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

Beverly Hills, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Clements is a financial advisor with Morgan Stanley. Kevin has been in the financial industry since 2007 and is registered to provide investment advice in California and Texas. Kevin previously worked at CHARLES SCHWAB & CO., INC. in Phoenix, Arizona. Kevin has Series 7, 9, 10, 63, and 65 licenses.

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

Torrance, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Valdez is a registered representative with Morgan Stanley, a broker-dealer firm that has over 26,100 registered representatives. Kevin has been in the industry since July 4, 2018 and is registered in 23 states. Kevin holds Series 7, Series 66 and SIE licenses and has one state exam. The advisor has an approved registration with FINRA. Kevin is also an investment advisor representative registered with the state of Texas. Morgan Stanley offers asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, 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
location

Woodland Hills, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Fusco is an investment advisor representative at Morgan Stanley. Kevin has been in the industry since December 2020 and is currently registered with the state of California and Texas. Kevin has a Series 7TO, Series 66 and SIE licenses. Kevin specializes in providing investment advice to a variety of clients, including individuals, families, 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

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

location

San Diego, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Randolph Kane is a financial professional with over 20 years of experience in the financial services industry. Kevin Kane is currently registered as a registered representative with State Farm Investment Management Corp. Kevin Kane is also a registered investment advisor representative in Arizona, California, and Idaho. Kevin Kane has passed several industry exams including the Series 6, Series 63 and the SIE. Kevin Kane has held licenses and registrations in the past with State Farm VP Management Corp. Kevin Kane holds the Chartered Financial Consultant designation. Kevin Kane's firm, State Farm Investment Management Corp., specializes in portfolio management for individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

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

location

El Monte, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Khajak Boyajian is a financial professional with over 10 years of experience in the industry. Khajak is registered to provide investment advice in Arizona, California, Nevada, and Oregon. Khajak is a Chartered Financial Consultant and currently works for State Farm Investment Management Corp. Khajak specializes in portfolio management for individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

Palo Alto, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Khiet Huynh is a registered investment advisor representative with Morgan Stanley. Khiet has been in the securities industry since 2001. Khiet has been registered with Morgan Stanley since 2009. Previously, Khiet was registered with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Khiet is licensed in 43 states and the District of Columbia. Khiet specializes in providing investment advice to individuals, families, and businesses.

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

Kingsview Wealth Management, LLC

location

San Marcos, CA

disclosure

5 Disclosures

ADVISOR BIO

Khoa Hoang is a registered investment advisor representative with Kingsview Wealth Management, LLC. Khoa has been in the industry since November 2010, and is licensed in California and Texas. Khoa holds the Series 66, Series 7, and SIE licenses. Khoa works with a wide range of clients including high-net-worth individuals, investment companies, corporations, charitable organizations, and individuals other than high-net-worth. Khoa provides a variety of services including financial planning, portfolio management for businesses, and portfolio management for investment companies.

SPECIALIZATIONS

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

State Farm Investment Management Corp.

location

Sacramento, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Khu Yang is an investment advisor representative with State Farm Investment Management Corp., and has been in the industry since 2008. Khu is licensed to provide advisory services in California. Khu has passed the Series 6, Series 63, and Series 65 exams and the SIE exam. Khu also operates Khu Yang's Insurance Agency, an insurance agency for State Farm Mutual Automobile Insurance Company and its affiliates. Khu provides portfolio management for individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

San Jose, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kian Assary is a financial advisor who has been working in the financial industry since 2023. Kian is currently registered with Morgan Stanley. Kian has a Series 66, Series 7TO, and SIE license. Kian is registered in 53 states and is a registered Investment Advisor.

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

5 Years Experience

0 Disclosures

ADVISOR BIO

Kiana Molitor is a financial advisor with Morgan Stanley. Kiana is registered in 53 states and the District of Columbia. Kiana has been in the industry since 2019. Kiana is a Series 7, 66, and SIE licensed representative. Kiana's previous employment was with Merrill Lynch. Kiana provides investment advisory services to individuals, businesses, high net worth individuals, investment companies, charitable organizations, pension plans, state or municipal government entities, insurance companies, and other investment advisors.

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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