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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Planmember Securities Corp.

location

CARPINTERIA, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Pineda is a licensed financial professional associated with Planmember Securities Corp. Sharon is registered with FINRA and has a Series 7, 99 and SIE. Sharon is active in the financial industry for more than 2 years. Sharon's areas of focus include individual investors, high net worth individuals, pension and profit sharing plans and corporations or other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES
Unclaimed
location

MANTECA, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Theresa Amick is a registered investment advisor representative with Edward Jones. Sharon has been in the securities industry since June 4, 2012. Sharon holds the Series 66, Series 7 and SIE licenses. Sharon is registered in 24 states and has worked with Edward Jones since April 2012.

SPECIALIZATIONS

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

Pasadena, CA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Vandenbroek is a financial advisor with Morgan Stanley, a firm that manages over $1.4 trillion in assets. Sharon has been in the financial services industry since 1973 and has a wide range of experience, including working at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Salomon Smith Barney Inc. Sharon is registered to offer investment advice and securities products in multiple states and is a licensed agent in California and Texas. Sharon has passed several securities exams, including the Series 63, Series 7, and Series 1. She is also qualified to offer financial planning services, investment management, and educational seminars.

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

Irvine, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Wilson is a registered investment advisor with over 20 years of experience in the financial services industry. Sharon is currently a registered representative at Morgan Stanley in Irvine, California. Sharon has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Sharon is committed to helping clients achieve their financial goals through a personalized approach.

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

Profit Strategies, Inc.

location

Westlake Village, CA

0 Disclosures

ADVISOR BIO

Sharon Ann Martin is a registered Investment Advisor Representative with Profit Strategies, Inc. Sharon has been in the financial services industry for over 30 years. Sharon is the President and owner of Profit Strategies, Inc., a company that provides investment advisory services, life insurance, group health/benefits, human resources consulting and bookkeeping. Sharon has been with Profit Strategies, Inc. since June of 1999. Prior to that, Sharon was an Investment Advisor Representative with FINANCIAL WEST GROUP, a Registered Investment Advisor firm from June 1999 to January 2007. Sharon has provided financial planning and investment advisory services to a variety of clients including individuals, corporations and pension plans. Sharon is committed to providing her clients with the highest quality financial advice. Sharon Ann Martin is a Series 63, 65, and 7 licensed advisor.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

MISSION VIEJO, CA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sharon De Campo is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Sharon has been in the financial services industry since 1984. Sharon holds the Series 3, 7, 10, 15, 63, and 65 licenses and has experience in portfolio management for individuals, businesses and pooled investment vehicles. Sharon has previously worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Dean Witter Reynolds Inc., Advest, Inc., and Thomson McKinnon 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 Pooled Investment Vehicles
Unclaimed

LPL Financial LLC | CFC ® (Certifications)

location

SAN DIEGO, CA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sharon Kay Peterson is a financial advisor registered with LPL Financial LLC and Sharmarc Financial Advisors, Inc. Sharon has been in the financial industry since April 1982 and is licensed to provide investment advice in several states. Sharon has a wide range of experience and expertise, and is committed to helping her clients achieve their financial goals. Sharon is a Chartered Financial Consultant and holds several industry certifications, including the Series 6, 7, 24, 63, and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Sage Financial Advisors Inc. | CFP ® (Certifications)

location

SCOTTS VALLEY, CA

0 Disclosures

ADVISOR BIO

Sharon Bargetto is a financial advisor with Sage Financial Advisors Inc. Sharon has been working in the financial services industry since 1992. Sharon holds the Series 65 license and has been registered with the state of California since 2007. Sharon is a Certified Financial Planner™ professional and also offers tax preparation, planning, and compliance services. Sharon's clients include high net worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
TAX PREPARATION, PLANNING, AND COMPLIANCE
Unclaimed

Edward Jones | CFP ® (Certifications)

location

MARINA DEL REY, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Cooper is a financial advisor with Edward Jones. Sharon is a Certified Financial Planner and is registered with the state of California. Sharon has been in the financial industry since 2016 and works out of the Los Angeles, CA branch office.

SPECIALIZATIONS

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

Eagle Strategies LLC | CFA ® (Certifications)

location

SAN RAMON, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Ching hua Lin is an investment advisor representative with Eagle Strategies LLC. Sharon has been in the industry since August 9, 2020. Sharon holds the Series 7, 63 and 66 registrations and the SIE exam. Sharon specializes in providing financial planning, portfolio management, educational seminars, and pension consulting. Sharon also offers other services, including publication of periodicals and selection of other advisers. Sharon has been registered with Eagle Strategies LLC since September 2023. Sharon has also been registered with NYLIFE Securities LLC and New York Life Insurance Company in the past. Sharon is a Chartered Financial Analyst.

SPECIALIZATIONS

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

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