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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Augustus Wealth, LLC | CFP ®,CFC ® (Certifications)

location

MANHATTAN BEACH, CA

0 Disclosures

ADVISOR BIO

Derek Munchow is a financial advisor with over 19 years of experience in the financial services industry. Derek is a Certified Financial Planner™ and Chartered Financial Consultant. Derek's professional experience includes working with Ameriprise Financial Services, LLC and IDS Life Insurance Company. Derek is currently registered with Augustus Wealth, LLC, and provides financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

NEWPORT BEACH, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Derek Wayne Huffman is a financial advisor with Wells Fargo Clearing Services, LLC. Derek has been a financial advisor for more than 10 years, and is registered with the state of California, as well as Texas. Derek Wayne Huffman offers financial planning, portfolio management for individuals and businesses, pension consulting and investment consulting services to institutional clients. He has earned the Series 66, Series 9, Series 10 and Series 7 licenses, and the SIE certification. Derek Wayne Huffman is a registered representative of Wells Fargo Advisors, LLC and is a registered investment advisor of Wells Fargo Clearing Services, LLC.

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

UBS Financial Services Inc.

location

Los Angeles, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Derek Matos is a financial advisor registered with UBS Financial Services Inc. in California. Derek has been a registered representative in the financial services industry for over 3 years and is also registered as an investment advisor representative in California. Derek is a Series 66, Series 7TO and SIE exam holder. Derek has experience providing financial services to individuals, corporations, high-net-worth individuals, businesses, and institutions. Derek is currently located in Los Angeles, California at the UBS branch located at 1999 Avenue of the Stars, SUITE 3600, 90067.

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

Commonwealth Financial Network

location

SAN DIEGO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Derek Keith Montecinos is a financial advisor at Commonwealth Financial Network. Derek has been in the financial industry since June 28, 2017. Derek is licensed in California and holds Series 7, 24, 52, 53, and 66 securities licenses. Derek specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and the selection of other advisors.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Irvine, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Derek Hoyt is a financial advisor with J.p. Morgan Securities LLC based in Irvine, CA. Derek is registered with the state of California and Texas. Derek has been in the industry for over 20 years. Derek has a strong focus on financial planning and portfolio management for individuals and businesses. Derek's primary focus is serving high-net-worth individuals, insurance companies, and charitable organizations.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

NEWHALL, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Derek Christopher Mohr is a financial professional with over 5 years of experience in the industry. Derek is currently registered with J.P. Morgan Securities LLC and holds the Series 6, SIE and Series 63 licenses. Derek's areas of expertise include investment company products, variable contracts, and securities. Derek is also registered to provide financial services in California.

SPECIALIZATIONS

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

Centura Wealth Advisory | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Derek Myron is a financial advisor with Centura Wealth Advisory in San Diego, California. Derek has been in the industry since 1998 and has experience working with a variety of clients, including individuals, families, businesses, and trusts. Derek holds the Series 6, 7, 24, and 63 licenses and is also a Certified Financial Planner. Derek is passionate about helping his clients achieve their financial goals, and he takes a personalized approach to financial planning. He is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BELMONT, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Derek Bouskos is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Derek has been in the industry since February 13, 2019, and is licensed in multiple states. Derek holds the Series 7, Series 66 and SIE licenses. Derek specializes in providing investment advice to individuals, corporations, and other businesses. Derek is also registered as an Investment Advisor Representative with the state of California. Derek is committed to providing clients with personalized financial advice and guidance to help them achieve their investment 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
location

Brea, CA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Derek Johnson is a financial advisor with over 15 years of experience in the financial services industry. Derek is currently registered with Morgan Stanley in Brea, California. Derek has a strong background in securities and investment products, holding Series 6, 7, and 66 licenses. Derek previously worked for J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Derek is committed to providing personalized financial advice and helping 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Cetera Investment Advisers LLC

location

ORANGE, CA

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Derek McLean is a financial advisor registered with Cetera Investment Advisers LLC. Derek is a highly experienced professional with over 30 years in the industry. Derek has been registered with the state of California since 1991, also holding licenses in 19 additional states. Derek is currently registered with Cetera Investment Advisers LLC, and has previously worked for First Allied Securities, Inc., FFP Securities, Inc., Planner's Independent Management, Inc., and First American National Securities, Inc.. Derek McLean has passed a number of professional exams, including the Series 6, Series 7, Series 26, Series 63, and Series 65 exams, and holds a current Series 99TO. Derek McLean is a licensed insurance agent, and is an Investment Advisor Representative with Orange Capital Management Inc.

SPECIALIZATIONS

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

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