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

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

location

Chatsworth, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Olga Wolf is a financial advisor at State Farm Investment Management Corp. Olga has been in the industry since August 2015. Olga is registered as a registered representative and investment advisor representative in Arizona, California, Nevada, and Oregon. Olga also holds the Series 6, SIE, and Series 63 licenses. In addition to working as a financial advisor, Olga also owns and operates Olga Wolf's Insurance Agency.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

State Farm Investment Management Corp.

location

Dixon, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Olimpia Campos Garner is a registered investment advisor representative with State Farm Investment Management Corp. Olimpia is licensed to provide advisory services in Arizona and California. Olimpia has been in the financial services industry since 2012. In addition to working as an investment advisor, Olimpia also owns and operates an insurance agency. Olimpia is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

State Farm Investment Management Corp.

location

San Diego, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Oliver Greenleaf Stahl is a financial advisor with over 7 years of experience in the industry. Oliver has a Series 7, 66 and SIE licenses and is currently registered with State Farm Investment Management Corp. Oliver has a strong background in financial services, with prior experience at TD Ameritrade, Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Oliver is dedicated to helping clients achieve their financial goals and provides a wide range of investment services, including portfolio management for individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Genter Capital Management

location

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Olivia Rose Laqua is an Investment Advisor Representative with Genter Capital Management and Genter Advisors LLC, licensed in California. Olivia Rose Laqua has been in the industry since April 2022. Olivia Rose Laqua's profile reflects a career with a background in financial services and a focus on providing investment advice to individuals, corporations, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS.
Unclaimed
location

Menlo Park, CA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Olivia Bowles-kymer is a financial advisor in Menlo Park, CA and has been in the industry since 1995. Olivia has passed multiple exams and is registered with FINRA and various states. Olivia works for Morgan Stanley, which provides investment advisory services to individuals, businesses, and institutions. Morgan Stanley is headquartered in Purchase, NY and has a global presence.

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

Lido | CFP ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Olivia Zaiya is a financial advisor with Lido, a firm based in Los Angeles, California. Olivia has been working in the financial services industry since 2014. Olivia is a Certified Financial Planner™ professional. Olivia holds a Series 63, 24, 7 and SIE license. Olivia provides financial planning, selection of other advisors, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
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

Newport Beach, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Olivia Gilson is a financial advisor currently registered with Morgan Stanley. Olivia has been in the industry since April 2022, and is licensed to practice in 53 states and the District of Columbia. Olivia holds the Series 7, 66 and SIE securities licenses. Olivia is also a registered Investment Advisor in California and Texas. Olivia works out of the Newport Beach, California office of Morgan Stanley.

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

Robert W. Baird & Co. Inc.

location

SACRAMENTO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Olivia Kaplan is a financial advisor at Robert W. Baird & Co. Inc., a firm with $1 billion to $10 billion in assets under management. Olivia has been in the financial services industry since 2014 and has experience working with individuals, businesses, and institutions. Olivia is registered to provide investment advice in California and Texas. She is also a Series 66, Series 7, Series 9, and Series 10 licensed 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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Assetmark, Inc.

location

CONCORD, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Omar Mercado is a registered investment advisor representative with Assetmark, Inc. Omar has been in the securities industry for over 10 years. Omar holds the Series 7, Series 24 and Series 66 licenses. Prior to joining Assetmark, Inc., Omar worked for Northwestern Mutual Investment Services, LLC and National Planning Corporation. Omar works with a variety of clients, including individuals, corporations, and pension plans. Omar is committed to providing personalized financial advice that helps his clients reach their financial goals.

SPECIALIZATIONS

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

Pleasanton, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Omer Shakoor is a financial advisor who has been in the industry since 2021. Omer Shakoor currently works at Morgan Stanley and is licensed to provide financial advice in 43 states, as well as in California and Texas as an 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

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