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

Charles Schwab & CO., Inc.

location

Cupertino, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Han is a financial advisor with Charles Schwab & CO., Inc. Hannah has been in the financial industry for over 10 years, beginning her career at HSBC Securities (USA) INC. She is a registered representative and investment advisor representative licensed in California and other states. Hannah is a Series 6, 7, 63, and 65 licensed advisor who offers a variety of services including financial planning.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Hannah Fernandez is a financial advisor with J.P. Morgan Securities LLC, based in San Diego, California. Hannah has been in the industry since 2024. She is registered to offer investment advice and securities products in 53 states and is a Series 66, Series 7, and SIE exam holder. Hannah specializes in providing financial planning, portfolio management for individuals and businesses, 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

SAN FRANCISCO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Bradley is a financial advisor at J.P. Morgan Securities LLC. Hannah is a registered representative in all 50 states and the District of Columbia. Hannah specializes in providing financial advice to a wide range of clients, including individuals, businesses, and institutions. Hannah is also an investment advisor representative and is registered with FINRA.

SPECIALIZATIONS

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

Beverly Hills, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Casabona is a financial advisor associated with Morgan Stanley. Hannah has been working in the financial industry since August 2021. Hannah is registered to provide investment advice in 37 states and the District of Columbia. Hannah holds the Series 66 and Series 7TO securities licenses. Hannah is registered with FINRA as a Registered Representative. Hannah is a registered Investment Advisor Representative in California and Texas. In addition to her current employment with Morgan Stanley, Hannah has prior experience with CETERA ADVISOR NETWORKS LLC.

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

Stifel, Nicolaus & Company, Inc.

location

WALNUT CREEK, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Rose Lawand is a registered representative with Stifel, Nicolaus & Company, Inc. Hannah is a securities professional with experience in the financial services industry. Hannah has been in the business since 2017. Hannah holds licenses for Series 63, SIE, and Series 7. Hannah is registered to sell securities in multiple states.

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 Pooled Investment Vehicles
Unclaimed

THE Ameriflex Group | CFP ® (Certifications)

location

Santa Barbara, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Buschbom is a financial advisor who has been in the industry since 2011. She is currently registered with The Ameriflex Group and has previously worked with Sagepoint Financial and Securities America. Hannah has a wide range of experience, including providing financial planning, investment management, and insurance advice to clients. She is also a Certified Divorce Financial Analyst and has experience in providing financial advice to clients going through divorce. Hannah is dedicated to helping her clients achieve their financial goals and providing them with the best possible service.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Louise Rogers is a registered representative and investment advisor representative with LPL Financial LLC. Hannah has been in the financial services industry since December 2021. Hannah is registered to conduct business in California. Hannah holds the Series 66, Series 7TO, and SIE licenses. Hannah has several years of experience in the financial services industry, having worked in a variety of roles including customer service, sales, and management. Hannah is committed to providing her clients with personalized financial advice and guidance. Hannah strives to help clients reach their financial goals through careful planning and investment strategies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Abacus Wealth Partners | CFP ® (Certifications)

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Hannah Entenman is an Investment Advisor Representative at Abacus Wealth Partners in SANTA MONICA, CA. Hannah has been in the financial services industry since 2012. Hannah has a Series 65 license and is a Certified Financial Planner. Hannah specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. Hannah is committed to providing personalized financial advice to help her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Sherwood Financial Partners, LLC | CFP ®,CFA ® (Certifications)

location

WESTLAKE VILLAGE, CA

0 Disclosures

ADVISOR BIO

Hannah Elizabeth oaks Boundy is an Investment Advisor Representative at Sherwood Financial Partners, LLC, a firm based in Westlake Village, CA. Hannah specializes in providing financial planning and portfolio management services to individuals, families, and charitable organizations. Hannah is also a Certified Financial Planner and Chartered Financial Analyst.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BREA, CA

0 Disclosures

ADVISOR BIO

Hannah Etherson is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Hannah has been in the industry since 2023. Hannah has passed the General Securities Representative Examination and the Securities Industry Essentials Examination and holds a Series 7TO registration. Hannah is located in BREA, CA.

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

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