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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

REDDING, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Ahlenstorf is a financial advisor with J.P. Morgan Securities LLC in Redding, CA. Deanna has been in the financial industry since 2013 and holds Series 6, Series 63, and SIE licenses. Deanna specializes in working with a variety of clients including high net worth individuals, corporations, and pension plans.

SPECIALIZATIONS

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

ROSEVILLE, CA

experience

32 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

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

Wells Fargo Clearing Services, LLC

location

EL DORADO HILLS, CA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Deanna Marie Quintanilla is a financial advisor with Wells Fargo Clearing Services, LLC. Deanna has been in the financial industry since March 14, 2006. Deanna holds the Series 66, Series 7 and SIE licenses. Deanna is registered in 24 states and specializes in a range of financial services for individuals, businesses, and institutions. Deanna was previously employed at A. G. Edwards & Sons, Inc. in Auburn, 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

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

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

Stifel, Nicolaus & Company, Inc.

location

REDDING, CA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Deanna Mercurio is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc. in REDDING, CA. Deanna has been working in the securities industry since 1997. Deanna is registered with FINRA and several states. Deanna has a variety of experience in the financial industry, including working with individuals, businesses, and other financial institutions. Deanna offers a range of financial services, including financial planning, portfolio management, and pension consulting. Deanna previously worked at WELLS FARGO CLEARING SERVICES, LLC and CHARLES SCHWAB & CO., INC.

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

Raymond James & Associates, Inc.

location

NEWPORT BEACH, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Derosa is an investment advisor representative with Raymond James & Associates, Inc.. Deanna has been working in the financial industry since 1999. Deanna holds the Series 63, 65, and 7 licenses as well as the SIE. Deanna is registered with the state of California and 24 other states. Previously, Deanna was a financial advisor at Morgan Stanley Smith Barney and Citigroup Global Markets Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SANTA MONICA, CA

experience

30 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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