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

Western International Securities, Inc.

location

Northridge, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Given Kutz is an investment advisor representative with Western International Securities, Inc.. Given is licensed in Montana as a registered representative (Series 7) and investment advisor representative (Series 66) and is registered in Oregon and South Dakota as a registered representative. Given has been in the securities industry for over 10 years.

SPECIALIZATIONS

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

Pasadena, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gladys Lugo is a financial advisor with Morgan Stanley. Gladys Lugo has been in the financial services industry since 2010. Gladys Lugo is registered with the state of California as an Investment Advisor Representative. Gladys Lugo is also registered in Texas as an Investment Advisor Representative. Gladys Lugo provides asset allocation advice, financial planning, pension consulting, educational seminars and selection of other advisors. Gladys Lugo also manages portfolios for individuals, businesses and investment companies. Gladys Lugo is a highly experienced and qualified financial advisor.

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

Lifesteps Financial

location

CLAREMONT, CA

0 Disclosures

ADVISOR BIO

Gladys Limones is a financial advisor currently registered with Lifesteps Financial. Gladys has been in the industry since 2002 and has experience with both individual and business clients. Gladys holds licenses for Series 7 and 66, and previously worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Gladys is based in Claremont, California, where she provides financial planning, portfolio management, and selection of other advisers services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
BILL PAYMENT AND RECONCILIATION SERVICE
Unclaimed

NWF Advisory Services Inc.

location

MENLO PARK, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Gleb Reynlib is an investment advisor representative who has been working in the industry since 2008. Gleb Reynlib is currently registered with NWF Advisory Services Inc. and is based in Menlo Park, California. Gleb Reynlib specializes in providing financial planning and portfolio management services to individuals and businesses. Gleb Reynlib also offers educational seminars and helps clients select other advisors.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

FREMONT, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gleeza G Yenko is a financial advisor registered with Wells Fargo Clearing Services, LLC in California. Gleeza has been in the financial industry since December 31, 2022 and specializes in various financial products and services. Gleeza is also registered with the state of California.

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

UBS Financial Services Inc.

location

CENTURY CITY, CA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Glen Titan is an Investment Advisor Representative who has been in the industry since 1987. Glen is currently registered with UBS Financial Services Inc. and has been with the firm since 1999. Glen is also registered with the states of California and Texas. Glen has a variety of licenses, including Series 3, 7, 24, 53, 63 and 65. Prior to joining UBS Financial Services Inc., Glen worked for several other firms, including FIRST UNION SECURITIES, INC., CHASE MANHATTAN INVESTMENT SERVICES, INC., PRUDENTIAL SECURITIES INCORPORATED and DREXEL BURNHAM LAMBERT INCORPORATED.

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

Gold Coast Securities, Inc.

location

LOS ANGELES, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Glen Jhongeun Harm is a registered investment advisor representative with Gold Coast Securities, Inc. Glen has been in the securities industry since 1996. Glen is registered with the state of California. Glen's current firm, Gold Coast Securities, Inc., is based in Los Angeles, California. Gold Coast Securities, Inc. is also registered with the state of California. Glen has been with Gold Coast Securities, Inc. since 2005. Glen has been registered with the Securities and Exchange Commission (SEC) since 1995. Glen offers financial planning, pension consulting, and portfolio management services. Glen also provides educational seminars and market timing services. Glen is a licensed insurance broker for Blue Cross of California and spends approximately 50% of his time on this activity.

SPECIALIZATIONS

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

Park Capital Group, Inc. | CFP ® (Certifications)

location

REDONDO BEACH, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Glen Sansue Park is a financial advisor with over 28 years of experience in the industry. Glen is a Certified Financial Planner™ professional and is registered with Park Capital Group, Inc. Glen is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Glen's areas of expertise include financial planning, retirement planning, and investment management. Glen is committed to providing his clients with personalized financial advice and strategies to help them reach their financial goals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

EL SEGUNDO, CA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Glen Ferrand is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Glen has over 24 years of experience in the financial industry and is registered with the Securities and Exchange Commission. Glen is a registered representative in California and a Registered Investment Advisor in California and Texas. Glen's firm offers a variety of financial services, including portfolio management, financial planning, and investment advice.

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

Cuso Financial Services, LP

location

SAN DIEGO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Glen Kellam is a financial advisor who has been in the industry since 2010. Glen currently works at Cuso Financial Services, LP, with branch offices in multiple states. Glen specializes in financial planning, pension consulting, and educational seminars. Glen is registered as a Registered Representative (RA) in Michigan and as an Investment Advisor Representative (IA) in Texas. Glen also holds licenses in various states to provide financial services to clients.

SPECIALIZATIONS

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

Need help matching

with the right advisor?