyash Jain has been in the industry since January 2023. Priyash Jain holds a Series 66, Series 7TO, and SIE licenses.

SPECIALIZATIONS

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

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