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

San Jose, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Miuccia Kyla Halim is an active investment advisor representative with Morgan Stanley. Miuccia has been in the industry since 2022 and is registered in multiple states including California, Texas, and others. Miuccia offers financial planning, portfolio management for individuals, businesses and investment companies, pension consulting, and educational seminars. Miuccia is committed to providing clients with personalized investment advice and strategies to help them reach 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

OXNARD, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Moaniala Valdez is a registered investment advisor representative at Morgan Stanley. Moaniala has been in the industry since 2006, and is licensed to provide investment advice in 48 states. Moaniala's previous employers include Morgan Stanley & Co. Incorporated and Morgan Stanley DW 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

Beacon Pointe Advisors, LLC

location

NEWPORT BEACH, CA

disclosure

1 Disclosures

ADVISOR BIO

Mollie Taylor is an investment advisor representative with Beacon Pointe Advisors, LLC. Mollie has been in the industry since 2011 and has held previous roles at Commonwealth Financial Network, Capital One Investing, LLC, Stifel, Nicolaus & Company, Incorporated, and Sterne, Agee & Leach, Inc. Mollie is licensed in Louisiana and Texas and holds Series 7, 7TO, 66, and SIE licenses. Mollie specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. She is also experienced in providing financial planning, consulting, and portfolio management services. Mollie is committed to helping her 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

Menlo Park, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Molly Galasso is an Investment Advisor Representative at Morgan Stanley. Molly is licensed to offer investment advice and securities in 53 states, including Texas and California. Molly has been a licensed professional in the financial industry since 2019. Molly has a broad background with prior experience working as a fitness professional.

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

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Molly My Sakahara is an Investment Advisor Representative at Morgan Stanley. Molly has been in the financial industry since 1999. Before joining Morgan Stanley, Molly worked at HSBC Securities (USA) Inc. and Credit Suisse First Boston LLC. Molly holds Series 6, 7, 63, and 65 licenses. Molly is registered in 28 states and offers financial planning, portfolio management for businesses, individuals, and investment companies, 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

Oakland, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Molly McKenna is a registered investment advisor representative with Morgan Stanley. Molly is a Series 7 and 66 licensed advisor with experience in financial planning, portfolio management, and pension consulting. Molly has worked in the financial services industry since 2017 and has a strong track record of providing clients with personalized advice and 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
ASSET ALLOCATION ADVICE
Unclaimed
location

CONCORD, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Monessa Cruz Santiago is a financial advisor with over 20 years of experience in the industry. Monessa is registered with Assetmark, Inc. and is based in Concord, CA. Monessa also has experience with Capital Brokerage Corporation, Genworth Financial Securities Corporation, and Assante Capital Management Inc. Monessa holds a Series 63, Series 65, Series 7, Series 24, and Series 4 license. Monessa specializes in working with individuals, investment companies, and pension plans. Monessa is a senior strategic accounts manager for Assetmark, Inc. and is affiliated with Assetmark Brokerage, LLC.

SPECIALIZATIONS

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

Nuveen Asset Management, LLC

location

Los Angeles, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Monica Moreno Nagami is a financial advisor registered with Nuveen Asset Management, LLC. Monica has been in the industry since October 31, 2016. Monica is licensed in 53 states and holds the Series 66, Series 7 and SIE licenses. Monica is registered with FINRA and is a registered investment advisor in California and Illinois.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

San Francisco, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Monica Bunawan is a financial advisor registered with Morgan Stanley. Monica has been in the financial services industry since 2002. Monica is a Series 7, 63, and 65 licensed professional. Monica is also registered with the state of California and Texas. Monica specializes in providing financial 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
location

Santa Cruz, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Monica Marie Carney is a financial advisor with Morgan Stanley. Monica has been in the financial industry since December 4, 2007. Monica is licensed to provide investment advice in 39 states. Monica is also a registered representative of Morgan Stanley. Monica has a Series 7, Series 66, and SIE licenses. Monica is currently licensed in California and Texas. Monica can provide advice on investment, financial planning, pension consulting, and 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

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