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Financial Planning Services Advisors in California
35,804 Results
Unclaimed
location

Monterey, CA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ashley Burrell is a financial advisor with Morgan Stanley. Ashley has been in the financial services industry since December 1992. Ashley is registered with the state of California, and is also registered with FINRA. Ashley has a Series 7 and Series 63 license, as well as the SIE exam. Ashley is a member of the Hacienda del Sol Homeowners Association in Kendal Park, New Jersey.

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

Wells Fargo Clearing Services, LLC

location

SAN DIEGO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Torrey Meachum is a registered representative with Wells Fargo Clearing Services, LLC. Ashley has been in the industry for 7 years, and has been registered with the state of California since June 29, 2018. Ashley has also been registered with Texas since September 4, 2024. Ashley has passed the Series 66, Series 7, and SIE exams. Ashley provides investment consulting services to institutional clients, as well as financial planning, pension consulting, and selection of other advisors.

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

LONG BEACH, CA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ashley Love Ornelas is a registered representative with J.P. Morgan Securities LLC. Ashley holds Series 63, Series 6TO, and SIE licenses. Ashley is registered in California and has been in the industry since January 13, 2022. Ashley specializes in providing financial planning and investment advice to individuals, corporations and charitable organizations.

SPECIALIZATIONS

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

Snowden Capital Advisors LLC

location

Pasadena, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Lamothe is a registered investment advisor representative with Snowden Capital Advisors LLC. Ashley has been in the securities industry since August 16, 2022. Ashley holds Series 66, Series 7TO, and SIE licenses. Ashley's current registrations include California.

SPECIALIZATIONS

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

Rockefeller Financial LLC

location

Los Angeles, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Calderon is a financial advisor registered with both the BrokerCheck and the Investment Adviser Public Disclosure (IAPD) systems. Ashley is licensed to provide investment advice in 53 states and districts. Ashley has been working in the financial industry since July 25, 2006, and is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management. Ashley holds a Series 63, Series 66, Series 7, Series 9, and Series 10 license. Ashley has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Wachovia Securities, LLC in the past.

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

WALNUT CREEK, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Marcelino is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in WALNUT CREEK, CA. Ashley has been in the industry since June 11, 2014 and has a Series 7 and Securities Industry Essentials license. Ashley's firm specializes in providing a range of financial services including portfolio management for businesses and individuals, pension consulting, performance measurement reports, allocation modeling, research reports and services, selection of other advisors and educational seminars.

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
location

SANTA BARBARA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Fernandez is a registered representative and investment advisor representative with LPL Financial LLC. Ashley has been in the securities industry for several years, holding registrations in both California and Florida. Ashley specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and other entities. Ashley is passionate about helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice.

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

SUNNYVALE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Areli Ibanez perez is a registered representative with J.p. Morgan Securities LLC, currently based in SUNNYVALE, CA. Ashley has been in the financial industry since 2022. Ashley holds Series 63, SIE and Series 6TO licenses. Ashley's areas of specialization include: * Individual Investment Advising * Portfolio Management * Financial Planning * Retirement Planning * Mutual Funds * Variable Annuities * Insurance * Investment Company Products

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Noelle Crane is a financial advisor registered with Cetera Investment Advisers LLC. Ashley has been in the financial industry since November 2010 and has experience with Ameriprise Financial Services, Inc. and Cetera Advisor Networks LLC. Ashley holds a Series 7 and Series 66 license and the SIE exam, and is also a Certified Financial Planner. Ashley specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WALNUT CREEK, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Cherry is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Ashley has been in the financial industry since 2011 and has a Series 7, Series 10, Series 24, and Series 66 licenses. Ashley is registered to provide investment advice in 49 states and the District of Columbia. Ashley has experience working with individual clients, corporations, and other businesses.

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

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