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

Beverly Hills, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Ari A Shandler is an investment advisor representative with Morgan Stanley. Ari has been in the industry since 2010 and is registered with the state of California. Ari also holds Series 7 and Series 66 licenses, as well as the SIE exam. Prior to joining Morgan Stanley, Ari was a registered representative with Merrill Lynch. Ari's areas of expertise include asset allocation advice, 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
Unclaimed

Morgan Stanley

location

Beverly Hills, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aria Olia is a financial advisor with Morgan Stanley. Aria has been in the industry since April 2019 and holds licenses in both California and Texas. Aria works with individuals and families, providing financial planning and asset management services. Aria specializes in building long-term financial strategies for clients, helping 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

Long Beach, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ariana Giselle Bedolla medina is a financial advisor with Morgan Stanley in Laguna Niguel, California. Ariana has been in the industry since 2020. Ariana holds the Series 66, Series 7, Series 6 and SIE licenses. Ariana has experience with a number of financial products and services and has a strong track record of success in helping 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
ASSET ALLOCATION ADVICE
Unclaimed
location

CLAREMONT, CA

experience

6 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Ariel Santana is a registered investment advisor representative with Morgan Stanley. Ariel has been working in the securities industry since December 20, 2018. Ariel has a Series 66, Series 7 and a SIE. Ariel is currently licensed to offer investment advice in 53 states. In addition to the licenses mentioned above, Ariel also has licenses with the following SROs: 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

Ensemble Capital Management, LLC | CFA ® (Certifications)

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Arif Karim is a financial advisor with Ensemble Capital Management, LLC. Arif has been in the industry since 1997. Arif is also a Chartered Financial Analyst. Arif is registered with the state of California and has a Series 7 and a Series 65 license. Arif's area of specializations include financial planning, portfolio management for individuals, portfolio management for investment companies, and portfolio management for businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Blackrock Fund Advisors

location

SAN FRANCISCO, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Arin Horesh is an investment advisor representative at Blackrock Fund Advisors in San Francisco, CA. Arin has been in the industry since 2005 and has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Arin is registered with the state of California as an investment advisor representative and has a Series 7 and Series 66 license.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

San Diego, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Armand Magcalas is a financial advisor at Morgan Stanley. Armand has been in the financial industry since 2014. Armand has experience working for both Morgan Stanley and Northwestern Mutual Investment Services, LLC. Armand is registered with the state of California as an investment advisor representative and a broker. Armand 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

CUPERTINO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Armand Brandt is a financial advisor with Morgan Stanley. Armand has been in the securities industry since 2021. Armand holds the Series 66, Series 7TO and the SIE licenses and is registered in 53 states and the District of Columbia for securities and in 2 states for investment advisory services. Armand's previous experience includes positions at E*TRADE Securities LLC and Northwestern Mutual Investment Services 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

Encino, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Armen Attallah is a registered investment advisor representative with Assetmark, Inc. in Encino, California. Armen has been in the financial services industry for over 10 years and has experience in both brokerage and advisory roles. Armen holds multiple securities licenses, including Series 6, Series 63, and Series 65. Prior to joining Assetmark, Inc., Armen was employed by Capital Brokerage Corporation in Glen Allen, Virginia. Armen has also worked with AssetMark Financial Holdings, Inc. and AssetMark Brokerage, LLC.

SPECIALIZATIONS

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

Westlake Village, CA

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Armen Doyan is a financial advisor at Morgan Stanley. Armen has been in the industry since 2018 and holds both Series 66 and Series 7 licenses, as well as the SIE exam. Armen has worked at Morgan Stanley since January 2018 and has previous experience at Brighter and Extended Travel. Armen is registered in 44 states and has a strong background in portfolio management and financial planning.

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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