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

AE Wealth Management, LLC

location

Santa Rosa, CA

0 Disclosures

ADVISOR BIO

Sharon Kobrin is an Investment Advisor Representative associated with AE Wealth Management, LLC. Sharon has been in the industry since 2006 and holds a Series 65 license. Sharon is registered with the state of California. Her firm provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, educational seminars, and pension consulting.

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

Madison Avenue Securities, LLC

location

SAN DIEGO, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Lynn Viano is a financial professional with over 30 years of experience in the industry. Sharon is currently a registered representative with Madison Avenue Securities, LLC. Sharon’s professional experience includes roles at Cambridge Investment Research, Inc., LPL Financial LLC, Park Avenue Securities LLC, Meadowbrook Securities Inc., NYLife Securities Inc., MONY Securities Corp., Fidelity Brokerage Services, Inc., Woodward Securities Corporation, Dean Witter Reynolds Inc., and Shearson Lehman Hutton Inc. Sharon holds FINRA Series 7, 24, 31, 63, and 66 securities licenses. Sharon is licensed to offer securities and investment advisory services in California, Colorado, Michigan, Ohio, Pennsylvania, and Texas. Sharon focuses on providing financial planning, investment management, and pension consulting services to a wide range of clients, including individuals, businesses, high-net-worth individuals, and charitable organizations.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

PALO ALTO, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Juang is a financial advisor with UBS Financial Services Inc. based in Palo Alto, California. Sharon has been in the industry since 1998 and has a wide range of experience in providing financial advice. Sharon holds the Series 3, 7, 63, and 65 licenses and the SIE exam certification. Sharon has been registered with UBS Financial Services Inc. since 2003. Previously, Sharon was registered with Goldman, Sachs & Co. from 1998 to 2003. Sharon is also a licensed real estate agent.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

Visalia, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Jansma is a financial advisor with Commonwealth Financial Network, located in Visalia, CA. Sharon has been in the financial industry for over 23 years and holds Series 6, 7, 63, and 65 licenses. Sharon's experience with Farmers Financial Solutions, LLC and Investors Brokerage Services, Inc., has enabled Sharon to work with a variety of clients including high-net-worth individuals, corporations, and charitable organizations.

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

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

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

Wells Fargo Clearing Services, LLC

location

IRVINE, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Yu is a financial advisor in Irvine, CA with over 13 years of experience. Sharon works with individual investors, high-net-worth individuals, and businesses to develop financial plans, select investments and manage investment portfolios. Sharon has been registered with Wells Fargo Clearing Services, LLC since June 2018. Prior to that, Sharon was registered with HSBC Securities (USA) Inc. and Roth Capital Partners, LLC.

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

Wells Fargo Clearing Services, LLC

location

ROSEVILLE, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Rae Scoville is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Sharon Rae Scoville has been in the financial industry for over 24 years. Before joining Wells Fargo Clearing Services, LLC, Sharon Rae Scoville worked at Northwestern Mutual Investment Services, LLC and Wells Fargo Advisors, LLC. Sharon Rae Scoville has a variety of licenses, including Series 63, 66, 7, 9, 10, 31 and SIE. Sharon Rae Scoville is licensed in 32 states. Sharon Rae Scoville specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers and portfolio management for businesses and individuals.

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

MML Investors Services, LLC

location

SACRAMENTO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Robinson is a financial advisor located in Sacramento, CA. Sharon is currently registered with MML Investors Services, LLC and previously worked at MSI Financial Services, INC. and MetLife Securities INC. Sharon has been in the industry since 2009 and has passed the Securities Industry Essentials Examination and General Securities Representative Examination. Sharon has a wide range of experience and expertise, and is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN MATEO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Yuen Mok is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sharon has been working in the financial industry since 1997 and has a wide range of experience serving individual investors, businesses, corporations, and pension plans. Sharon holds the Series 6, 7, 63, and 65 licenses and the SIE designation. Sharon is also a registered representative and investment advisor representative in the states of California, Georgia, and Texas.

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

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