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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

GOLD RIVER, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Fisher is a registered representative with J.P. Morgan Securities LLC and has been in the financial services industry since 2004. Ryan has a broad range of experience and holds the Series 7, Series 26, Series 65, and Series 66 securities licenses. Ryan's previous experience includes positions with Chase Investment Services Corp., Citigroup Global Markets Inc., and Citicorp Investment Services. Ryan is registered to provide investment advice in 19 states and is also an active Registered Investment Advisor.

SPECIALIZATIONS

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

Independent Financial Group, LLC

location

Santa Maria, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Gorski is an investment advisor representative with Independent Financial Group, LLC and X Advisors, LLC, both based in Santa Maria, CA. Ryan has been in the financial services industry since 2018 and has a Series 7 and Series 66 license. Ryan has a wide range of experience, having worked with individuals, corporations, and institutions. Ryan provides financial planning, portfolio management, and pension consulting services. Ryan has specialized experience with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

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

FRESNO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Estes is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been in the industry since 2002 and holds a Series 6, 7, 9, 10, 31, 63, and 66. Ryan is registered in 31 states and the District of Columbia. Ryan also serves as a Director for the California Ag Youth Foundation.

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

LPL Financial LLC

location

Santa Rosa, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Mason is an investment advisor representative with over 20 years of experience in the financial services industry. Ryan has been registered with LPL Financial LLC since 2024 and previously held registrations with several other firms, including WELLS FARGO INVESTMENTS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and MORGAN STANLEY DW INC. Ryan holds the Series 7, Series 31, and Series 66 securities licenses and the SIE exam. Ryan specializes in providing financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services. Ryan is currently licensed in Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Maryland, Michigan, Nevada, New Mexico, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, and Washington.

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

SAN FRANCISCO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Woo is a financial advisor with UBS Financial Services Inc. Ryan has been in the industry since May 6, 2012, and is licensed in California. Ryan provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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

Wells Fargo Clearing Services, LLC

location

NORTHRIDGE, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Deptula is a financial advisor with Wells Fargo Clearing Services, LLC. Ryan has been in the financial industry since March 6, 2007, working in Chatsworth, CA for J.P. Morgan Securities LLC and Chase Investment Services Corp., and previously working for WAMU Investments, Inc. and Altis Securities, Inc.. Ryan is registered to provide investment advice in California and Florida. Ryan specializes in retirement, college savings, and other investment goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ryan Wetsel is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been in the financial services industry since June 26, 2000. Ryan is a registered representative in California and Texas. Ryan has a Series 7, 31, and 66 license and a SIE exam certificate. Ryan has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since May 2009. Previously, Ryan was employed by Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Ryan provides a wide range of investment advisory services, including portfolio management for businesses and individuals, as well as pension consulting 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

Oneamerica Securities, Inc.

location

Fresno, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ryan T. Snedden is a financial professional who works as a Registered Representative for Oneamerica Securities, Inc. located in Fresno, CA. Ryan has been in the industry since 2022 and has professional experience with various financial institutions. Ryan offers financial planning, pension consulting and educational seminars.

SPECIALIZATIONS

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

Menlo Park, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Michael Ficks is an investment advisor representative and financial advisor with SVB Wealth, based in Menlo Park, California. Ryan has been in the financial services industry since 2006 and is registered to provide investment advice in Arizona, California, Texas, and Washington. Ryan holds Series 7, 63, 65, and 66 securities licenses. Ryan has experience providing investment advisory services to a wide range of clients, including individuals, families, businesses, trusts, and charitable organizations. Ryan is committed to providing personalized financial advice and services to help 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
PLANNED GIVING, FAMILY OFFICE, WEALTH PLANNING
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

SANTA ROSA, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Anthony Lotspeich is a registered representative with Wells Fargo Clearing Services, LLC. Ryan Anthony Lotspeich has been working in the financial services industry since December 31, 2008. Ryan Anthony Lotspeich has a Series 7, Series 66 and a SIE license. Ryan Anthony Lotspeich is based in Santa Rosa, 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

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