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

Wells Fargo Clearing Services, LLC

location

LOS GATOS, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Saul Alfonso Cuevas is a financial advisor registered with Wells Fargo Clearing Services, LLC. Saul is a licensed financial advisor with experience in the industry. Saul specializes in providing financial advice and services.

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

RICHMOND, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Saul Eduardo Ochoa-campa is a registered representative with J.P. Morgan Securities LLC. Saul has been in the financial industry since January 2022 and holds the Series 63, Series 6TO, and SIE licenses. Saul's experience in the industry has led to a focus on the following specializations: 1, 2, 4, 5, and 6. Saul provides financial planning and portfolio management services to individuals and businesses.

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

LA PUENTE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Saul Emilio Vivanco gonzalez is a licensed financial advisor in the state of California, registered with J.P. Morgan Securities LLC. Saul is a licensed advisor who has been active in the industry since 2024. Saul has experience in financial planning, pension consulting, and selection of other advisers. Saul is also experienced in providing portfolio management for individuals and businesses. The branch office of J.P. Morgan Securities LLC that Saul is registered with is in La Puente, California. Saul's primary focus is providing advice to individuals, businesses, and high-net-worth individuals.

SPECIALIZATIONS

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

Kaizen Financial Strategies, LLC

location

CAMPBELL, CA

0 Disclosures

ADVISOR BIO

Saul Greene is a financial advisor with over 17 years of experience in the industry. Saul is registered with Kaizen Financial Strategies, LLC in California and Texas and has a Series 7 and 66 license. Saul has previously been associated with firms such as Waddell & Reed, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Saul specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WOODLAND HILLS, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Saul Jofre sanchez deloria is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Saul has been in the industry for 15 years and has a broad range of experience. He is a registered representative and investment advisor representative with licenses in California, Texas, Arizona, Florida, Nevada, Oregon, Washington. Saul also holds the Series 6, 7, and 66 securities licenses as well as the Series 63 license. He has specialized in working with individuals, corporations, and pension and profit-sharing plans.

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

J.p. Morgan Securities LLC

location

NEWARK, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Sau man Fung is a registered representative with J.P. Morgan Securities LLC, holding a Series 63, Series 6TO, SIE and Series 6 license. Sau man Fung has been in the securities industry since 2015 and has previous experience with HSBC Securities (USA) INC. as well as J.P. Morgan Securities LLC. Sau man Fung is licensed to provide securities services in California. The firm Sau man Fung is registered with, J.P. Morgan Securities LLC, provides financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and selection of other advisers services.

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

ENCINO, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Saundra Gardner is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in ENCINO, CA. Saundra has been in the financial services industry since 1999. She is registered to provide investment advice in California and Texas. Saundra also has a Series 7, Series 24, Series 63, and Series 65 license. Saundra's experience includes working at BANC OF AMERICA INVESTMENT SERVICES, INC. and CITIGROUP GLOBAL MARKETS INC.

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

Equitable Advisors, LLC

location

CHINO, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Saurin Munshaw is a financial advisor with over 29 years of experience in the industry. Saurin is registered with Equitable Advisors, LLC and has branch offices in Chino, CA. Saurin is licensed to provide investment advisory services in Arizona, California, Colorado, District of Columbia, Florida, Texas, and Wisconsin. Saurin has been recognized as a specialist in providing financial planning, pension consulting, educational seminars, and portfolio management services 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
Unclaimed

J.p. Morgan Securities LLC

location

SAN DIEGO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Savanah Janae Rodriguez is a registered representative with J.p. Morgan Securities LLC. Savanah is licensed to conduct business in California and Colorado. She has earned the Series 63, Series 6TO, and SIE licenses. Savanah's professional experience includes working with individuals, corporations, high-net-worth clients, and charitable organizations.

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

PALM DESERT, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Savanja Tatum is a registered representative with J.P. Morgan Securities LLC and has been in the industry since January 9, 2018. Savanja is licensed in California, Nebraska, and New York. Savanja holds the Series 6, Series 63, and SIE licenses. Savanja specializes in providing financial advice to individuals, businesses, corporations, and charitable organizations.

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?