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

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Hae min David Choi is an investment banking professional with over two years of experience in the financial industry. Hae min is a registered representative of J.P. Morgan Securities LLC and is licensed to offer securities and investment advisory services in 53 states and jurisdictions. Prior to joining J.P. Morgan Securities, Hae min worked as an investment banking associate at Perella Weinberg Partners LP in San Francisco. Hae min's professional experience includes a variety of investment banking services, including mergers and acquisitions, capital markets transactions, and financial advisory services. Hae min holds the Series 63, Series 79TO, and SIE exams.

SPECIALIZATIONS

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

Atlantic Investments A Registered Investment Advisor, Inc.

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Haesook Kim is a financial advisor currently employed by Atlantic Investments A Registered Investment Advisor, Inc. Haesook has been a financial advisor for over 10 years and has worked at both Cedars Sinai and Atlantic Investments A Registered Investment Advisor, Inc. Haesook's firm specializes in financial planning and selection of other advisors. Haesook is registered as an Investment Advisor Representative in California.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Unclaimed

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Hae sun Pak is a financial advisor with J.p. Morgan Securities LLC, based in LOS ANGELES, CA. Hae sun has been in the financial industry since 1999 and has been registered with J.p. Morgan Securities LLC since 2006. Hae sun has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. Hae sun specializes in investment management, 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

Goldman Sachs & Co. LLC

location

LOS ANGELES, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ha eun Kwon is a financial professional registered with Goldman Sachs & Co. LLC. Ha eun Kwon has been working in the financial industry since 2022. Ha eun Kwon is licensed to provide financial advice and services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Ha eun Kwon holds the Series 63, Series 7TO and SIE licenses. Ha eun Kwon previously worked at VANGUARD MARKETING CORPORATION. Ha eun Kwon's current firm offers a variety of financial services, including financial planning, portfolio management, investment advisory services, and educational seminars.

SPECIALIZATIONS

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

Western International Securities, Inc.

location

Encino, CA

experience

27 Years Experience

disclosure

8 Disclosures

ADVISOR BIO

Hagop Nalbandian is a financial professional with over 20 years of experience in the industry. He currently holds a Series 7 and Series 63 license and is registered with Western International Securities, Inc. in California. Hagop has a history of working with a variety of clients, including individuals, corporations, and charitable organizations. Hagop offers financial planning, portfolio management, pension consulting, and educational seminars as part of his services.

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

Pasadena, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Hagop Balabanian is an Investment Advisor Representative with J.P. Morgan Securities LLC. He has been in the industry since 2017. Hagop Balabanian is registered with the state of California and Texas. Hagop Balabanian was previously registered with DEUTSCHE BANK SECURITIES INC. and CITY NATIONAL SECURITIES, INC. Hagop Balabanian has passed the Series 66, SIE, and Series 7 exams. Hagop Balabanian has over 25 years of experience in the financial services industry. Hagop Balabanian specializes in providing investment advice to individuals, corporations, and other institutions.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Glendale, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Hagop Malatian is an Investment Advisor Representative at Ameriprise Financial Services, LLC. Hagop Malatian has been in the industry since 2018. Hagop Malatian works with a variety of clients including individuals, high-net-worth individuals, trusts and estates, corporations, pension plans, and charitable organizations. Hagop Malatian provides financial planning, portfolio management, asset allocation services, educational seminars, and selection of other advisors.

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

Independent Financial Group, LLC

location

Los Angeles, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Hagop (jacob) Tujian is a financial advisor currently working with Independent Financial Group, LLC and Stonekimbro. Hagop (jacob) has been in the financial industry since 2003. Hagop (jacob) has a broad range of experience serving clients in various areas, including investment companies, charitable organizations, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.

SPECIALIZATIONS

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

FOUNTAIN VALLEY, CA

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Hai Benson Phan is an Investment Advisor Representative at Edward Jones. Hai is licensed to provide investment advice in Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Indiana, Massachusetts, Missouri, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Utah, Washington, and Wisconsin. Hai has been in the financial services industry since 2009. They obtained his Series 66 license in 2009 and his Series 7 license in 2009. Hai also holds a Series SIE license. Hai is a registered representative of Edward Jones.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

SAN FRANCISCO, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Hai Ngo is a registered investment advisor representative with Eagle Strategies LLC. Hai has been in the financial services industry since 2005. Prior to joining Eagle Strategies LLC, Hai worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Investment Services, Inc. Hai holds the following licenses: Series 4, Series 6, Series 7, Series 24, Series 52, Series 53, and Series 63, and the SIE. Hai specializes in financial planning, portfolio management for individuals, portfolio management for businesses, and investment company products/variable contracts.

SPECIALIZATIONS

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

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