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Financial Planning Services Advisors in California
35,804 Results
Unclaimed
location

FOSTER CITY, CA

0 Disclosures

ADVISOR BIO

Christian Edward Nelson is an Investment Advisor Representative at IEQ Capital, LLC. Christian has been working in the financial services industry since 1999 and is registered with the state of California as an Investment Advisor. He holds Series 6, 7, 31, 63, 65 and SIE licenses. Christian has experience working for Fidelity Brokerage Services LLC, Zacks & Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Republic Securities Company, LLC and First Republic Investment Management, Inc. before joining IEQ Capital, LLC. Christian specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TEMECULA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christian Rojas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christian has been in the industry since September 30, 2015, and holds Series 7 and Series 66 licenses. Christian is registered to provide securities and investment advisory services in multiple states across the United 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
location

CARMEL, CA

experience

22 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Christian Ekberg is a financial advisor at Edward Jones in Carmel, CA. Christian has been in the financial industry since October 2002. Christian holds the Series 7, Series 63, and Series 65 securities licenses, and is registered to provide investment advice in California and Texas. Prior to joining Edward Jones, Christian worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UnionBanc Investment Services, LLC, BanCal Investment Services, Inc., Smith Barney Inc., Lehman Brothers Inc. and Prudential-Bache Securities Inc. Christian focuses on providing financial planning and investment advice to individuals, corporations, partnerships, and other businesses.

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

LAGUNA HILLS, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christian Barrera is a registered representative with J.p. Morgan Securities LLC. Christian has been in the industry since July 2019 and specializes in providing investment advice and services to individuals and businesses. Christian is registered to provide investment advice in California. Christian has a Series 63, Series 6TO, and SIE license.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

AUBURN, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christian Talavera is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christian has been in the industry since 2017 and has experience working with both individuals and businesses. Christian has a Series 6, 7, 63, and 66 license, allowing them to provide a broad range of financial services. Christian specializes in providing investment advice, financial planning, and portfolio management services.

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

SAN FRANCISCO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christian Murphy is an investment advisor representative with UBS Financial Services Inc. Christian is registered with the state of New Jersey. Christian has been in the industry for 2 years. The firm has 9213 employees in total. UBS Financial Services Inc. is a registered investment advisor with offices in Weehawken, New Jersey. The firm has more than $50 billion in assets under management. UBS Financial Services Inc. provides financial planning services to individuals and businesses. The firm also provides portfolio management services.

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
location

LAKE FOREST, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christian Connella is a financial advisor at Edward Jones, specializing in providing financial planning, pension consulting, and investment management services. Christian has been in the industry since February 2022 and holds the Series 66, Series 7TO, and SIE licenses. Christian is registered in Arizona, California, Colorado, Florida, Idaho, Kansas, Michigan, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington, and Wisconsin. Christian is committed to helping clients reach their financial goals through personalized advice and strategies.

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

San Francisco, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christian Hall is a registered investment advisor representative with J.P. Morgan Securities LLC. Christian has been in the industry since August 2020 and holds licenses in both California and Texas. Christian has passed the Series 7TO, SIE, 63, and 65 exams. Christian is registered to provide investment advisory services in all 50 states and the District of Columbia. Christian specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

LOS ANGELES, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christian Rathbone is a financial advisor with J.p. Morgan Securities LLC. Christian is licensed to provide investment advice in several states including California, Nevada, South Carolina, Texas, Utah and Washington. Christian has been in the financial services industry since 2017 and has a Series 6, Series 63 and Series 6TO license. Previously, Christian worked at WELLS FARGO CLEARING SERVICES, LLC. Christian specializes in providing financial advice to individuals and businesses.

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

SAN JOSE, CA

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

Christian Tice is a financial advisor with over 40 years of experience in the industry. Christian is a CERTIFIED FINANCIAL PLANNERâ„¢ professional who specializes in a range of financial services including portfolio management for individuals and businesses. Christian is registered with LPL Financial LLC in California and Texas and has previously held registrations with Waddell & Reed. Christian provides financial planning services in addition to financial advice. Christian has experience working with clients in the following categories: individuals, high-net-worth individuals, businesses, investment clubs, charitable organizations, pension and profit-sharing plans, state or municipal government entities and sovereign wealth funds.

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

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