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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

MILPITAS, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Zaitoun is a financial advisor at J.P. Morgan Securities LLC. Ahmed is registered with FINRA and has a Series 63, Series 6TO and SIE license. Ahmed is also registered in California. Ahmed has been in the industry for 322 days.

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

PASADENA, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Razi is a registered representative with Wells Fargo Clearing Services, LLC. Ahmed has been in the industry since 2014 and holds multiple licenses including the Series 6, 7, 63 and 65. Ahmed's areas of expertise include investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Ahmed is registered in California and has been with Wells Fargo Clearing Services, LLC since 2016.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

5 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ahmed Issa is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ahmed is licensed to provide securities and investment advisory services in Arizona, California, Colorado, Connecticut, Delaware, Florida, Indiana, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, and Virginia. Ahmed has been in the securities industry since August 29, 2019. Ahmed holds the following licenses: Series 66, Series 7TO, and SIE. Ahmed is also registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative.

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

J.p. Morgan Securities LLC

location

HUNTINGTON BEACH, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Adel Lotfy is a registered representative at J.p. Morgan Securities LLC. Ahmed has been in the industry since 2019 and is registered in California. Ahmed holds the Series 63, Series 6TO and SIE licenses.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

MONARCH BEACH, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Namoury is a financial professional with over 20 years of experience in the industry. Ahmed currently works at Equitable Advisors, LLC, where they specialize in providing financial planning, investment management and other related services for individuals, businesses and institutional clients. Ahmed is licensed to sell securities in California and Connecticut. Ahmed has a strong track record of success in helping clients 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
Unclaimed

MML Investors Services, LLC

location

Walnut Creek, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ahna Tracy Azevedo is a financial advisor currently working at MML Investors Services, LLC. Ahna is a registered representative in California and has been in the industry since March 2023. Ahna has passed the Series 63, Series 65, Series 6TO and SIE exams. MML Investors Services, LLC provides a variety of financial services, including financial planning, investment management, and retirement planning. Ahna's services are available to individuals, businesses, and institutions.

SPECIALIZATIONS

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

Galliott Capital Advisors, LLC

location

BEVERLY HILLS, CA

0 Disclosures

ADVISOR BIO

Ahsoo Ahn is an investment advisor representative with Galliott Capital Advisors, LLC based in Beverly Hills, CA. Ahsoo has been in the industry since 2008 and has experience with Morgan Stanley, J.P. Morgan Securities LLC, and Deutsche Bank Securities Inc. Ahsoo holds Series 7 and 66 licenses. Galliott Capital Advisors, LLC is a registered investment advisor with the SEC, and they specialize in providing portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INSTITUTIONAL CONSULTING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MONTEREY, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Aida Rosas is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Aida has been in the financial services industry since 2015. Her experience includes working with both individuals and businesses. Aida is licensed to provide financial advice and investment management services in multiple states.

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

UBS Financial Services Inc.

location

PASADENA, CA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aida Babayan is a financial advisor with over 27 years of experience in the industry. Aida is currently registered with UBS Financial Services Inc. and has a Series 7, 9, 10, 63, and 65 license. Aida previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and has provided financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Aida specializes in financial planning, portfolio management, pension consulting, and educational seminars.

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

Los Angeles, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aidan Menell is an investment advisor representative with J.p. Morgan Securities LLC. Aidan has been in the securities industry since October 2018. Prior to joining J.p. Morgan Securities LLC, Aidan worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Woodland Hills, California. Aidan has Series 66, SIE and Series 7 licenses. Aidan is registered with the state of California.

SPECIALIZATIONS

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

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