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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Lake Elsinore, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Kettnitz is a financial advisor with Ameriprise Financial Services, LLC. Victoria has been in the industry since 2001 and holds a Series 6, 7, 24, 51, 63, and 66 licenses, and the SIE exam. Victoria provides asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Victoria is registered to offer investment advisory services in California, Washington and Wisconsin. Victoria's previous employers include IDS Life Insurance Company, American Express Financial Advisors Inc., and SunAmerica Securities, Inc.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WESTLAKE VILLAGE, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Lynn Moore is a financial professional with over 20 years of experience in the financial services industry. Victoria is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with firms such as Wedbush Securities Inc., Securities America, Inc., and AFA Financial Group, LLC. Victoria holds the Series 63, Series 7, and SIE licenses, and is registered with the state of California. Victoria provides financial planning and investment advisory services to both individual and business clients.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Santoro is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Victoria has been working in the financial services industry since 2014 and holds the Series 66, Series 7, and SIE exams. Victoria is currently registered in 54 states, including Alabama, Alaska, Arizona, Arkansas, California, and Colorado. Victoria's previous experience includes working at Bank of America, N.A.. Victoria currently works at the Los Angeles branch office of Merrill Lynch, Pierce, Fenner & Smith Inc.

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

Citigroup Global Markets Inc.

location

Chatsworth, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Adrienne Frazier is a registered representative with Citigroup Global Markets Inc. Victoria has been in the industry since 2001. Victoria is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Victoria also has a Series 7 and Series 66 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

RBC Capital Markets, LLC

location

Irvine, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Blanco is a financial advisor with RBC Capital Markets, LLC. Victoria has been in the industry since 1997 and holds the Series 7 and Series 66 licenses. Victoria has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Victoria has previously worked at First Republic Securities Company, LLC and UBS Financial Services Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Irvine, CA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Victoria Cacciamatta is a financial advisor at Morgan Stanley. Victoria has been working in the financial industry for over 15 years, having previously worked at Wells Fargo Clearing Services, LLC, and UBS Financial Services Inc. Victoria is registered with the state of California to offer investment advisory services. Victoria is also a licensed Series 7 and Series 66 representative.

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
Unclaimed

Wells Fargo Clearing Services, LLC

location

SAN MARINO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Liang is a financial advisor at Wells Fargo Clearing Services, LLC. Victoria is registered in California and has a Series 63, Series 6TO and SIE license. Victoria is committed to providing clients with personalized financial advice and guidance. Victoria specializes in helping individuals and families with their investment goals and retirement planning.

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

FRESNO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Rivera is a financial advisor with J.P. Morgan Securities LLC, located in Fresno, California. Victoria is registered with the state of California and has her Series 63, Series 6TO, and SIE licenses. Victoria’s career in the financial services industry began on September 24, 2023. She has experience in a wide range of financial products and services including investment company products, variable contracts, financial planning and portfolio management.

SPECIALIZATIONS

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

LPL Financial LLC

location

PASADENA, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Clare Ditmer is a registered representative at LPL Financial LLC. Victoria has been in the financial industry since January 29, 2024. Victoria is registered with FINRA and holds the Series 7TO and SIE licenses. Victoria is located in PASADENA, CA and works out of the LPL Financial LLC branch office in Pasadena, CA.

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

LPL Financial LLC

location

CHINO, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Ivy Renne is an Enrolled Agent and Registered Representative with LPL Financial LLC. Victoria has been active in the financial industry since March 3, 1999. Victoria is registered in 15 states and holds Series 7, 63 and 65 securities licenses. Victoria is also a Registered Representative and Investment Advisor Representative in California. Victoria has previously been employed by MUTUAL SERVICE CORPORATION and TITAN/VALUE EQUITIES GROUP, INC.

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

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