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

J.p. Morgan Securities LLC

location

SAN RAMON, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Boles is a financial advisor with J.P. Morgan Securities LLC, located in San Ramon, California. Alexander has been working in the financial industry since October 2022. Alexander specializes in a variety of areas, including retirement planning, college savings, and investment management. Alexander holds a Series 63, Series 6TO and SIE license.

SPECIALIZATIONS

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

San Francisco, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Plumb is a financial advisor at Morgan Stanley. Alexander has been a registered representative in the securities industry since May 2023. Alexander has a Series 7TO, Series 66, and SIE licenses. Alexander has experience in the financial services industry. Alexander is registered in 53 states and the District of Columbia.

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

PASADENA, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Alexander James Sierra is a financial advisor at Cetera Investment Advisers LLC. Alexander has been in the financial services industry since 2016 and holds Series 6, 7, 63, and 65 licenses. Alexander is also a Certified Financial Planner. The advisor has experience with Cetera Investment Services LLC and Foresters Financial Services. Alexander is a member of the Financial Planning Association of San Gabriel Valley Board of Directors.

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

ARCADIA, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Cloudy Ling is a financial advisor with J.p. Morgan Securities LLC. Alexander is licensed to provide financial advice in California, Illinois, and Texas. Alexander is also Series 63, Series 6TO, and SIE licensed. Alexander has been in the financial industry since October 7, 2019. Alexander specializes in providing financial advice to individuals, corporations, and charitable organizations. J.p. Morgan Securities LLC provides a variety of financial services, including portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

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

LODI, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alexander John Glaros is a financial advisor with Edward Jones. Alexander is registered with FINRA and has been in the industry for over 10 years. Alexander is active in broker-dealer and investment advisor roles. Alexander is licensed in multiple states and specializes in financial planning, pension consulting, and selection of other advisors. Alexander's expertise can assist individual and business clients.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Devereaux is a financial advisor with UBS Financial Services Inc., an investment firm that provides financial advice to individuals and institutions. Alexander has been in the financial services industry since 2022. Alexander holds a Series 66 and Series 7TO licenses and is registered in California. In addition to his work as a financial advisor, Alexander is also the Creative Director of Devereaux Productions LLC, an entertainment production company. Alexander is passionate about helping clients achieve their financial goals.

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
location

GLENDALE, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Derghazian is a financial advisor with Edward Jones, specializing in providing financial advice and portfolio management services to individuals, businesses, and retirement plans. Alexander joined Edward Jones in February 2024, bringing with them prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alexander holds the Series 66, Series 7, and SIE licenses and is registered in multiple states.

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

LA JOLLA, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Wehrle is a financial advisor with over 10 years of experience in the industry. Alexander is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously held positions at J.P. Morgan Securities LLC and Chase Investment Services Corp. Alexander holds Series 6, 7, 63 and 66 licenses and specializes in working with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, corporations, and charitable organizations.

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
location

El Segundo, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Bright is a financial professional with over two years of experience in the industry. Alexander is currently registered as an Investment Advisor Representative with 49 Financial in Austin, Texas. Alexander also holds Series 63 and 65 licenses as well as the SIE and Series 6TO certifications. Alexander has previously worked with Purshe Kaplan Sterling Investments. Alexander specializes in financial planning, selection of other advisors, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LODI, CA

experience

2 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Alexander Williams is a financial advisor at J.P. Morgan Securities LLC. Alexander has been in the industry since January 11, 2023 and is registered to conduct business in California. Alexander is licensed with 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

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