Invested Better
Financial Planning Services Advisors in California
35,804 Results
Unclaimed

M Holdings Securities, Inc.

location

WALNUT CREEK, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Donald Eugene Morris is a financial advisor with over 30 years of experience in the financial services industry. Donald is currently registered with M Holdings Securities, Inc. Donald has a wide range of experience in various aspects of financial planning and wealth management.

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

Cetera Investment Advisers LLC

location

TEMECULA, CA

experience

3 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Donald Pickford is a financial advisor with Cetera Investment Advisers LLC. Donald has been in the financial services industry for over 22 years. Donald holds the Series 65 and Series 66 licenses and is registered in California, New Mexico and other states. Donald specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Donald is also an insurance agent and provides fixed insurance products. Donald is dedicated 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
Unclaimed

MML Investors Services, LLC

location

Walnut Creek, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Donald Kalasardo is a financial professional with MML Investors Services, LLC in Walnut Creek, CA. Donald is a registered representative with FINRA. Donald specializes in financial planning, pension consulting, and educational seminars. Donald is also registered to offer a broad array of investment products.

SPECIALIZATIONS

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

Los Angeles, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Donatella Mancinone is an active investment advisor representative registered with the state of California. Donatella has been in the industry for over 2 years, and has experience working with Morgan Stanley, UBS Financial Services Inc., and First Republic Securities Company, LLC. Donatella specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Donatella holds the Series 66, Series 7TO, and SIE exams.

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

Wells Fargo Clearing Services, LLC

location

SEAL BEACH, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Donavan Mayes is a financial advisor with Wells Fargo Clearing Services, LLC. Donavan has been working in the financial services industry since July 9, 1995, and has experience working with clients at both Morgan Stanley and Merrill Lynch. Donavan holds Series 7, Series 63, and Series 66 licenses. Donavan is registered in Arizona, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Idaho, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Missouri, Nevada, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

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
location

LA MESA, CA

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donaven Aoni Yousif is a financial advisor at Edward Jones, a firm with approximately $10 billion - $50 billion in assets under management. Donaven has been in the financial industry since 2017. Donaven is licensed to provide financial advice in 26 states and the District of Columbia. Donaven specializes in financial planning, pension consulting, and portfolio management 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

Danville, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Donavin Bausley is a registered representative with J.P. Morgan Securities LLC. Donavin is a financial advisor who provides a range of investment services to individual and institutional clients. Donavin has been in the financial services industry for over 18 years.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TARZANA, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Donavyn Hardy is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Donavyn is registered with the state of California and Texas. Donavyn has been in the industry for over 10 years. Donavyn has a strong track record of providing investment advice to individuals, corporations, 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
Unclaimed

Ameriprise Financial Services, LLC

location

REDWOOD CITY, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Dong Choi is a financial advisor with over 20 years of experience in the industry. Dong is currently registered with Ameriprise Financial Services, LLC and holds Series 7, 9, 10, 31, and 66 licenses. Dong has previously worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Dong is a highly experienced advisor who is dedicated to helping clients achieve their financial goals. Dong offers a variety of financial services, including asset allocation, financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

Anaheim, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Donghoon Kim is a financial advisor registered in California and several other states. Donghoon has been working in the industry since 2011 and currently works for Eagle Strategies LLC. Previously, Donghoon worked for VOYA FINANCIAL ADVISORS, INC., CETERA ADVISOR NETWORKS LLC and Woodbury Financial Services, Inc.. Donghoon is a Series 7, Series 63, and Series 65 licensed representative. Donghoon provides financial planning, portfolio management for individuals, and educational seminars. Donghoon also holds a Series 7, Series 63, and Series 65 license.

SPECIALIZATIONS

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

Need help matching

with the right advisor?