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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN FRANCISCO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Dozier is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Deanna has been in the securities industry since December 2014. Deanna holds the Series 66, Series 7 and SIE licenses. Deanna is registered in 53 states and the District of Columbia. Deanna works at the San Francisco branch office of Merrill Lynch, Pierce, Fenner & Smith Inc.

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

Ameriprise Financial Services, LLC

location

San Diego, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Hang is an investment advisor representative with Ameriprise Financial Services, LLC, working in the San Diego area. Deanna has been working in the financial services industry since December 2006 and holds a Series 66, Series 7 and SIE license. Deanna specializes in providing portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, asset allocation services and publication of periodicals. Deanna is registered to offer investment advice in 17 states and her firm has offices in San Diego, California.

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

ROSEVILLE, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Raquel Bamford has been in the financial services industry since 1993. Deanna is a registered representative with Captrust in ROSEVILLE, CA. Deanna previously worked at LPL Financial LLC, NRP FINANCIAL, INC., and BRECEK & YOUNG ADVISORS, INC.. Deanna has a Series 6, Series 7, Series 63, and Series 66 licenses. Deanna's professional experience spans over 29 years.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

RIVERSIDE, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Elorreaga is a financial advisor associated with J.p. Morgan Securities LLC. Deanna holds the Series 6, Series 63, and SIE licenses and has been in the industry since 2018. Deanna is registered in California and specializes in providing financial advice to individuals, businesses, and institutional clients.

SPECIALIZATIONS

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

Indian Wells, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Trang is a financial advisor registered with Edward Jones and has been in the industry since March 6, 2018. Deanna is licensed in California and Texas and is registered to provide investment advice and securities services.

SPECIALIZATIONS

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

Avantax Advisory Services

location

Lomita, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Michelle Gaussa is an Investment Advisor Representative at Avantax Advisory Services. Deanna is also an Enrolled Agent and has been preparing taxes since 2009. She is also licensed through the California Department of Real Estate as a Mortgage Loan Originator. Deanna has been active in the financial services industry since 2019. Her specialties include fixed indexed annuities, financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

RBC Capital Markets, LLC

location

PASADENA, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Marie Clark is an investment advisor representative registered with RBC Capital Markets, LLC. Deanna has been in the industry since September 2004 and has held registrations with both RBC Capital Markets, LLC and Citigroup Global Markets Inc. Deanna is registered in California and Texas, and is also registered as an Investment Advisor Representative in California and Texas. Deanna has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Deanna specializes in providing financial planning, portfolio management, and investment advisory services to a diverse clientele.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Osaic Wealth, Inc.

location

Sacramento, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Martins is a Registered Representative and Investment Adviser Representative with Osaic Wealth, Inc. Deanna has been in the financial services industry for over 10 years. Deanna has a strong background in accounting and bookkeeping, and she is a Certified Public Accountant (CPA). Deanna is committed to providing her clients with personalized financial advice and guidance. Deanna is also a licensed insurance agent. Deanna is passionate about helping her clients 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
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SANTA MONICA, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Deanne Malia Tegtmeier is a financial professional with over 27 years of experience in the financial services industry. Deanne holds the Series 6, 7, 24, 26, 51, 63, and 65 securities licenses and is also a Certified Financial Planner. Deanne currently works at Osaic Wealth, Inc. and is registered with FINRA and the SEC. Deanne's career has spanned roles in various financial institutions, including Sunamerica Securities, Inc. and SagePoint Financial, Inc. In addition to her primary role at Osaic Wealth, Deanne also provides insurance and trust-related services.

SPECIALIZATIONS

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

Canterbury Consulting Inc.

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Debashis Chowdhury is a registered Investment Advisor Representative with Canterbury Consulting Inc. Debashis has over 20 years of experience in the financial services industry. Debashis is a Series 7 and 66 licensed investment professional. Debashis has a strong track record of providing investment advice to a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Debashis is committed to providing his clients with personalized financial planning and investment management services.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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