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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Rochester is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 5 years of experience in the industry. Ashley is currently registered in California and holds a Series 66, Series 9, Series 7TO and SIE license. Ashley specializes in providing financial advice to a variety of clients including high-net-worth individuals, corporations, and pension plans. Ashley is also a member of the Leadership Advisory Board at Vista Del Mar Child and Family Services.

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

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

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

Hightower Advisors, LLC

location

San Diego, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Aguayo is a financial advisor at Hightower Advisors, LLC and has been in the financial services industry since 2019. Ashley has experience in a variety of roles, including working with individuals and corporations on financial planning, portfolio management, and treasury management. Ashley holds the Series 66, Series 7TO, and Series 6TO licenses. Ashley is registered to provide financial advice in the state of California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Loreal Barlow is a registered representative with J.P. Morgan Securities LLC. Ashley is licensed in California and holds the Series 63, Series 6TO and SIE exams. Ashley has been in the industry since June 17, 2024. J.P. Morgan Securities LLC is a full-service brokerage firm with a wide range of financial products and services. The firm provides financial planning, portfolio management and other services to individuals, businesses and institutions.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

SAN DIEGO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Burneka is a registered representative with Commonwealth Financial Network and has been in the financial services industry since August 1, 2012. Ashley holds several industry licenses including Series 66, 24, 7 and SIE. Ashley is also registered to provide investment advice in California. Ashley's firm, Commonwealth Financial Network, is a registered investment advisor that provides financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

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

PALM SPRINGS, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Mae Callow is a registered representative with J.p. Morgan Securities LLC and has been in the industry since July 2020. Ashley Mae Callow is registered to provide investment advice in California and Texas. Ashley Mae Callow has passed the Series 66, Series 7TO and SIE exams. Ashley Mae Callow is affiliated with the Palm Springs, CA branch office of J.p. Morgan Securities LLC.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

LONG BEACH, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Cecala is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Ashley has been in the industry since 2009 and has experience working with a variety of clients, including individuals, businesses, and institutions. Ashley is registered with the state of California as a Registered Representative and Investment Advisor Representative. Ashley holds Series 7 and Series 66 licenses. Ashley is also licensed to sell insurance. Prior to joining Wells Fargo Advisors Financial Network, LLC, Ashley worked for UBS Financial Services Inc. and Wells Fargo Clearing Services, 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

Raymond James Financial Services Advisors, Inc.

location

Pacific Palisades, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Camille Warne is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Ashley Camille Warne has been in the industry since February 3, 2010 and currently holds active registrations in California and Florida. Ashley Camille Warne is also registered with the state of California as an Investment Advisor Representative.

SPECIALIZATIONS

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

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