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Financial Planning Services Advisors in California
35,804 Results
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

J.p. Morgan Securities LLC

location

PICO RIVERA, CA

experience

20 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

J.p. Morgan Securities LLC

location

MODESTO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Tejeda is a financial advisor with over 6 years of experience in the industry. Edgar is currently registered with J.P. Morgan Securities LLC and is licensed to provide investment advice in California and Texas. Edgar is a Series 6, 7, 63, and 66 licensed professional, and holds the Securities Industry Essentials (SIE) designation. Edgar has worked for various companies, including Enterprise Rent a Car and Conagra Foods Inc. Edgar Tejeda has experience working with individuals, corporations, businesses, labor unions, 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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Guillermo Hernandez is a registered representative with J.p. Morgan Securities LLC. Edgar has been in the industry since 2012 and is licensed to operate in several states. Edgar is a licensed representative for both brokerage and investment advisory services. He specializes in working with high net worth individuals, corporations, and institutions. Edgar focuses on providing financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

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

5 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

Redding, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Shelton Burke is a financial advisor registered with Morgan Stanley. Edgar has been in the financial industry for over 15 years and holds various licenses and certifications including Series 7, 31, and 66. Edgar has held previous roles at Morgan Stanley & Co. Incorporated. Edgar is registered with the state of California as well as other states. Edgar's expertise includes financial planning, asset allocation, and portfolio management. Edgar has a strong understanding of the financial markets and is committed to providing personalized financial advice to help 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Sovran Advisors, LLC

location

SAN DIEGO, CA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edgar Javier Jimenez mora is an Investment Advisor Representative at Sovran Advisors, LLC, a firm that provides comprehensive financial planning and asset management services. Edgar has been in the financial services industry for several years. Edgar specializes in providing advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Prior to joining Sovran Advisors, Edgar was an Investment Advisor Representative at MML Investors Services, LLC. Edgar has a Series 7, Series 63, Series 65, and SIE license. Edgar is registered to offer investment advice in several states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
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

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

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