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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

SAN JOSE, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Danny Zelaya is a financial advisor with Wells Fargo Clearing Services, LLC. Danny has been in the financial services industry since March 3, 2011 and has a proven track record of success. Danny holds the Series 66, 10, 9, 7 and SIE licenses and has experience working with individuals, corporations, charitable organizations, and institutional clients. Danny is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Danny Zelaya is based out of the Wells Fargo Clearing Services, LLC location at 50 W FERNANDO ST. 15TH FL, STE 1500 in SAN JOSE, 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

Osaic Institutions, Inc.

location

Brea, CA

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Danova Chow is an investment advisor representative with Osaic Institutions, Inc. Danova has been working in the financial industry since 1990. Danova holds the Series 6, 7, 63 and 66 licenses, and has been registered in California since 1990. Previously, Danova was employed with CUSO FINANCIAL SERVICES, L.P., WESCOM FINANCIAL SERVICES, LINSCO/PRIVATE LEDGER CORP., BISYS BROKERAGE SERVICES, INC., LAUGHLIN GROUP ADVISORS, INC., MARKETING ONE SECURITIES, INC., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Danova provides financial planning, educational seminars, portfolio management for individuals, and solicitation services for other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed
location

Cupertino, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Dante Collins is a financial advisor who has been in the industry for over 3 years. Dante Collins is registered with Morgan Stanley in California, Georgia, Nevada, and Texas. Dante Collins has Series 66, Series 7TO, and SIE licenses. Dante Collins specializes in Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.

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

Ameriprise Financial Services, LLC

location

Pleasant Hill, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Dante Robert Cioni is a financial advisor with Ameriprise Financial Services, LLC. Dante has been working in the financial services industry since October 8, 2001. Dante is registered with the state of California as an Investment Advisor Representative (IAR) and holds Series 66, Series 7, and SIE licenses. Dante is also registered as an IAR in Michigan and Texas. Dante previously worked for IDS Life Insurance Company in Minneapolis, Minnesota.

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
location

Beverly Hills, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Dante Gudino is a financial advisor with Morgan Stanley. Dante has been working in the financial services industry since December 2014. Dante holds Series 6, 7, and 66 licenses, and the SIE. Dante has been registered with Morgan Stanley since November 2020. Dante was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and MML Investors Services, LLC. Dante provides a variety of financial services including financial planning, pension consulting, educational seminars, and asset allocation advice. Dante has experience working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Dante Okpala is a registered representative with J.P. Morgan Securities LLC. Dante is licensed in 53 states. Dante is currently located at the firm's Los Angeles, CA branch office. Dante is a Series 63, Series 79TO and SIE licensed individual. Dante has been working in the financial services industry for a year.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

SAN FRANCISCO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Dante Dagdagan is a registered investment advisor representative with Citigroup Global Markets Inc. Dante is based in San Francisco, CA, and has been in the industry since October 2017. Dante is licensed to provide investment advice in 53 states and the District of Columbia. Dante specializes in portfolio management for individuals and businesses, as well as financial planning and asset allocation advice. Dante is a dedicated professional with a proven track record of success in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

SAN FRANCISCO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Danyi Gu is an Investment Advisor Representative with UBS Financial Services Inc. based in San Francisco, CA. Danyi Gu has been in the industry since September 14, 2016, and currently holds licenses for both securities and investment advisory services. Danyi Gu specializes in various aspects of financial planning, portfolio management, and providing advisory services to a range of clients, including high-net-worth individuals, corporations, and pension 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

Citigroup Global Markets Inc.

location

San Bruno, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Dao Anh Nguyen is a registered representative with Citigroup Global Markets Inc. Dao Anh Nguyen is a registered Investment Advisor Representative in the state of California. Dao Anh Nguyen has been in the securities industry since 2013. Dao Anh Nguyen has held prior registrations with J.P. Morgan Securities LLC. Dao Anh Nguyen has passed the Series 6, 7, 63, 66 and SIE exams. Dao Anh Nguyen is registered in California. Dao Anh Nguyen is an experienced professional, providing financial services and investment advice to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

ANAHEIM, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Daoud Beituni is a financial advisor at J.P. Morgan Securities LLC and has been in the industry since 2022. Daoud is registered with FINRA and the state of California. Daoud specializes in various financial products and services, including securities, investment company products, variable contracts, and retirement planning.

SPECIALIZATIONS

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

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