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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Braun is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2015. Alexander Braun is currently registered in 26 states, with a specialization in portfolio management.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Lance Brown is a financial advisor registered with LPL Financial LLC. Alexander has been in the financial services industry for over 2 years. He is licensed to provide investment advice in California. Alexander has a Series 7TO, Series 66, and Series 24 securities license. He has previously worked at John Pearson's NPB Financial, Ayawaska Restobar, Sauced BBQ & Spirits, and Grand Sierra Resort and Casino. Alexander specializes in providing financial advice to individuals, businesses, and high-net-worth clients. He offers a variety of services, including financial planning, portfolio management, and consulting.

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
location

Menlo Park, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Anstead is an active investment advisor representative registered with the state of California. Alexander has been in the industry since July 13, 2016, and is currently registered with Morgan Stanley. Alexander holds the Series 66, Series 7 and SIE licenses and has been registered in 53 states and two other jurisdictions.

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

VON Berge Wealth Management Group, LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Alexander Urbanek is a Certified Financial Planner and Investment Advisor Representative associated with Von Berge Wealth Management Group, LLC. Alexander is a licensed and registered professional in the state of California. Alexander has experience in the financial services industry.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SAN RAMON, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Boles is a financial advisor with J.P. Morgan Securities LLC, located in San Ramon, California. Alexander has been working in the financial industry since October 2022. Alexander specializes in a variety of areas, including retirement planning, college savings, and investment management. Alexander holds a Series 63, Series 6TO and SIE license.

SPECIALIZATIONS

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

San Francisco, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Plumb is a financial advisor at Morgan Stanley. Alexander has been a registered representative in the securities industry since May 2023. Alexander has a Series 7TO, Series 66, and SIE licenses. Alexander has experience in the financial services industry. Alexander is registered in 53 states and the District of Columbia.

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 | CFP ® (Certifications)

location

PASADENA, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Alexander James Sierra is a financial advisor at Cetera Investment Advisers LLC. Alexander has been in the financial services industry since 2016 and holds Series 6, 7, 63, and 65 licenses. Alexander is also a Certified Financial Planner. The advisor has experience with Cetera Investment Services LLC and Foresters Financial Services. Alexander is a member of the Financial Planning Association of San Gabriel Valley Board of Directors.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

ARCADIA, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Cloudy Ling is a financial advisor with J.p. Morgan Securities LLC. Alexander is licensed to provide financial advice in California, Illinois, and Texas. Alexander is also Series 63, Series 6TO, and SIE licensed. Alexander has been in the financial industry since October 7, 2019. Alexander specializes in providing financial advice to individuals, corporations, and charitable organizations. J.p. Morgan Securities LLC provides a variety of financial services, including portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

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

LODI, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alexander John Glaros is a financial advisor with Edward Jones. Alexander is registered with FINRA and has been in the industry for over 10 years. Alexander is active in broker-dealer and investment advisor roles. Alexander is licensed in multiple states and specializes in financial planning, pension consulting, and selection of other advisors. Alexander's expertise can assist individual and business clients.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Devereaux is a financial advisor with UBS Financial Services Inc., an investment firm that provides financial advice to individuals and institutions. Alexander has been in the financial services industry since 2022. Alexander holds a Series 66 and Series 7TO licenses and is registered in California. In addition to his work as a financial advisor, Alexander is also the Creative Director of Devereaux Productions LLC, an entertainment production company. Alexander is passionate about 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
Security Ratings
Publication of Financial Periodicals

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