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

Wells Fargo Clearing Services, LLC

location

CARLSBAD, CA

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory Flynn is a registered representative with Wells Fargo Clearing Services, LLC. Gregory has been in the financial services industry since 1983. Gregory works in the Carlsbad, CA office of Wells Fargo Clearing Services, LLC. Gregory holds Series 3, 5, 7, and 63 licenses and has passed the SIE and Series 65 exams. Prior to joining Wells Fargo Clearing Services, LLC, Gregory was a registered representative with A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., Prudential Securities Incorporated, and 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Charles Schwab & CO., Inc.

location

San Francisco, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Gable is a financial professional with over 20 years of experience in the securities industry. Gregory is a registered representative with Charles Schwab & CO., Inc. and has held his Series 7, Series 24 and SIE licenses since 2002. Gregory has been with Charles Schwab & CO., Inc. since November 2002. Gregory is located in the San Francisco, California office of Charles Schwab & CO., Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Osaic Wealth, Inc.

location

LA MESA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Brown is a financial advisor with Osaic Wealth, Inc. Gregory is based in La Mesa, CA and has over 10 years of experience in the financial services industry. Gregory is registered to provide investment advice in California, Florida, North Carolina, and Ohio. Gregory specializes in portfolio management for both individuals and businesses. Gregory is also a licensed insurance agent and provides wealth advisory services.

SPECIALIZATIONS

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

Mission Wealth Management, LP | CFP ®,CFC ® (Certifications)

location

Santa Barbara, CA

0 Disclosures

ADVISOR BIO

Gregory John Smith is a financial advisor with Mission Wealth Management, LP. Gregory has been in the financial industry since 1994. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Gregory's past experience includes working for National Planning Corporation, Centaurus Financial, Inc., Sunamerica Securities, Inc., IRM Distributors, Inc., and NYLife Securities Inc. Gregory specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROSEVILLE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Pelechowicz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Roseville, CA. Gregory has been in the financial services industry since January 2013 and has a Series 66, SIE and Series 7 license. He specializes in providing financial advice to individuals, businesses, pension plans, charitable organizations, and insurance companies. Gregory has experience with a wide range of financial products and 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

Independent Financial Group, LLC

location

San Diego, CA

experience

39 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Gregory Chachas is a financial advisor registered with Independent Financial Group, LLC. Gregory is currently registered in California and Texas. Gregory has been in the industry since 1985. Gregory offers a variety of financial services to individuals, businesses, charitable organizations, and retirement plans. Gregory holds the Series 7, Series 31, and Series 63 licenses.

SPECIALIZATIONS

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

Pgim Investments LLC

location

ALAMO, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Anthony Ratto is an investment professional with over 25 years of experience in the financial services industry. Gregory has worked for a number of firms including Columbia Management Distributors, Inc., Northstar Distributors, Inc., NYLife Distributors Inc., Stephens Inc., and Aragon Financial Services, Inc. Gregory is currently registered with PGIM Investments LLC as an Investment Advisor Representative. Gregory holds a Series 6, Series 7, Series 24, Series 63 and Series 65 licenses.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Investment Companies
Unclaimed

Planmember Securities Corp. | CFP ® (Certifications)

location

HAYWARD, CA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Hayden is a financial advisor with Planmember Securities Corp. based in Hayward, CA. Gregory has been in the industry since 1991 and holds Series 6, 7, and 63 licenses. Gregory is registered in 18 states and provides financial planning, pension consulting, and educational seminars. He also has experience in portfolio management for businesses and individuals. Gregory has been associated with Planmember Securities Corp. since 1996. He also provides advisory services to insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

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

Independent Financial Group, LLC

location

San Rafael, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Gregory O'Donnell is an investment advisor representative with Independent Financial Group, LLC and O'Donnell Financial Services, LLC. Gregory has been in the industry since 1996 and has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Gregory O'Donnell has licenses in several states, including California, Texas, and Arizona.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Fountain Valley, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Heyman is a financial advisor with Citigroup Global Markets Inc., where he has been employed since May 2007. Gregory has been in the industry since March 2003 and has held prior positions with CITICORP INVESTMENT SERVICES, WELLS FARGO INVESTMENTS, LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Gregory is registered with the state of California. Gregory specializes in asset allocation advice, financial planning, pension consulting, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals

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