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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

SAN MATEO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Sacha De la carcova is a registered representative with J.P. Morgan Securities LLC in San Mateo, California. Sacha has been in the financial services industry since 2017, and is licensed to sell securities in California. Sacha specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, corporations, and other businesses. Sacha has also held previous positions with 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

Cetera Investment Advisers LLC | CFP ®,CFC ® (Certifications)

location

SAN DIEGO, CA

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sacha MacKels is a financial advisor with Cetera Investment Advisers LLC. Sacha has been in the financial industry since January 24, 2012. Sacha is a Certified Financial Planner and a Chartered Financial Consultant. Sacha is registered with the state of California and Texas.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Palo Alto, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sadaf Rashidinezami is an investment advisor representative at Ameriprise Financial Services, LLC. Sadaf Rashidinezami has been in the securities industry for over 2 years. Sadaf Rashidinezami holds a Series 7TO license from the Financial Industry Regulatory Authority (FINRA). Sadaf Rashidinezami is also registered with the state of California as an Investment Advisor Representative. Sadaf Rashidinezami specializes in providing financial planning services, asset allocation services, and portfolio management for individuals and businesses. Sadaf Rashidinezami is committed to providing personalized financial advice to help clients reach their financial goals. Sadaf Rashidinezami is also a co-owner of a retail business in Milpitas, CA.

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

J.p. Morgan Securities LLC

location

Torrance, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sadaf Bassam is a registered representative with J.p. Morgan Securities LLC, a firm that manages over $50 billion in assets. Sadaf is registered with the Securities and Exchange Commission as well as in multiple states including California, Texas, and others. Sadaf has worked in the industry since 2015 and has experience with a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, and pension plans. Sadaf offers a variety of financial services including financial planning, pension consulting, selection of other advisers, and portfolio management.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Woodland Hills, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sadegh Farhadi is a financial advisor who is registered with Citigroup Global Markets Inc.. Sadegh has been in the financial industry for 5 years, working previously with firms such as MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC.. Sadegh has a Series 66 license. They specialize in investments for individuals, business entities, corporations, high-net-worth individuals, and charitable organizations. Sadegh is licensed to provide financial advice in California, Colorado, and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

LA VERNE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Sadia Rubab Haider is a registered representative with Wells Fargo Clearing Services, LLC, specializing in investment consulting services to institutional clients. Sadia Rubab Haider has been in the industry since June 4, 2013 and currently is located in La Verne, CA. Sadia Rubab Haider holds Series 6, Series 63 and SIE licenses.

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

NORWALK, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Sadia Ilyas is a licensed securities professional with J.P. Morgan Securities LLC in NORWALK, CA. Sadia holds the Series 6, Series 63, and SIE licenses. Sadia has been in the industry since October 2014. Sadia Ilyas works with individuals, high net worth individuals, corporations and other businesses, insurance companies, pension and profit sharing plans, and charitable organizations. Sadia Ilyas offers financial planning, pension consulting, and selection of other advisers.

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

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Saeed Ahdoot is a registered representative with Wells Fargo Clearing Services, LLC. Saeed is currently registered in California. Saeed has passed the Series 63, Series 6TO, and SIE exams. Saeed has been in the financial industry for over 1 year.

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

PALO ALTO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Saeed Dehghany is a financial advisor registered with J.p. Morgan Securities LLC in Palo Alto, CA. Saeed Dehghany has been in the industry since 2018. Previously, Saeed Dehghany was registered with WELLS FARGO CLEARING SERVICES, LLC in SANTA CLARA, CA. Saeed Dehghany has passed the Series 6, Series 7TO, Series 63, and Series 66 exams.

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

ROLLING HILLS ESTATES, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Saeideh Mahinfar is an investment advisor representative at Wells Fargo Clearing Services, LLC. Saeideh has been in the industry since 2014 and holds Series 6, 7, 63 and 65 securities licenses. Saeideh is registered in multiple states, including California, Nevada, Texas and Washington. Saeideh's areas of expertise include investment consulting services to institutional clients, financial planning, portfolio management for businesses and individuals, and pension consulting.

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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