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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

BALDWIN PARK, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Badajos is a financial advisor who is currently registered with J.P. Morgan Securities LLC in Baldwin Park, California. Veronica has been in the financial industry since January 2024. Veronica's licenses include Series 63, Series 6TO, and SIE exams. Veronica's specializations include: 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

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
location

SAN DIEGO, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Murillo is a financial advisor with LPL Financial LLC. Veronica is a registered representative in Oregon, Texas and Washington. Veronica has been in the industry since 2005. Veronica is licensed to provide investment advice and brokerage 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

J.p. Morgan Securities LLC

location

Torrance, CA

experience

5 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
Unclaimed

Advisor Share Wealth Management | CFP ® (Certifications)

location

Westlake Village, CA

0 Disclosures

ADVISOR BIO

Veronica Osmonov is a financial advisor with Advisor Share Wealth Management. Veronica has been a financial advisor for over 15 years, and has experience in various areas of the financial industry. Veronica has a strong track record of helping clients achieve their financial goals. Veronica is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and holds Series 7 and 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

26 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 DIEGO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Ramos flores is a financial advisor with UBS Financial Services Inc. Veronica has been in the industry for over 12 years. Veronica's specializations include investment planning and portfolio management. Veronica is registered with the state of California, and is actively involved in the financial services industry.

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

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

UBS Financial Services Inc.

location

Palo Alto, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Aquilina is a financial advisor with UBS Financial Services Inc. and has been working in the industry since 2012. Veronica is registered with the state of California as an investment advisor representative and a registered representative. Veronica holds the Series 7, Series 66 and SIE exams.

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

Rockefeller Financial LLC | CFP ® (Certifications)

location

Los Angeles, CA

experience

6 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

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