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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Chase Christian Gould is a registered representative with LPL Financial LLC in San Diego, CA. Chase has been in the financial services industry for 2 years. Chase has passed the Series 66, Series 7TO, and SIE exams. Chase is registered with the state of California as a broker-dealer and investment advisor.

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

EL SEGUNDO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Chase Rene Sandera is a financial advisor registered with Wells Fargo Clearing Services, LLC. Chase Sandera has been in the financial industry for over 6 years and has experience providing financial planning, investment consulting, and portfolio management services to individual and institutional clients. Chase Sandera is licensed to sell securities in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Idaho, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, Oregon, South Carolina, Virginia, Washington and Wyoming. Chase Sandera holds Series 63, Series 66, Series 7TO, and SIE licenses.

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

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

NEWPORT BEACH, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Chase Akira Nishida is a financial advisor with over 8 years of experience in the financial industry. Chase has been with Stifel, Nicolaus & Company, Inc. since January 2020, serving clients in Newport Beach, California. Previously, Chase was with Morgan Stanley and Westfield Investment Group, Inc. in California. Chase holds Series 66, 7 and SIE licenses and is also a Certified Financial Planner. Chase's professional experience and expertise in financial planning, investment advisory and portfolio management services provide clients with a comprehensive approach to 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 Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Chase Uejo is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in San Diego, CA. Chase has been in the financial services industry since December 2013. Chase holds Series 66, Series 7TO and SIE licenses and is registered in multiple states. Chase's areas of expertise include portfolio management for individuals and businesses, pension consulting, and educational seminars. Chase is also a member of the EverythingPorsche356 ebay Store, where they handle orders, shipping, and customer service.

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

THE Colony Group, LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Chase Campbell is a financial advisor with The Colony Group, LLC. Chase has been in the financial industry for over 7 years. Chase holds the Series 66, Series 7, and SIE licenses. Chase has experience working with high net worth individuals, charitable organizations, corporations, and pension and profit sharing plans. Chase is also a Certified Financial Planner. Chase provides financial planning, portfolio management, and other advisory services to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

SAN FRANCISCO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Chase Stacker is a financial advisor with over 5 years of experience in the industry. Chase is registered with Wells Fargo Clearing Services, LLC. Chase has a Series 66, SIE, and Series 7 license. Chase is also a registered investment advisor. Chase provides financial planning, portfolio management, and investment consulting services to individual and institutional clients.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Chase Carpenter is a financial advisor with over 3 years of experience in the financial industry. Chase is registered with LPL Financial LLC and holds Series 63, 6TO and SIE licenses. Chase is licensed to provide financial advice in Minnesota, North Dakota and Wisconsin. Previously, Chase worked for Concourse Financial Group Securities, Inc. Chase specializes in financial planning, investment management, and retirement planning.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PASADENA, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Chase Nicklaus Jenkins is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Chase has been in the securities industry since 2020 and is licensed to provide financial advice in multiple states. Chase has passed several securities exams including the Series 7TO, Series 66, and the SIE. Chase provides investment advice to a variety of clients including high net worth individuals, corporations, and pension plans.

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

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Chase Markham is a registered representative with J.P. Morgan Securities LLC, licensed to offer securities products in California and Texas. Chase also offers banking products and services through JPMorgan Chase Bank, N.A.. Chase has been in the industry since October 3, 2021, and holds the Series 7TO, Series 66, and SIE licenses. Chase specializes in working with high-net-worth individuals, corporations, and other businesses, as well as charitable organizations, insurance companies, and labor unions.

SPECIALIZATIONS

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

AE Wealth Management, LLC

location

Rancho Cucamonga, CA

0 Disclosures

ADVISOR BIO

Chase Morris is an Investment Advisor Representative at AE Wealth Management, LLC, with over 10 years of experience in the legal field. Chase has a strong understanding of the financial planning process and is passionate about helping clients achieve their financial goals. Chase is also an attorney and operates the Law Office of Chase M. Morris. Chase has experience providing investment advice to individuals and families, and also has expertise in insurance sales.

SPECIALIZATIONS

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

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