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

Morgan Stanley

location

Rolling Hills Estates, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Ian James Riley is a financial advisor with Morgan Stanley in Rolling Hills Estates, California. Ian has been in the financial services industry since 1997. He is registered with FINRA and the state of California. Ian is a Series 7, 9, 10, 31, 63, and 65 licensed advisor. He offers a range of services to individuals, families, businesses, and institutions, including financial planning, asset allocation, and investment management. Prior to working at Morgan Stanley, Ian worked at Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney LLC, and Citigroup Global Markets 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

Beverly Hills, CA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ian Evan Fischler is a financial advisor with over 20 years of experience in the industry. Ian is currently registered with Morgan Stanley in Beverly Hills, California. Prior to joining Morgan Stanley, Ian worked with J.P. Morgan Securities LLC, Chardan Capital Markets LLC and First Republic Securities Company, LLC. Ian has a wide range of experience in the financial services industry, including investment management, financial planning, and securities trading. Ian holds a Series 3, Series 7, Series 63, and Series 66 license.

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

Parnassus Investments, LLC | CFA ® (Certifications)

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Ian Sexsmith is a financial advisor with Parnassus Investments, LLC. Ian has been a registered representative for over 14 years, and a registered investment advisor for over 10 years. Ian has a wide range of experience in the financial industry, including experience with investment companies, pooled investment vehicles, and corporations. Ian has passed the Series 63, Series 65, Series 6, Series 37 and SIE exams. Ian is a Chartered Financial Analyst and has a deep understanding of the financial markets. Ian is dedicated to providing his clients with the highest quality financial advice and investment management services.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Ikechukwu Egwuonwu is a financial advisor at Beacon Pointe Advisors, LLC. Ikechukwu has been in the financial services industry since January 2022 and holds the Series 66, Series 7TO and SIE licenses. Ikechukwu has previous experience with Goldman Sachs & Co. LLC and Ayco, Goldman Sachs. Ikechukwu is a Certified Financial Planner and specializes in retirement planning, college savings, investment management, estate planning and insurance.

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
location

Brea, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ileana Chavez is a financial advisor registered with Morgan Stanley in Brea, CA. Ileana has been in the financial services industry for over 8 years. Ileana is also registered with the following states: Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Before joining Morgan Stanley, Ileana worked at WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN 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

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Indya Maree Yuill is a financial advisor who specializes in helping individuals and families achieve their financial goals. Indya has been in the industry for over 7 years. Indya has a Series 7, Series 66 and SIE license and is registered as an Investment Advisor Representative in California. Indya's firm, Beacon Pointe Advisors, LLC, is a registered investment advisor with offices in Los Angeles and Newport Beach. Beacon Pointe Advisors, LLC is a comprehensive wealth management firm offering financial planning, investment management, retirement planning, and estate planning 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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Morgan Stanley

location

San Francisco, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Inna Kelly has been a registered representative in the financial industry since 1998. Inna is currently registered with Morgan Stanley, a firm with over 10 billion in assets under management. Inna has a strong background in financial planning and portfolio management. Inna is also a registered investment advisor, with a focus on providing personalized advice to individuals and families. Inna's past experience includes work with Citigroup Global Markets Inc. and Morgan Stanley Smith Barney.

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

Ioannis Haralambous is a Certified Financial Planner with Lido. Ioannis has been in the industry since 2012. Ioannis specializes in providing financial planning, portfolio management, and investment advice. Ioannis currently works for Lido Advisors, LLC. Ioannis has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ioannis is registered with the states of California, South Carolina, and Virginia.

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
location

Newport Beach, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Irena Hsiao is a financial advisor with Morgan Stanley. Irena Hsiao has been in the financial industry since December 2015. She is a registered representative in California and Texas. Irena Hsiao previously worked at Raymond James & Associates, Inc. and J.P. Morgan 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
location

Walnut Creek, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Irene Michael is a financial advisor with Morgan Stanley. Irene has been in the industry since 1998 and holds licenses in several states. Irene's areas of expertise include financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. She is a registered representative with FINRA and is also a registered investment advisor in California and Texas. Irene works out of the Walnut Creek office of Morgan Stanley, where she provides financial advice to clients in a variety of areas.

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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