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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Global Retirement Partners LLC

location

SAN RAFAEL, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Wayne Greenough is a financial advisor registered in 10 states and active in the industry since 1992. Wayne works at Global Retirement Partners LLC, a firm with a focus on providing retirement planning and investment advice. Wayne has a proven track record of success in the industry and is committed to providing his clients with the highest level of service and expertise. Wayne is registered with FINRA and holds Series 6, Series 63 and SIE licenses. Wayne also has experience working with MSI Financial Services, Inc., Metropolitan Life Insurance Company, Park Avenue Securities LLC, Guardian Investor Services Corporation, Ascend Financial Services, Inc., and PML Securities Company.

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

PACIFIC PALISADES, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Wayne Christopher Hildenbrand is a registered representative with Wells Fargo Clearing Services, LLC in PACIFIC PALISADES, CA. Wayne has been in the securities industry since 2006. Wayne is also a registered investment advisor.

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

Premier Financial Group Inc.

location

EUREKA, CA

0 Disclosures

ADVISOR BIO

Wayne Caldwell is a registered investment advisor representative with Premier Financial Group Inc. Wayne has been in the industry since 1984 and has a wide range of experience. Wayne specializes in providing financial planning, portfolio management for individuals, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

Sacramento, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Wayne Soloaga is a registered representative with Morgan Stanley. Wayne has been in the financial services industry since 1987 and has a strong track record of providing investment advice to individuals and businesses. Wayne is registered in several states and has a wide range of experience in portfolio management, financial planning, and investment advisory services. Prior to joining Morgan Stanley, Wayne worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Wayne holds a Series 3, 7, and 63 license as well as a Series 65 license. He is also a licensed trustee and estate administrator. Wayne is committed to providing his clients with personalized service and helping them 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

PALO ALTO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Wayne Kenji Mizuno is a financial advisor with J.P. Morgan Securities LLC. Wayne has been in the industry for 17 years and has a Series 6, 7, and 63 license. Wayne also has a Series 65 license and is registered as an investment advisor in California. Wayne has experience working with clients in the following categories: corporations or other businesses, individuals other than high-net-worth, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and labor unions. Wayne is currently located at the Roseville, CA branch office of J.P. Morgan Securities LLC.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

DAVIS, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Wayne Eugene Gilbert is a registered representative with Osaic Wealth, Inc. and Wayne Gilbert & Co. Wayne has been in the industry since 1987 and has a wide range of experience in the financial services industry, including financial planning, portfolio management for individuals and businesses, and pension consulting. Wayne holds a Series 7, Series 24, and Series 63 license. Wayne is a member of FINRA. Wayne is also a senior agent with Northwestern Mutual Life.

SPECIALIZATIONS

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

Seacrest Wealth Management, LLC | CFP ® (Certifications)

location

SAN FRANCISCO, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Wayne Wong is a financial advisor with over 23 years of experience in the industry. Wayne is a registered representative with Seacrest Wealth Management, LLC. and currently holds Series 7, Series 31, Series 63, and Series 65 licenses. Wayne has previously worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Discover Brokerage Direct, Inc., and Alamo Capital. Wayne is a Certified Financial Planner and holds a Bachelor of Science in Business Administration with a concentration in Finance. Wayne specializes in providing financial planning, portfolio management, pension consulting, 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

LPL Financial LLC | CFP ® (Certifications)

location

NORTH HIGHLANDS, CA

experience

34 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Wayne Sellar is a financial advisor with LPL Financial LLC, a large financial services firm. Wayne has been in the financial services industry since 1990. Wayne has a wide range of experience, having worked with several financial institutions and companies before joining LPL Financial LLC. Wayne is licensed to provide financial advice in California and Texas. Wayne 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Allmerits Asset, LLC

location

BUENA PARK, CA

0 Disclosures

ADVISOR BIO

Wayne Park is an investment advisor representative with Allmerits Asset, LLC. Wayne has been in the financial services industry since 2010. Wayne has experience working with individuals and businesses, and has experience providing financial consulting services. Wayne is also a registered investment advisor representative in the state of California.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
FINANCIAL CONSULTING
Unclaimed

J.p. Morgan Securities LLC

location

Oakland, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Wayne Wei Xia is a registered representative at J.p. Morgan Securities LLC and has been in the industry since 2000. Wayne Wei Xia has a broad range of experience in the securities industry, holding Series 7, 24, 55, 63, and 79TO licenses. Wayne Wei Xia is registered in 53 states and territories and is a licensed agent for J.p. Morgan Securities LLC in California. Wayne Wei Xia specializes in providing financial planning and investment advice to a diverse client base, including high net worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.

SPECIALIZATIONS

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

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