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

J.p. Morgan Securities LLC

location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Rij is a financial advisor registered with J.p. Morgan Securities LLC since October 1, 2012. Prior to that, Sandra worked at Chase Investment Services Corp. from July 9, 2009, to October 1, 2012. Sandra is licensed in California, Florida, Nevada, New York, and Oregon. Sandra holds Series 6 and Series 63 licenses. Sandra has 13 years of experience in the financial services industry. Sandra specializes in providing financial advice to corporations, high-net-worth individuals, insurance companies, and charitable organizations. Sandra's experience and expertise make her a valuable resource for clients seeking financial advice and guidance.

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

WOODLAND HILLS, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Courser is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sandra is a registered representative and investment advisor representative in California, Connecticut, Delaware, Indiana, Iowa, Kansas, Kentucky, Maine, New Hampshire, and Texas. Sandra has been in the financial services industry for over 18 years. Sandra has a strong background in portfolio management for businesses and individuals, as well as pension consulting. Sandra is committed to providing clients with personalized service and helping them achieve their financial goals.

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

Wells Fargo Clearing Services, LLC

location

LAKE ELSINORE, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Melendrez Saenz is a financial advisor registered with Wells Fargo Clearing Services, LLC. Sandra has been in the financial industry since 2011. Sandra is registered to offer investment advice 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

Morgan Stanley

location

San Jose, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Biung-biung Lee is an active investment advisor representative with Morgan Stanley. Sandra has been in the industry since 1995. Sandra is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Sandra was previously with CHARLES SCHWAB & CO., INC. and WMA SECURITIES, INC.

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
ASSET ALLOCATION ADVICE
Unclaimed
location

Newport Beach, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Jane Rutan is a financial advisor with over 35 years of experience in the industry. Sandra has been with Morgan Stanley since June 2009, prior to that Sandra was with Citigroup Global Markets Inc. from September 1995 to June 2009. Sandra provides financial planning, portfolio management for individuals, businesses and investment companies, asset allocation advice and selection of other advisors to her clients. Sandra has a broad range of experience and expertise in the financial services industry.

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
ASSET ALLOCATION ADVICE
Unclaimed
location

Torrance, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Julissa Duran is a financial advisor with over 20 years of experience in the industry. Sandra is currently registered with Morgan Stanley and has held previous roles with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Sandra has a strong background in financial planning, portfolio management, and investment advisory services. She holds the Series 7, Series 31, Series 63 and Series 65 licenses, as well as the SIE exam. Sandra is passionate about helping 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

CLOVIS, CA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sandra Esqueda is a registered representative with J.p. Morgan Securities LLC, and is licensed to provide investment advice in California and Texas. Sandra Esqueda has been active in the financial services industry since August 14, 2010, and has experience with SCF Securities, Inc., VALIC Financial Advisors, Inc., and LPL Financial LLC. Sandra Esqueda holds the Series 66, SIE, and Series 7 licenses. Sandra Esqueda provides financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

NEWPORT BEACH, CA

experience

28 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Sandra Engstrom is an active investment advisor representative with Cetera Investment Advisers LLC. Sandra has been in the industry since 1996 and has experience with a wide range of financial services, including financial planning, portfolio management, and fixed insurance sales. Sandra holds multiple licenses and certifications, including Series 7, Series 63, Series 65, and SIE. Sandra has a strong track record of success in providing personalized financial advice to a diverse clientele. She is committed to building long-term relationships with clients and helping 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
Unclaimed

Wells Fargo Clearing Services, LLC

location

SAN JOSE, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Kim-her is a financial advisor at Wells Fargo Clearing Services, LLC. Sandra is a registered representative in California and Hawaii. Sandra specializes in financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients. Sandra has been in the industry since 2019.

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

LA QUINTA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Galindo is a financial professional with J.P. Morgan Securities LLC based in LA QUINTA, CA. Sandra has a Series 63, Series 6TO, and SIE licenses. She is registered in California, Delaware, and Washington.

SPECIALIZATIONS

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

Need help matching

with the right advisor?