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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

UBS Financial Services Inc.

location

BEVERLY HILLS, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Veronica G Della vedova is an investment advisor representative at UBS Financial Services Inc., with over 6 years of experience in the industry. Veronica is registered with the state of California 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Wealth Enhancement Advisory Services, LLC

location

BREA, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Marie Aaron is a financial advisor with over 28 years of experience in the financial services industry. Veronica currently works with Wealth Enhancement Advisory Services, LLC, a firm that manages over $72 billion in assets. Prior to joining Wealth Enhancement Advisory Services, LLC, Veronica worked with Securities Service Network, Inc., Sagepoint Financial, Inc., Sunamerica Securities, Inc., WM Financial Services, Inc., Griffin Financial Services, and Wells Fargo Securities Inc. Veronica holds licenses to operate in 25 states, including California, Arizona, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Indiana, Kentucky, Maryland, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Texas, Utah, Virginia, Washington, and Wyoming. Veronica's experience and expertise include working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Veronica is passionate about helping her clients achieve their financial goals. She is dedicated to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

J.p. Morgan Securities LLC

location

SAN DIEGO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Aguirre garayzar is a financial professional with over 6 years of experience in the financial services industry. Veronica is currently registered with J.P. Morgan Securities LLC and has been with the firm since May 2017. Prior to joining J.P. Morgan Securities LLC, Veronica worked for Foresters Financial Services, Inc. from September 2016 to March 2017. Veronica holds the Series 6, Series 63, and SIE licenses and is registered in California, Florida, and Texas. Veronica specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Veronica is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals.

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 PLANNER™ 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

Raymond James & Associates, Inc.

location

Pasadena, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Aguirre is a financial advisor with Raymond James & Associates, Inc. in Pasadena, CA. Veronica has been working in the industry since 1999. Veronica has experience with a variety of clients, including individuals, businesses, insurance companies, and charitable organizations. Veronica is committed to providing personalized financial advice to help 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Benitez is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Veronica has been in the industry since August 1999. Veronica is licensed to provide securities and investment advisory services in 53 states. Veronica is a Registered Representative and Investment Adviser Representative and holds the Series 7, Series 9, Series 10, and Series 66 licenses. Veronica has experience working at several financial institutions including Morgan Stanley and RBC Capital Markets, LLC.

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

UBS Financial Services Inc.

location

SAN FRANCISCO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Veronica L Wang is a financial advisor at UBS Financial Services Inc. Veronica L Wang has been with UBS Financial Services Inc. since 2018. Veronica L Wang is registered with FINRA and the state of California. Veronica L Wang has passed the Series 66, Series 7TO, and SIE exams. Veronica L Wang specializes in providing financial advice to individuals, businesses, and institutions. Veronica L Wang is committed to helping 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
Security Ratings
Publication of Financial Periodicals
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

J.p. Morgan Securities LLC

location

RIVERSIDE, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Abigail Santana is a registered representative with J.P. Morgan Securities LLC, holding a Series 63, Series 6TO, and SIE license. Veronica has been in the financial services industry since March 2023. Veronica specializes in a wide range of investment services.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

INDIAN WELLS, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Borders is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Veronica has been in the industry since 2001. Veronica has Series 7 and Series 66 licenses and is registered with the Securities and Exchange Commission and in 42 states, including California and Texas. Veronica has been with Merrill Lynch since 2004. Veronica has experience with a variety of client types, including individuals, corporations, and institutional clients.

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

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