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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

UNION CITY, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Diego Esteban Rojas leiva is a financial advisor who is registered with the state of California and FINRA. Diego Esteban Rojas leiva is associated with J.p. Morgan Securities LLC and is located in UNION CITY, CA. Diego Esteban Rojas leiva is a Series 63, Series 6TO and SIE licensed professional. Diego Esteban Rojas leiva has been in the financial services industry since August 2023.

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

SAN FRANCISCO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Diego Mendoza is a registered representative with J.p. Morgan Securities LLC. Diego has been in the industry for over a year and has passed the Series 7TO and SIE exams. Diego is registered with the Financial Industry Regulatory Authority (FINRA). Diego's specializations include 1, 2, 4, 5, and 6. Diego previously worked at FIDELITY BROKERAGE SERVICES LLC.

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

LOS ANGELES, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Diego Armando Mendez is a registered representative with J.p. Morgan Securities LLC, licensed in California. Diego Armando Mendez has been in the industry since December 2022. Diego Armando Mendez has passed the Series 6TO, Series 63, and SIE exams. Diego Armando Mendez specializes in investments for individuals and businesses.

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

EL CAJON, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Diego Alcala Espinoza is a licensed securities professional who has been in the industry since April 23, 2015. Diego is currently registered with J.P. Morgan Securities LLC and is licensed to sell securities in California. Diego offers financial planning, pension consulting, and portfolio management services. Diego specializes in investments in individual securities, mutual funds, variable annuities, and fixed insurance products.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

NOVATO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Diego Alejandro Alvarez is a financial advisor at Wells Fargo Clearing Services, LLC. Diego has been in the financial industry for several years. Diego's expertise includes offering investment advice and providing financial planning services to individuals and businesses. Diego holds a Series 63, Series 7TO and SIE licenses and is registered with the state of California. Diego's previous experience includes working as a financial advisor at J.P. Morgan Securities 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

J.p. Morgan Securities LLC

location

CORONA DEL MAR, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Diego Maldonado is a registered representative with J.P. Morgan Securities LLC in Corona Del Mar, CA. Diego has been active in the financial services industry for several months and has a Series 63, Series 6TO, and SIE license. Diego specializes in portfolio management for individuals and businesses, as well as financial planning.

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

SAN DIEGO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Diego Diaz is a financial professional with over 3 years of experience in the industry. Diego is currently registered with J.p. Morgan Securities LLC in San Diego, CA and is licensed to provide investment advice and services in Arizona, California, Kansas, New York, and Utah. Diego has a strong background in investment company products and variable contracts, as evidenced by his Series 6 license. Diego's previous experience at J.P. MORGAN SECURITIES LLC provides a foundation for the expertise and knowledge Diego brings to his current role. Diego specializes in various investment products and services, including but not limited to investments, financial planning, and portfolio management.

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

PORT HUENEME, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Diego Reyes is a registered representative with J.P. Morgan Securities LLC, offering investment services in PORT HUENEME, CA. Diego Reyes is licensed in California and has been in the industry since October 18, 2021. Diego Reyes's registration includes series 63, Series 6TO, and SIE licenses. Diego Reyes specializes in financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Stillwater Capital Management

location

CARMEL-BY-THE-SEA, CA

0 Disclosures

ADVISOR BIO

Diego Marin Reyes is a financial advisor registered in California, actively working as an Investment Advisor Representative at Stillwater Capital Management. Diego Marin Reyes specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Diego Marin Reyes has been active in the financial industry since 2014 and has worked for several companies, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Principal Securities, Inc., and Aspire Health Plan. He holds Series 7, Series 66, and Series 7TO licenses and is a board member of The Carmel Foundation.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SANTEE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Diego Lizarraga is a financial advisor with Wells Fargo Clearing Services, LLC based in SANTEE, CA. Diego has been in the industry since August 2022 and holds Series 7TO, Series 63, and SIE licenses. Diego has 11 approved SRO registrations and 1 approved FINRA registration. Diego is registered in California as a broker-dealer.

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

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