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

THE Ayco Company, LP

location

Newport Beach, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Gian Kristiano Costeniero is an investment advisor representative registered with The Ayco Company, LP and has been in the industry since October 2003. Gian is registered in 26 states and has passed the Series 3, Series 7, Series 66, and SIE exams. Gian has been associated with Mercer Allied Company, LP and Goldman Sachs & Co. LLC. Gian's primary specialization is financial planning.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

NEWBURY PARK, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Giancarlo Giovanni Hamner is a financial advisor registered with Edward Jones. Giancarlo is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. Giancarlo is currently registered with Edward Jones in California and Texas. Giancarlo has been in the industry since February 2016. Giancarlo is also a Registered Representative and Investment Advisor Representative with Edward Jones.

SPECIALIZATIONS

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

Next Financial Group, Inc.

location

Roseville, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Giancarlo Foti is an investment advisor representative with Next Financial Group, Inc., and has been working in the financial services industry since 2002. He holds licenses in 40 states and is registered as a broker-dealer in California, Louisiana, and Texas. Giancarlo has a strong background in financial planning, portfolio management, and insurance. He is passionate about helping individuals and families achieve their financial goals. In addition to his work at Next Financial Group, Inc., Giancarlo is also an agent for Sierra Ridge Wealth Management, LLC.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

HUNTINGTON BEACH, CA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Giancarlo Varia is a financial advisor with J.P. Morgan Securities LLC. Giancarlo has been in the industry since July 1, 2020. Giancarlo is registered with FINRA and the state of California. Giancarlo has a Series 6, Series 63, and Series 6TO licenses.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

HAYWARD, CA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Giang Tran is a financial advisor in Hayward, CA. Giang Tran has been in the industry since 2005 and is currently employed by Cetera Investment Advisers LLC. Giang Tran previously worked at WELLS FARGO CLEARING SERVICES, LLC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., and NYLIFE SECURITIES INC. Giang Tran specializes in providing financial advice and services to individuals, businesses, charitable organizations, pension plans, and corporations.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEWPORT BEACH, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Giang H Tran is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that manages between $10 billion and $50 billion in assets. Giang has been in the industry since 2007. Giang is registered to provide investment advice in 53 states. Giang offers a range of services including portfolio management for businesses and individuals. Giang holds multiple securities licenses including Series 7, Series 6, Series 63, Series 66, Series 9, Series 10, and Series 24.

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

First Citizens Investor Services, Inc.

location

Pasadena, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Gianluca Paci is an investment advisor representative with First Citizens Investor Services, Inc. Gianluca has been in the industry since 2017. Gianluca is registered to provide investment advice in California. Gianluca has been employed by First Citizens Investor Services, Inc. since March 2024. Prior to this, Gianluca worked at LPL FINANCIAL LLC and BancWest Investment Services, Inc. Gianluca has experience working with high-net-worth individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

NEWPORT BEACH, CA

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gianna Darlene Drake-kerrison is a financial advisor at UBS Financial Services Inc., with over 40 years of experience in the financial services industry. Gianna began her career in 1983 at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and has since worked at Citigroup Global Markets Inc. and Kidder, Peabody & Co. Incorporated. Gianna holds a Series 7, Series 63 and SIE license. Gianna provides a wide range of financial services, including financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisors, educational seminars, and publication of periodicals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SAN JOSE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Gianna Rose Saso is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Gianna holds the Series 7TO, Series 63, and Series 65 licenses. Gianna's primary focus is on providing investment consulting services to institutional clients, as well as financial planning and pension consulting to individuals and businesses. Gianna has been in the financial services industry since February 2023.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

WOODLAND HILLS, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Gianni Stillo is a financial advisor with over 3 years of experience in the industry. Gianni is registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in multiple states. Gianni specializes in providing investment advice and portfolio management services for a wide range of clients, including individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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