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

San Francisco, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Feijun Zhang is a registered representative with Morgan Stanley. Feijun is licensed to offer securities and investment advisory services in 53 states and the District of Columbia. Feijun has been in the securities industry for over 10 years. Feijun's professional experience includes working at Citibank and Tawa Supermarket.

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

Stockton, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Felica Ramos is a financial advisor with Morgan Stanley. Felica is licensed to provide investment advice in California and Texas. Felica has been in the industry since June 17, 2012, and has been registered with Morgan Stanley since May 2019. Previously, Felica was registered with NYLIFE SECURITIES 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
Unclaimed

Beacon Pointe Advisors, LLC | CFA ® (Certifications)

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Felix Tser-chun Lin is a registered Investment Advisor Representative with Beacon Pointe Advisors, LLC. Felix has been with Beacon Pointe Advisors, LLC since March 2002. Felix holds a Series 65 license, is a Chartered Financial Analyst and has been in the industry since October 2001. Felix specializes in providing financial planning, pension consulting, portfolio management for individuals, businesses and investment companies, and portfolio management for pooled investment vehicles. Felix is also a volunteer member of the executive council at Mariners Church.

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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

El Segundo, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Fenton Sanger is a financial advisor with State Farm Investment Management Corp. based in El Segundo, California. Fenton Sanger has been in the industry since 2004 and holds multiple licenses and designations, including Series 6, Series 26, Series 51, and Series 63. Fenton Sanger is also a Chartered Financial Consultant. Fenton Sanger provides investment advisory services to individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

South Gate, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Sandoval is a financial professional with experience in the industry since 2008. Fernando is a Registered Representative and Investment Advisor Representative of State Farm Investment Management Corp. and offers a range of financial services, including portfolio management for individuals and investment companies. Fernando has a strong track record of success and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

State Farm Investment Management Corp.

location

Salinas, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Lopez is a registered investment advisor representative with State Farm Investment Management Corp. Fernando has been in the financial services industry since 2014 and holds the Series 6, Series 63, and Series 65 licenses. Fernando also has a Series SIE exam. Fernando is an insurance agent and owns an insurance agency, Fernando Lopez Insurance Agency, in addition to his role with State Farm Investment Management Corp. Fernando Lopez provides investment advisory services to individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

San Francisco, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Quezada is a financial advisor who has been in the industry since February 20, 2018. Fernando is currently registered with Morgan Stanley, and previously worked at UBS Financial Services Inc. Fernando is registered to provide investment advice in 55 states. Fernando is also registered with the Securities Industry Essentials Examination (SIE), Series 7, and Series 66. Fernando's specializations include asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment 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

State Farm Investment Management Corp.

location

Whittier, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Gonzalez is a registered investment advisor representative with State Farm Investment Management Corp. in Whittier, CA. Fernando has been in the financial services industry since 2007 and has experience in both investment and insurance services. Fernando is licensed to provide investment advisory services in California. Fernando has earned Series 6, Series 63, and Series 65 licenses. Fernando also holds the Securities Industry Essentials (SIE) exam designation.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

San Francisco, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Fillia Fransisca is a financial professional with over 10 years of experience in the financial services industry. Fillia has held several positions, including a role at State Farm VP Management Corp. Fillia is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative. Fillia Fransisca holds the Series 63, Series 6 and SIE licenses and has been a registered representative since 2007. Fillia is also a Chartered Financial Consultant. In addition to her work as a financial advisor, Fillia is the owner and agent of Fillia Fransisca's Insurance Agency. Fillia provides financial planning and portfolio management services to individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

Irvine, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Fiona Ventura is a registered representative with Morgan Stanley. Fiona has been in the industry for over 10 years. Fiona is licensed to sell securities in 54 states and the District of Columbia. Fiona specializes in providing financial planning and investment advice to individuals, corporations, and high-net-worth 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

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