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

Fidelity Personal AND Workplace Advisors

location

SEAL BEACH, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Desiree Monet Villajin is an investment advisor representative with Fidelity Personal And Workplace Advisors. Desiree has been in the industry since April 2021. She has a Series 7TO, Series 63, Series 65, and SIE. Desiree is registered in Arizona, Arkansas, California, Nevada, Texas, and Texas. She specializes in asset allocation, portfolio management, retirement planning, mutual fund and ETF selection, and financial planning. Desiree is also a registered Investment Advisor with Fidelity Personal And Workplace Advisors.

SPECIALIZATIONS

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

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Desmond Daly is a registered representative and investment advisor representative with Centaurus Financial, Inc. Desmond has been in the financial services industry since 2001. Desmond has Series 7, Series 66 and SIE licenses and holds registrations in California, Florida and Washington. Desmond has specialized in working with individuals, corporations, and high-net-worth individuals. In addition to his work at Centaurus Financial, Inc., Desmond also works as an insurance agent.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Destin Thomas is a financial advisor with over 13 years of experience in the industry. Destin holds a variety of licenses and certifications, including Series 7, 24, 53, 63, and 65. Destin currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Destin has worked for City National Securities, Inc. and a number of firms within the Cetera network. Destin has worked with a wide range of clients including individuals, corporations, and institutions. Destin provides a variety of financial advisory services including investment management, financial planning, and retirement planning.

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
Unclaimed

Wealth Architects, LLC

location

MOUNTAIN VIEW, CA

0 Disclosures

ADVISOR BIO

Destiny Elysse Serna is a registered investment advisor representative. Destiny currently works for Wealth Architects, LLC in Mountain View, CA. Destiny's career began in 2016 and has a history of employment at both Baird & Co. and Wealth Architects. Destiny has a Series 66, Series 7, and SIE. Destiny is currently registered in California.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING
Unclaimed

J.p. Morgan Securities LLC

location

Cardiff By The Sea, CA

0 Disclosures

ADVISOR BIO

Destiny Hoquist is a financial advisor registered with J.p. Morgan Securities LLC. Destiny has been in the industry since August 1, 2024. Destiny is a licensed Securities Agent in California and holds the Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

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

SCF Investment Advisors, Inc.

location

SAN DIEGO, CA

experience

28 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Detroy Lee Womack is a registered representative with SCF Investment Advisors, Inc. Detroy has been in the securities industry since September 5, 1996. Detroy is registered in the state of California as an Investment Advisor Representative and has been with SCF Investment Advisors, Inc. since February 7, 2012. Prior to joining SCF Investment Advisors, Inc., Detroy worked at Securities America, Inc. Detroy specializes in a number of areas, including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

Perigon Wealth Management, LLC | CFP ® (Certifications)

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Dev Gupta is an Investment Advisor Representative with Perigon Wealth Management, LLC. Dev has been in the industry since 2007. Dev is registered with the state of California and Texas. Dev has over 15 years of experience in the financial services industry and is committed to providing personalized financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

FREMONT, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Dev Rana is an investment advisor representative at Eagle Strategies LLC. Dev is registered with the state of California, North Carolina, and Washington. Dev has been in the securities industry since 2018. Dev is also registered with FINRA as a Registered Representative. Dev holds the Series 63, Series 65 and Series 7TO licenses. Dev provides financial planning, pension consulting and educational seminars.

SPECIALIZATIONS

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

Cuso Financial Services, LP

location

VENTURA, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Devan Vellios is a financial advisor with Cuso Financial Services, LP. Devan has over 19 years of experience in the financial services industry. Devan holds Series 6, 7, 63, and 66 licenses and has been registered with FINRA since 2003. Devan's expertise includes financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WALNUT CREEK, CA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Deven Keith Mays is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Deven is licensed to provide securities and investment advisory services in California. Deven has been in the securities industry for over 10 years. Deven is also involved in two real estate investment businesses, M6 Realty Ventures, LLC and Opus Land Ventures, Inc.

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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