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

Wells Fargo Clearing Services, LLC

location

CHULA VISTA, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Diana Dafne Molina is a financial professional registered in California. Diana is affiliated with Wells Fargo Clearing Services, LLC. Diana is also licensed to sell securities in the state of California.

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
location

Woodland Hills, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Diana Lynn Fusco has been in the financial services industry since March 16, 2005. Diana is currently a Registered Representative with Morgan Stanley, a position Diana has held since June 2009. Prior to that, Diana was employed by DEAN WITTER REYNOLDS INC. Diana has a Series 63, Series 66, Series 7 and SIE licenses and is registered to provide investment advice in 46 states. Diana specializes in serving individuals, high-net-worth individuals, corporations, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Diana Kwon is a registered representative with J.p. Morgan Securities LLC, working in the SAN FRANCISCO, CA office. Diana has been in the financial industry since December 2018. Diana is registered to provide investment advisory services in California and Texas, and also holds Series 7TO, Series 66, and SIE licenses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEWPORT BEACH, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Diana Tabbada is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Newport Beach, CA. Diana has been in the financial industry since 2002 and has a strong background in investments. Diana is a Series 7, Series 6, and SIE licensed professional. In addition, Diana is registered with the state of California. Prior to working at Merrill Lynch, Diana worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in both Newport Beach, CA and Boston, MA.

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

Citigroup Global Markets Inc.

location

Encino, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Diana Sawiris is a registered representative with Citigroup Global Markets Inc. Diana has been in the securities industry since August 26, 2004. Diana is registered in 28 states and holds the Series 66, SIE, and Series 7 licenses. Diana's previous firm was CITICORP INVESTMENT SERVICES.

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

J.p. Morgan Securities LLC

location

Santa Clara, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Diana La is a registered representative with J.P. Morgan Securities LLC, where Diana has been employed since January 31, 2019. Diana is licensed in California. Diana's current office location is in Santa Clara, California. Diana specializes in offering investment advisory services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

IRVINE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Diana Chien is a financial professional with over 7 years of experience in the financial services industry. Diana is currently registered with Pruco Securities, LLC and is licensed in California, Texas, and other states. Diana holds Series 66, Series 7, and SIE licenses and has experience in providing investment advice to individuals, high-net-worth individuals, businesses, and other clients. Diana has a strong understanding of insurance and investments and provides comprehensive financial services, including financial planning, investment management, and insurance products. Diana is committed to helping clients achieve their financial goals and is passionate about providing personalized advice and guidance.

SPECIALIZATIONS

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

J.derek Lewis & Associates, Inc.

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Diana Labruna is a financial advisor with J. Derek Lewis & Associates, Inc., an investment advisory firm based in Newport Beach, California. Diana is registered with the state of California as an Investment Advisor Representative. Diana has a Series 63, Series 65 and SIE licenses. Diana's focus is on financial planning, pension consulting and portfolio management for both individuals and businesses. Diana has experience working with a variety of client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Diana is committed to providing her clients with personalized financial advice and guidance. Diana's experience includes working with The Siegfried Group, LLP, PKS Investments, and 49 Wealth Management.

SPECIALIZATIONS

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

San Juan Capistrano, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Diana Corazon marquez Peters is a financial advisor with Edward Jones and has been in the industry since June 13, 2021. Diana Corazon marquez Peters holds the Series 66, Series 7TO, and SIE licenses and is registered in 27 states. Before joining Edward Jones, Diana Corazon marquez Peters worked with Fidelity Brokerage Services LLC in Mission Viejo, CA.

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

BURBANK, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Diana Sedrakyan is a financial professional registered with Wells Fargo Clearing Services, LLC. Diana is licensed to provide investment advice and services in California. Diana has been in the industry for a short time, having taken the SIE exam in December 2022 and receiving her Series 63 and 6TO licenses in January 2023. Diana's focus is on individual and business clients, with a commitment to providing personalized financial planning and investment management services.

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

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