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

La Jolla, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tarik Benchabane is a financial advisor registered with Morgan Stanley in La Jolla, CA. He specializes in providing a variety of financial services to individuals and families. Tarik Benchabane has been in the financial services industry for over 8 years and has a strong track record of success. He has been registered with Wells Fargo Clearing Services, LLC since 2017. Tarik Benchabane is committed to providing personalized financial advice and working with clients to achieve their long-term financial goals. He is a member of the Financial Industry Regulatory Authority (FINRA) and is required to follow strict ethical and professional standards.

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

Tariq Maiden is an investment advisor representative for Lido, with experience in the financial services industry since 2016. Tariq Maiden holds Series 63, 66, 7 and SIE licenses. Tariq Maiden has a strong background in financial planning and portfolio management for individuals, businesses, and investment companies. Lido provides a variety of financial planning and investment management services. Lido is headquartered in Los Angeles, California.

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

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

location

Newhall, CA

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Tarrell Florent is an investment advisor representative with over 20 years of experience in the financial services industry. Tarrell is currently registered with State Farm Investment Management Corp., a Registered Investment Advisor in Bloomington, Illinois. Tarrell is also a licensed insurance agent with Tarrell Florent's Insurance Agency, an insurance agency that is also part of the State Farm network. Tarrell is experienced in providing investment advice to individuals and investment companies, and has a specialization in variable annuities. Tarrell is a Chartered Financial Consultant and holds the Series 6, 26 and 63 licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Walnut Creek, CA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Taryn Horne is a financial advisor registered with Morgan Stanley and has been in the industry since May 2005. Taryn is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 66, and SIE licenses. Taryn is licensed in multiple states, including California and Texas. Taryn Horne is a registered investment advisor in Texas. Taryn Horne is affiliated with Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Taryn Horne has a history of working with individuals, high net worth individuals, insurance companies, corporations, and other 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

Morgan Stanley

location

Modesto, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Tasha Way is a financial advisor with Morgan Stanley and has been in the industry since February 7, 2002. Tasha has a Series 7 and Series 66 licenses, and is registered in 44 states. Tasha's previous experience includes working at Citigroup Global Markets Inc. and Strong Investments, Inc. Tasha is based in Modesto, California. Tasha specializes in a wide range of financial services, including portfolio management for individuals, businesses, and investment companies. Tasha's firm, Morgan Stanley, has a long history of providing financial services to clients of all types and sizes.

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

9 Years Experience

0 Disclosures

ADVISOR BIO

Tatiana Belaya is a financial advisor with Morgan Stanley. Tatiana has been in the industry for over 8 years and is registered with the state of California and Texas. She is also registered with FINRA. Tatiana has experience working with high-net-worth individuals, corporations, and charitable organizations. She provides a variety of financial services including financial planning, asset allocation advice, and portfolio management.

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

Sherman Oaks, CA

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Tatiana Vogelaar is a registered investment advisor representative with State Farm Investment Management Corp. Tatiana has been in the securities industry since August 24, 2017 and holds Series 6 and 63 licenses. Tatiana is also a Chartered Financial Consultant. Tatiana has experience working with individual and institutional clients.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Roseville, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Tatyana Kjellberg is a financial advisor with Morgan Stanley. Tatyana has been in the industry for over 9 years. Tatyana is a registered representative in Alabama, Alaska, Arizona, California, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, Tennessee, Texas, and Washington. Tatyana has been with Morgan Stanley since November 2014.

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

Carbon Collective Investing, LLC

location

Gaviota, CA

0 Disclosures

ADVISOR BIO

Tavis Boise is an Investment Adviser Representative registered with the state of California and is associated with Carbon Collective Investing, LLC. Tavis Boise holds a Series 65 license and has been in the financial services industry since at least 2012.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Santa Rosa, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Tawny Britton is a financial advisor with over 17 years of experience in the financial services industry. Tawny is a Certified Financial Planner and currently works as a Registered Representative for Morgan Stanley. Previously, Tawny has worked for several other reputable firms including WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UBS FINANCIAL SERVICES INC., WELLS FARGO ADVISORS, LLC and CHASE INVESTMENT SERVICES CORP. Tawny is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses for Series 6, 7, 63 and 65. Tawny is able to provide financial advice to a wide range of clients, including individuals, families, businesses, and institutions.

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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