Years of Experience
5-20+ Years
LOS ANGELES, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Steven Earl Fitzgerald is a financial advisor with over 6 years of experience in the financial services industry. Steven is currently registered with Wells Fargo Clearing Services, LLC in LOS ANGELES, CA. Prior to this role Steven was registered with J.P. MORGAN SECURITIES LLC. Steven holds the Series 6, Series 63, Series 6TO and SIE licenses and is currently registered in California. Steven has experience providing investment advice to a wide range of clients, including individuals, families, and businesses.
SPECIALIZATIONS
DANVILLE, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Steven Varlas is a financial advisor with J.p. Morgan Securities LLC. Steven has been in the securities industry since 2012 and is registered with FINRA and several state securities regulators. Steven provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Steven also has an outside business activity with NAALI FIT, LLC.
SPECIALIZATIONS
ROSEVILLE, CA
30 Years Experience
2 Disclosures
ADVISOR BIO
Steven Ronald Morgan is a registered investment advisor representative with Eagle Strategies LLC. Steven Morgan has been in the financial industry since November 22, 1994, and is currently registered in California and Nevada. Steven Morgan is also registered as an investment advisor representative with the state of California. Steven Morgan has worked with various outside insurance companies to broker non-registered insurance products and is also an appointed agent with New York Life Insurance.
SPECIALIZATIONS
SAN DIEGO, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Steven Michael Jendrusina is a registered representative with LPL Financial LLC. Steven is registered with the state of California to provide securities and investment advisory services. Steven has been in the financial services industry for over 17 years. Steven is active in both the broker-dealer and investment advisor channels and is currently seeking to become registered as an investment advisor representative in California.
SPECIALIZATIONS
NEWPORT BEACH, CA
32 Years Experience
8 Disclosures
ADVISOR BIO
Steven M. Schwary is a financial advisor with over 27 years of experience in the industry. Steven is currently registered with Stifel, Nicolaus & Company, Inc. Steven has previously worked at WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Steven is licensed in 10 states and is a Series 7, Series 63, and Series 65 licensed professional. Steven specializes in financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
SACRAMENTO, CA
29 Years Experience
0 Disclosures
ADVISOR BIO
Steven Mueller is a financial advisor who has been in the industry since 1996. Steven is currently registered with UBS Financial Services Inc. in Sacramento, California. Prior to joining UBS, Steven worked for MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Steven specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans.
SPECIALIZATIONS
LA JOLLA, CA
30 Years Experience
4 Disclosures
ADVISOR BIO
Steven David Lewis is a financial advisor with over 25 years of experience in the financial services industry. Steven is currently registered with RBC Capital Markets, LLC and is licensed to provide investment advice and securities transactions in multiple states. Steven has held previous roles at Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Thomas James Associates, Inc. and Chatfield Dean & Co., Inc. Steven has a strong track record of success in helping clients achieve their financial goals. Steven specializes in providing financial planning, portfolio management and other advisory services to individuals, businesses, and institutions.
SPECIALIZATIONS
NEWPORT BEACH, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Steven Douglas Jillson is a financial advisor at LPL Financial LLC. Steven is a registered representative with the state of California and has been working in the financial services industry for over 10 years. Steven is a Series 66, Series 24, and Series 7 license holder. Steven provides financial planning and investment advice to individuals and families. In addition to their work with LPL Financial LLC, Steven is also an insurance agent.
SPECIALIZATIONS
SANTA BARBARA, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Steven Christopher Symer is a financial advisor with over 9 years of experience in the financial services industry. Steven is a Certified Financial Plannerâ„¢ professional with a strong background in financial planning, investment management, and tax preparation. Steven is registered with the Securities and Exchange Commission (SEC) and holds a Series 66, Series 7, and Series 24 license. Steven is currently affiliated with Osaic Wealth, Inc., a firm that provides a wide range of financial services to individuals, businesses, and institutions. Osaic Wealth is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
SPECIALIZATIONS
Aliso Viejo, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Steven Kainoa Timbal is a financial advisor with over 15 years of experience in the industry. Steven is currently registered with United Planners' Financial Services of America A Limited Partner and has previously worked with PRUCO SECURITIES, LLC. Steven holds both Series 6 and 7 licenses as well as Series 63 and 65 and is a Chartered Financial Consultant. Steven provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Steven is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
