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

LPL Financial LLC

location

SAN DIEGO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ronald R Tolle is an investment advisor representative with LPL Financial LLC. Ronald has been in the financial services industry for 10 years and is registered with FINRA and the state of California. Ronald has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99). He is also specialized in 1, 2, 3, 4, 5, 6. Ronald is currently located at the LPL Financial LLC office in San Diego, CA. The office is located at 4707 Executive Dr, San Diego, CA 92121-3091.

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

ORANGE, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Victor Brandalise is a financial advisor with over 23 years of experience in the industry. Ronald is currently registered with LPL Financial LLC, and has been with the firm since September 2002. Ronald has held a variety of licenses and certifications, including Series 6, 7, and 66. Ronald also has experience in real estate and provides real estate services in addition to 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

UBS Financial Services Inc.

location

IRVINE, CA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ronald Ostrow is a financial advisor registered with UBS Financial Services Inc. Ronald is registered in California and Texas. Ronald has been in the securities industry since July 1993. Ronald also has a Series 65, Series 63, Series 7 and SIE license. Ronald was previously registered with Salomon Smith Barney Inc., Prudential Securities Incorporated, Chatfield Dean & Co., Inc., and Liberty Capital Markets, Inc.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RANCHO SANTA FE, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Ronald David Hegardt is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009. Ronald has over 29 years of experience in the financial industry and has a history of working with clients across various sectors. Ronald has Series 31, Series 7, and Series 63 securities licenses, as well as Series 65 investment advisor registration. Ronald has been registered with the Securities and Exchange Commission (SEC) since 2009 and currently holds registrations in numerous states including Alabama, Arizona, California, Colorado, Florida, and others. Ronald is a financial advisor with a focus on providing comprehensive financial services to individuals, families, and 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
Unclaimed

Planmember Securities Corp.

location

CARPINTERIA, CA

experience

12 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ronald Jeffery Heller is a registered representative with Planmember Securities Corp. Ronald has been in the financial services industry since September 11, 2013. He is a registered representative in California. Ronald has held previous positions with FORESIDE FUND SERVICES, LLC, STREAMLINE CAPITAL CORPORATION, and SMITH BARNEY INC. Ronald provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WOODLAND HILLS, CA

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ronald Roesler is a financial advisor at Wells Fargo Clearing Services, LLC, where he has been employed since 2016. Ronald Roesler has been in the financial services industry since 1988 and is licensed to provide investment advice in 27 states. Ronald Roesler is also a registered investment advisor in California.

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

UBS Financial Services Inc.

location

MERCED, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Ewing is a financial advisor with over 15 years of experience in the financial services industry. Ronald is currently registered with UBS Financial Services Inc. and holds a variety of licenses and certifications, including Series 7, Series 10, Series 9, Series 66, and SIE. Ronald specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Ronald is committed to providing his clients with personalized financial advice and guidance to help them 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC | CFP ®,CFA ® (Certifications)

location

RANCHO SANTA FE, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Landelius is an active investment advisor representative, with over 20 years of experience in the financial services industry. Ronald currently works for J.P. Morgan Securities LLC, and is registered with FINRA and in 25 states. Previously, Ronald worked for Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and J.P. MORGAN SECURITIES INC. Ronald holds the Series 6, Series 7, Series 63, and Series 65 licenses and the SIE exam. Ronald is a Certified Financial Planner and a Chartered Financial Analyst. Ronald's firm, J.P. Morgan Securities LLC, provides financial planning, pension consulting, and portfolio management services for businesses and individuals. The firm manages over $249 billion in assets.

SPECIALIZATIONS

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

Edelman Financial Engines | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Ronald Michael Sisk is an Investment Advisor Representative at Edelman Financial Engines with over 20 years of experience in the industry. Ronald is registered in California and Texas. He holds the Series 66, SIE and Series 7 licenses. Ronald is also a Certified Financial Planner. He is known for providing financial planning, portfolio management, and educational seminars to clients.

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

Ameriprise Financial Services, LLC

location

SAN MATEO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Puccinelli is a registered representative of Ameriprise Financial Services, LLC. Ronald has been in the financial services industry for over 20 years and has held principal licenses for over 15 years. Ronald also has experience with E*TRADE SECURITIES LLC and KELMOORE INVESTMENT COMPANY, 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

Need help matching

with the right advisor?