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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Lighthouse Financial Services Inc.

location

BREA, CA

0 Disclosures

ADVISOR BIO

Christopher Soukup is a financial advisor in Brea, CA. Christopher has been a Registered Representative since 2007. Christopher's experience covers several industries, including Fidelity Brokerage Services LLC, TD Ameritrade, and Wells Fargo Advisors, LLC. Christopher is currently employed by Lighthouse Financial Services Inc. as an Investment Advisor Representative. Christopher specializes in providing portfolio management for businesses and individuals, in addition to offering financial planning services.

SPECIALIZATIONS

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

LONG BEACH, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Arnaldo is a financial advisor at Edward Jones. Christopher has been in the industry since 2017 and is registered with the states of Arizona, California, Colorado, Florida, Georgia, Hawaii, Maryland, Nevada, New Hampshire, North Carolina, Ohio, Oklahoma, Oregon, Texas, Virginia, Washington, and Wyoming. Christopher has Series 66, SIE, and Series 7 licenses.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

CHICO, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Jaques is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc.. Christopher has been in the industry since March 2007. Christopher is licensed to provide investment advice in 30 states and is also registered with FINRA.

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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RIVERSIDE, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Foster is an active investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. in RIVERSIDE, CA. Christopher has been in the securities industry since February 21, 2015. Christopher holds FINRA registrations as a General Securities Representative (Series 7), Securities Industry Essentials Examination (SIE) and the Uniform Combined State Law Examination (Series 66). Christopher has a total of 15 state registrations. Christopher's firm is Merrill Lynch, Pierce, Fenner & Smith Inc. which is based in New York, New York, and manages approximately $10 billion to $50 billion in assets.

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

WESTLAKE VILLAGE, CA

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher George is a financial advisor with UBS Financial Services Inc. based in WESTLAKE VILLAGE, CA. Christopher has been in the financial services industry since 1995. Christopher holds Series 6, 7, 31, and 63 licenses and has also passed the Series 65 and the SIE exam. Christopher has worked with numerous firms in his career including Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Christopher is registered to provide investment advice in multiple states, including Arizona, California, Colorado, Connecticut, Florida, Hawaii, Indiana, Iowa, Maine, Maryland, Massachusetts, Minnesota, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virgin Islands, Washington, and West Virginia.

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

Cuso Financial Services, LP

location

SAN DIEGO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Dean Thorpe is an investment advisor representative with Cuso Financial Services, LP. Christopher Thorpe has been in the industry since May 2014 and has registrations in 24 states. Christopher Thorpe is also a registered investment advisor representative for Cuso Financial Services, LP in Colorado and Texas. Christopher Thorpe holds a Series 66, Series 7, and SIE license. Christopher Thorpe previously worked at Key Investment Services LLC. Christopher Thorpe is a Bishop for the Church of Jesus Christ of Latter Day Saints and works with individuals on their financial affairs.

SPECIALIZATIONS

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

LAGUNA HILLS, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Paul Jenkins is a financial advisor with over 20 years of experience in the industry. Christopher has held various roles at different firms including SunAmerica Securities, Inc., Terra Securities Corporation, Hochman & Baker Securities, Inc. and Sagepoint Financial, Inc. Christopher currently works at LPL Financial LLC. Christopher specializes in offering financial planning, consulting and portfolio management services. Christopher is registered to provide investment advisory services in California and Texas.

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

Stratos Wealth Partners, Ltd.

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Christopher Dante Reyes is an investment advisor representative at Stratos Wealth Partners, Ltd. Christopher has been in the industry since October 2015. Christopher is registered with the state of California, Louisiana and Texas. Christopher is also registered with the Financial Industry Regulatory Authority (FINRA) and is a Series 65 license holder. Christopher specializes in providing financial planning services, pension consulting, and educational seminars. Christopher is also involved in portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

FOLSOM, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Wilczewski is a financial advisor at Edward Jones. Christopher is a Certified Financial Planner with over 16 years of experience in the financial services industry. Christopher specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Christopher is registered with the state of California and Texas as a broker-dealer and investment advisor representative. Christopher has a proven track record of 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

ANTIOCH, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher O'brien Bott is a financial advisor who has been in the industry since 2007. Christopher is currently registered with LPL Financial LLC and holds the Series 7, Series 63, Series 66, and SIE licenses. Christopher has previously worked with Royal Alliance Associates, Inc. and Independent Financial Group, LLC. Christopher has a strong background in financial planning, portfolio management for individuals and businesses, and pension consulting. Christopher specializes in providing investment advice and financial planning to individuals, families, and businesses.

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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