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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christina Maria Reddy is a registered representative with J.P. Morgan Securities LLC. Christina has been in the industry since 2018 and holds Series 7, 79, 63, and SIE licenses. Christina has been registered in 53 states and territories. Christina's previous experience was with HSBC Securities (USA) Inc. in San Francisco, CA.

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

CAMARILLO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christina Zins is a financial advisor with over 7 years of experience in the financial services industry. Christina holds the Series 7, Series 66, and Series 24 licenses, as well as the SIE exam designation. She is also a Certified Financial Planner. Christina works with individuals and families to develop and implement personalized financial plans. She has experience in a variety of areas, including investment management, retirement planning, and estate planning. Christina is currently registered with LPL Financial LLC and Summit Wealth Management Group, Inc., both of which are located in Camarillo, CA.

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

SANTA MONICA, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christina Elizabeth Pallan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Christina has been in the securities industry since February 4, 2007. Prior to joining Merrill Lynch, Christina worked at BANC OF AMERICA INVESTMENT SERVICES, INC. Christina is licensed in a number of states and has a wide range of experience. She has been registered with FINRA since 2009 and has a Series 7 and Series 66 license.

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

FOLSOM, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Christina Florence is a financial advisor with over 20 years of experience in the industry. Christina is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. and is also a Registered Representative with Lane Florence, LLC. Christina specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Christina has a strong track record of success in helping her clients 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
Market Timing Services
Unclaimed

Wells Fargo Clearing Services, LLC

location

IRVINE, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Christina McDonough is an investment advisor representative with Wells Fargo Clearing Services, LLC. Christina has been in the securities industry since April 1995. Christina's primary office is located in Irvine, California, but she also services clients from the St. Louis, Missouri office. Christina holds the Series 63 and Series 65 licenses, as well as the Series 7, Series 9, Series 10, and SIE licenses. Christina has been registered with Wells Fargo Advisors LLC since May 2009 and with Wells Fargo Clearing Services, LLC since November 2016. Previously, Christina McDonough was registered with Prudential Securities Incorporated from 1995 to 2003. Christina's experience includes providing investment consulting services to institutional clients, financial planning, and pension consulting.

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

Cetera Investment Advisers LLC

location

IRVINE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christina Chang is a registered representative and investment advisor representative. Christina is currently registered with Cetera Investment Advisers LLC. Christina has been in the securities industry since April 2022. Previously, Christina was registered with CETERA INVESTMENT SERVICES LLC.

SPECIALIZATIONS

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

Beverly Hills, CA

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christina Chiang Chou is a financial advisor with over 23 years of experience in the financial services industry. Christina currently works as a Registered Representative and Investment Advisor Representative at Morgan Stanley, where she has been employed since 2011. Christina previously worked at UBS Financial Services Inc. for 13 years from 1998 to 2011.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Sacramento, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Christina Marie Krug is a financial advisor with Raymond James Financial Services Advisors, Inc. Christina has been in the industry since 2014 and is licensed in 30 states and two territories. She holds a Series 7, Series 9, Series 10, Series 63, Series 65 and SIE licenses. Christina's previous experience includes working with Wells Fargo Clearing Services, LLC. She is a part-time Zumba instructor in addition to her work with Raymond James. Christina specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

TUSTIN, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Christina Marie Bennett is a financial advisor registered with LPL Financial LLC in TUSTIN, CA. Christina has been working in the financial services industry since July 6, 2006. Prior to joining LPL Financial LLC, Christina worked for Ameriprise Financial Services, Inc. in RANCHO CUCAMONGA, CA. Christina is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Christina also works as a delivery service for Door Dash.

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

Destination Wealth Management | CFP ® (Certifications)

location

WALNUT CREEK, CA

0 Disclosures

ADVISOR BIO

Christina Talbot is a financial advisor with Destination Wealth Management in Walnut Creek, CA. Christina has been in the industry since 2006 and is a Certified Financial Planner. Christina has Series 6, 7, 63 and 65 securities licenses and is currently registered to provide investment advice in California and Texas. Christina works with a variety of clients, including individuals, families, businesses, and retirement plans. Christina's expertise includes financial planning, portfolio management, and retirement planning. Christina's previous employers include RBC Capital Markets, LLC, Morgan Stanley, and Citigroup Global Markets Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals

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