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

U.s. Bancorp Investments, Inc.

location

San Diego, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Gavin Carter is a financial advisor at U.S. Bancorp Investments, Inc. in San Diego, CA. Gavin has been in the financial services industry for over 28 years. Gavin's prior experience includes positions at UNIONBANC INVESTMENT SERVICES, LLC, ATLAS SECURITIES, INC., and FIRST ALLIED SECURITIES, INC. Gavin holds Series 7, 63, and 65 licenses. Gavin provides financial planning, portfolio management for individuals and businesses, and publication of periodicals.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

SAN FRANCISCO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Gavin Zerbe is a financial advisor with Fidelity Personal And Workplace Advisors. Gavin holds the Series 7TO, Series 66, and SIE licenses. Gavin has been in the industry since 2014 and previously worked at J.P. Morgan Securities LLC and First Republic Securities Company, LLC. Gavin specializes in portfolio management for individuals, businesses, and charitable organizations. Gavin also provides financial planning and educational seminars.

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

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gavriel Unger is a financial advisor who has been in the industry since 2022. Gavriel currently works with J.p. Morgan Securities LLC. Gavriel is registered in California and Texas. Gavriel has experience working with individuals, high net worth individuals, corporations and other businesses, charitable organizations, insurance companies, labor unions and pension and profit-sharing plans.

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

IRVINE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Gawon Chloe Lee is a registered representative with J.p. Morgan Securities LLC in Irvine, California. Gawon Chloe Lee has passed the Uniform Securities Agent State Law Examination (Series 63), Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and Securities Industry Essentials Examination (SIE). Gawon Chloe Lee specializes in a variety of investment products and services, including securities, variable contracts, mutual funds, and retirement planning.

SPECIALIZATIONS

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

Morgan Stanley

location

Pasadena, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gay Rashaun Benn is a financial advisor registered with Morgan Stanley. Gay is also registered with the state of California. Gay has been in the financial industry since 2018. Prior to joining Morgan Stanley, Gay was registered with 1ST GLOBAL CAPITAL CORP. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gay has passed the Series 66, Series 7 and SIE exams.

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 MARCOS, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Gay Reeves is a financial advisor who has been in the industry since 1985. Gay is currently registered with LPL Financial LLC in San Marcos, CA and has been with the firm since 2003. Previously, Gay worked at UBS Financial Services Inc., Miller & Schroeder Financial, Inc., Smith Barney, Harris Upham & Co., Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Thomas Green/San Diego Securities Incorporated, San Diego Securities Incorporated, Guildcor Financial, Inc. and Duane Remsnyder & Co. Gay holds several securities licenses, including Series 7, Series 24, Series 31, Series 63, and Series 65. Gay also has expertise in providing investment advice to individuals and businesses, as well as in retirement planning. Gay has a strong track record of success in helping clients achieve 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WOODLAND HILLS, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Gayane Grigoryan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Woodland Hills, California. Gayane Grigoryan has been in the financial industry since March 18, 2016, and holds licenses in both California and Texas. Gayane Grigoryan has a strong background in financial services, having worked at various organizations including Bank of America, N.A. and Victoria Secret Pink.

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

J.p. Morgan Securities LLC

location

Los Angeles, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gayane Rubyan is an Investment Advisor Representative with J.p. Morgan Securities LLC. Gayane is licensed in California and Texas. Gayane has been in the industry since 2018. She previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Park Avenue Securities LLC | CFP ® (Certifications)

location

BEVERLY HILLS, CA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gaye Lowenstein is a financial advisor with Park Avenue Securities LLC. Gaye has been a registered representative in the financial services industry since 1998 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Gaye has a strong understanding of financial planning and investment management. Gaye is committed to providing her clients with personalized financial advice and investment strategies that help them achieve their goals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Poway, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gaye Larsen has been in the financial services industry since September 28, 2000. Gaye Larsen is currently registered with Ameriprise Financial Services, LLC in Poway, California. Gaye Larsen is also registered in California. Gaye Larsen previously worked for IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota.

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

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