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

Morgan Stanley | CFP ® (Certifications)

location

RIVERSIDE, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Diep Le is a financial advisor with over 17 years of experience in the financial services industry. Diep holds the Series 6, 7, and 63 licenses, and has also passed the Series 65 and SIE exams. Diep is a Certified Financial Planner (CFP) and has previously worked for Citigroup Global Markets Inc. and National Planning Corporation. Diep currently works at Morgan Stanley, where they provide financial planning, asset allocation advice, and portfolio management services to a wide range of clients, including individuals, businesses, high-net-worth individuals, and institutions.

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

Sherman Oaks, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Dilina Isho is a financial advisor registered with Morgan Stanley. Dilina is registered in 44 states and has been in the financial services industry since 1999. Dilina holds Series 7, 9, 10, 66 and SIE licenses. In addition to working as a financial advisor, Dilina is also a notary public. Dilina Isho has experience with a wide range of clients, including high-net-worth individuals, corporations, 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
ASSET ALLOCATION ADVICE
Unclaimed
location

Sacramento, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Dillon Dougherty is a financial advisor with Morgan Stanley, located in Sacramento, California. Dillon has been in the financial services industry since February 4, 2016. Dillon is registered with both FINRA and the state of California. Dillon also holds the Series 66, Series 7 and SIE licenses. Dillon specializes in providing financial planning, portfolio management and asset allocation advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions.

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

Lido | CFP ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Dillon Gracey is a financial advisor with Lido. Dillon has been in the industry since 2014 and has experience working with various clients including high-net-worth individuals, corporations, and charitable organizations. Dillon is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and educational seminars. Dillon is registered with the state of California, Colorado, Florida, and Texas. Dillon has a strong track record of success and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kingsview Wealth Management, LLC

location

San Marcos, CA

0 Disclosures

ADVISOR BIO

Dimitris Petros Magemeneas is a registered representative at Kingsview Wealth Management, LLC in San Marcos, CA. Dimitris has been working in the financial industry since 2007 and has experience with both Edward Jones and Kingsview Wealth Management, LLC. Dimitris specializes in portfolio management for individuals, businesses, and investment companies. Dimitris is a registered investment advisor representative in California.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Laguna Niguel, CA

experience

5 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Dina Fernandes is an investment advisor representative registered with Morgan Stanley. Dina has been working in the financial services industry since August 2019. Dina is registered to provide investment advice in 41 states. Dina holds the Series 7TO, SIE, and Series 66 licenses. Dina is also a registered investment advisor in Texas and California. Dina has a current employment history with Morgan Stanley since December 2006.

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

Laguna Niguel, CA

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Dina Marie Jones is a registered representative with Morgan Stanley. Dina has been in the securities industry since January 7, 1998. Dina is registered in 49 states and the District of Columbia. Dina holds the Series 7 and SIE licenses. Dina is also registered as an investment advisor representative in California and Texas. Dina has been with Morgan Stanley since June 2009. Dina also works as a makeup artist for Dior Cosmetics and Chanel Cosmetics during non-securities trading hours. Dina also works as a retail cashier for Williams-Sonoma during business hours.

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

Walnut Creek, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Diva Helmy is a registered representative with Morgan Stanley and has been in the industry since February 2020. Diva has a Series 7, Series 66, and SIE license, and is registered in 24 states. Diva has extensive experience in financial planning, portfolio management, and asset allocation advice. Morgan Stanley is a leading financial services firm with $10 billion to $50 billion in assets under management. The firm provides a wide range of services to individuals, businesses, and institutions.

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

El Segundo, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Dixie Lee Yeck is a financial advisor in El Segundo, CA. Dixie has been in the industry since 2009. Dixie is registered with Morgan Stanley, and previously worked for RBC Capital Markets, LLC, Morgan Stanley, Sanders Morris Harris Inc., Wells Fargo Advisors, LLC, Northwestern Mutual Investment Services, LLC, and Edward Jones.

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

7 Years Experience

0 Disclosures

ADVISOR BIO

Dmitry Vasyutinskiy is a financial advisor with Morgan Stanley. Dmitry has been in the securities industry for 6 years. Dmitry has a Series 7 and Series 66 license. Dmitry is registered in 54 states and the District of Columbia. Previously, Dmitry was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC.

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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