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Financial Planning Services Advisors in California
35,804 Results
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

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

Axxcess Wealth Management, LLC | CFP ® (Certifications)

location

Laguna, CA

disclosure

1 Disclosures

ADVISOR BIO

Bart Adrian Zandbergen is a financial advisor with Axxcess Wealth Management, LLC. Bart is a Certified Financial Planner and holds Series 6, 7, and SIE licenses. Bart has been in the financial industry since 1992, and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Bart Zandbergen specializes in providing financial planning, portfolio management, and investment advisory services. Bart is also a Certified Divorce Financial Analyst.

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 | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bart Martinez is a financial advisor with over 25 years of experience in the financial services industry. Bart is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 8, 9, 10, 52, 63, and 65 licenses. Bart is registered with Wells Fargo Clearing Services, LLC, and has offices in San Diego, CA and Old Forge, NY. Previously, Bart was registered with A. G. EDWARDS & SONS, INC. and OLDE DISCOUNT CORPORATION. Bart's areas of expertise include financial planning, portfolio management for individuals and businesses, and 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

Commonwealth Financial Network

location

VENTURA, CA

experience

27 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

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

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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