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

Irvine, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Algarin is a financial advisor with over 13 years of experience in the industry. Michael is currently registered with Morgan Stanley as a Registered Representative (Series 7, 63 and 6) and Investment Advisor Representative (Series 65). Michael has previously worked at WELLS FARGO CLEARING SERVICES, LLC, UNIONBANC INVESTMENT SERVICES, LLC and WACHOVIA SECURITIES, LLC. Michael offers a range of financial services including 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

Beacon Pointe Advisors, LLC

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Michael Beck is a Managing Director and Registered Investment Advisor Representative at Beacon Pointe Advisors, LLC, a firm with a strong track record of providing investment advice and wealth management services to individuals, families, and institutions. Michael has extensive experience in the financial services industry, having worked previously at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, LTD. Michael is also a Managing Director of Wealthstreet Investment Advisors, LLC, a registered investment advisor. Michael is committed to providing personalized and comprehensive financial 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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Beverly Hills, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michael G. Curry is a financial advisor with over 8 years of experience in the industry. Michael Curry is currently registered with Morgan Stanley and holds Series 66, Series 7 and SIE licenses. Michael Curry has a proven track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Michael Curry specializes in investment management, financial planning, and retirement planning. Michael Curry is committed to providing clients with personalized financial advice and guidance that helps them achieve their financial goals. Prior to joining Morgan Stanley, Michael Curry was a financial advisor at UBS Financial Services Inc. Michael Curry is a member of PIHRA West Los Angeles Chapter.

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

39 Years Experience

0 Disclosures

ADVISOR BIO

Michael Joseph Burke is a financial advisor currently registered with Morgan Stanley. Burke has been in the industry since June 6, 1986 and has held previous roles at a number of firms including Coastal Trade Securities, LLC, Greenwich High Yield LLC, JMP Securities LLC, C.E. Unterberg, Towbin (A California Limited Partnership), Deutsche Bank Securities Inc., Salomon Brothers Inc., Kidder, Peabody & Co. Incorporated, Dillon, Read & Co. Inc., Alex. Brown & Sons Incorporated, Drexel Burnham Lambert Incorporated, and Dean Witter Reynolds 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

CONCORD, CA

experience

16 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Michael Joseph Ferguson is a financial advisor with over 14 years of experience in the industry. Michael is currently registered as an Investment Advisor Representative with Assetmark, Inc., where Michael has been employed since November 2018. Before Assetmark, Inc., Michael worked for Assetmark Brokerage, LLC. and Capital Brokerage Corporation in Virginia. Michael holds Series 6, 7, 63, and 66 licenses. Michael is currently registered to provide investment advice in Arizona.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Valmark Advisers, Inc. | CFP ®,CFC ® (Certifications)

location

San Francisco, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Michael Dwaine Watson is a financial advisor with Valmark Advisers, Inc. and BPM Wealth Advisors, LLC. Michael has been in the financial services industry since 2007 and is a Certified Financial Planner and Chartered Financial Consultant. Michael's areas of expertise include financial planning, investment management, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING
Unclaimed
location

Walnut Creek, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Cawthon is a financial advisor with over 11 years of experience in the financial services industry. Michael is currently registered with Morgan Stanley in Walnut Creek, CA and has also held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, LLC and Edward Jones. Michael holds Series 7, Series 66 and SIE licenses. Michael is a highly experienced financial professional with a strong track record of success in providing investment advice to a wide range of 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

Fresno, CA

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Anthony Marini is a registered representative with Morgan Stanley and has been in the financial industry since January 2007. Michael is a Series 66, Series 7 and SIE licensed professional and has over 16 years of experience. Michael's past employment includes Citicorp 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

Blackrock Investment Management, LLC

location

San Francisco, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lee is a financial advisor with Blackrock Investment Management, LLC. Michael has been in the industry since 2009 and is registered in 38 states. Michael has previously worked at J.P. MORGAN SECURITIES LLC and BARCLAYS CAPITAL INC.. Michael's specialties include portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.

SPECIALIZATIONS

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

San Mateo, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ta Hsu is a financial advisor with Morgan Stanley. Michael Ta Hsu is licensed in both California and Texas. Michael Ta Hsu has been in the financial services industry since 2004, having worked previously with firms such as TRANSAMERICA FINANCIAL ADVISORS, INC, PFS INVESTMENTS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael Ta Hsu's current position with Morgan Stanley is located in San Mateo, CA.

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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