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

Ameriprise Financial Services, LLC

location

SANTA BARBARA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Fabiana De thuin Acosta is a financial advisor affiliated with Ameriprise Financial Services, LLC. Fabiana has been in the industry for over 1 year. Fabiana holds the Series 7TO and SIE licenses. Fabiana specializes in asset allocation services, financial planning, pension consulting, and portfolio management for individuals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WALNUT CREEK, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Fabiana Filips is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Fabiana has been in the industry since October 2006. Fabiana holds licenses in 53 states and is registered in 3 states as an investment advisor representative. Fabiana has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since February 2004. Fabiana has a broad range of experience in the financial industry and is well-equipped to help 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
location

Santa Rosa, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Fabiano Gomes is an investment professional with over 6 years of experience in the financial services industry. Fabiano is currently registered with Morgan Stanley, a leading financial services firm, and holds Series 7, 63, and 65 licenses. Previously, Fabiano was affiliated with Northwestern Mutual Investment Services, LLC. Fabiano has a deep understanding of the financial markets and has a proven track record of providing clients with personalized 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
location

Los Angeles, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Fabio Madonna is a registered investment advisor with Morgan Stanley in Los Angeles, California. Fabio has been in the securities industry since May 2015. Fabio holds Series 7, Series 66, and SIE licenses. Fabio is currently registered in 15 states, including California, Texas, New York, Florida, and Illinois. Fabio's professional experience includes previous roles at Morgan Stanley Private Bank, National Association in New York, New York. Fabio specializes in providing investment advice and financial planning services to high-net-worth individuals, families, and businesses.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN JOSE, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Fabio gabbay Concesi is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Fabio has been in the industry since June 2016. Fabio is licensed in 53 states and holds the Series 66, Series 7, Series 10, and Series 9 licenses. Fabio is a director of STEP Miami, a non-profit organization. Fabio specializes in insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Fabio provides other advisory services, including performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisers, and portfolio management for businesses and individuals.

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

United Planners' Financial Services OF America A Limited Partner

location

CYPRESS, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Fabiola Lucrecia Hill is an active investment advisor representative. Fabiola has over 20 years of experience in the industry, having started in 1998. Fabiola holds both state and FINRA registrations and is currently registered with United Planners' Financial Services of America A Limited Partner. Previously, Fabiola worked with CETERA Advisor Networks LLC, Associated Securities Corp., ING Financial Partners, Inc. and Financial Network Investment Corporation. Fabiola specializes in working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and charitable organizations. Fabiola provides advisory services including financial planning, portfolio management for individuals, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

CAPITOLA, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Fabiola Morales is a registered representative with J.p. Morgan Securities LLC and has been in the securities industry since 2009. Fabiola is registered in 13 states and holds the Series 6, Series 7, Series 63, and Series 66 licenses. Fabiola previously worked at CHASE INVESTMENT SERVICES CORP. The advisor specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. J.p. Morgan Securities LLC is a large firm with over 1,000,000 clients and more than $50 billion in assets under management.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Fabrice Lapeyre is a registered representative with LPL Financial LLC. Fabrice has been in the industry since 2012. Fabrice is currently registered in California. Fabrice has passed the Series 66, Series 7, Series 99TO, and SIE exams. Fabrice specializes in a variety of areas, including financial planning, portfolio management, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

U.s. Bancorp Advisors, LLC

location

NEWPORT BEACH, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Fadi Jahshan is a financial advisor with over 13 years of experience in the financial services industry. Fadi is currently registered with U.S. Bancorp Advisors, LLC and has previously held positions at UnionBanc Investment Services, LLC, Chase Investment Services Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fadi is a Series 7, Series 66, and SIE licensed professional and holds active registrations in multiple states. Fadi has expertise in portfolio management for individuals and businesses and specializes in financial planning.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

SANTA ANA, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Fadi Mansour is a financial advisor with over 10 years of experience in the industry. Fadi is registered with LPL Financial LLC and is licensed in California and Texas. Fadi has experience working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Fadi's specializations include financial planning, portfolio management, and investment consulting. Fadi is committed to providing personalized financial advice and helping clients achieve their financial goals. Fadi is a Certified Financial Plannerâ„¢. Fadi holds Series 6, 7, 63 and 66 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

Need help matching

with the right advisor?