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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

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

location

Carnelian Bay, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Christian Pfeiffer is a financial advisor at Wells Fargo Clearing Services, LLC, with over 28 years of experience in the industry. Christian is registered with both FINRA and the states of California, Texas and many others. Christian has a strong background in financial planning and portfolio management for individuals and businesses. Christian is also a Certified Financial Planner™ professional. Christian has held previous roles at CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, GLENFED BROKERAGE SERVICES and BARABAN SECURITIES, INC.

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

WALNUT CREEK, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christian Fernando Lopez ruiz is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., operating from the Walnut Creek, California office. Christian holds the Series 7, Series 66, and SIE licenses. Christian has been in the financial services industry since February 2023. Christian is also an Uber driver and has held a variety of other jobs over the years. Christian has a long history of providing financial advice to individuals, corporations, and pension plans. Christian is currently registered with the states of California and Texas.

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

CUPERTINO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christian Andres Chapiama is a financial advisor in Cupertino, CA. Christian is a registered representative of LPL Financial LLC. Christian has been in the industry for over 2 years. They have a Series 63 license, a Series 6TO license, and a SIE license. Christian has been working with clients in the industry since 2020 and has experience working with individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Christian specializes in providing financial planning, consulting, and other non-discretionary advisory services.

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
location

ROSEVILLE, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christian Baldree is a financial advisor at Osaic Wealth, Inc. in ROSEVILLE, CA. Christian has been in the financial services industry since March 2010. Christian is licensed in 16 states. Christian holds the Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

OCEANSIDE, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christian Ramon is a registered representative with Wells Fargo Clearing Services, LLC. Christian has been in the securities industry since April 5, 2018. Christian has a Series 6, Series 63 and SIE license.

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 | CFP ® (Certifications)

location

GLENDALE, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Christian Hernani Johnson is a financial advisor with over 12 years of experience in the industry. Christian is registered with LPL Financial LLC in California and Texas, and with California Financial Partners, Inc. in California. Christian holds Series 7 and 66 securities licenses and is a Certified Financial Planner. Christian works with individuals, families, and small businesses to develop comprehensive financial plans, and provide investment management and advice. Christian is committed to providing clients with personalized financial solutions.

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
location

Walnut Creek, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christian Harris is a financial advisor at Edward Jones, with over 10 years of experience in the financial services industry. Christian is registered with both FINRA and the state of Arizona and California. Christian specializes in retirement planning, investment management, and financial planning for individuals and families. Christian also provides financial planning services for businesses. Christian is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

FOLSOM, CA

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christian Chukwuma is a financial advisor at Osaic Wealth, Inc. Christian has been in the industry since 2009 and has experience working with a variety of clients, including individuals, families, and businesses. Christian is registered with the state of California and holds the Series 66, Series 7 and SIE licenses. Christian specializes in providing financial planning, investment management, and retirement planning services.

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

ENCINO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christian John Ridout is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Christian has been in the industry since 2002 and holds a Series 66, Series 7, and SIE license. Christian has been registered with the state of California since 2002. Christian is also registered in 23 other states. Christian's current office is in Encino, California, with Merrill Lynch, Pierce, Fenner & Smith Inc. and the office phone is 800-637-7455. Christian's expertise includes investment advisory services, security ratings, financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Christian's specializations include providing financial advice to individuals, families, and businesses.

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

Wells Fargo Clearing Services, LLC

location

FRESNO, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Christian Richard Hunt is an Investment Advisor Representative registered with Wells Fargo Clearing Services, LLC in California and Texas. Christian has been in the financial services industry since December 19, 2003. Christian has held prior registrations with Morgan Stanley and Citigroup Global Markets Inc. Christian has earned the Series 7, Series 63, and Series 65 licenses. Christian works with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Christian specializes in portfolio management for individuals, businesses, and investment companies.

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

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