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Financial Planning Services Advisors in California
35,804 Results
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

Wells Fargo Clearing Services, LLC

location

EL SEGUNDO, CA

experience

15 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

CONCORD, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Gonzalez is a financial advisor at Wells Fargo Clearing Services, LLC. Edgar is registered with the state of California as a broker-dealer and has passed the Series 63, Series 6TO and SIE exams. Edgar has been in the financial industry for over 2 years, and Edgar specializes in providing financial advice to clients on a range of investment products and services. Edgar is committed to providing clients with personalized and comprehensive financial planning, investment advice, and wealth management services.

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

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
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

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

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Alfonso Loera is a financial advisor at J.P. Morgan Securities LLC. Edgar has been in the industry since 2014. Edgar is licensed to provide financial services in California. Edgar is also licensed to provide investment products through Series 6 and Series 63 licenses. Edgar has a deep understanding of the investment markets and has a commitment to providing excellent client service. Edgar specializes in a wide range of financial services, including investment advice, financial planning, and retirement planning. Edgar has a strong track record of success and is dedicated to helping clients achieve their financial goals. Edgar is dedicated to building long-term relationships with clients and providing them with the personalized attention they deserve.

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

SACRAMENTO, CA

experience

5 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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