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

Menlo Park, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Ami Minae Russell is a registered representative with Morgan Stanley. Ami has been in the industry since November 2004 and is licensed in 53 states. Ami provides asset allocation advice and financial planning services to a variety of clients, including individuals, businesses, and investment companies. Ami holds the Series 7, Series 63, and Series 65 licenses and has experience 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

Aspiriant, LLC | CFP ® (Certifications)

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Ami Aranha is an Investment Advisor Representative at Aspiriant, LLC. Ami has been with Aspiriant, LLC since June 2018. Ami holds a Series 65 license and is a Certified Financial Planner. Ami has a strong track record of helping clients achieve their financial goals. Ami is committed to providing personalized financial advice and guidance to help clients achieve 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
Publication of Financial Periodicals
Unclaimed
location

Pleasanton, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Ami Lynn Schelin is a financial advisor with over 10 years of experience in the industry. Ami is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Ami worked with Morgan Stanley & Co. Incorporated. Ami has Series 63, SIE, and Series 7 licenses and holds registrations in multiple states. Ami specializes in providing investment advice to 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

Santa Barbara, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Amie Beth Parrish is an active investment advisor representative with Morgan Stanley. Amie Beth Parrish is registered with the state of California, as well as Alaska, Florida, Hawaii, Michigan, Nevada, New York, Oregon, Tennessee, Washington, and West Virginia. Amie Beth Parrish has been in the financial industry since January 30, 1993. Prior to joining Morgan Stanley, Amie Beth Parrish was associated with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, and Wells Fargo Securities Inc. Amie Beth Parrish holds the Series 63, Series 65, Series 7, Series 9, Series 10, and Series 24 licenses. Amie Beth Parrish is also a registered Investment Advisor with the state of California. Amie Beth Parrish has experience working with various clients, including individuals, high net worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension plans, 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

Los Angeles, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Amina Mogaji is a financial advisor with Morgan Stanley. Amina has over 10 years of experience in the financial services industry. Prior to joining Morgan Stanley, Amina worked as a financial advisor for J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Amina holds a Series 7 and Series 66 license and is registered to provide investment advice in 53 states. Amina specializes in providing financial planning, investment management and retirement planning services to individuals, families, and businesses. Amina is committed to providing her clients with personalized and comprehensive financial advice.

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

24 Years Experience

0 Disclosures

ADVISOR BIO

Amir David Martin is a financial advisor with over 20 years of experience in the industry. Amir is currently registered with Morgan Stanley in Beverly Hills, CA. Prior to joining Morgan Stanley, Amir worked at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Amir holds the Series 3, 7 and 66 securities licenses, as well as the SIE. Amir is also registered to provide investment advice in numerous states across the country. Amir's areas of specialization include Financial Planning, Portfolio Management, and Pension Consulting.

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

10 Years Experience

0 Disclosures

ADVISOR BIO

Amir Khoshroo is a financial advisor registered with Morgan Stanley and has been in the financial industry since 2015. Amir is licensed to provide investment advice in 45 states and the District of Columbia. Amir's previous experience includes working at NATIONAL SECURITIES CORPORATION in MIAMI, FL. Amir specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, high-net-worth individuals, families, trusts, and corporations.

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

Fisher Investments

location

SAN MATEO, CA

0 Disclosures

ADVISOR BIO

Amir Fallahi Arzoodar is an Investment Advisor Representative associated with Fisher Investments. Amir has been in the industry since September 2001 and has passed the Uniform Investment Adviser Law Examination (Series 65) in October 2007. Amir is registered with the state of California since November 2007 and with the state of Texas since March 2022.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Morgan Stanley

location

Montecito, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Amy Ward is a financial advisor with Morgan Stanley. Amy has over 20 years of experience in the financial services industry. Amy has held previous roles with WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Amy is registered with FINRA as a General Securities Representative (Series 7), a Registered Options Principal (Series 9), a General Securities Sales Supervisor (Series 10), and a Futures Managed Funds Representative (Series 31). Amy holds the Series 63 and Series 65 licenses, and is registered with the states of Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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

33 Years Experience

0 Disclosures

ADVISOR BIO

Amy N. Brugger is a registered representative with Morgan Stanley. Amy has been in the securities industry since September 1991. Amy has experience in the financial services industry, working with high-net-worth individuals and families. Amy has passed several securities licensing exams and holds a Series 7 and Series 66 license, in addition to the SIE exam.

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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