Invested Better
Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

BEVERLY HILLS, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Alexander Villa is a financial advisor with Wells Fargo Clearing Services, LLC. Vincent has over 14 years of experience in the financial services industry. Vincent is registered in 53 states and has passed the Series 66, Series 7, and SIE exams. Previously, Vincent was registered with Morgan Stanley and has experience working in Sherman Oaks and Westlake Village, California. Vincent specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for both businesses and individuals.

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

Cetera Investment Advisers LLC

location

WALNUT CREEK, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Dinneen is a financial professional with over 35 years of experience in the financial industry. He is currently registered with Cetera Investment Advisers LLC and has been a licensed financial professional in multiple states. Vincent has experience in areas such as financial planning, portfolio management for businesses and individuals. Prior to joining Cetera Investment Advisers LLC, Vincent was associated with First Allied Securities, Inc., Round Hill Securities, Inc., and several other financial institutions.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Irvine, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Vincent J. McGuinness is a registered investment advisor with J.p. Morgan Securities LLC. Vincent has been in the industry since December 4, 2002. Vincent has a Series 6, 7, 9, 10, 24, 26, 27, 63, 65 and 66 licenses. Vincent has a total of 53 state licenses. Vincent has been registered with J.p. Morgan Securities LLC since April 2013. Vincent previously worked at Roth Capital Partners, LLC and Transamerica Capital, Inc.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

Oroville, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Kurland is a financial advisor with Edward Jones. Vincent has been in the financial services industry for over six years and holds both a Series 7 and Series 66 license as well as a Certified Financial Planner designation. Vincent has over 15 state licenses and is active in both Broker-Dealer and Investment Advisor roles. Vincent’s office is located in Oroville, California.

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

CALIMESA, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Esparza is a registered representative with J.p. Morgan Securities LLC. Vincent has been in the financial services industry since March 15, 2021, and holds a Series 63, Series 6TO, and SIE. Vincent specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Vincent is registered in California.

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

SAN FRANCISCO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Raimonda is a registered representative with J.P. Morgan Securities LLC. Vincent has been in the financial services industry since 2010 and is licensed to provide investment advice in several states. Vincent offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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 | CFC ® (Certifications)

location

EL SEGUNDO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Cuomo Dicarlo is an active investment advisor representative, registered with Wells Fargo Clearing Services, LLC in California and Texas. Vincent has been in the industry since March 15, 2017. Vincent is a Chartered Financial Consultant and has passed the Series 66, Series 7 and SIE exams. Vincent specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

Wells Fargo Clearing Services, LLC

location

FRESNO, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Bono is a financial advisor with over 30 years of experience in the industry. Vincent is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative. He is also a Registered Investment Advisor in California and Nevada. Vincent has held various positions at other firms, including Wells Fargo Investments, LLC, BANC of America Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Vincent has a strong track record of success and is committed to providing his clients with personalized financial advice and investment solutions.

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
location

SCOTTS VALLEY, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Vincente Joseph Delucia is a registered representative with LPL Financial LLC and has been in the industry for over 2 years. Vincente is currently based out of Scotts Valley, CA and specializes in providing a variety of financial services to clients.

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

Longtail Alpha, LLC

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Vineer Bhansali is a financial advisor with over 20 years of experience in the industry. Vineer currently works at Longtail Alpha, LLC as an Investment Advisor Representative and has previously held positions at PIMCO INVESTMENTS LLC and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC. Vineer has a wide range of experience, including working with a variety of clients, including pooled investment vehicles, corporations and individuals. Vineer holds several licenses and designations, including Series 3, SIE, Series 7, Series 63, and Series 65. Vineer is also a member of Western States Aviation, LLC.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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