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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

ALHAMBRA, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Bing Yuan Li is a registered representative with J.p. Morgan Securities LLC. Bing is licensed in California, Minnesota, and Ohio. Bing has been in the securities industry since December 2014. Bing holds the Series 6, Series 63, and SIE licenses. Bing has been affiliated with J.p. Morgan Securities LLC since December 2014 and is located in Alhambra, California. Bing provides a range of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Bing specializes in 1, 2, 4, 5, and 6.

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

LOS ANGELES, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Bingjian Niu is a registered representative with J.P. Morgan Securities LLC. Bingjian has been in the industry since March 2021 and holds Series 63, 79TO and SIE licenses. Bingjian is registered with the state regulators in California and New York. Bingjian specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting.

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

San Francisco, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Bingyang Li is a registered investment advisor representative with J.P. Morgan Securities LLC. Bingyang Li is licensed to provide securities and investment advisory services in California and Texas. Bingyang Li has been in the financial services industry since 2017. Previous experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A. and Tesla Motors Inc.

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

CASTRO VALLEY, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Binh L To cheng is a registered representative with J.P. Morgan Securities LLC in Castro Valley, CA. Binh has been in the industry since June 25, 2014. Binh holds the Series 6, SIE, and Series 63 licenses.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

SAN JOSE, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Binh Q. Nguyen is a registered representative with Eagle Strategies LLC, offering a range of financial services. Binh Q. Nguyen has been in the financial industry since February 2000. Binh Q. Nguyen has passed a variety of securities exams and is registered in several states. The advisor is also registered as an investment advisor representative with Eagle Strategies LLC in California and holds registrations in Virginia and West Virginia. Binh Q. Nguyen focuses on individual and business portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROSEMEAD, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Binh Tran is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Rosemead, California. Binh has been in the financial industry since May 22, 2017. Binh is registered with FINRA as well as the states of Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Binh has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination, and the General Securities Representative Examination. Binh's firm provides financial planning, portfolio management for individuals and businesses, performance measurement reports, allocation modeling, investment policy statements, research reports and services, pension consulting, and educational seminars.

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

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Binh Xuan Nguyen is a registered representative with Centaurus Financial, Inc. Binh Xuan Nguyen has been in the securities industry since June 2010. Binh Xuan Nguyen is licensed to sell securities in California. Binh Xuan Nguyen has a Series 63 license and a Series 11 license. The firm has approximately 6276899920 of assets under management and is headquartered in Anaheim, California.

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
Publication of Financial Periodicals
Unclaimed

MML Investors Services, LLC

location

BEVERLY HILLS, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Binyamin Smith is a financial professional registered with MML Investors Services, LLC. Binyamin has been in the industry since June 2016 and is licensed in California and Texas. Binyamin is also registered with the state of Arizona and Pennsylvania. Binyamin has a strong background in financial services and has held positions at MassMutual Life Insurance Company, MEC and Yeshiva University. Binyamin provides financial planning and portfolio management services to individuals and businesses. Binyamin is committed to 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Citigroup Global Markets Inc.

location

SAN FRANCISCO, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Bita Nekoomaram is an investment advisor representative at Citigroup Global Markets Inc. located in San Francisco, CA. Bita has been in the industry since 2005 and has been registered with Citigroup Global Markets Inc. since 2007. Previously Bita was registered with CITICORP INVESTMENT SERVICES. Bita holds a Series 66, Series 7 and SIE license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

EMERYVILLE, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Bitals Maharjan is an investment advisor representative, with over 8 years of experience in the financial services industry. Bitals holds Series 6, 7TO and 63 licenses and is a registered representative of Wells Fargo Clearing Services, LLC. Bitals is also registered as an Investment Advisor Representative in California, Delaware, Nevada and Texas. Bitals has worked for Wells Fargo Bank, NA and Wells Fargo Clearing Services LLC. Bitals is also the owner of JYAPU, LLC.

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

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