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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Oppenheimer & Co. Inc.

location

LOS ANGELES, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Mondori Ledesma is an investment advisor representative with Oppenheimer & Co. Inc. Tiffany has been in the financial services industry since 2005. She is registered with the states of California and New York, and holds the Series 7, 9, 10, 66, 99TO, and SIE licenses. Prior to joining Oppenheimer, Tiffany was with D.A. Davidson & Co. Tiffany has experience in portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

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

YREKA, CA

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Tiffany Eberle-dooley is a financial advisor at Edward Jones, a firm based in St. Louis, MO. Tiffany has been a financial advisor since 2007 and holds licenses in numerous states, including California and Texas. Tiffany is registered with the Securities and Exchange Commission (SEC) and holds a Series 7 and Series 66 license. Tiffany also offers a variety of services, including financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Clovis, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Ann Gunsorek is a financial advisor with LPL Financial LLC. Tiffany has been in the financial services industry since 2004 and has experience with several firms. Her current registrations include California and Texas as a Registered Representative. In addition to LPL Financial, she previously worked with TD Ameritrade, Inc., BANCWEST INVESTMENT SERVICES, INC. and CITIGROUP GLOBAL MARKETS INC. Tiffany holds the Series 7, Series 24, Series 26, and SIE licenses. She specializes in providing financial planning, portfolio management, and consulting services.

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

Commonwealth Financial Network

location

SAN DIEGO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Kreutz is a financial professional with over five years of experience in the financial services industry. Tiffany is currently registered with Commonwealth Financial Network and is located in San Diego, California. Tiffany has experience working with individuals, families, businesses, and non-profit organizations to help them achieve their financial goals. Tiffany holds the Series 99 and SIE licenses. Prior to joining Commonwealth Financial Network, Tiffany was employed with CUSO FINANCIAL SERVICES, L.P. and SCOTTTRADE, INC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SANTA MONICA, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Orgill is a financial advisor who has been in the industry since May 10, 2009. She currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Tiffany Orgill holds registrations as a Registered Representative and an Investment Advisor Representative in several states.

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

LPL Financial LLC

location

HUNTINGTON BEACH, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Tiffney Chang is a financial advisor with over 19 years of experience in the industry. Tiffney is currently registered with LPL Financial LLC and has been with the firm since July 2023. Previously, Tiffney was with BancWest Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tiffney specializes in working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Tiffney offers a range of services including financial planning, portfolio management, and consulting.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LA CRESCENTA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tigran Eloyan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Tigran is registered with FINRA as a Registered Representative and with the states of California and Texas as an Investment Advisor Representative. Tigran has been in the securities industry since September 12, 2022.

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

Eagle Strategies LLC

location

GLENDALE, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Tigran Basmadjyan is a financial advisor who has been in the industry since 2005. Tigran is currently registered with Eagle Strategies LLC and has been with the firm since 2012. Tigran has a wide range of experience in financial planning, portfolio management, and investment advisory services. Tigran holds the Series 6, 7, 24, 26, 63, and 66 licenses. Tigran has a strong track record of success and is committed to providing his clients with personalized financial advice.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Walnut Creek, CA

experience

41 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Tillman Pugh has over 30 years of experience in the financial services industry. Tillman is currently registered with MML Investors Services, LLC in California and Texas. Tillman is a registered investment advisor and has held various roles at different firms throughout his career. Tillman has passed the Series 63, 65, 24, 7 and SIE exams. Tillman specializes in portfolio management for individuals and businesses, as well as financial planning and asset allocation. Tillman also provides educational seminars and selection of other advisors services.

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
location

VALENCIA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tilson A. Rodriguez is a financial advisor with Morgan Stanley. Tilson has been in the financial industry since February 17, 2016. Tilson has a strong background in financial services, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and RBC Capital Markets, LLC. Tilson is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and holds the Series 7 and Series 66 licenses.

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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