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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

MML Investors Services, LLC

location

Walnut Creek, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Vehrs is a financial advisor who has been in the industry since February 12, 2005. Sandra is currently registered with MML Investors Services, LLC and has held prior registrations with E*TRADE SECURITIES LLC, Ameriprise Financial Services, Inc., Northwestern Mutual Investment Services, LLC, Clark Securities, Inc., and U.S. Bancorp Piper Jaffray Inc.. Sandra is licensed to provide financial advice in California. Sandra has experience providing asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisers. Sandra focuses on helping clients with 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
ASSET ALLOCATION PROGRAMS
Unclaimed

UBS Financial Services Inc.

location

SAN DIEGO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Sanchez heredia is an investment advisor representative associated with UBS Financial Services Inc.. Sandra is registered with the state of California as a broker-dealer and an investment advisor. Sandra's current location is the SAN DIEGO, CA office of UBS Financial Services Inc.. Sandra has been in the financial services industry for over 7 years. Sandra holds licenses for Series 66, Series 7TO, and SIE.

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

Alliance Advisory & Securities, LLC

location

WESTLAKE VILLAGE, CA

0 Disclosures

ADVISOR BIO

Sandra Louise Bublitz is a financial advisor with Alliance Advisory & Securities, LLC. Sandra has been in the industry since February 1983. Sandra is licensed in California, and holds a Series 65, Series 6, Series 22, and Series 22TO licenses. Sandra was previously employed with Alliance Advisory & Securities, Inc., Dreher & Associates, Inc., American Express Financial Advisors Inc., and IDS Financial Services Inc. Sandra's firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

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

Aspiriant, LLC | CFP ® (Certifications)

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Sandra P. Conners is a financial advisor registered with Aspiriant, LLC. Sandra has been in the financial services industry since 2009. Sandra holds the Series 7 and Series 66 licenses. Sandra is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. Sandra has experience working with individuals, high net worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Mercer Global Advisors Inc.

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Sandra Jean Mapp is an investment advisor representative associated with Mercer Global Advisors Inc. Sandra is registered in California and Texas. Sandra has been working in the financial industry since September 2014 and was previously registered with Edward Jones. Sandra is a graduate of the University of California, San Diego with a degree in Economics and has been a member of the California Society of Certified Public Accountants for over 10 years. Sandra's primary focus is on retirement planning and investment management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

Newbury Park, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Matson is a financial advisor in Newbury Park, CA, working with Ameriprise Financial Services, LLC. Sandra has been working in the financial industry since October 6, 2023, and has been registered with FINRA since December 1, 2023. Sandra holds Series 66, 7TO, and SIE licenses. Ameriprise Financial Services, LLC is a large financial services company with a focus on asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management.

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

BAKERSFIELD, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Peraza is a registered representative with J.p. Morgan Securities LLC. Sandra has been in the financial services industry since 2020 and has a Series 63, Series 6TO, and SIE license. Sandra is registered to offer securities in California. Sandra specializes in providing financial planning, pension consulting, and selection of other advisors.

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

8 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Haidao is a financial advisor with Wells Fargo Clearing Services, LLC. Sandra has been in the industry for 6 years and is registered with the state of California. Sandra is currently located in Irvine, CA. She offers a range of investment services to individuals, businesses, and institutions. Sandra is also a registered investment advisor, which means she can provide advice on a variety of financial products and services. Sandra has a strong understanding of the financial markets and is committed to 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

LPL Financial LLC

location

FOLSOM, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Dee Apgar is a financial advisor with over six years of experience. Sandra has a Series 6, Series 63, and SIE license. Sandra is currently registered with LPL Financial LLC in California and has previously been registered with J.P. Morgan Securities LLC and Chase Investment Services Corp. Sandra specializes in a variety of areas including securities, investment advisory, and financial planning.

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 Clearing Services, LLC

location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Zulema Aviles de moreno is a registered representative with Wells Fargo Clearing Services, LLC. Sandra has been in the industry since 2009, holding licenses in California. Sandra specializes in providing financial planning, investment consulting services, and portfolio management for individuals and businesses. Sandra's previous work experience includes working with Wells Fargo Investments, LLC and Wells Fargo Bank N.A., in various roles. Sandra also holds a notary public commission.

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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