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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Los Angeles, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Sherry Dewane is a financial advisor currently affiliated with Morgan Stanley. Sherry has been working in the financial services industry since July 19, 2010. Previously, Sherry was affiliated with UBS Financial Services Inc. and Wells Fargo Advisors, LLC. Sherry has Series 7, Series 63, and Series 66 securities licenses as well as a Certified Financial Planner designation. Sherry holds active registrations for both securities and investment advisory activities. Sherry has a broad range of experience in providing financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, asset allocation advice and selection of other advisors.

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

Next Financial Group, Inc.

location

Helendale, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Sherry Adler is a financial professional with over 38 years of experience in the financial services industry. Sherry is a registered representative of Next Financial Group, Inc. She has held various positions throughout her career, including being a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sherry is also the owner of AERIE FINANCIAL PLANNING, which is a DBA and provides investment and financial planning services. Sherry specializes in providing financial planning, pension consulting and educational seminars to individuals, families, and businesses. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

THE Ameriflex Group

location

Orange, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Sherry Jo Taylor is an investment advisor representative at THE Ameriflex Group. Sherry has been in the financial industry for over 17 years, and has held positions at various firms including Sagepoint Financial, Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Sherry is licensed to sell insurance products in California and Washington State, and specializes in providing financial planning, wealth management, and investment advisory services.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PASADENA, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Shervin Saedinia is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Shervin has been in the industry since 2011 and is registered in California and Texas. Shervin offers a variety of advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Shervin is dedicated to helping clients achieve their financial goals.

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
Unclaimed

Cetera Investment Advisers LLC

location

SAN LEANDRO, CA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Sherwin Henry Coleman is a financial advisor with over 33 years of experience in the industry. Sherwin is registered with Cetera Investment Advisers LLC and is licensed in 13 states, including California, Texas, and Arizona. Sherwin has a strong track record of providing financial planning and investment advice to a wide range of clients, including individuals, businesses, and pension plans. Sherwin has also previously held positions at VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL PARTNERS, INC., and SECURITIES AMERICA, INC.

SPECIALIZATIONS

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

San Mateo, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sherwin Gee Lau is an Investment Advisor Representative at Morgan Stanley, a well-established financial services company. Lau has been in the financial industry since April 4, 2009. Lau is licensed in multiple states, including California, Texas, and others. Lau specializes in a variety of financial services, including portfolio management, financial planning, and investment advisory services. Lau previously worked for UBS Financial Services Inc. Lau's experience and expertise provide comprehensive financial guidance and solutions to clients.

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

LPL Financial LLC

location

STEVENSON RANCH, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Sheryl Raetz is a financial advisor at LPL Financial LLC in Stevenson Ranch, California. Sheryl has been in the financial services industry since 1997. Sheryl has a wide range of experience, including working at Lincoln Financial Securities Corporation and Pilot Financial, and is licensed to provide financial advice in 53 states. Sheryl is committed to providing personalized financial advice and helping clients reach their financial goals.

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
location

Torrance, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Sheryl Renee O'Donnell is a financial advisor with Morgan Stanley. Sheryl has over 25 years of experience in the financial industry. Sheryl is registered with the state of California and Texas. Sheryl offers a range of financial services, including financial planning, portfolio management, and asset allocation advice.

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

Eureka, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Sheryl Lynn Collins is a financial advisor currently registered with Morgan Stanley. Sheryl is a veteran of the financial services industry, having been in the industry since 1992. Sheryl has held prior registrations with CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Sheryl has an active registration with the state of California and is also a resident registered investment advisor in the state of Texas. Sheryl's certifications include Series 63, Series 65, Series 7 and the SIE. Sheryl provides financial advice to individuals, businesses, investment companies, insurance companies, charitable organizations, and other investment advisors. Sheryl works with clients to create a financial plan, allocate assets, and manage their investments.

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

Cambridge Investment Research Advisors, Inc.

location

San Diego, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sheryl Angella Stern is a financial advisor with Cambridge Investment Research Advisors, Inc. Sheryl has been in the financial services industry since 2012. Sheryl holds Series 6, Series 63, and Series 65 licenses and is registered in multiple states. Sheryl has a broad range of experience providing financial services to individuals, families, and businesses.

SPECIALIZATIONS

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

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