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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

WESTLAKE VILLAGE, CA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bart Byrne Fernelius is a financial advisor who has been in the industry since June 3, 1985. Bart is currently registered with Ameriprise Financial Services, LLC. Bart is a Certified Financial Planner® and has experience providing financial planning, asset allocation, and investment management services to individuals, corporations, and charitable organizations. Bart has a strong commitment to building long-term relationships with clients and providing them with personalized financial advice. Bart's previous experience includes roles at CUNA Brokerage Services, Inc., Financial Network Investment Corporation, Griffin Financial Services, and Associated Planners Securities Corporation.

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 Clearing Services, LLC

location

SAN JOSE, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bart Gilbert Smith is a financial advisor registered with Wells Fargo Clearing Services, LLC since November 2016. Bart has been in the industry since October 2001. Bart's specialties include fixed income, mutual funds, variable annuities, annuities, and life insurance. Bart has a strong track record of success in the financial services industry, having previously worked with Wells Fargo Investments, LLC and WM Financial Services, Inc.

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

Perennial Financial Services

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Bart Richard Albrigo is an investment advisor representative currently registered with Perennial Financial Services. Bart has over 30 years of experience in the financial services industry, starting with Lehman Brothers in 1988. Bart has experience with Morgan Stanley, Smith Barney, and Purshe Kaplan Sterling Investments before joining Perennial Financial Services. Bart specializes in working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Bart is registered to provide investment advice in Arizona, California, and Texas. Bart holds a Series 3, 7, 63, and 65 license.

SPECIALIZATIONS

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

Beverly Hills, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Bart Fred Zitnitsky is an investment advisor representative with over 8 years of experience in the financial services industry. Bart is currently registered with Morgan Stanley and is licensed in multiple states. Before joining Morgan Stanley, Bart was employed by First Republic Securities Company, LLC. Bart has a Series 7, Series 66, and SIE license. Bart is a board member for The People Concern and spcaLA.

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

BAKERSFIELD, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Barton L. Bussell is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry for over 30 years. Barton has experience providing financial advice to a variety of clients including high-net-worth individuals, businesses, and institutions. Barton is also registered as an Investment Advisor Representative in Texas and California. Barton holds multiple licenses including Series 63, 65, 7, 9, 10, 31, and SIE.

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

Commonwealth Financial Network

location

VENTURA, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Barton Ketterling is an active Registered Representative and Investment Advisor Representative who has been in the financial services industry since 1998. He is registered with Commonwealth Financial Network. Ketterling is currently located in Ventura, CA. Ketterling holds the following licenses: Series 7, Series 63, and Series 66. Barton also has experience with tax preparation and real estate.

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

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

60 Years Experience

0 Disclosures

ADVISOR BIO

Barton Ian Gurewitz is a securities professional with over 50 years of experience in the financial services industry. Barton is currently a Registered Representative at Wedbush Securities Inc. where Barton has been employed since 1976. Prior to that, Barton worked at William R Staats & Co Inc, Dupont Walston, Incorporated, and Dupont Glore Forgan Incorporated.

SPECIALIZATIONS

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

Avantax Advisory Services | CFP ® (Certifications)

location

Fullerton, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Basheer Rexford Husami is a financial advisor with over 10 years of experience in the industry. Basheer is currently registered with Avantax Advisory Services and holds a Series 7, Series 66 and SIE licenses. Basheer is also a Certified Financial Planner. Basheer has experience working with 1ST GLOBAL CAPITAL CORP. and 1ST GLOBAL ADVISORS, INC. Basheer provides a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Basheer is registered in California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Wells Fargo Clearing Services, LLC

location

LODI, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Basir Kakar is a financial professional with over 6 years of experience in the financial services industry. Basir is currently registered with Wells Fargo Clearing Services, LLC. Basir holds the Series 6, Series 63, and SIE licenses, as well as a Series 63 registration in California. Basir has expertise in various financial products and services, including investment company products/variable contracts.

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

Osaic Wealth, Inc.

location

SAN CARLOS, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Bassel Fuad Mansour is a financial advisor at Osaic Wealth, Inc. with over 7 years of experience in the industry. Bassel specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and charitable organizations. Bassel holds the Series 6, Series 63 and Series 65 licenses and the SIE exam. Prior to joining Osaic Wealth, Inc., Bassel worked at Signator Investors, Inc. Bassel also owns and operates Golden Gate Financial & Insurance Solutions, a firm that provides insurance products.

SPECIALIZATIONS

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

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