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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

MISSION VIEJO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Wesley Gunter is a financial advisor at Wells Fargo Clearing Services, LLC. Wesley has been a registered representative for over 12 years and has experience in providing financial planning, investment management, and portfolio management services to individuals, businesses, and institutions. Wesley has a diverse background, having worked with several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, JPMorgan Securities LLC, Principal Life Insurance Company, Principal Securities Inc, Prudential Insurance Company of America, Pruco Securities LLC, and U.S. Bancorp Investments, Inc.

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

PISMO BEACH, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Wesley Steven Carlson is a financial advisor with Edward Jones. Wesley has been in the financial industry since 2012. Wesley holds Series 66 and Series 7 licenses. Wesley also holds the Securities Industry Essentials Examination. Wesley is registered with the following states: Alabama, Arizona, California, Florida, Iowa, Maryland, Michigan, Missouri, North Carolina, Oregon, Pennsylvania, South Dakota, Texas, and Washington. Wesley is also registered with FINRA. Wesley specializes in working with individuals, high-net-worth individuals, corporations, partnerships, trusts, charitable organizations, pension and profit-sharing plans, and investment clubs. Wesley Steven Carlson is committed to providing his clients with the highest quality financial advice and service.

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

SAN DIEGO, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Wesley Garett Bertelsen is a registered representative with Wells Fargo Clearing Services, LLC, and is a member of the Financial Industry Regulatory Authority (FINRA). Wesley has been in the financial industry since June 6, 2008. Wesley holds the Series 6, 7, and 66 licenses and has been registered in several states. Wesley has previous experience with Wells Fargo Investments, LLC and SunAmerica Securities, Inc. Wesley currently works at the San Diego branch of Wells Fargo Clearing Services, LLC.

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

Raymond James & Associates, Inc.

location

BEVERLY HILLS, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Wesley Gordon Scott is a financial advisor with Raymond James & Associates, Inc. Wesley has been in the industry since 2007, and has a Series 7, Series 66, and SIE license. Wesley is registered to provide investment advice in 35 states and the District of Columbia. Wesley has previously worked with Wedbush Securities Inc., Morgan Stanley Smith Barney, Fidelity Brokerage Services LLC, and Citigroup Global Markets Inc.

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
location

San Jose,, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Wesley Miller is a financial advisor with Morgan Stanley. Wesley has been in the industry for 10 years and is registered to provide investment advice in 53 states. Wesley specializes in a variety of investment services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Wesley also has experience with Charles Schwab & Co., Inc. and Edward Jones.

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

Index Fund Advisors, Inc.

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Wesley Robert Long is a registered investment advisor representative with Index Fund Advisors, Inc. Wesley has been in the industry since 1990 and has a wide range of experience. Wesley's firm specializes in providing investment advisory services to a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm's services include financial planning, portfolio management, and educational seminars. Wesley has passed the Series 63, 65, 7, 8, 24, and SIE exams.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

SAN FRANCISCO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

West James Bowler is a financial advisor with UBS Financial Services Inc. West has been in the industry since 2017 and is registered to provide investment advice in 53 states and the District of Columbia. West has a Series 7, Series 66, and SIE license. Before joining UBS Financial Services Inc., West worked as a financial advisor at Morgan Stanley.

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

J.p. Morgan Securities LLC

location

CARMEL, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Westen Cantu is a registered representative with J.P. Morgan Securities LLC, a firm with over $249 billion in assets under management. Westen's office is located in Carmel, California. Westen specializes in providing financial advice and investment management services to individuals, businesses and charitable organizations.

SPECIALIZATIONS

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

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Westley Hayes King is a registered representative with Centaurus Financial, Inc. Westley has been in the financial services industry since 1994. Westley has Series 3, 7, 24, 63 and 66 registrations as well as SIE. Centaurus Financial, Inc. is a financial advisory firm that provides services to high-net-worth individuals, corporations, and other businesses. The firm offers financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and other investment-related services.

SPECIALIZATIONS

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

Mission Wealth Management, LP | CFP ® (Certifications)

location

SANTA BARBARA, CA

0 Disclosures

ADVISOR BIO

Weston Paul Patton is a financial advisor with Mission Wealth Management, LP, based in SANTA BARBARA, CA. Weston is a Certified Financial Planner. He has been in the industry since 2015. Prior to joining Mission Wealth Management, LP, Weston worked for EDWARD JONES. Weston is licensed to provide investment advice in CA. Weston specializes in investment advisory services for individuals, businesses, families, and charitable organizations.

SPECIALIZATIONS

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

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