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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Edward Jones | CFP ® (Certifications)

location

ORANGE , CA

experience

13 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ruben Tarkhanyan is a financial advisor with Edward Jones. Ruben has been in the financial services industry since 2012 and is registered with FINRA as a Registered Representative. Ruben is also a Registered Investment Advisor in Texas and California. He has earned the Certified Financial Planner designation.

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

IRVINE, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ruben Valdez is a registered representative with Wells Fargo Clearing Services, LLC, a broker-dealer based in St. Louis, Missouri. Ruben has been in the industry since 2013 and has a Series 7TO, 6, 63, and 66 license. Ruben has previously worked with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ruben specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Ruben is registered 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

Seacrest Wealth Management, LLC | CFP ® (Certifications)

location

LONG BEACH, CA

0 Disclosures

ADVISOR BIO

Ruben Cisneros is a financial advisor at Seacrest Wealth Management, LLC. Ruben has been working in the financial industry for over 20 years and is registered in California. Ruben's previous experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and American Express Financial Advisors Inc. Ruben has obtained the Series 7 and Series 66 licenses and holds the Certified Financial Planner designation. Ruben focuses on providing financial planning, portfolio management, and pension consulting services to individuals, high net worth 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

LA MIRADA, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ruben Ramirez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in LA MIRADA, CA. Ruben has been in the financial services industry for over 10 years. Ruben is licensed to provide advisory services in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington.

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

Ameriprise Financial Services, LLC

location

Ventura, CA

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ruben Segovia is a financial advisor with Ameriprise Financial Services, LLC. Ruben has been in the industry since 1992 and holds a Series 6, Series 7, Series 24, Series 51 and Series 63 licenses. Ruben has worked for a number of firms during his career including IDS Life Insurance Company, United Securities Alliance, Inc., Sentra Securities Corporation, IFG Network Securities, Inc., Planned Investments Inc., and First American National Securities, Inc. Ruben is also registered with the state of Texas 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

SAN DIEGO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ruben Vildosola is a financial advisor at UBS Financial Services Inc., a firm with more than 50 billion dollars in assets. Ruben has worked in the financial industry since January 2021 and previously worked with TD Ameritrade, Inc. and Morgan Stanley. Ruben is registered with the states of California and Texas and holds Series 7TO, Series 63, Series 66, and SIE licenses. Ruben provides financial planning, portfolio management for individuals and businesses, educational seminars, publication of periodicals, selection of other advisors and pension consulting.

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

Raymond James & Associates, Inc.

location

San Francisco, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ruben Gonzalez is a registered representative with Raymond James & Associates, Inc. Ruben has been in the financial services industry since 2018 and is currently registered with the state of California. Ruben is also a licensed investment advisor representative and is registered with the state of California. Ruben holds a Series 7, Series 66, and SIE license. Ruben has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Ruben is also experienced in providing 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Global Retirement Partners LLC

location

SAN RAFAEL, CA

0 Disclosures

ADVISOR BIO

Ruben M. Hernandez is a financial advisor with over 10 years of experience in the industry. Ruben is currently registered with Global Retirement Partners LLC in San Rafael, CA. Ruben has previously held positions with Voya Financial Advisors, Inc. and John Hancock Distributors LLC. Ruben is also an Independent Insurance Agent and manages rental properties in addition to his role as a financial advisor. Ruben is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Ruben holds both Series 63 and Series 65 licenses. Ruben specializes in providing financial planning and investment advice to individuals, corporations, and retirement plans.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ruby Lara is a registered representative with J.P. Morgan Securities LLC, holding a Series 63, Series 6TO and SIE licenses. Ruby joined the firm on February 14, 2022, and is located in Los Angeles, California. Ruby is an experienced financial professional and is passionate about helping her clients reach their financial goals.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

SAN JOSE, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Ruby Yingchi Lin is an Investment Advisor Representative with RBC Capital Markets, LLC. Ruby is a registered professional in California and Texas and has been in the industry since May 1998. Previously, Ruby worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC and Wells Fargo Securities Inc. Ruby holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Ruby also has a background in working with a wide range of clients, including individuals, high-net-worth individuals, corporations, trusts and foundations, 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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