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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

EAST PALO ALTO, CA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stephen Gregg Maluchnik is a financial advisor with over 27 years of experience in the industry. Stephen Maluchnik is currently registered with Wells Fargo Clearing Services, LLC. Stephen Maluchnik also previously worked at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Waterhouse Securities, Inc., Legg Mason Wood Walker, Incorporated, and F.N. Wolf & Co., Inc.. Stephen Maluchnik has specialized in providing financial advice for individuals, businesses, corporations, investment companies, pension plans, charitable organizations, insurance companies, banking institutions, and state or municipal government entities.

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
location

EL DORADO HILLS, CA

experience

31 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Stephen Swarbrick is a financial advisor with Osaic Wealth, Inc. Stephen has been in the financial services industry since June 5, 1994 and is licensed in 25 states, including California, Arizona, and Texas. Stephen also holds the Series 6, 7, 63 and 66 licenses. Stephen previously worked for Woodbury Financial Services, Inc., and Quest Capital Corporation.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Parrish is an investment advisor representative with J.p. Morgan Securities LLC. Stephen has been working in the financial industry since 1998. Stephen is licensed in 53 states and the District of Columbia. Stephen also holds a Series 65 license and the Series 7 exam.

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

location

WALNUT CREEK, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Krochmal is a financial professional with over 30 years of experience in the financial services industry. Stephen is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since July 2019. Prior to joining Wells Fargo Clearing Services, LLC Stephen was with Ameriprise Financial Services, Inc. Stephen is also a registered Investment Advisor Representative. Stephen offers a variety of financial services including financial planning, portfolio management, 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

Osaic Wealth, Inc.

location

SAN JOSE, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Martin Tonelli is an investment advisor representative with Osaic Wealth, Inc. based in SAN JOSE, CA. Stephen has been in the industry since 2017 and holds the Series 6, Series 63 and SIE licenses. Stephen specializes in providing financial planning, pension consulting, and educational seminars to clients. Osaic Wealth, Inc. is an independent financial advisory firm headquartered in Scottsdale, Arizona with offices in several states.

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

PALO ALTO, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Stephen MacDonald is a financial advisor with Wells Fargo Clearing Services, LLC. Stephen has been in the financial industry since 2004 and is licensed to conduct business in California. Stephen has experience with a variety of financial products and services, including investment advisory, financial planning, and retirement planning.

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

Wealthcare Advisory Partners LLC

location

Rancho Cordova, CA

experience

18 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Stephen Paluck is a financial advisor with Wealthcare Advisory Partners LLC. Stephen has been in the industry since 2007 and is registered in 14 states. Stephen has a wide range of experience, including working with high-net-worth individuals, corporations, and pension plans. Stephen provides investment advice and financial planning services. Stephen's firm, Wealthcare Advisory Partners LLC, has a total of 4,541,661,225 in regulatory assets under management.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

CORONA DEL MAR, CA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stephen Blackwell is a financial advisor with J.P. Morgan Securities LLC. Stephen is registered with the state of California and Texas. Stephen Blackwell has been in the financial industry since 2008. Stephen Blackwell previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Wedbush Securities Inc.

location

SAN FRANCISCO, CA

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stephen John Massocca has been in the financial services industry since 1981. Stephen is currently registered with Wedbush Securities Inc. in the state of California and New York. Stephen's previous experience includes roles with Pacific Growth Equities, LLC, Volpe, Welty & Company, A California Limited Partnership, Rauscher Pierce Refsnes, Inc., Montgomery Securities and Dean Witter Reynolds Inc. Stephen's certifications include Series 7, 24, 55, 57TO and SIE.

SPECIALIZATIONS

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

Forum Financial Management, LP

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Stephen Grady is an Investment Advisor Representative associated with Forum Financial Management, LP, a firm based in Lombard, IL. Stephen Grady's role includes providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals

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