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

San Francisco, CA

0 Disclosures

ADVISOR BIO

Eva Michelle Gouseinov is an Investment Advisor Representative at SVB Wealth. Eva Michelle Gouseinov is registered with the state of California as an Investment Advisor Representative. Eva Michelle Gouseinov is a Series 65 licensed professional and has passed the Uniform Investment Adviser Law Examination. Eva Michelle Gouseinov is not currently registered with the SEC or FINRA. Eva Michelle Gouseinov has worked in the financial services industry since October 2021. Eva Michelle Gouseinov has experience working at Marsh McLennan Agency, Kapnick Insurance Group, Wayne State University, Oakland University, and Walled Lake Northern High School. Eva Michelle Gouseinov specializes in financial planning, pension consulting, educational seminars, planned giving, family office, and wealth planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLANNED GIVING, FAMILY OFFICE, WEALTH PLANNING
Publication of Financial Periodicals
Unclaimed
location

San Jose, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Evan Johnson is an Investment Advisor Representative with Morgan Stanley in Menlo Park, CA. Evan has been in the industry since 2024. Evan holds Series 7TO, SIE and Series 66 licenses and has been registered in California and Texas. Evan also holds registrations in California for both Broker-Dealer and Investment Advisor. Prior to joining Morgan Stanley, Evan has worked with Ameriprise Financial Services, LLC in Minneapolis, MN, MC Financial Partners in Concord, CA and was previously in full-time education in Los Gatos, CA and Boulder, CO.

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

San Francisco, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Evan Sanchez is a financial advisor with over 16 years of experience in the industry. Evan is currently registered with J.P. Morgan Securities LLC in San Francisco, CA. Evan was previously registered with FIRST REPUBLIC SECURITIES COMPANY, LLC and WELLS FARGO ADVISORS, LLC. Evan holds Series 7 and 66 licenses as well as the Securities Industry Essentials Examination. Evan specializes in providing financial advice and portfolio management services to individuals, corporations, and high-net-worth clients.

SPECIALIZATIONS

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

MML Investors Services, LLC | CFC ® (Certifications)

location

San Jose, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Evan Blake Harris is a financial advisor at MML Investors Services, LLC. Evan has been in the financial services industry since 2015. Evan is registered as an Investment Advisor Representative in California and Texas. Evan is a Chartered Financial Consultant and specializes in retirement planning, college savings, insurance planning, and estate planning. Evan has a strong track record of helping 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
ASSET ALLOCATION PROGRAMS
Unclaimed

D.a. Davidson & Co.

location

Claremont, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Evan Richard Doyel is a financial advisor with D.a. Davidson & Co. based in Claremont, CA. Evan has been active in the financial services industry since August 23, 2016. Evan is registered with the state of California and Texas. Evan has a Series 7, Series 66 and SIE. Evan specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers.

SPECIALIZATIONS

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

Goldman Sachs & Co. LLC

location

LOS ANGELES, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Evan Munaretto is a financial advisor with Goldman Sachs & Co. LLC. Evan has been in the financial services industry since February 5, 2023 and is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and is licensed in 53 states and the District of Columbia. Evan is Series 3, 7TO, and 63 licensed.

SPECIALIZATIONS

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

Adero Partners, LLC | CFP ®,CFA ® (Certifications)

location

PLEASANTON, CA

0 Disclosures

ADVISOR BIO

Evan Rothschild is an investment advisor representative at Adero Partners, LLC. Evan has been in the financial industry for over 11 years, and has experience working at Morgan Stanley and Morris Rothschild Capital. Evan is registered with the state of California and holds the Series 66, Series 7, and SIE exams. Evan is a Certified Financial Planner and a Chartered Financial Analyst. Evan specializes in providing financial planning, insurance solutions, cash management solutions, and portfolio management for individuals. Evan has experience working with a wide range of clients, including high net worth individuals, charitable organizations, corporations or other businesses, and pension and profit sharing plans.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
INSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS
Unclaimed

City National Rochdale

location

San Francisco, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Evan Justin Lincoln is a registered representative with City National Rochdale in San Francisco, CA. Evan Justin Lincoln has been working in the financial industry since April 2019. Evan Justin Lincoln has passed the SIE, Series 7TO, Series 63, and Series 65 exams. Evan Justin Lincoln is registered to provide investment advice in California.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

MANHATTAN BEACH, CA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Evan Kirkpatrick is a financial advisor with over 15 years of experience in the financial services industry. Evan is registered with LPL Financial LLC and has a Series 7, Series 66, and SIE license. Evan has a strong track record of success in helping clients achieve their financial goals. Evan specializes in working with individuals, families, and small businesses. Evan provides a variety of financial services, including investment management, financial planning, and retirement planning.

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

Mission Wealth Management, LP

location

La Jolla, CA

0 Disclosures

ADVISOR BIO

Evan Elig is a financial advisor at Mission Wealth Management, LP. Evan is based in La Jolla, California and has been in the industry since 2017. Evan holds a Series 65 license and is registered in California. Evan provides financial planning, portfolio management and other services to individuals, families, businesses, and charitable organizations.

SPECIALIZATIONS

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

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