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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Ameritas Advisory Services, LLC

location

ROSEVILLE, CA

0 Disclosures

ADVISOR BIO

Dane Matthew Abrigana is a registered investment advisor representative with Ameritas Advisory Services, LLC. Dane Matthew Abrigana is registered in the state of California. Dane Matthew Abrigana is licensed to provide financial planning and investment advice to individuals, businesses, and institutions. Ameritas Advisory Services, LLC provides a range of financial services, including financial planning, retirement planning, investment management, and insurance. Dane Matthew Abrigana has a variety of other business relationships, including Better Homes & Gardens Real Estate and Thrive Financial Group, LLC.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Dane Christopher Abbott is a financial advisor with UBS Financial Services Inc. Dane has been in the financial industry since April 20, 2009. Previously, Dane worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Dane holds Series 66, Series 7 and SIE licenses. Dane has worked with clients including high-net-worth individuals, corporations, charitable organizations, and retirement plans.

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

SAN DIEGO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Dane Lopez is a financial professional registered with J.p. Morgan Securities LLC. Dane has been in the industry since April 2022. Dane is licensed in California and Tennessee. Dane has passed the Series 63, Series 6TO, and SIE exams.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

ANAHEIM HILLS, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Dane Hoban is a financial advisor registered with Commonwealth Financial Network. Dane has been active in the industry since 2022 and holds a Series 7TO, Series 66 and SIE licenses. Dane works with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Commonwealth Financial Network is a financial advisory firm with over 3,300 advisors and $177 billion in assets under management. The firm offers a range of services, including financial planning, portfolio management, and investment advisory services.

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

THE Wealth Consulting Group | CFP ® (Certifications)

location

La Jolla, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Dane Brockman is a financial advisor at The Wealth Consulting Group, a firm with over $1 billion in assets under management. Dane has been in the financial services industry since 2010 and has a wide range of experience in providing investment advice to individuals, families, and businesses. Dane is a Certified Financial Plannerâ„¢ professional and holds the Series 7 and 66 licenses. The Wealth Consulting Group provides a variety of financial planning and investment advisory services, including portfolio management, retirement planning, and estate planning.

SPECIALIZATIONS

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

HERMOSA BEACH, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Dane Braunecker is a financial advisor at Edward Jones. Dane has been in the financial industry since 2011. Dane is licensed in California, Texas and several other states, and has Series 7, Series 66 and SIE licenses. Dane 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

UBS Financial Services Inc.

location

WALNUT CREEK, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Danelle Alyne Heal is a financial advisor registered with UBS Financial Services Inc. Danelle has been in the industry since August 22, 2005. Danelle is a registered representative with the Series 7 and Series 66 licenses, and the SIE exam. Danelle has been with UBS Financial Services Inc. since February 2015. Before that, Danelle was with MORGAN STANLEY and MORGAN STANLEY & CO. INCORPORATED. Danelle is registered in Arizona, California, Georgia, Hawaii, Nevada, New Mexico, Oregon, Utah, and Washington.

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

Edward Jones | CFP ® (Certifications)

location

JACKSON, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Danelle Dix is a financial advisor with over 20 years of experience in the industry. Danelle Dix has been registered with Edward Jones since 2003 and is currently licensed in 25 states. Danelle Dix is a Certified Financial Planner and holds Series 63, 66, 7 and SIE licenses. She specializes in providing financial advice to individuals, families, and small businesses. Danelle Dix's practice focuses on retirement planning, investment management, and insurance. Danelle Dix's firm offers a variety of services, including financial planning, investment management, and insurance. The firm serves clients nationwide and has offices in all 50 states.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

WESTMINSTER, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Dang H. Lai is a financial professional with J.P. Morgan Securities LLC. Dang has been in the industry for over 5 years, and holds the Series 6, Series 63, and SIE licenses. Dang specializes in various financial areas, including investment strategies, retirement planning, and insurance products. Dang is registered with the state of California.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

NEWPORT BEACH, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Dang-co Vu is an investment advisor representative associated with Wells Fargo Advisors Financial Network, LLC. Dang-co Vu has been in the securities industry since July 5, 2016. Dang-co Vu has passed the Series 66 exam. Dang-co Vu is also licensed in the following states: California, Nevada, and Utah. Dang-co Vu's previous firm was UBS Financial Services Inc. Dang-co Vu has an active investment advisor registration.

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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