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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WALNUT CREEK, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Weir is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Veronica has been in the industry since 2009 and has experience with a variety of financial products and services. Veronica holds a Series 7, Series 66 and SIE license, as well as registrations in over 30 states. Veronica specializes in providing investment advice to individuals, corporations, pension and profit sharing plans, insurance companies, and charitable organizations. Veronica can provide a range of services, including investment management, financial planning, educational seminars, and selection of other advisers.

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

Warren Street Wealth Advisors, LLC

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Veronica Cabral is a registered investment advisor representative with Warren Street Wealth Advisors, LLC. Veronica has been working in the financial industry since February 2011. Veronica is licensed in California. Veronica offers financial planning, pension consulting and portfolio management services to individuals, businesses and trusts.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

MISSION VIEJO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Kuznetsov is a financial advisor at Cetera Investment Advisers LLC. Veronica has been in the financial industry since August 5, 2012. She has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Veronica is committed to providing personalized financial advice that helps clients 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
Unclaimed

UBS Financial Services Inc.

location

Los Angeles, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Mishriki is a registered representative at UBS Financial Services Inc. with a focus on providing financial planning, portfolio management, and pension consulting services. Veronica has a strong background in the financial services industry, holding a Series 7TO and SIE license. Veronica joined UBS Financial Services Inc. in March 2023. Veronica's experience and expertise are focused on a wide array of client types including individuals, businesses, corporations, charitable organizations, pension plans, and insurance companies.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

AUBURN, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Jazmine Vera rodriguez is a registered representative with Wells Fargo Clearing Services, LLC, a firm that manages assets in the range of $10 billion to $50 billion. Veronica is based in Auburn, California, and has been in the industry since October 11, 2023. Veronica has passed the Series 6TO, Series 63, and SIE exams, allowing her to provide investment advice to clients. Veronica specializes in portfolio management for both individuals and businesses.

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

J.p. Morgan Securities LLC

location

ENCINITAS, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Rodriguez is a registered representative with J.p. Morgan Securities LLC. Veronica has been in the securities industry since 2014. Veronica is licensed in multiple states including California, Texas, and Arizona. Veronica specializes in providing financial planning, pension consulting, and portfolio management for both individuals and businesses. Veronica also serves as the owner/landlord of rental property.

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

PASADENA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Zamora is a financial advisor who is registered with Wells Fargo Clearing Services, LLC. Veronica is a seasoned professional with over 10 years of experience in the financial services industry. She has experience working with a variety of clients including high-net-worth individuals, corporations, and institutions. Veronica is committed to providing her clients with personalized financial advice and guidance. She specializes in financial planning, portfolio management, and investment consulting. Veronica has been actively involved in the financial services industry since 2013, previously having worked for Stifel, Nicolaus & Company, Incorporated and Wells Fargo Clearing Services, LLC. Veronica is licensed to sell securities in numerous states throughout the United States. Veronica is dedicated to helping her clients achieve their financial goals.

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

J.p. Morgan Securities LLC

location

LOMA LINDA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Torres is a financial advisor with J.p. Morgan Securities LLC. Veronica has been in the industry since 2013 and has a Series 63, SIE and Series 6 license. Veronica specializes in the areas of Investment Advisory Services, Investment Company Products and Variable Contracts. Veronica is registered in California.

SPECIALIZATIONS

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

Rockefeller Financial LLC | CFP ® (Certifications)

location

Los Angeles, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Campanella is an investment advisor representative with Rockefeller Financial LLC. Veronica is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. Veronica has been in the financial services industry since September 15, 2019. Veronica has a total of 34 years of experience. Veronica is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Veronica is also registered as an investment advisor representative in 34 states and the District of Columbia. Veronica offers a range of financial planning services to individuals, families, and businesses. These services include retirement planning, college savings planning, estate planning, and insurance planning. Veronica also specializes in working with high-net-worth individuals.

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

Torrance, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Diaz is a registered representative with J.P. Morgan Securities LLC, in Torrance, California. Veronica has been in the industry since October 28, 2020, and is licensed in California. Veronica specializes in Investments, Annuities, Mutual Funds, Life Insurance, and Variable Life Insurance.

SPECIALIZATIONS

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

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