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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Equitable Advisors, LLC

location

WALNUT CREEK, CA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Preston is a financial advisor with Equitable Advisors, LLC. Raymond has been in the financial services industry since 1986 and holds a Series 6, 7, 63, and 65 licenses. Raymond works with individuals, businesses, and charitable organizations providing financial planning, investment management, and other related services. Raymond is registered in Alaska, California, Georgia, Indiana, Louisiana, Nevada, New Mexico, North Carolina, Oregon, and Texas.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

NEWPORT BEACH, CA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Morales Lejano is a financial advisor with UBS Financial Services Inc. based in Newport Beach, California. Raymond has been in the financial industry since 1992. Raymond is registered with the state of California as an Investment Advisor Representative. Raymond is also licensed in several other states. Raymond has a strong background in financial planning and portfolio management and offers a variety of services to individual and institutional clients.

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

Osaic Wealth, Inc.

location

SAN RAMON, CA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Jung is a financial advisor with over 36 years of experience in the financial services industry. Raymond is registered with Osaic Wealth, Inc. in California and Texas. Raymond has a strong track record of helping individuals and families achieve their financial goals. Raymond specializes in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

Irvine, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Dietz is an investment advisor representative at Osaic Wealth, Inc., based in Irvine, CA. Raymond has been in the financial industry since 1999, and holds a Series 7, Series 63, and Series 65 licenses. Raymond's experience includes investment advisory services to individuals and businesses, financial planning, and pension consulting. Raymond also provides educational seminars and selects other advisors as needed.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

BREA, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Pastor Feliciano is a financial advisor registered with Wells Fargo Clearing Services, LLC in Brea, CA. Raymond has been in the industry since January 28, 2019, and has been registered with Wells Fargo Clearing Services, LLC since October 31, 2017. Raymond holds Series 6, SIE, and Series 63 licenses.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Lawrence Fischer is a financial advisor at LPL Financial LLC. Raymond has been in the financial services industry since December 4, 2011 and is registered to offer securities and investment advisory services in Arizona and California. Previously, Raymond worked at First Allied Securities, Inc. and Securities America, Inc. Raymond has earned the Series 66, Series 7 and SIE licenses.

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

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Wyman Chow is a registered investment advisor representative with Wedbush Securities Inc. Raymond has been in the securities industry since August 28, 1997. Raymond holds a Series 7, Series 63, and Series 65 licenses. Raymond has worked at Wedbush Securities Inc. since March 20, 2008. Prior to that, Raymond was registered with M.L. Stern & Co., LLC. in Sacramento, California. Raymond's specializations include providing financial planning, portfolio management for individuals and businesses, and pension consulting. Raymond's experience and expertise help individuals and businesses 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
Unclaimed

Corient | CFP ® (Certifications)

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Raymond Mark Wernig is a Certified Financial Plannerâ„¢ professional with extensive experience in the financial industry. Raymond is currently registered as an Investment Advisor Representative with Corient, a firm that provides a variety of investment advisory services. With experience at Dowling & Yahnke, LLC and Corient, Raymond brings a wealth of knowledge and expertise to his clients.

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 Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC | CFC ® (Certifications)

location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Raymond George Seifritz is a financial advisor with over 15 years of experience in the industry. Raymond is currently registered with LPL Financial LLC in San Diego, CA. Raymond has a wide range of experience working with individuals, corporations, and other organizations. Raymond has a strong track record of providing financial advice and investment management services. Raymond holds several professional designations, including Chartered Financial Consultant. Raymond 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
location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Raymond Gin is a financial advisor with Farther, a firm headquartered in San Francisco, CA. Raymond has been in the industry since December 2019 and has been with Farther since April 2022. Raymond holds Series 7 and 66 licenses, as well as the Securities Industry Essentials Examination. Previously, Raymond was a financial advisor with Citigroup Global Markets Inc. and FSC Securities Corporation. Raymond's advisory services include financial planning, pension consulting, publication of periodicals, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Publication of Financial Periodicals

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