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

State Farm Investment Management Corp.

location

Santa Ana, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

David Gabriel MacIel is a registered investment advisor representative with State Farm Investment Management Corp. in Santa Ana, CA. David has been in the securities industry since 1998 and has passed several industry exams, including the Series 6, Series 63, Series 26 and the SIE. David has been registered with State Farm Investment Management Corp. since September 2018. David also works as an actor.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Palo Alto, CA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Enemark is a financial advisor with Morgan Stanley, a firm with over $1.4 trillion in assets under management. David has been in the industry since 2004 and holds the Series 7, 31, and 66 licenses. David is registered in 33 states for securities and in two for investment advisory. David's experience includes positions with Citigroup Global Markets Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. David's specializations include portfolio management, financial planning, and pension consulting. David is registered in 33 states for securities and in two for investment advisory.

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
location

San Diego, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

David Smith is a financial advisor with over 20 years of experience in the industry. David has a strong background in both brokerage and investment advisory services. David is currently registered as a Registered Representative and an Investment Advisor Representative with Morgan Stanley. David has been with Morgan Stanley since 2009. Prior to that, David worked at a number of other firms including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., E1 Asset Management, Inc., and PHD Capital. David has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.

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
location

Menlo Park, CA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

David Breaux McGrouther is a registered investment advisor representative with Morgan Stanley. David has been in the industry since 1984. David has held previous positions at Citigroup Global Markets Inc., Morgan Stanley DW Inc. and PaineWebber Incorporated. David is also a registered investment advisor in Oregon and Texas. David is licensed to provide investment advice to individuals, corporations, institutions, and trusts. David is also licensed to provide financial planning, pension consulting, and educational seminars.

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
location

Palm Desert, CA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David William Schrager is a financial advisor with Morgan Stanley, located in Palm Desert, CA. David has been in the financial services industry since 1993. David has a wide range of experience in providing financial advice to individuals and families, as well as to businesses, investment companies, pension plans, charitable organizations, and insurance companies.

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

Genter Capital Management

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

David Owen Osborn is an investment advisor representative registered with Genter Capital Management and Genter Advisors LLC in California. David has been in the financial services industry since 1985. His primary focus is providing portfolio management services to high-net-worth individuals, corporations, and institutional clients. He is also experienced in portfolio management for investment companies. David's experience includes previous roles at Charles Schwab & Co., Inc., ASB Financial Services, CUNA Brokerage Services, Inc., Financial Network Investment Corporation, and Griffin Financial Services.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS.
Unclaimed
location

PALMDALE, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

David Norris is a financial advisor with Morgan Stanley. David has been in the industry since January 16, 2012 and is registered in 38 states. David works with a wide range of clients, including individuals, corporations, insurance companies, investment companies, and charitable organizations. David specializes in providing financial planning, asset allocation advice, and portfolio management services.

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

Gilroy, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

David Matzinger is a financial advisor with State Farm Investment Management Corp. David has been in the industry since 2015 and is registered to provide investment advisory services in Arizona, California, Nevada, and Oregon. David holds Series 6, Series 63, Series 65 and SIE licenses. David also operates David Matzinger's Insurance Agency, an insurance agency offering products from State Farm Mutual Automobile Insurance Company and its affiliates.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Morgan Stanley

location

Palo Alto, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

David Ho is a financial advisor with Morgan Stanley, a large financial services firm. David has been in the financial services industry since 2006 and has experience in providing investment advice and portfolio management services. David has a broad range of industry experience, having previously worked at EquityBee Securities, LLC, Charles Schwab & Co., Inc., HSBC Securities (USA) Inc. and Citigroup Global Markets Inc. David is registered in 37 states and holds the Series 7, Series 6, Series 63, Series 9 and SIE licenses, as well as a Uniform Investment Adviser Law Examination (Series 65).

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

Morgan Stanley

location

San Francisco, CA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

David Edward Bell is a registered investment advisor representative with Morgan Stanley. David has been in the industry since September 7, 1988. David holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. David has been registered with Morgan Stanley since March 9, 2020. Prior to Morgan Stanley, David worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MONY SECURITIES CORP., and JOHN HANCOCK DISTRIBUTORS, INC. David currently has registrations in Arizona, California, Colorado, Delaware, Idaho, Illinois, Michigan, Nevada, New Jersey, New York, Virginia, and Washington.

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

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