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

J.p. Morgan Securities LLC

location

ALAMEDA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Flores is a financial advisor who is licensed to provide investment advice in California. Gabriel is currently associated with J.P. Morgan Securities LLC. Before joining this firm, Gabriel was previously employed by WELLS FARGO CLEARING SERVICES, LLC in HALF MOON BAY, CA. Gabriel has a total of 25 approved SRO, FINRA, and state registrations. Gabriel holds a Series 7TO, Series 63, and SIE licenses. Gabriel is a specialist in several investment areas including equities, fixed income, mutual funds, options, and variable annuities.

SPECIALIZATIONS

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

SAN DIEGO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Mendoza is a financial advisor at Morgan Stanley with over 5 years of experience in the industry. Gabriel is registered with the state of California and Texas. Gabriel specializes in providing financial planning, investment management, and portfolio management for individuals, businesses, and investment companies. Gabriel has a deep understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals. Gabriel is committed to providing personalized and comprehensive financial advice that meets the unique needs of each client.

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

Fidelity Personal AND Workplace Advisors

location

BERKELEY, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Yeotzin Gutierrez Rodriguez is a financial advisor who is registered with Fidelity Personal And Workplace Advisors. Gabriel has been in the financial industry since April 2, 2014. Gabriel has a Series 6, 7, and 63 licenses, as well as a Series 65 license. Gabriel is registered in California, Nevada, Oregon, Texas, and Washington.

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

SYLMAR, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Avelar diaz is a financial advisor with J.P. Morgan Securities LLC. Gabriel is registered with the state of California. Gabriel can provide financial advice, financial planning services, and portfolio management. Gabriel's office is located at 13750 FOOTHILL BLVD in SYLMAR, CA.

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

SANTA MONICA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Francisco Sanchez is a financial advisor registered with J.p. Morgan Securities LLC, a firm headquartered in New York, NY. He has been working in the financial industry since 2022 and is licensed to provide financial advice in California. Sanchez offers a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. He has a strong understanding of financial products and services, and is committed to providing personalized advice to help 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

Abacus Wealth Partners | CFP ® (Certifications)

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Gabriel Brenner is an Investment Advisor Representative at Abacus Wealth Partners. Gabriel has been in the industry for over 20 years. He has a Series 7, 63 and 65 license. Gabriel is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. Gabriel is registered with the state of California and has been with Abacus Wealth Partners since 2014. Previously, Gabriel worked at Paine Webber Incorporated. Gabriel specializes in financial planning, pension consulting and portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Palo Alto, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel De Oliveira is an investment advisor representative who is currently registered with Morgan Stanley. Gabriel has been in the industry since 2021. Gabriel holds a Series 7TO, SIE and Series 66 license and is registered in over 50 states. Gabriel previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gabriel focuses on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, investment companies and charitable organizations.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Garcia is a financial advisor with LPL Financial LLC and Mariner Independent. Gabriel is a registered representative and investment advisor representative with over 5 years of experience in the financial services industry. Gabriel holds Series 7, Series 66 and SIE securities licenses and is registered to provide investment advice in Arizona, California, Colorado, Hawaii, Maryland, Nevada, New Jersey, New Mexico, New York, Texas, Virginia, Wisconsin, and Wyoming. Gabriel is a Marine Corps veteran with over 10 years of experience as a Major in the United States Marine Reserves. Gabriel is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and insurance services.

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

Cetera Investment Advisers LLC

location

EL SEGUNDO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Ramirez Vasquez is an investment advisor representative and a registered representative with Cetera Investment Advisers LLC. Gabriel Vasquez has been in the industry since 2017 and has been registered with Cetera Investment Advisers LLC since June 2023. Gabriel Vasquez also previously held positions at First Allied Securities, Inc. and Summit Brokerage Services, Inc. Gabriel Vasquez holds a Series 66 license, as well as a Series 7 and SIE license.

SPECIALIZATIONS

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

Global Retirement Partners LLC | CFP ® (Certifications)

location

SAN RAFAEL, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Antoni is a financial professional with experience in the industry. Gabriel is a Certified Financial Plannerâ„¢ professional and has been working in the financial industry since 2020. Gabriel is currently registered as an Investment Advisor Representative with Global Retirement Partners LLC and is also a registered representative with LPL Financial LLC. Gabriel holds the Series 63, Series 7TO and SIE licenses.

SPECIALIZATIONS

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

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