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

Wells Fargo Clearing Services, LLC

location

EL SEGUNDO, CA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edgar Galicia is a financial advisor who has been working in the industry since 2009. Edgar is currently registered with Wells Fargo Clearing Services, LLC in both California and Texas. Edgar has previously worked with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Edgar specializes in providing investment consulting services to institutional clients as well as financial planning, pension consulting and portfolio management for individuals and businesses.

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Alfonso Loera is a financial advisor at J.P. Morgan Securities LLC. Edgar has been in the industry since 2014. Edgar is licensed to provide financial services in California. Edgar is also licensed to provide investment products through Series 6 and Series 63 licenses. Edgar has a deep understanding of the investment markets and has a commitment to providing excellent client service. Edgar specializes in a wide range of financial services, including investment advice, financial planning, and retirement planning. Edgar has a strong track record of success and is dedicated to helping clients achieve their financial goals. Edgar is dedicated to building long-term relationships with clients and providing them with the personalized attention they deserve.

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

SACRAMENTO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Edgard Laguna is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Edgard is registered with the Securities and Exchange Commission (SEC) and has been in the industry since 2019. Edgard is licensed in California and Texas. Edgard has a Series 7TO, Series 66, and SIE license. Edgard has previously been employed by Merrill Lynch, Pierce, Fenner & Smith Inc. and Wells Fargo Clearing Services, LLC.

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

LPL Financial LLC

location

SAN FRANCISCO, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Edgardo Moncada is an investment advisor representative with LPL Financial LLC. Edgardo has been in the industry since 2002 and has worked for a variety of firms including Citigroup Global Markets Inc., Citicorp Investment Services, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and AXA Advisors, LLC. Edgardo is registered with the state of California as an investment advisor representative. Edgardo holds Series 7 and Series 66 securities licenses.

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
location

SAN JOSE, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Edgardo Bruzzone is a financial advisor with over 6 years of experience in the industry. Edgardo is currently registered with LPL Financial LLC in San Jose, CA. Previously, Edgardo was registered with Securian Financial Services, Inc., LPL Financial LLC, Waddell & Reed and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edgardo has a Series 7 and Series 66 license. Edgardo holds a SIE, and Series 7. Edgardo offers a variety of services to clients, including financial planning, portfolio management, and selection of other advisors. Edgardo specializes in working with 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Transamerica Financial Advisors, Inc.

location

SAN JOSE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Edgardo Ernesto Mixco is a registered representative of Transamerica Financial Advisors, Inc. Edgardo has been in the industry since December 2012. Edgardo is licensed to offer securities in California. Edgardo has passed the Series 6, Series 63, and SIE exams.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

ORANGE, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Edilia Noa is a registered representative with Wells Fargo Clearing Services, LLC. Edilia is a financial professional with over 10 years of experience in the industry. Edilia offers investment consulting services to institutional clients, and financial planning, pension consulting, and portfolio management for businesses and individuals. Edilia has been registered with FINRA since 2014.

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

SAN FRANCISCO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Edinson Ignacio Gomez is a financial advisor at Wells Fargo Clearing Services, LLC. Edinson holds the Series 63, 66 and 7 licenses. Edinson has been in the industry since 2021 and specializes in providing investment advisory services to individuals, businesses, and institutions. Edinson has a background in banking and financial services, with prior experience at JPMorgan Chase Bank, N.A. and Wells Fargo Bank, N.A. Edinson is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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

RBC Capital Markets, LLC

location

BEVERLY HILLS, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Edith Remington is a financial advisor with over 17 years of experience in the industry. Edith is currently registered with RBC Capital Markets, LLC in California and Texas. Edith offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. She is registered to provide investment advisory services in 35 states. Edith has earned her Series 66, Series 7TO, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

MILPITAS, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Edith Lau is a financial advisor with J.P. Morgan Securities LLC, located in Milpitas, CA. Edith has been working in the industry since 2003. Edith is registered as a broker-dealer in California and Texas. She is also registered as an investment advisor in California and Texas. Edith holds the Series 6, 7, 63 and 66 securities licenses, as well as the SIE. Edith has experience providing financial planning services, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

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