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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

PASADENA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Lauren Sierra is a financial advisor with Cetera Investment Advisers LLC. Victoria has been in the industry since 2013 and holds Series 6, 7, 26, 63, and 65 licenses as well as the SIE. Victoria's firm offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors. Victoria is also a certified financial planner.

SPECIALIZATIONS

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

ALAMEDA, CA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Victoria Watson is a registered representative with Edward Jones. Victoria has been in the industry since 2010. She is licensed in Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Nevada, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Victoria holds a Series 66 license from the State and Series 7 and SIE licenses from FINRA. Victoria is a licensed investment advisor in Texas. Victoria is dedicated to providing financial advice and guidance to clients.

SPECIALIZATIONS

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

Los Angeles, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Diaz-lazaro is a financial advisor with over 35 years of experience in the industry. Victoria is currently registered with Morgan Stanley and is licensed in 54 states. Victoria specializes in providing financial planning, asset allocation advice, portfolio management, and investment advice to individuals, families, businesses, charitable organizations, and other investment advisors.

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

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

Wells Fargo Clearing Services, LLC

location

LOS ANGELES, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Unger is a financial advisor at Wells Fargo Clearing Services, LLC. Victoria is a registered representative with Series 7 and 66 securities licenses and has been in the industry since 2001. Victoria has experience with both individual and institutional clients. Victoria has worked at Morgan Stanley, Citigroup Global Markets Inc., and JP Morgan Securities Inc. Victoria is also an investment advisor representative and has been in this role since 2014.

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

Ameriprise Financial Services, LLC

location

SANTA CLARA, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Simpson is an investment advisor representative with Ameriprise Financial Services, LLC. Victoria is registered with the state of California. Victoria has been in the securities industry since November 12, 2014. Victoria has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Horowitz is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since November 2022. Victoria is currently licensed in California and Texas and specializes in providing investment advice to a variety of clients, including individuals, corporations, and high-net-worth individuals. Victoria has experience in a variety of industries, including the hospitality, real estate, and marketing industries. In addition to her role at Merrill Lynch, Pierce, Fenner & Smith Inc., Victoria also owns and operates Souleva LLC, an online store that sells various goods and services.

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

Mariner Independent

location

Long Beach, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Wang is a financial advisor in Long Beach, California, who has been active in the industry since October 19, 2005. Victoria has a broad range of experience, having worked with both First Financial Equity Corporation and RBC Capital Markets, LLC. She is currently registered with Mariner Independent, an independent investment advisor firm, providing investment advisory services. Victoria is dedicated to helping her clients achieve their financial goals through a personalized approach to financial planning and portfolio management. She is committed to providing her clients with the highest level of service and expertise.

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

EL DORADO HILLS, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Boydstun is a financial advisor affiliated with Wells Fargo Clearing Services, LLC. Victoria has been in the financial industry for over 5 years. Victoria holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Victoria specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Victoria is registered to provide investment advice in California.

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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