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

Beacon Pointe Advisors, LLC

location

NEWPORT BEACH, CA

disclosure

2 Disclosures

ADVISOR BIO

Paul Duncan is a financial advisor with Beacon Pointe Advisors, LLC. Paul is a registered investment advisor with the state of California. Prior to joining Beacon Pointe Advisors, LLC, Paul was an advisor with Securities America, Inc., LPL Financial LLC and Purshe Kaplan Sterling Investments. Paul has a Series 7, Series 66 and SIE license.

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

Irvine, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Paul Anthony Loduca is a financial advisor with Morgan Stanley. Paul has been in the securities industry for over 13 years and has a Series 7, Series 66, and SIE license. Paul is registered with FINRA and holds registrations in 37 states, including California, Texas, and Arizona. In addition to his role at Morgan Stanley, Paul is a rental property owner in Torrance, CA. Paul provides a variety of investment services, including portfolio management, financial planning, asset allocation advice, 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

Morgan Stanley

location

Laguna Niguel, CA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paul Taeseung Chung is a financial advisor currently working with Morgan Stanley. Paul has been in the industry since 2015, providing financial advice and investment guidance to individuals, families, and businesses. Paul holds both Series 7 and Series 66 licenses and has registered in multiple states. Paul specializes in providing financial planning services, asset allocation advice, portfolio management, 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

Aspiriant, LLC | CFP ® (Certifications)

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Paul Joseph Hynes is a financial advisor registered with Aspiriant, LLC, and has been in the industry for over 30 years. Paul has experience with clients such as high-net-worth individuals, corporations, investment companies, and charitable organizations. Paul is a Certified Financial Planner and holds Series 3, 7, 8, 63, and 65 licenses. Previously, Paul worked with Cambridge Investment Research, Inc. and Citigroup 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
Publication of Financial Periodicals
Unclaimed

WCM Investment Management

location

LAGUNA BEACH, CA

0 Disclosures

ADVISOR BIO

Paul Black is an investment advisor representative associated with WCM Investment Management. Paul's areas of expertise include financial planning and portfolio management for individuals, businesses, investment companies, 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
Portfolio Management for Pooled Investment Vehicles
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 | 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

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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