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

J.p. Morgan Securities LLC

location

LONG BEACH, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gricelle Hernandez is a registered representative with J.p. Morgan Securities LLC, holding Series 63, Series 6TO and SIE licenses. Gricelle has been in the industry since September 2022 and is registered with the state of California. Gricelle specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

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

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Griff C. McGrail is a registered representative with J.p. Morgan Securities LLC in the Los Angeles, CA branch office. Griff has been in the securities industry since December 13, 2021. Griff is licensed in 53 states and holds a Series 63, 79TO, and SIE licenses. Griff specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Griffin Jimenez is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Griffin has been in the industry since May 2016 and is registered to offer securities and investment advisory services in 33 states and the District of Columbia. Griffin's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large broker-dealer with a wide range of financial products and services.

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

Alliancebernstein LP

location

Los Angeles, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Griffin Douglas is an investment advisor representative with Alliancebernstein LP. Griffin has been in the financial industry for over 7 years and holds both Series 63 and 65 licenses. Griffin has been registered with the state of California as a both a broker-dealer and an investment advisor. Griffin is also registered as a broker-dealer in Colorado, Florida, Nevada, New York, and Washington. Griffin has expertise in a variety of areas, including asset allocation, financial planning, and portfolio management. Griffin has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

MILL VALLEY, CA

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Griffin Woods Barash is an investment advisor representative at Osaic Wealth, Inc. Griffin has been in the financial industry since 2006, and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Griffin is licensed to offer investment advice in 17 states. Griffin is also registered with the Financial Industry Regulatory Authority (FINRA).

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

SAN FERNANDO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Griselda Preciado is a registered representative with J.P. Morgan Securities LLC in SAN FERNANDO, CA. Griselda has been active in the securities industry for over 1 year. Griselda is licensed in the state of California. Griselda has passed the Series 63, Series 6TO and SIE exams.

SPECIALIZATIONS

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

Westlake Village, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Griselda Hernandez is an investment advisor representative registered with Morgan Stanley. Griselda has been in the industry since October 20, 2015, and has a Series 66, Series 7 and SIE license. Griselda is registered in multiple states, including California, Texas, Alabama, Alaska, Arizona, Arkansas, Colorado, Connecticut, Delaware, and many more. Griselda's current employment is with Morgan Stanley, and she has held this position since May 2014. Griselda specializes in providing financial planning, asset allocation advice, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.

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

Planmember Securities Corp.

location

Carpinteria, CA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Grover C. Henson has been in the financial industry since December 17, 1981 and is currently registered with Planmember Securities Corp. Grover holds multiple licenses including Series 6, 7, 24 and 66. Grover has extensive experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Grover specializes in providing financial planning, pension consulting, investment supervisory services, educational seminars, and selection of other advisors. Grover has previously been registered with J.W. COLE FINANCIAL, INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated, VALIC Financial Advisors, Inc., and The Variable Annuity Marketing Company.

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

Stonemark Wealth Management

location

PASADENA, CA

0 Disclosures

ADVISOR BIO

Grover McCarthy is an Investment Advisor Representative at Stonemark Wealth Management. Grover has been in the industry for over a decade and has a Series 7TO, Series 66 and SIE license. Grover specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Stonemark Wealth Management, Grover worked at Equitable Advisors, LLC.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

MORENO VALLEY, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Guadalupe Lucatero is a financial advisor with J.P. Morgan Securities LLC, working from their Moreno Valley, CA branch office. Guadalupe is a licensed and registered financial advisor, actively serving clients in California.

SPECIALIZATIONS

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

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