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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Osaic Wealth, Inc.

location

ROSEVILLE, CA

experience

33 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Cesar Lopez is a financial advisor with Osaic Wealth, Inc. Cesar has been in the financial industry since December 1992, and is registered with the state of California as well as with the Financial Industry Regulatory Authority (FINRA). Cesar has experience providing financial planning and portfolio management services to individuals, businesses, and pension plans. Prior to joining Osaic Wealth, Cesar worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Cesar holds the Series 7, 63 and 66 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Cesar Clemente Garcia is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with a professional career that spans over 6 years. Cesar is registered with the state of California and Texas, and holds the Series 66, Series 7, and SIE licenses. Cesar has a broad range of experience in the industry and is focused on providing comprehensive financial solutions to clients. Their practice focuses on individual and business clients, and they have a strong understanding of investment strategies, portfolio management, and financial planning.

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

Western International Securities, Inc.

location

Westlake Village, CA

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Cesar Augusto Garcia is a registered representative with Western International Securities, Inc. Cesar Garcia has been in the industry since July 31, 2001. Cesar Garcia has a Series 6, 7, 24, 63 and 66 license and is registered in Arizona, California, Colorado, Florida, New York, Oregon, Texas and Washington. Cesar Garcia has previously been registered with FINANCIAL WEST GROUP in Westlake Village, California. Cesar Garcia also provides Accident & Health, Life, and Variable Insurance; Investment-Related services as an Agent. Cesar Garcia is currently registered with Western International Securities, Inc. in Westlake Village, California and New York, New York.

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

STUDIO CITY, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Cesar Y Lopez perez is a registered representative with J.P. Morgan Securities LLC. Cesar has been in the industry since March 2021 and holds the Series 63, Series 6TO, and SIE licenses. Cesar specializes in providing investment advice and financial planning services. Cesar 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

SANTA BARBARA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Cesar Arellano is a registered representative with J.P. Morgan Securities LLC, a well-established firm with a strong focus on providing financial advice and portfolio management to individuals, corporations, and institutions. Cesar is licensed to conduct securities business in California and has passed several industry exams, including the Series 6, Series 63, and SIE exams. With over 10 years of experience in the industry, Cesar has a deep understanding of the financial markets and specializes in a range of financial products and services.

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

DOWNEY, CA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cesar MacEdo is a financial advisor with LPL Financial LLC. Cesar has been in the financial industry since 2001 and holds Series 7, 24, 63, and 65 licenses. Cesar is also a Certified Financial Planner. Cesar's previous experience includes working with FSC Securities Corporation and WM Financial Services, Inc. Cesar's office is located in Downey, California.

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

UBS Financial Services Inc.

location

SAN FRANCISCO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Chace Maria Schornstein is a financial advisor registered with UBS Financial Services Inc. based in San Francisco, CA. Chace Maria Schornstein has over 5 years of experience in the financial industry. Chace Maria Schornstein is currently registered with UBS Financial Services Inc. and is licensed to provide financial services in the states of California, New York, and other jurisdictions.

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

Osaic Wealth, Inc.

location

MILLBRAE, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Chad Odin Franklin is a financial advisor with Osaic Wealth, Inc. Chad has been working in the financial services industry since 2012. Chad is licensed in California and Texas. Chad holds the Series 6, 7, and 63 licenses. Chad specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Mariner Wealth | CFP ® (Certifications)

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Chad Williamson is a Certified Financial Planner™ associated with Mariner Wealth Advisors. Chad Williamson has been in the industry since 2015. Chad Williamson has a branch office at 11512 El Camino Real, Suite 370 in San Diego, California. Chad Williamson specializes in providing Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

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

Benefit Financial Services Group

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Chad Noorani is a Registered Investment Advisor Representative with Benefit Financial Services Group in IRVINE, California. Chad has been in the financial industry since 2011. Chad holds a Series 65 license and is registered in California. The firm offers a variety of financial services including financial planning, portfolio management, and insurance solutions. The firm primarily manages assets for high-net-worth individuals, families, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS

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