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

Sherman Oaks, CA

experience

30 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Chan is a financial advisor with over 29 years of experience in the financial services industry. Michael is currently registered with Morgan Stanley and has previously held positions with CITIGROUP GLOBAL MARKETS INC. and PRUDENTIAL SECURITIES INCORPORATED. Michael holds a variety of licenses and certifications, including Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65. Michael specializes in providing financial planning, portfolio management, and investment advice to individuals, families, businesses, and institutional clients. Michael is committed to providing his clients with personalized financial advice and guidance to help them 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
ASSET ALLOCATION ADVICE
Unclaimed
location

Los Angeles, CA

experience

58 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Peter Doumani is a financial advisor with over 30 years of experience in the industry. Michael currently works for Morgan Stanley and has been registered with the firm since 2009. Before that, Michael worked for several other firms, including Citigroup Global Markets Inc, Schroder & Co. Inc., PaineWebber Incorporated, Donaldson, Lufkin & Jenrette Securities Corporation, Morgan, Olmstead, Kennedy & Gardner Incorporated, and Bateman Eichler, Hill Richards, Incorporated. Michael holds a variety of licenses and registrations, including Series 7TO, SIE, PC, Series 4, Series 12, and Series 40. He is registered in over 30 states, including California, Texas, New York, Florida, and Massachusetts. Michael offers a variety of financial services, including portfolio management, financial planning, and educational seminars.

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

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Curtis Cameron is an investment advisor representative with Morgan Stanley. Michael has been in the securities industry since 2007. Michael is registered with the state of California and Texas and has obtained Series 7, 9, 10, 63 and 66 licenses. Michael's previous employers include Ameriprise Financial Services, LLC, Scottrade, Inc., TD Ameritrade, Inc., E*TRADE SECURITIES LLC, and Wells Fargo Investments, 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

Oakland, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Michael John Peri is a financial advisor with over 38 years of experience in the industry. Michael is currently registered with Morgan Stanley in Oakland, CA. Michael has previously worked at Citigroup Global Markets Inc., Lehman Brothers Inc., Cigna Securities, Inc., Oppenheimer & Co., Inc., Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc, and Hambrecht & Quist Incorporated. Michael has a wide range of experience and holds licenses for both Broker-Dealer and Investment Advisor roles. Michael has passed Series 3, 7, 8, 9, 10, 63, and 65 exams. Michael specializes in working with individuals, businesses, investment companies, insurance companies, 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

Morgan Stanley | CFP ® (Certifications)

location

EAST PALO ALTO, CA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Michael Corley is a financial advisor with over 40 years of experience in the industry. He is currently registered as a broker and an investment advisor representative with Morgan Stanley. Michael has held previous roles at Prudential Securities Incorporated and Equitec Securities Company. His expertise spans a range of financial services, including portfolio management, financial planning, and pension consulting. Michael has a broad reach, with licenses in numerous states and active registration with FINRA.

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

Sacramento, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Bailey Little is a registered representative with Morgan Stanley. Michael has been in the industry since June 2013 and is licensed in 31 states. Michael specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Michael is also a registered investment advisor representative with Morgan Stanley. Michael is licensed in 2 states as an investment advisor representative.

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 Diego, CA

experience

33 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Roberts is a financial advisor with Morgan Stanley. Michael has been working in the financial services industry since April 1992. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 24, and SIE licenses. Michael is also registered in over 50 states, including California and Texas. Michael provides a variety of services to individual and institutional clients, including financial planning, portfolio management, and asset allocation advice. Michael has a proven track record of success in helping clients achieve their financial goals. Prior to joining Morgan Stanley, Michael worked at UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Chatfield Dean & Co., 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

Santa Barbara, CA

experience

40 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Charles Montgomery is a financial advisor with over 30 years of experience in the industry. Michael has worked for several prominent firms, including Merrill Lynch, Prudential Securities, A. G. Edwards & Sons, UBS Financial Services, and Wells Fargo Clearing Services. Currently, Michael is a registered representative with Morgan Stanley in Santa Barbara, California. Michael is licensed to offer investment advice in several states and holds the Series 7, Series 63, Series 65, and SIE licenses. Michael is also a member of FINRA. Michael provides a variety of advisory services to clients, including financial planning, portfolio management, and investment 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

Ocean Park Asset Management, LLC

location

Irvine, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Joseph Cramer is a registered investment advisor representative with Ocean Park Asset Management, LLC. Michael is a seasoned financial professional with over 5 years of experience in the industry. Michael holds a Series 66 license and Series 7 and SIE registrations, and is licensed in multiple states. Prior to joining Ocean Park Asset Management, LLC, Michael worked at EDWARD JONES and has held positions in various other industries. Michael is committed to providing comprehensive financial advice to individuals and families, with a focus on portfolio management and financial planning.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

San Francisco, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Michael Gonzalez is a financial advisor with over 30 years of experience in the financial services industry. Michael currently holds licenses with Morgan Stanley and is registered in 33 states. Michael has worked at Citigroup Global Markets Inc., Lehman Brothers Inc., and Morgan Stanley Smith Barney. Michael's specialties include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for 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

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