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

Madison Avenue Securities, LLC | CFP ®,CFC ® (Certifications)

location

SAN DIEGO, CA

experience

44 Years Experience

disclosure

23 Disclosures

ADVISOR BIO

George Edward Arocha is a financial advisor with over 40 years of experience in the industry. George is currently registered with Madison Avenue Securities, LLC, and has been with the firm since 2006. George is a Certified Financial Planner and a Chartered Financial Consultant. In addition to his work with Madison Avenue Securities, LLC, George also owns and operates GA Financial Advisors, Inc., providing financial planning services. George has a diverse background with experience in several different financial institutions, including USALLIANZ Securities, Inc., DREHER & ASSOCIATES, INC., NEW ENGLAND SECURITIES, W. S. GRIFFITH & CO., INC., EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.

SPECIALIZATIONS

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

VALENCIA, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

George Tobin Landefeld is a financial advisor registered with Morgan Stanley. George has over 35 years of experience in the financial services industry. George is a registered representative with FINRA and has licenses in several states, including California, Arizona, Colorado, Florida, Idaho, Nevada, Ohio, and Washington. George holds the Series 3, 7, 63, and 65 licenses, as well as the SIE exam. George offers a variety of financial services, including investment advice, financial planning, and portfolio management. George specializes in working with high-net-worth individuals, families, businesses, and institutions. George is committed to providing his clients with personalized financial advice and guidance to help them 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

George Anthony Elvira is a financial professional with Wedbush Securities Inc. George is a registered representative with Series 7, Series 63, Series 24, Series 57TO, and Series 99TO licenses. George has been in the industry since January 20, 2019. George has been with Wedbush Securities Inc. since January 21, 2019. George is registered to offer securities in California. George is a member of FINRA.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

DUBLIN, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

George Kugman is a financial advisor with over 10 years of experience in the industry. George is currently registered with Fidelity Personal and Workplace Advisors as an Investment Advisor Representative. George has previously held positions at Charles Schwab & Co., Inc., TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. George offers a wide range of services including financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

BREA, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Georgette Young is a financial advisor with Fidelity Personal And Workplace Advisors. Georgette is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Prior to joining Fidelity, Georgette worked with several other firms including Charles Schwab & Co., Inc., WAMU INVESTMENTS, INC. and EDWARD JONES. Georgette is registered to provide investment advice and securities services in 30 states, including California, Texas, and Arizona. Georgette specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers.

SPECIALIZATIONS

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

Beacon Pointe Advisors, LLC

location

Portola Valley, CA

0 Disclosures

ADVISOR BIO

Georgia Lee Bennicas is an investment advisor representative registered with Beacon Pointe Advisors, LLC. Georgia has been working in the financial services industry since 1983, specializing in the areas of 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
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

ANAHEIM HILLS, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Georgia Bogris is a financial advisor with Osaic Wealth, Inc., an investment firm located in Anaheim Hills, CA. Georgia specializes in providing financial planning, pension consulting, and portfolio management services to both individuals and businesses. Georgia is registered with the state of California and has been in the industry since 2004.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

San Jose, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Georgia Sclavos is a financial advisor with Ameriprise Financial Services, LLC, a firm with more than $1 billion in assets under management. Georgia is registered with the state of California, as well as Arizona, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Michigan, Missouri, Nevada, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah and Washington. Georgia specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses 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

35 Years Experience

0 Disclosures

ADVISOR BIO

Georgiana Andersen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in WALNUT CREEK, CA. Georgiana has been in the industry since 1990 and has a wide range of experience working with various clients. Georgiana is registered with FINRA and the state of California. Georgiana provides portfolio management services to individuals, businesses, and investment companies.

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

SAN DIEGO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Georgina Nunez is a financial advisor with J.p. Morgan Securities LLC, a firm with a long history of providing financial guidance. Georgina has a strong understanding of the investment industry, having passed several industry exams including the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Uniform Securities Agent State Law Examination. Georgina specializes in helping clients with their financial planning, portfolio management, and pension consulting needs.

SPECIALIZATIONS

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

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