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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

LPL Financial LLC

location

SAN CLEMENTE, CA

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Chase Eric Jenson is a financial advisor with LPL Financial LLC, where Chase has been employed since August 2023. Chase is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE. Chase has been working in the financial industry since October 2017.

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

MML Investors Services, LLC

location

NEWPORT BEACH, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Chase Alexander Skistimas is an investment advisor representative with MML Investors Services, LLC. Chase Alexander Skistimas is registered with both FINRA and the SEC. Chase Alexander Skistimas has been in the industry since 2014. Chase Alexander Skistimas holds a Series 6, Series 63, and Series 65 license. Chase Alexander Skistimas is also registered with 15 state regulators. Chase Alexander Skistimas offers a variety of financial services to clients, including financial planning, asset allocation programs, and portfolio management. Chase Alexander Skistimas also works with Mutual of Omaha Investor Services, Inc.

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

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

Citigroup Global Markets Inc.

location

Redondo Beach, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Chase Chris Payne is a financial advisor with Citigroup Global Markets Inc. Chase has been in the financial services industry since December 2016. Chase has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Chase also holds the Series 66, Series 7 and SIE licenses. Chase was previously employed by Wells Fargo Clearing Services, LLC and LPL Financial LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
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

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

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Chase Gunter is a financial advisor affiliated with LPL Financial LLC. Chase is a registered representative and investment advisor representative in the state of Georgia. Chase is also registered in several other states, including Florida, Idaho, Illinois, Iowa, Maryland, North Carolina, and South Carolina. Chase has been in the securities industry since November 2022 and has experience providing investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. Chase is also involved in a real estate rental business.

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

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

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