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

Simplicity Wealth

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Emile Paul Dufrene is a financial advisor with over 20 years of experience in the industry. Emile has a diverse background, having worked with various firms, including Nationwide Securities, LLC, Signator Investors, Inc., and Veritrust Financial, LLC. Currently, Emile works with Simplicity Wealth, a firm with a focus on providing financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Granada Hills, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Emile Samir Abinader is a financial advisor with Citigroup Global Markets Inc., based in Granada Hills, CA. Emile has been in the industry since March 1999, and holds several licenses and registrations.

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

Citigroup Global Markets Inc.

location

LOS ANGELES, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Emilene Rosely Andrews is a financial professional with over 10 years of experience in the financial industry. Emilene is registered with Citigroup Global Markets Inc. and holds a Series 66, Series 7, Series 9, Series 10, and Series 31 license. Emilene provides financial planning, asset allocation advice, and portfolio management services to individuals, 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
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

San Diego, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Emilia Naydin Rivera is a financial advisor at Morgan Stanley. Emilia is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since February 18, 2019. Emilia specializes in providing financial advice to high-net-worth individuals, corporations, and other institutions.

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
location

Beverly Hills, CA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Emilia Constance Pirro is a financial advisor currently registered with Morgan Stanley in Beverly Hills, CA. Emilia has been working in the financial industry since December 17, 1980. Previously, Emilia has worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., MUNICIPAL PARTNERS, LLC, CANTOR FITZGERALD & CO., CANTOR FITZGERALD PARTNERS, DEAN WITTER REYNOLDS INC., CROWELL, WEEDON & CO., GRUNTAL & CO. INCORPORATED, and BATEMAN EICHLER, HILL RICHARDS, INCORPORATED. Emilia holds licenses in 12 states.

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

Planmember Securities Corp.

location

SAN DIMAS, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Emiliano Sauceda is a financial professional with over 12 years of experience in the financial industry. He is registered with the state of California as both a Broker-Dealer and an Investment Advisor. Emiliano is associated with Planmember Securities Corp., a registered investment advisor with over 100 clients. He is also a self-employed Fixed Insurance Agent. Emiliano has experience working with a variety of clients including individuals, corporations, pension and profit sharing plans, and charitable organizations. Emiliano specializes in financial planning, investment management, and insurance sales.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Palo Alto, CA

0 Disclosures

ADVISOR BIO

Emiliano Lucian Siqueiros is a registered representative with UBS Financial Services Inc. in Palo Alto, CA. Emiliano holds the Series 7TO and SIE licenses. Emiliano has been in the industry since September 2024 and has a broad range of expertise, including specializations in portfolio management, financial planning, and pension consulting.

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

Alliancebernstein LP

location

SAN DIEGO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Emiliano Deriquer is a registered representative with AllianceBernstein LP. Emiliano is a financial professional with over 4 years of experience in the financial services industry. Emiliano has been active in the financial services industry since February 2020. Emiliano is a registered representative with AllianceBernstein LP, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, LLC, Pruco Securities, LLC and Park Avenue Securities LLC. Emiliano holds a Series 66, Series 7TO and SIE license. Emiliano specializes in financial planning, portfolio management, and asset allocation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Tamarind Financial Planning | CFP ®,CFA ® (Certifications)

location

San Mateo, CA

0 Disclosures

ADVISOR BIO

Emilie Goldman is a financial advisor with Tamarind Financial Planning. Emilie has been in the industry since 2010 and is registered with the state of California. Emilie is a Certified Financial Planner and a Chartered Financial Analyst. Emilie's firm specializes in financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals. Emilie has experience working with high-net-worth individuals, as well as individuals other than high-net-worth.

SPECIALIZATIONS

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

Redwood City, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Emilio Johansen foncuberta is a financial advisor with over 20 years of experience in the industry. Emilio is currently registered with Osaic Institutions, Inc. and has previously worked with CUSO FINANCIAL SERVICES, L.P., WELLS FARGO ADVISORS, LLC, ATLAS SECURITIES, LLC, and FIRST INVESTORS CORPORATION. Emilio specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Emilio is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS

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