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

Irvine, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

George Strnad is a financial advisor with Morgan Stanley, located in Irvine, California. George has been working in the industry since March 24, 1987, and has a strong background in securities and investment advising. George is registered with FINRA as a Registered Representative and holds the Series 3, 7, and 63 licenses. George is also a Registered Investment Advisor and has passed the Series 65 exam. In addition to being a registered representative and investment advisor, George holds the SIE license. George has worked for Citigroup Global Markets Inc. and Morgan Stanley DW Inc., as well as Morgan Stanley Smith Barney. George currently provides financial services to insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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

Santa Monica, CA

experience

41 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

George Spiridon Harros is a financial advisor registered with Morgan Stanley. George Harros has been in the financial services industry since 1984 and has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and Citigroup Global Markets Inc. George Harros holds Series 63, 65, 7, and SIE licenses and is registered in 29 states. George Harros is a Registered Representative of Morgan Stanley Smith Barney and has offices in Santa Monica, 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
location

Los Angeles, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

George Felstiner is a financial advisor with Morgan Stanley. George holds Series 66, Series 7TO, and SIE licenses and is registered to provide investment advice in 35 states, including California and Texas. George has been a licensed advisor since 2023 and has prior experience at Blackstone Inc., The Stanton Foundation, and Law Offices of Reuben J. Felstiner. George specializes in asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. George is currently registered as a Registered Representative and Investment Advisor Representative with Morgan Stanley.

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

Irvine, CA

experience

61 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

George Carl Rach is an investment advisor representative who has been in the industry since 1964. George is registered with Morgan Stanley and is currently licensed in 29 states and 2 states for Investment Advisor. George also has prior experience with firms including Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc.

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

Roseville, CA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George James Salidas is a financial advisor with over 20 years of experience in the financial industry. George is currently registered with Morgan Stanley and holds Series 7, Series 63, Series 65, and SIE licenses. George has previously held positions at MORGAN STANLEY & CO. INCORPORATED and CITIGROUP GLOBAL MARKETS INC.. George is a well-rounded financial advisor with expertise in a variety of investment strategies. George is dedicated to providing personalized financial advice to help clients reach 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

Saratoga Research & Investment Management

location

Salinas, CA

0 Disclosures

ADVISOR BIO

George Wehrfritz is an investment advisor representative at Saratoga Research & Investment Management. George has been with the firm since March 2009 and is registered with the state of California. George holds the Series 65 license and has specialized in providing financial planning services, and portfolio management for individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SECURITIES RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

San Francisco, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

George Wingfield Kline is a registered representative with Morgan Stanley. George has been in the securities industry for over 20 years, and has been registered in over 45 states. George holds a Series 7, Series 31, and Series 66 licenses, and is a member of FINRA. George is also a registered Investment Advisor in the state of California. George has been affiliated with Morgan Stanley since 2009. George is an active member of the securities industry, and has a long history of working with both individual 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
location

Walnut Creek, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

George Mario Noceti is a financial advisor with Morgan Stanley. George has been in the financial industry since 2005. George is licensed to conduct business in 27 states and has held previous positions at Morgan Stanley & Co. Incorporated and UBS Financial Services Inc. George's expertise includes a wide range of services, such as asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals.

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

Carlsbad, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

George Poleondakis is an investment advisor representative with Morgan Stanley. George has been in the financial industry since 2019. George holds the Series 66, Series 7TO, and SIE securities licenses. George is registered to provide investment advice in 44 states and the District of Columbia. George has worked at both UBS Financial Services Inc. and Morgan Stanley.

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 Francisco, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

George Toothman is a financial advisor at Morgan Stanley. George has been in the industry for over 10 years. George is registered with FINRA as a Registered Representative and with the state of California as an Investment Advisor Representative. George holds the Series 63, 66, and 7 licenses. George has worked at a variety of financial institutions including J.P. Morgan Securities LLC and 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

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