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

Equitable Advisors, LLC

location

WOODLAND HILLS, CA

experience

32 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Derek Giacomazzi is a financial advisor with Equitable Advisors, LLC. Derek has been in the financial industry since 1993. Derek is registered to provide investment advice in 48 states. Derek holds Series 6, 7, 24, 63, and 65 licenses. Derek is an experienced advisor who is dedicated to helping clients achieve their financial goals. Derek is also involved in the community through various charitable organizations and serves on the board of Call on Jesus.com and Eternity Sports Advisory Team.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Los Angeles, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Derek Matos is a financial advisor registered with UBS Financial Services Inc. in California. Derek has been a registered representative in the financial services industry for over 3 years and is also registered as an investment advisor representative in California. Derek is a Series 66, Series 7TO and SIE exam holder. Derek has experience providing financial services to individuals, corporations, high-net-worth individuals, businesses, and institutions. Derek is currently located in Los Angeles, California at the UBS branch located at 1999 Avenue of the Stars, SUITE 3600, 90067.

SPECIALIZATIONS

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

Infinity Financial Services Advisory

location

OAKLAND, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Derek Fujikawa is an investment advisor representative at Infinity Financial Services Advisory, a firm based in Oakland, CA. Derek is registered with the state of California. Derek has over 20 years of experience in the financial services industry. Derek has a strong background in accounting and tax preparation, and has been working in the industry since 1997. Derek is also a licensed CPA and is a member of the AICPA.

SPECIALIZATIONS

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

Avantax Advisory Services

location

Woodland Hills, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Derek Mitsuuchi is a registered representative with Avantax Advisory Services in Woodland Hills, CA. Derek has been in the financial services industry since February 2022 and is a registered investment advisor. Derek earned their Series 66 license in July 2022 and also holds Series 7 and SIE licenses. Derek has been with Avantax since June 2021 and previously worked at Lazar and Company Certified Public Accountants. Derek has a proven track record of helping individuals and families achieve their financial goals. Derek is committed to providing personalized financial advice and guidance to help clients make informed decisions about their money.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

J.p. Morgan Securities LLC

location

Corona, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Derek Blosat is a financial advisor currently registered with J.p. Morgan Securities LLC. Derek is located in Corona, California and has been in the financial services industry since January 17, 2024. Derek is licensed to provide financial advice and securities brokerage services. Derek holds a Series 63 license as well as the Series 6TO and SIE exams. Derek specializes in a variety of financial products and services including insurance and annuities, mutual funds, variable annuities, and retirement planning.

SPECIALIZATIONS

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

Bridgewealth Advisory Group, LLC | CFP ® (Certifications)

location

Fresno, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Derek James Elrod is a financial advisor at Bridgewealth Advisory Group, LLC, based in Fresno, CA. Derek has been in the financial services industry since 2004. Derek is a Certified Financial Planner (CFP®) and holds Series 66, 7 and SIE licenses. He specializes in providing financial planning and investment management services to individuals, families, and businesses. Derek is committed to providing personalized advice and guidance to help his clients achieve their financial goals.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Long Beach, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Derek Kokubun is a financial advisor at Raymond James Financial Services Advisors, Inc. Derek has been in the industry since August 20, 2008. Derek is registered in 16 states for both securities and investment advisory services. Derek is also registered as a Registered Representative in California and a Registered Investment Advisor Representative in Texas. Derek has experience with a variety of clients including corporations, individuals, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Derek Nisleit is a financial advisor registered with LPL Financial LLC. Derek is a registered representative and investment advisor representative with over 5 years of experience in the financial services industry. Derek has a Series 7 and Series 66 license and is registered to offer securities and investment advice in California. Derek is also a Securities Industry Essentials (SIE) exam holder.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Charles Schwab & CO., Inc.

location

San Diego, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Derek Wilhelm is a financial advisor currently registered with Charles Schwab & CO., Inc. in California. Derek has been in the financial industry since 2006 and has experience working with a variety of firms including TD Ameritrade, PNC Investments, and CCO Investment Services Corp. Derek has a wide range of experience in the financial industry and is well-equipped to assist clients with their financial planning needs. Derek has a Series 7, Series 66, and SIE license and holds current registrations in several states.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Centura Wealth Advisory | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Derek Myron is a financial advisor with Centura Wealth Advisory in San Diego, California. Derek has been in the industry since 1998 and has experience working with a variety of clients, including individuals, families, businesses, and trusts. Derek holds the Series 6, 7, 24, and 63 licenses and is also a Certified Financial Planner. Derek is passionate about helping his clients achieve their financial goals, and he takes a personalized approach to financial planning. He is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

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

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