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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ONTARIO, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Deeba Zaman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Deeba is based in Ontario, California and has been working in the financial services industry since 2007. Deeba has a Series 7, Series 66, and SIE licenses. Deeba Zaman is also registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, and Washington.

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

Wells Fargo Clearing Services, LLC

location

SAN FRANCISCO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Deepa Venkatachalam is a registered representative with Wells Fargo Clearing Services, LLC. Deepa has been in the industry since January 14, 2019, and holds Series 66, 7TO and SIE licenses. Previously, Deepa worked at Morgan Stanley. Deepa is registered to provide investment advice in 47 states and the District of Columbia.

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

Wells Fargo Clearing Services, LLC | CFC ® (Certifications)

location

WALNUT CREEK, CA

experience

20 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Deepak Kumar Verma is a financial advisor with over 17 years of experience in the financial services industry. Deepak is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Prior to that, Deepak was with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. in Oakland, California. Deepak has held various roles in the financial industry, including investment advisor representative and financial consultant. Deepak holds Series 6, 7, 63, and 66 securities licenses and is a Chartered Financial Consultant. Deepak provides financial planning, portfolio management, and investment consulting services to individual and institutional clients.

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

Tummala Wealth Management, LLC

location

CLAREMONT, CA

0 Disclosures

ADVISOR BIO

Deepak Tummala is an Investment Advisor Representative with Tummala Wealth Management, LLC. Deepak is registered with the state of California and has been in the industry since February 2024. Deepak holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Deepak specializes in Financial Planning, Portfolio Management for Individuals and Pension Consulting. Deepak is also involved in several other business ventures.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN MATEO, CA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Deepak Ganju is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in San Mateo, California. Deepak joined Merrill Lynch in October 2009. Prior to that, Deepak was a registered representative with BANC OF AMERICA INVESTMENT SERVICES, INC. in Redwood City, California. Deepak's certifications include the Series 66, Series 7 and SIE exams. Deepak is a licensed investment advisor in California, Texas, and other states. Deepak's area of expertise includes portfolio management for individuals and businesses.

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

UBS Financial Services Inc.

location

BEVERLY HILLS, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Deepak Danavar is a financial advisor with UBS Financial Services Inc. Deepak has been in the financial industry since May 20, 2011 and has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Deepak is registered with FINRA, Series 7 and Series 66. Deepak Danavar is also registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Deepak Danavar specializes in providing financial advice to individuals, businesses, and institutions.

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

Cambridge Investment Research Advisors, Inc.

location

Irvine, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Deepak Goyal is a financial advisor with over 10 years of experience in the industry. Deepak is currently registered with Cambridge Investment Research Advisors, Inc. and 3dhwealth LLC. Deepak also has experience working with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Deepak holds Series 3, 6, 7, 22, 63, and 65 licenses and has expertise in various financial services including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Santa Rosa, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Deepinder Sekhon is a financial advisor who has been in the industry since 2008. Deepinder is currently registered with Morgan Stanley in Santa Rosa, CA. Deepinder's previous experience includes Wells Fargo Clearing Services, LLC. Deepinder has a series 7, Series 66 and SIE license.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN JOSE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Deepna Sidhu is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Deepna has been in the financial services industry since 2015 and is licensed to conduct business in California and Texas. Deepna specializes in providing financial advice to high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Deepna's experience and expertise in financial planning, portfolio management, and other advisory services can help clients achieve their financial goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Dega A Nalayeh is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Dega has been in the industry since July 2001. Dega is registered in California and a number of other states. Dega specializes in providing financial advice to individuals, businesses, and institutions.

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

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