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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

SAN FRANCISCO, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Christine Wei is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since January 11, 2004. Christine Wei has a broad range of experience and holds multiple licenses including Series 7, 6, 63, 65 and 24. Christine Wei is also a registered Investment Advisor Representative in California and is active in both Broker-Dealer and Investment Advisor capacities. Christine Wei has prior experience working with Citigroup Global Markets Inc. and CitiCorp Investment Services. Christine Wei also holds a 50% ownership in Redwood MWTL Partners LLC, an investment-related company based in Castro Valley, CA. Christine Wei also works as a bookkeeper for Mitchell & Lopez Law LLP in Castro Valley, CA.

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 CLEMENTE, CA

0 Disclosures

ADVISOR BIO

Christine Turnbull is an investment advisor representative with 401k Assist, LLC. Christine has been in the financial services industry for over 15 years. She has a Series 6, 63, 65, and 26 license. Christine is a financial planner and has experience in pension consulting and helping clients select other advisors. Christine focuses on portfolio management for individuals and financial planning.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

LOS ANGELES, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christine Mina Choe is a registered representative with Equitable Advisors, LLC, where she is licensed to offer financial services in California, North Carolina and Oregon. Christine specializes in providing financial planning, educational seminars and selection of other advisors for businesses and individuals. Christine also holds licenses to conduct advisory services for businesses and individuals in the state of California.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Christine Bell is an experienced financial professional with over 23 years in the industry. Christine is a registered representative with J.p. Morgan Securities LLC. She is currently located at the San Francisco, CA branch office. Christine has a strong background in securities and has experience in various product areas including General Securities, Futures, and Options. Christine also has a Series 24 license and has experience in supervisory roles. Previously, Christine was a registered representative with J.P. MORGAN CLEARING CORP. and First Security Van Kasper, Inc.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Tustin, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christine Shepherd is a financial advisor registered with Ameriprise Financial Services, LLC. Christine has been in the financial industry since 2021. Christine is licensed to provide financial advice in California and Texas. Ameriprise Financial Services, LLC is a large financial services firm with approximately $1 billion to $10 billion in assets under management. Ameriprise provides investment advice, financial planning and other services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christine Bolger is a financial advisor at UBS Financial Services Inc. Christine has been in the industry since November 2007. Christine has a Series 7, Series 31, and Series 66 license. Christine holds a Series 66 license in California. UBS Financial Services Inc. is headquartered in Weehawken, New Jersey.

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

J.p. Morgan Securities LLC

location

PASADENA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christofer Boyadjian is a registered representative with J.P. Morgan Securities LLC, based in Pasadena, California. Christofer has passed the Series 6TO, Series 63, and SIE exams, and holds a valid California license. Christofer specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

BURLINGAME, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christoph Marc Menzl is an investment advisor representative (IAR) and a registered representative (RR) with Edward Jones, a well-established firm with a vast client base. Christoph has been active in the financial industry since 2021. His registration as a broker-dealer and an investment advisor is active in multiple states. His area of specialization includes financial planning, portfolio management for individuals and businesses, and pension consulting. Christoph holds the Series 7TO, SIE, and Series 66 licenses. Previously, he was employed at Abbott Laboratories. Currently, he is also a director of the board for PetroplastVinora AG Jona, SG.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Monterey, CA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christoph Stapleton is a financial professional with over 30 years of experience in the financial services industry. Christoph is registered with Ameriprise Financial Services, LLC and has offices in Monterey and Marina, California. Christoph provides a wide range of financial services to individuals, families, and businesses, including financial planning, asset allocation, investment management, and retirement planning. Christoph has a strong commitment to helping clients achieve their financial goals and has a proven track record of success.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Gill Capital Partners, LLC

location

DIXON, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Duncan is a financial advisor with Gill Capital Partners, LLC based in Dixon, CA. Christopher has been working in the financial services industry since October 2002 and is licensed to provide financial services in California and New York. He has a Series 7, Series 63 and SIE license and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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

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