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

Cetera Investment Advisers LLC

location

EL SEGUNDO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuel Asuncion is a financial professional with over 14 years of experience in the financial services industry. Emmanuel is currently registered with Cetera Investment Advisers LLC. Previously, Emmanuel was registered with First Allied Securities, Inc., Summit Brokerage Services, Inc., Northwestern Mutual Investment Services, LLC, UnionBanc Investment Services, LLC, and Ameriprise Financial Services, Inc. Emmanuel holds the Series 66, 7, 9, 10, 26 and SIE licenses. Emmanuel has a strong track record of providing financial advice to 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuel Martinez Jauregui is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., located in San Diego, CA. Emmanuel has been in the financial services industry since 2021. Emmanuel is registered with the state of California and Texas. Emmanuel's specializations include financial planning, investment management, and retirement planning. Emmanuel has a strong track record of helping clients reach their financial goals.

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

Cuso Financial Services, LP | CFP ® (Certifications)

location

CASTRO VALLEY, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuel Pablo is a financial professional with over 18 years of experience in the industry. Emmanuel has a wide range of experience, having worked with several firms such as Morgan Stanley DW Inc., CitiCorp Investment Services, and Countrywide Investment Services, Inc. Emmanuel is currently registered with Cuso Financial Services, LP and holds a Series 7, Series 31, and Series 66 license. Emmanuel's primary focus is on providing financial planning, portfolio management, and educational seminars to individuals, businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

American Investors Co.

location

SAN RAMON, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuel Sabale Comes is a registered investment advisor in California, currently affiliated with American Investors Co. Emmanuel has over 20 years of experience in the industry and holds several licenses including Series 7, 9, 10, 24, 53, 63, 66, 99TO, and SIE. Emmanuel has been with American Investors Co. since January 2011. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Obel Financial Advisors

location

BURLINGAME, CA

0 Disclosures

ADVISOR BIO

Emmanuel Obel is a financial advisor with over 15 years of experience in the financial services industry. Emmanuel currently works as a Registered Investment Advisor (IA) at Obel Financial Advisors. Emmanuel has a strong understanding of various financial products and can provide a range of advisory services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Emmanuel is also an insurance agent selling various types of insurance. Previously, Emmanuel was a registered representative with Woodbury Financial Services, Inc., AXA Advisors, LLC, Ameriprise Financial Services, Inc., IDS Life Insurance Company, and CitiCorp Investment Services.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Napa, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuel Rojas is a financial advisor currently registered with Charles Schwab & CO., Inc. in Napa, CA. Emmanuel Rojas has been in the financial services industry since July 10, 2015. Before joining Charles Schwab & CO., Inc. Emmanuel Rojas was registered with J.P. MORGAN SECURITIES LLC, Newport Coast Securities, Inc., and Waddell & Reed. Emmanuel Rojas has passed the Series 66, Series 7, and SIE exams. Emmanuel Rojas is registered with the state of California as an Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Fidelity Personal AND Workplace Advisors

location

SAN MATEO, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuel Paras is a financial advisor with Fidelity Personal And Workplace Advisors. Emmanuel has been in the financial services industry since 1996. Emmanuel is registered to provide investment advice in California. Emmanuel has a Series 7 and Series 63 license as well as the SIE and Series 65 licenses.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

San Jose, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuel John Huereca is a financial advisor with Ameriprise Financial Services, LLC. Emmanuel has been in the financial services industry since February 13, 2006. Emmanuel holds Series 66, Series 7 and SIE licenses. Emmanuel John Huereca has 13 active state licenses. Emmanuel John Huereca has been registered with Ameriprise Financial Services, LLC since February 13, 2006 and has been registered with MORGAN STANLEY since October 2, 2020. Emmanuel John Huereca is a financial advisor who has been working with clients for over 20 years. Emmanuel has experience in providing financial advice to individuals, families, and businesses. Emmanuel's specialties include retirement planning, investment management, and estate planning. Emmanuel is committed to helping clients achieve their financial goals. Emmanuel John Huereca is an active member of the community and is involved in several charitable organizations.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

LOS ALTOS, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuel Abrokwah is a Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Emmanuel has been in the industry since October 2016. Emmanuel's primary office is located in Los Gatos, CA. He is also registered with the states of California and Colorado. Emmanuel has experience in financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

ORANGE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuel Crawford is a financial advisor with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Emmanuel is registered to conduct business in California. Emmanuel has passed the Series 6TO and the Series 63 exams. Emmanuel holds a current registration with FINRA. Emmanuel specializes in financial planning, pension consulting, and the selection of other advisers.

SPECIALIZATIONS

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

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