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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

LPL Financial LLC

location

SACRAMENTO, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Mohorich is a registered representative with LPL Financial LLC in Sacramento, CA. Deanna has been in the financial services industry since October 2007. Deanna has Series 7 and Series 63 licenses and holds the SIE certification. Deanna previously worked at CETERA ADVISOR NETWORKS LLC.

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

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

LOS OSOS, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Richards is a financial advisor with Edward Jones. She is currently registered with FINRA and the state of California. Deanna has been working in the financial industry since 2010 and has a wealth of experience in providing financial planning, portfolio management, and pension consulting services. She is committed to helping her clients achieve their financial goals. Deanna Richards specializes in providing financial advice to individuals, families, and small businesses. She is dedicated to providing personalized service and is committed to building long-term relationships with her clients.

SPECIALIZATIONS

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

SAN DIEGO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Deanna Deddens-brill is a financial advisor with over 13 years of experience in the industry. Currently, Deanna is registered with LPL Financial LLC and operates out of the San Diego branch office. Deanna has a strong background in financial services, having previously worked with firms such as Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc., ING Financial Advisors, LLC, and TD Ameritrade, Inc.

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

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

RBC Capital Markets, LLC

location

PASADENA, CA

experience

21 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

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

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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