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

Walnut Creek, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Paul Andrew Noceti is a financial advisor with Morgan Stanley. Paul has been in the financial services industry for 12 years. Paul is registered with FINRA and the states of Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Michigan, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin. Paul holds the Series 31, Series 7, and Series 66 licenses. Paul specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, 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
Unclaimed
location

San Francisco, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Paul Minasian is a financial advisor with Morgan Stanley. Paul has over 25 years of experience in the financial services industry. Paul has a strong track record of providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and institutions. Paul is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Paul is a registered representative and investment advisor representative with Morgan Stanley. Paul is also registered with the state of Texas 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

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Paul Patrick Ryan is a licensed investment advisor representative with Lido. Paul has been in the industry since April 2013. Paul's primary office is located in Los Angeles, California. Paul has also previously worked at Investment Security Corporation and Morgan Stanley & Co. LLC. Paul has passed the Series 66, SIE and Series 7 exams.

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

First Foundation Advisors

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Paul Edward Miller is an Investment Advisor Representative at First Foundation Advisors, a registered investment advisor headquartered in Irvine, California. Paul is registered in California as an Investment Advisor Representative. Paul has been in the industry since 1994 and holds Series 6, 7, 63 and 65 licenses. Paul previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC., DEUTSCHE BANK SECURITIES INC., UST SECURITIES CORP. and UST FINANCIAL SERVICES CORP. Paul is currently licensed in California as an Investment Advisor Representative.

SPECIALIZATIONS

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

State Farm Investment Management Corp.

location

Santa Barbara, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Paul Francis Cashman is a registered Investment Advisor Representative with State Farm Investment Management Corp. based in Santa Barbara, CA. Paul has been in the financial services industry since 1998 and holds several licenses, including Series 6, Series 63, and Series 65. Paul specializes in portfolio management for individuals and investment companies. Paul also owns and operates an insurance agency, Paul Cashman's Insurance Agency, specializing in insurance products offered through State Farm Mutual Automobile Insurance Company and its affiliates.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Morgan Stanley | CFA ® (Certifications)

location

Beverly Hills, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Paula Ann Kalandiak is a financial advisor with Morgan Stanley. Paula has been in the financial services industry since 1997. Paula holds Series 3, 7, 63 and 66 licenses as well as the Series 87, and the SIE exam. Paula is also a Chartered Financial Analyst. Previously, Paula worked for Wells Fargo Clearing Services, LLC, Wedbush Securities Inc., Broadpoint Capital, Inc., Roth Capital Partners, LLC, Wells Fargo Securities, LLC, Wedbush Morgan Securities Inc., ASB Financial Services and Kidder, Peabody & Co. Incorporated. Paula's current office is located in Beverly Hills, California. Paula is a member of the Board of Directors for WISH Forward in Los Angeles, California.

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

Simi Valley, CA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paula Alicia Miller is a registered investment advisor representative with State Farm Investment Management Corp. Paula has been in the financial services industry since 2000 and holds the Series 6, Series 63 and SIE licenses. Paula also has the Chartered Financial Consultant designation. In addition to being a registered investment advisor representative, Paula is also the owner and agent of Paula Miller's Insurance Agency. Paula is active in the Simi Valley community and is a member of the Simi Sunset Rotary and the Simi Valley Police Foundation.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Morgan Stanley

location

Los Angeles, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Paula Bai is a financial advisor with Morgan Stanley. Paula is a licensed registered representative and investment advisor. Paula has been in the securities industry since 2015 and holds a Series 66, Series 7, Series 9, and Series 10 licenses. Paula previously worked at RBC Capital Markets, 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

San Francisco, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Paulina Wong is a registered representative with Morgan Stanley. Paulina has been in the industry since 2011 and holds Series 7, Series 9, Series 10 and Series 66 licenses. Before joining Morgan Stanley, Paulina was previously registered with J.P. Morgan Securities LLC, Neuberger Berman BD LLC, UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC. Paulina is currently registered in 53 states and the District of Columbia.

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

25 Years Experience

0 Disclosures

ADVISOR BIO

Pauline Tina Chui is a registered investment advisor with Morgan Stanley. Pauline has been in the industry since 2000 and holds multiple licenses and certifications, including Series 3, 7, 9, 10, 66 and SIE. Pauline is registered in 53 states and the District of Columbia, including California, Texas and New York. Before joining Morgan Stanley, Pauline worked at CITIGROUP GLOBAL MARKETS INC. Pauline provides a variety of advisory services to individuals, businesses, investment companies, insurance companies, pension and profit sharing plans, charitable organizations and others.

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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