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Portfolio Management for Individuals Advisors in California
5,469 Results
Unclaimed
location

Beverly Hills, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Christine Geoffray is a financial advisor at Morgan Stanley. Christine has been working in the financial services industry since 2005. Christine has a Series 7, Series 31, Series 63, Series 66, and SIE licenses. Christine has experience in providing financial planning, portfolio management, and asset allocation advice. Christine is registered with the state of California.

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

Columbia Management Investment Advisers, LLC

location

Westlake Village, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Callahan is an investment advisor representative registered with Columbia Management Investment Advisers, LLC in California. Christopher Callahan is a registered representative with Columbia Management Investment Advisers, LLC since September 9, 2013. Christopher Callahan has been in the industry since October 1, 2006. Previously, Christopher Callahan was registered with Columbia Management Distributors, Inc. and Ameriprise Financial Services, Inc.. Christopher Callahan has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Christopher Callahan has a professional history with Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments and Riversource Fund Distributors, Inc..

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

San Francisco, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Allan Gillette is an investment advisor representative with Morgan Stanley and has been active in the industry since February 1998. Christopher is registered in 22 states and the District of Columbia for both securities and investment advisory services. Christopher holds the Series 63, Series 65, Series 7 and SIE licenses. Christopher has previously worked at Barclays Capital Inc. and Lehman Brothers Inc. Christopher has a proven track record in providing investment advisory services to individuals, families, and institutional clients.

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

State Farm Investment Management Corp.

location

San Clemente, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Ferraro is a financial advisor with State Farm Investment Management Corp. based in San Clemente, CA. Christopher has been in the industry since 2008 and holds a Series 63 and Series 65. Christopher's specialties include portfolio management for individuals and portfolio management for investment companies.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Aspiriant, LLC | CFP ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Christopher James Kazmer is a Certified Financial Plannerâ„¢ with Aspiriant, LLC. Christopher has been working in the financial industry since 2013 and joined Aspiriant in 2017. Christopher currently holds an active Investment Advisor representative license in California. Christopher and Aspiriant, LLC, specialize in providing financial planning and investment advisory services to high-net-worth individuals, families, businesses, charitable organizations, and investment companies. Christopher has experience working with individuals, families, and organizations in Los Angeles, CA.

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
Publication of Financial Periodicals
Unclaimed
location

San Diego, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Andrew Lelli is a financial advisor registered with Morgan Stanley. Christopher has been in the financial services industry since 1998 and has been with Morgan Stanley since 2009. Christopher is registered to provide investment advice in multiple states, including California, Texas, Alabama, Alaska, and Arizona. Christopher is a Registered Representative of and an Investment Advisor Representative of Morgan Stanley. Christopher has experience with investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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

Robert W. Baird & Co. Inc.

location

ROSEVILLE, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Pistone is a registered investment advisor representative with Robert W. Baird & Co. Inc. Christopher is a financial professional with experience in the securities industry. Christopher specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Christopher is also registered with the Securities and Exchange Commission and several state regulators.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

FOSTER CITY, CA

0 Disclosures

ADVISOR BIO

Christopher Moshy is a Registered Investment Advisor Representative who is currently employed by Bailard, Inc. Christopher has over 16 years of experience in the financial services industry. Christopher has passed both the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Christopher's current specializations include Portfolio Management for individuals, Portfolio Management for businesses, Portfolio Management for investment companies, and Portfolio Management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

San Diego, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Ribe is a financial advisor who has been in the industry since August 2011. He is currently registered with Morgan Stanley, where he specializes in financial planning, portfolio management, and pension consulting. Christopher Ribe has a broad range of experience, having previously worked at OppenheimerFunds Distributor, Inc. and Morgan Stanley Smith Barney. He holds a Series 7, Series 66, and Series 65 license, as well as the SIE exam. Christopher Ribe works with a variety of clients, including individuals, corporations, charitable organizations, and investment companies. He is dedicated to providing his clients with personalized advice and helping them 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

Kovitz Investment Group Partners, LLC

location

Aliso Viejo, CA

0 Disclosures

ADVISOR BIO

Christopher Quigley is an Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Christopher has been in the financial industry since August 2011. Christopher is registered with the state of California and holds the Series 65 license. Christopher's current firm Kovitz Investment Group Partners, LLC is based in Chicago, Illinois and manages assets of over $11 billion for a variety of clients including corporations, individuals and charitable organizations.

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
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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