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

Ameriprise Financial Services, LLC

location

MERCED, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Eduardo De la cruz is a financial advisor at Ameriprise Financial Services, LLC. Edgar has been in the financial industry since 2023 and has a Series 66 license, Series 7TO license and a SIE license. Edgar currently works in the Merced, CA office of Ameriprise Financial Services, LLC. Edgar has 1 registration. Edgar is registered in California. Edgar provides asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, publication of periodicals, portfolio management for businesses and portfolio management for individuals.

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

J.p. Morgan Securities LLC

location

PICO RIVERA, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Alexis Jovel is a financial advisor with over 18 years of experience in the industry. Edgar is currently registered with J.P. Morgan Securities LLC and has offices in Pico Rivera, California. Prior to joining J.P. Morgan Securities LLC, Edgar was registered with CHASE INVESTMENT SERVICES CORP. and WELLS FARGO INVESTMENTS, LLC. Edgar has a Series 66, Series 7 and SIE license and is registered to provide financial advice in 13 states. Edgar specializes in providing financial advice to individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

LPL Financial LLC

location

REDLANDS, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Jet Gonzalez is a financial advisor with LPL Financial LLC based in Redlands, California. Edgar is registered in California as a Registered Representative and Investment Advisor Representative. Edgar has been in the industry for 2 years and holds licenses Series 66, Series 7TO and SIE. Edgar has a strong background in financial services and is committed to providing personalized advice and guidance to clients. Edgar's experience includes working with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning.

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

Wells Fargo Clearing Services, LLC

location

EL SEGUNDO, CA

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edgar Galicia is a financial advisor who has been working in the industry since 2009. Edgar is currently registered with Wells Fargo Clearing Services, LLC in both California and Texas. Edgar has previously worked with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Edgar specializes in providing investment consulting services to institutional clients as well as 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

SAN ANSELMO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Edgar De Luna is a financial advisor at Wells Fargo Clearing Services, LLC. Edgar has been in the financial services industry since January 5, 2011. Edgar is registered with the state of California to provide investment advice. Edgar also has Series 6, 7, 63, and 66 licenses. Previously, Edgar worked at J.P. Morgan Securities LLC and Chase Investment Services Corp.

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

MML Investors Services, LLC | CFC ® (Certifications)

location

LOS ANGELES, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Edgar F. Whitmore III is an investment advisor representative registered with MML Investors Services, LLC and has been in the industry since April 1993. Edgar F. Whitmore III has licenses to practice in both California and Texas and is registered in several other states. Edgar F. Whitmore III has his Series 7, 6, and 63 securities licenses, and his Series 66 license. Edgar F. Whitmore III is a financial advisor with MML Investors Services, LLC, a firm with over 5,600 agents and 7,000 investment adviser representatives. MML Investors Services, LLC provides financial and insurance services to individual and institutional clients. Edgar F. Whitmore III offers various financial planning services, including asset allocation, retirement planning, and college savings plans. Edgar F. Whitmore III is also licensed to sell insurance and has experience providing insurance services. Edgar F. Whitmore III is committed to providing clients with the best possible financial advice and guidance.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CULVER CITY, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Perez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He is a licensed Investment Advisor Representative and registered in California and Texas. Edgar has been in the financial industry for over 10 years. His previous employment includes Wells Fargo Clearing Services, LLC. Edgar's professional designations include Series 66, Series 7TO, and the SIE exam. His area of specialization includes securities, mutual funds, variable annuities, investment advisory services, and retirement planning.

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

Los Angeles, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Edgar D. Gonzalez is a financial advisor with Morgan Stanley. Edgar has been in the industry since 2022. Edgar has a series 7, 66, and SIE license. Edgar specializes in providing financial planning, portfolio management and asset allocation advice. Edgar is registered with FINRA and is licensed to operate in several states.

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

J.p. Morgan Securities LLC

location

MANHATTAN BEACH, CA

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edgar Arango is a financial advisor with J.p. Morgan Securities LLC. Edgar has been in the industry since 2008, and is registered to provide investment advice in 23 states. Edgar has passed the Series 66, Series 7, and SIE exams. Edgar specializes in providing financial advice to individuals, businesses, and institutions. Edgar's past experience includes working as a financial advisor with CHASE INVESTMENT SERVICES CORP. and EDWARD JONES.

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

SACRAMENTO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Edgard Laguna is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Edgard is registered with the Securities and Exchange Commission (SEC) and has been in the industry since 2019. Edgard is licensed in California and Texas. Edgard has a Series 7TO, Series 66, and SIE license. Edgard has previously been employed by Merrill Lynch, Pierce, Fenner & Smith Inc. and Wells Fargo Clearing Services, LLC.

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

Need help matching

with the right advisor?