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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Ameriprise Financial Services, LLC

location

SACRAMENTO, CA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean Eldon Murphy is a financial advisor with Ameriprise Financial Services, LLC. Sean has been working in the financial industry since 1995 and has a strong track record of helping individuals and families reach their financial goals. Sean is a Registered Representative and Investment Advisor Representative, and is licensed in California and Texas. Sean specializes in financial planning, retirement planning, college savings, and estate planning.

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

Allworth Financial, LP

location

SACRAMENTO, CA

0 Disclosures

ADVISOR BIO

Sean Onitsuka is an investment advisor representative associated with Allworth Financial, LP. Sean has been in the financial services industry for over 30 years. Sean is also a pilot for Delta Air Lines, and this position does not interfere with his role at Allworth Financial. Sean is registered as an Investment Advisor Representative in Texas. Sean specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Sean has experience working with high net worth individuals, charitable organizations, corporations, 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
Publication of Financial Periodicals
Unclaimed
location

VACAVILLE, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Sean O'Brien is a financial advisor registered with Edward Jones and has been in the industry since October 20, 2013. Sean has a Series 66 license, Series 7 license, and the Securities Industry Essentials (SIE) exam. Sean currently works in the Vacaville, CA branch of Edward Jones. Sean has a background in commercial real estate and construction and has a history of working with individuals, businesses, and trusts.

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

SAN MATEO, CA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Sean Chatman is a financial advisor with over 30 years of experience in the industry. Sean is registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Sean holds the Series 63, Series 65 and Series 7 securities licenses, and the SIE exam. Sean is also registered as an Investment Advisor Representative in California and Texas. Sean's previous roles include experience with Wells Fargo Investments, LLC, Wells Fargo Securities Inc., and F.N. Wolf & Co., Inc. Sean specializes in providing investment consulting services to institutional clients.

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

Ameriprise Financial Services, LLC

location

Santa Clarita, CA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean Coumans is a financial advisor who has been in the industry since 2007. Sean is currently registered with Ameriprise Financial Services, LLC. Previously, Sean has been registered with CUSO Financial Services, L.P., LPL Financial LLC, WESCOM Financial Services, Chase Investment Services Corp., and WAMU Investments, Inc.. Sean is licensed to provide investment advice in Arizona, California, Colorado, Oklahoma, Texas, and Wisconsin. Sean holds the Series 66, Series 7, and SIE licenses. Sean has experience working with individuals, high-net-worth individuals, corporations, trusts, estates, insurance companies, pension plans, and charitable organizations. Sean provides financial planning, asset allocation services, educational seminars, 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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

ROSS, CA

experience

39 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Sean Ali is a financial advisor with over 30 years of experience in the industry. Sean is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since December 2013. Prior to that, Sean worked at Morgan Stanley and Bear, Stearns & Co. Inc. Sean is a Certified Financial Planner and specializes in providing investment consulting services to institutional clients, as well as 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Sean Franklin Curley is a financial advisor with Beacon Pointe Advisors, LLC. Sean has been in the financial services industry since 1994. Sean is licensed to provide investment advice in Colorado. Sean has a Series 7, Series 24, Series 63 and Series 65 securities license and is a Certified Financial Planner. Sean has worked for several firms including LPL Financial Corporation and American Express Financial Advisors. Sean is a registered Investment Advisor Representative with Beacon Pointe Advisors, LLC. Sean is also licensed to provide investment advice to individuals, families, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies and pooled investment vehicles. Sean's specializations include retirement planning, college savings, estate planning, tax planning and insurance planning.

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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

ANAHEIM, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Sean T. Wong is a registered representative with J.p. Morgan Securities LLC. Sean has been in the securities industry since 2012 and has a diverse background, having worked with clients at both Chase Investment Services Corp. and National Planning Corporation. Sean is registered in several states, including California, Arizona, Colorado, Georgia, Illinois, Michigan, Missouri, Nevada, New York, Ohio, Utah, and Washington. Sean holds the Series 6, 7, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE).

SPECIALIZATIONS

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

San Francisco, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Sean David Pipkin is a financial advisor with Morgan Stanley. Sean has been in the financial services industry since 1996. Sean is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Sean holds Series 31, Series 7 and Series 63 and 65 licenses. Sean's primary office is located in San Francisco, California. Sean is a registered investment advisor in California, Texas and other states.

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

Wells Fargo Clearing Services, LLC

location

SAN FRANCISCO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sean Christopher Howley is a registered representative with Wells Fargo Clearing Services, LLC. Sean has been in the industry since June 7, 2023. Sean is licensed to sell securities in California and has passed the Series 63, Series 6TO and the SIE exams. Sean focuses on individual and business clients.

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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