Invested Better
Educational Seminars & Workshops Advisors in California
43,069 Results
Unclaimed

Next Financial Group, Inc. | CFP ® (Certifications)

location

Woodland Hills, CA

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

A. Lamar Hudson is a financial advisor with Next Financial Group, Inc., with over 30 years of experience in the financial industry. A. Lamar Hudson has a background in providing financial advice to individuals, businesses, and retirement plans. A. Lamar Hudson holds Series 7, 24, 63 and 66 licenses and is also a Certified Financial Planner. In addition to their work with Next Financial Group, Inc., A. Lamar Hudson volunteers for Wings for Widows, a non-profit organization that provides pro-bono financial advice to widows and widowers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aabhas Agarwal is a financial advisor who has been in the industry for over 2 months. Aabhas is currently registered with J.p. Morgan Securities LLC in San Francisco, CA. Aabhas has passed the Series 63, Series 79TO and SIE exams. Aabhas is licensed in 53 states and is an active broker-dealer. J.p. Morgan Securities LLC is a large financial firm with more than $50 billion in assets under management. The firm provides financial planning, pension consulting and portfolio management services to individuals, businesses, and investment companies. Aabhas specializes in a variety of areas including stocks, bonds, mutual funds, ETFs, and options.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

ENCINO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aamir Lalani is an active investment advisor representative, licensed in California. Aamir has been in the industry since September 2023 and is currently registered with Wells Fargo Clearing Services, LLC. Aamir specializes in providing investment advisory services to individuals, businesses, and institutional clients. Aamir also holds Series 7, 63, and 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

NEWARK, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aanya Sharma is a registered representative with Wells Fargo Clearing Services, LLC. Aanya holds the Series 7TO, Series 63, and SIE licenses. Aanya has been in the securities industry since 2023. Aanya is currently located in NEWARK, CA. Aanya's firm provides a variety of financial services including portfolio management, investment consulting, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Citigroup Global Markets Inc.

location

SAN FRANCISCO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Strand is a financial advisor with Citigroup Global Markets Inc., registered in the state of California. Aaron has been in the industry since September 3, 2020. Currently, Aaron is registered with the state of California for both securities and investment advisor activities. Previously, Aaron worked with First Republic Securities Company, LLC and First Republic Investment Management, LLC, both in San Francisco. Aaron holds Series 66, Series 31, Series 7TO and SIE licenses. Aaron works with high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

ROSEVILLE, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Diringer is a financial advisor at Fidelity Personal And Workplace Advisors in Roseville, CA. Aaron is registered with the state of California and has been in the industry since July 2013. Aaron has experience working with various financial service companies, including Franklin Templeton Financial Services Corp. and NYLIFE Securities LLC. Aaron holds Series 7, 63, and 65 licenses and the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

McFarland Associates | CFP ® (Certifications)

location

MONTEREY, CA

0 Disclosures

ADVISOR BIO

Aaron Schwartz is a financial advisor with McFarland Associates. Aaron has been in the industry since 2009 and holds the Series 7, 63, and 65 securities licenses. Aaron is also a Certified Financial Planner (CFP). Aaron has experience working with individuals and families to develop personalized financial plans.

SPECIALIZATIONS

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

San Francisco, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Pence is a financial advisor registered with Morgan Stanley and has been in the industry since May 2004. Aaron has a series of licenses and holds registrations in several states including California, Texas, Alabama, Arizona, Colorado, Florida, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, Nevada, New York, Ohio, Oregon, Pennsylvania, Tennessee, Virginia, Washington and Wisconsin. Aaron's previous experience includes working at Morgan Stanley & Co. Incorporated and UBS Financial Services Inc. Prior to this, Aaron also worked as a Bartender. Aaron's specializations include a variety of financial services offerings.

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

PNC Investments

location

ROSEVILLE, CA

experience

17 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Aaron Rice is a financial advisor currently registered with PNC Investments. Aaron has been in the financial industry since February 14, 2008. Aaron has worked at several firms throughout their career, including BBVA Securities Inc. and Wells Fargo Advisors, LLC. Aaron is currently registered in California, Nevada, New York, and Washington, and holds Series 6, 7, 66, and SIE licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN JOSE, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Grant is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron has been in the securities industry since 2018. Prior to joining Merrill Lynch, Aaron worked at LPL FINANCIAL LLC. Aaron specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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