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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

PLEASANT HILL, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Donald Daniels is a registered investment advisor representative with J.P. Morgan Securities LLC. Donald is a Series 6, 7, 63, and 66 licensed professional with over 10 years of experience in the financial services industry. Donald has been associated with J.P. Morgan Securities LLC since October of 2012, and previously worked for Chase Investment Services Corp. Donald has a broad range of experience in financial planning, portfolio management, and pension consulting. Donald specializes in providing investment advice to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Beacon Pointe Advisors, LLC

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Donald Ferguson is a financial advisor who works at Beacon Pointe Advisors, LLC. Donald has been in the financial services industry since 1993 and has experience in various roles including advisor and registered representative. Donald is a licensed Investment Advisor Representative in Maryland. He is also a Registered Representative of the firm. Donald has held previous roles at Triad Advisors LLC, LPL Financial LLC, Royal Alliance Associates, Inc., First Union Brokerage Services, Inc., and Signet Financial Services, Inc.. Donald holds multiple certifications including Series 6, 7, 24, 63, and 65. Donald is also registered in Maryland as an Investment Advisor Representative.

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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Donald David Hankins is a financial advisor with LPL Financial LLC in SAN DIEGO, CA. Donald has been in the financial industry since 1986 and holds the Series 63, SIE, and Series 7 licenses. Donald also offers tax preparation services and sells annuities. Donald David Hankins is registered with the following states: Arizona, California, Nevada, Tennessee, and Texas.

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

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

29 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

7 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

20 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

6 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

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