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

Grass Valley, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christina Benton is a registered representative with Edward Jones. Christina has been in the securities industry since 2019 and has experience with Wells Fargo Clearing Services, LLC, and Wells Fargo Bank NA. Christina offers financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

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

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

Perigon Wealth Management, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Christina Lee Amor is a financial advisor with Perigon Wealth Management, LLC based in San Francisco, CA. Christina has been in the industry since 2016 and has held previous roles at Morgan Stanley, TD Ameritrade, Inc., and Scottrade, Inc. Christina holds both Series 7 and Series 66 licenses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN FRANCISCO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christina Rotairo is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Christina has been in the securities industry since December 2010. Christina is registered with the state of California and Texas for both securities and investment advisory services. Christina holds the Series 7, Series 66 and SIE exams and is a registered representative.

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

Walnut Creek, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christina Egkan is a Registered Representative and Investment Adviser Representative with J.P. Morgan Securities LLC. Christina has been in the securities industry since November 2015. Christina is licensed to offer securities and investment advice in California. Christina has passed the Series 63, Series 7, Series 65, and SIE exams.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SAN LEANDRO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christina Banuelos is a financial professional with Wells Fargo Clearing Services, LLC. She is a licensed representative with both the State of California and FINRA. Christina has a Series 63, 6TO, and SIE license and her primary office is located at 1899 MARINA BLVD, SAN LEANDRO, CA 94577. She is committed to helping clients meet their financial goals.

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
location

SAN DIEGO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christina Conyer is a financial advisor associated with LPL Financial LLC. Christina has been in the financial services industry since August 2018. She holds both a Series 7 and Series 66 licenses. Christina has previous experience with Ameriprise Financial Services, Inc. Christina provides a range of financial services including financial planning, pension consulting, portfolio management, and educational seminars.

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

M Holdings Securities, Inc.

location

OXNARD, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christina Emory is a registered representative with M Holdings Securities, Inc., in Oxnard, CA. Christina holds the Series 63, Series 7TO, and SIE licenses. She is a securities professional with experience in a range of investment products and services. Christina is committed to providing clients with personalized financial advice and guidance to help them 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
Publication of Financial Periodicals
Unclaimed
location

Beverly Hills, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christina Cheng-yih Hsieh is a registered representative at Morgan Stanley. Christina has been in the industry since November 2002 and holds a Series 7, Series 66, and SIE licenses. Christina is registered with the state of California. The firm has over 14 trillion dollars in assets under management and has offices in over 40 countries. Morgan Stanley offers a wide range of financial services to individuals, corporations, and institutions. They offer a variety of investment products and services, including investment management, financial planning, and wealth management.

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
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