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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Edward Jones | CFP ® (Certifications)

location

SUNNYVALE, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tanner Mckendrick Kohl is a financial advisor registered with Edward Jones. Tanner has been in the industry since June 2018 and holds Series 7, Series 66 and SIE licenses. Tanner is also a Certified Financial Planner and is registered in multiple states. The advisor is located in Sunnyvale, California and has provided investment advice to individuals, corporations, partnerships, charitable organizations and pension and profit sharing plans.

SPECIALIZATIONS

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

Anchor BAY Capital, Inc.

location

Carlsbad, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Tanner Manning Wrisley is a financial advisor with Anchor BAY Capital, Inc. and Anchor BAY Private Wealth LLC. Tanner is a Registered Representative and Investment Advisor Representative registered in California, Idaho, Washington, and Wyoming. Tanner has a Series 7, Series 63, and Series 66 license, and holds the SIE certification. Tanner has 6 years of experience in the financial industry and specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

FOSTER CITY, CA

0 Disclosures

ADVISOR BIO

Tanner Savitsky is an investment advisor representative with IEQ Capital, LLC in Foster City, CA. Tanner has been in the industry for 10 years. Tanner is registered to provide investment advice in California. Tanner has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and the Securities Industry Essentials Examination. Tanner's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC.

SPECIALIZATIONS

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

Parallel Advisors, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Tanner Nels Wraa is an investment advisor representative associated with Parallel Advisors, LLC. Tanner holds the Series 65 license and is registered in Kansas and Texas. Tanner has a diverse professional background including experience in finance, education, and fitness.

SPECIALIZATIONS

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

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Tanner Hamilton is an investment advisor representative currently registered with Mariner Wealth. Tanner has been in the financial industry for over 8 years. Prior to joining Mariner Wealth, Tanner worked for Foresters Financial Services, Inc. Tanner holds a Series 63, Series 65, and Series 26 licenses, in addition to having passed the SIE and Series 6 examinations. Tanner is registered with the state of California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

CLOVIS, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tanveer Gill is a registered representative with J.p. Morgan Securities LLC. Tanveer is licensed in California and holds the Series 63, Series 6TO, and SIE licenses. Tanveer has been in the financial services industry since January 12, 2022.

SPECIALIZATIONS

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

Legacy Investment Services, LLC

location

RANCHO CUCAMONGA, CA

0 Disclosures

ADVISOR BIO

Tanya Tong is an Investment Advisor Representative at Legacy Investment Services, LLC, located in Rancho Cucamonga, CA. Tanya has been in the industry since June 2021. Tanya has a Series 65 license and is registered with the state of California. Tanya is a specialist in Insurance Sales and Services, as well as Pension Consulting. Tanya holds a specialization in retirement planning and in insurance, and has a previous employment history in finance, education and child care. Tanya is committed to providing clients with financial advice and services that meet their individual needs.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Unclaimed
location

Beverly Hills, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tanya Hekimian is an investment advisor representative with Morgan Stanley, a firm with over $1.4 trillion in assets under management. Tanya has been working in the financial industry since 2015 and holds multiple securities licenses, including Series 6, 7TO, and 66. Tanya has experience working with a variety of clients, including individuals, businesses, and institutions. Tanya is committed to providing her clients with personalized financial advice and helping 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SYLMAR, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Tanya Alejandra Sanchez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Tanya has been in the industry for over 1 year and has 7 current registrations. She is active in both the Broker-Dealer and Investment Advisor industries. Tanya specializes in securities, investment advisory services and financial planning. Her experience in the financial industry includes roles with Bank of America, N.A. and PUC Schools. Tanya's education includes a degree from the University of California, Santa Cruz.

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
location

Santa Rosa, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Tanya Denise Hosner is a registered representative with Morgan Stanley. Tanya is a licensed advisor in several states, including California and Texas. She has been in the financial industry for over 14 years. Tanya specializes in providing financial planning, portfolio management, and asset allocation advice to individuals and families.

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

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