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

Osaic Wealth, Inc.

location

MARTINEZ, CA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Essam Ibrahim is an investment advisor representative who has been in the industry since 1997. He is currently registered with Osaic Wealth, Inc. and Sagepoint Financial, Inc. Essam Ibrahim has a wide range of experience in the financial industry, including investment advisory, insurance, real estate, and tax preparation. He holds a number of licenses and certifications, including Series 6, 7, 24, 51, 63, and 65. Essam Ibrahim provides a variety of services to his clients, including financial planning, portfolio management, and investment advisory. He is committed to helping his clients reach 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
Unclaimed

Atlantic Investments A Registered Investment Advisor, Inc.

location

Sylmar, CA

0 Disclosures

ADVISOR BIO

Essele Dolores Thomas-miller is a registered investment advisor representative at Atlantic Investments A Registered Investment Advisor, Inc.. Essele has been in the financial services industry for over 30 years. Essele has a long history of providing financial planning services to individuals and businesses, as well as selection of other advisors. Essele earned a degree from Los Angeles Valley College and has worked at Kaiser Permanente Medical Center and Atlantic Investments A Registered Investment Advisor, Inc.. Essele's specializations are in providing financial planning services and selection of other advisors. Atlantic Investments A Registered Investment Advisor, Inc. specializes in providing financial planning services to individuals and businesses, including selection of other advisors. The firm has a total of 2 investment adviser representatives and 2 licensed agents.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Unclaimed
location

El Segundo, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Essie Bonney is an investment advisor representative registered with Morgan Stanley. Essie has been in the financial services industry for over 11 years. Essie has a Series 7, Series 66, and SIE licenses. Essie's previous experience includes working at SANFORD C. BERNSTEIN & CO., LLC and AMERICAN FUNDS DISTRIBUTORS, INC. Essie is registered in 26 states and has a broad range of experience and licenses to provide investment advice.

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

INGLEWOOD, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Esteban Muniz is a registered representative with J.P. Morgan Securities LLC and has been in the industry since June 29, 2016. Esteban is licensed to offer securities and investment advisory services in California and Texas. Esteban has a wide range of experience and expertise in the financial services industry, including portfolio management, financial planning, and pension consulting. Esteban is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

Napa, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Esteban Zuno is a financial advisor registered with LPL Financial LLC based in Napa, CA. Esteban has over 16 years of experience in the financial industry. Esteban is licensed in California as an Investment Advisor Representative and a Registered Representative. Esteban has passed several industry exams including the Series 7, Series 24, Series 52TO, Series 53, and Series 66 exams. Esteban has previously worked with U.S. Bancorp Investments, Inc., Chase Investment Services Corp., WAMU Investments, Inc., and Ameriprise Financial Services, Inc.

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

Osaic Wealth, Inc.

location

CHINO HILLS, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Esteban Munoz is a financial advisor registered with Osaic Wealth, Inc. with over 15 years of experience in the industry. Esteban has held previous roles with Woodbury Financial Services, Inc. and First Investors Corporation, and is currently licensed in multiple states, including Arizona, California, Florida, Indiana, Kentucky, Michigan, Minnesota, Nevada, Texas, Utah, and Virginia. Esteban specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Esteban also provides selection of other advisors services.

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

SUN VALLEY, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Esteban Amaya is a registered representative with J.p. Morgan Securities LLC and has been in the industry since June 2022. Esteban is registered in California and Texas. Previously, Esteban was affiliated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Esteban holds Series 7TO, SIE, and Series 66 licenses. Esteban has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Esteban specializes in offering financial planning, pension consulting, 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
Unclaimed

J.p. Morgan Securities LLC

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Esteban Brandon Wilson is a financial professional registered with the state of California. Esteban is affiliated with J.p. Morgan Securities LLC, a firm that manages more than $50 billion in assets. Esteban has passed the Series 63, Series 6TO, and SIE exams and holds a current registration with the state of California. Esteban specializes in financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

VALENCIA, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Esteban Gonzalez is a registered representative of Edward Jones, a firm that specializes in providing financial planning services to individuals, families, and businesses. Esteban is a highly experienced professional with over 18 years in the financial industry. He is committed to helping clients achieve their financial goals through personalized financial planning strategies. Esteban's experience and expertise in various areas of financial services make him a valuable resource for his clients.

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

TEMECULA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Esteban Heredia is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of their Temecula, CA office. Esteban has been in the industry since 2013 and holds the Series 7, SIE and Series 66 licenses. Esteban has experience with Morgan Stanley and previously worked for Bank of America, N.A. in Riverside, CA.

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

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