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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

ELK GROVE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Adelaine Beatrice Andrion is a financial advisor at J.p. Morgan Securities LLC in ELK GROVE, CA. Adelaine is a registered representative in California and holds the Series 63, Series 6TO, and SIE licenses. She specializes in providing financial advice to individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

Beverly Hills, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Adele Yael Mussry is a financial advisor at Morgan Stanley. Adele has been in the industry since July 30, 2002. Adele has a wide range of experience in the financial industry. Adele has worked at several firms, including J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and Bear, Stearns & Co. Inc. Adele is registered in 53 states and is a member of FINRA. Adele specializes in providing financial advice to a variety of clients, including individuals, corporations, and institutions.

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

EL CAJON, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Adelina Cardenas is a financial advisor currently registered with J.P. Morgan Securities LLC and holds Series 63, Series 6TO, and SIE licenses. Adelina is a dedicated financial professional, focused on providing a comprehensive and personalized approach to financial planning and investment management. She has been in the industry since November 2021. Her experience is rooted in a client-first philosophy, aiming to understand each client's unique financial goals and aspirations. She is committed to building long-term relationships based on trust and open communication.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

SAN DIEGO, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Adeline Wong is a financial advisor with over 20 years of experience in the financial services industry. Adeline is currently registered with Cetera Investment Advisers LLC. Previously, Adeline worked for firms such as First Allied Securities, Inc. and LPL Financial LLC. Adeline is committed to providing personalized financial advice and investment management services to her clients. Adeline is a licensed investment advisor representative (IAR) and holds Series 6, 7, 24, and 63 securities licenses.

SPECIALIZATIONS

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

Mariner Independent

location

Palo Alto, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Adeline Jasmine Bellot is a registered representative with Mariner Independent and has been in the industry since 2016. Adeline has a Series 7, Series 66, and SIE license and is registered in 21 states. She is also an Investment Advisor Representative with a current registration in California. Adeline Bellot is a financial advisor who can provide investment advice to individuals, families, and businesses. She offers financial planning, portfolio management, and other services. Adeline Bellot's advisory practice is affiliated with Mariner Independent Advisor Network, LLC.

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

ALAMEDA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Adelisa Kostic is a registered representative with J.p. Morgan Securities LLC. Adelisa has been in the financial industry for over 1 year and holds the Series 63, Series 6TO, and SIE licenses. Adelisa specializes in investment company products/variable contracts, securities, and mutual funds, and is currently 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

TURLOCK, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Adelle M. Mouro is a registered representative with J.p. Morgan Securities LLC, located in TURLOCK, CA. Adelle has been in the financial services industry since 2004 and is currently active in both the Broker-Dealer and Investment Advisor spaces. Adelle is licensed to sell securities in California and has passed the Series 63, Series 6, and SIE exams. Adelle has previously worked with Chase Investment Services Corp. and WAMU Investments, Inc. Adelle specializes in providing financial planning, portfolio management for individuals and businesses, 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

location

BEVERLY HILLS, CA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adena Maureen Smith is a financial advisor with over 30 years of experience in the industry. Adena Smith is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in both California and Texas. Adena Maureen Smith has held previous positions with Morgan Stanley, Citigroup Global Markets Inc., and Lehman Brothers Inc. Adena Smith holds Series 63, 65, 7, 8, 9, 10, and SIE licenses and has a broad range of experience in the financial services industry. Adena Maureen Smith's areas of specialization include retirement planning, college savings, estate planning, and investment management.

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

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Aderemi Adeyemo is an investment advisor representative with Mariner Wealth, and Mariner Independent, both located in Los Angeles, CA. Aderemi is licensed in California and holds Series 7, 63 and 65 licenses. Aderemi has worked in the financial services industry since 2015. Prior to joining Mariner Wealth, Aderemi worked as a financial advisor at Sanford C. Bernstein & Co., LLC, in San Diego, CA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Adewale Adefemi is a financial professional who is registered with J.P. Morgan Securities LLC and has over 4 years of experience in the industry. Adewale specializes in a range of services, including Portfolio Management for Individuals and Businesses, Financial Planning, and Pension Consulting. Adewale previously held a position at Wells Fargo Securities, LLC in San Francisco, CA.

SPECIALIZATIONS

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

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