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

J.p. Morgan Securities LLC

location

TEMPLE CITY, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Hilario Robles is a financial advisor with over 10 years of experience in the industry. Currently registered with J.P. Morgan Securities LLC, Hilario is a highly experienced and knowledgeable financial professional. Hilario specializes in a range of financial services, including investment advice and portfolio management. Hilario holds Series 6, Series 63 and SIE licenses. Hilario has a strong track record of success in helping clients achieve their financial goals.

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

PALO ALTO, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Hilary Jones is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Hilary has been in the industry since February 2004. Hilary is registered with the Securities and Exchange Commission (SEC) and with FINRA as a Registered Representative. Hilary is also a registered Investment Advisor Representative in Texas and California. Hilary specializes in investments, insurance, mutual funds, fixed income and annuities. Hilary's previous employment was with A. G. Edwards & Sons, Inc. in St. Louis, MO.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Long Beach, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Hilary Hughes is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Hilary Hughes is active in the investment industry since 2019, having worked previously with UBS Financial Services Inc. in California. Hilary has a Series 66 license, Series 7TO and SIE licenses. Hilary Hughes has been registered with the State of Texas and the State of California.

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

Osaic Wealth, Inc.

location

CLAREMONT, CA

experience

31 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Hilary Robin Campbell is a financial advisor at Osaic Wealth, Inc. located in Claremont, California. Hilary has been in the financial services industry since 1992. Hilary holds the Series 7, Series 63, and Series 65 licenses and the SIE certification. Hilary has worked at several firms, including Securities America, Inc., LPL Financial LLC, Raymond James Financial Services, Inc., and Morgan Stanley Smith Barney. Hilary specializes in a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Hilary Ketchum is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Hilary has been in the industry since April 2014. Hilary has Series 7, Series 66 and SIE licenses. Hilary has been registered in 28 states including California, Texas and more. Hilary has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since November 2014. Hilary previously was a registered representative with Nuveen Securities, LLC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALO ALTO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Hilary Giles is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Hilary has been in the industry since May 1998 and has been with Merrill Lynch since June 2003. Hilary is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative and has Series 7, Series 63, and Series 65 licenses. Hilary is also registered with the state of Maine as an Investment Advisor Representative. Hilary has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans.

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

J.p. Morgan Securities LLC

location

San Francisco, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Hilary Yu is a financial advisor with over 25 years of experience in the industry. Hilary is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC in California and Texas. Hilary has been a financial advisor at J.p. Morgan Securities LLC since 2023 and has previously worked at First Republic Securities Company, LLC, J.P. Morgan Securities Inc., and Wells Fargo Securities Inc. Hilary specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, corporations, and other institutions. Hilary has a wide range of experience and is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

Cerda Munoz Advisors, Inc. | CFP ® (Certifications)

location

WHITTIER, CA

0 Disclosures

ADVISOR BIO

Hilberto Cerda is a financial advisor with Cerda Munoz Advisors, Inc., based in Whittier, CA. Hilberto has been in the industry since 2006 and has a Series 6 and Series 63 license. He is a Certified Financial Planner and has experience working with individuals, families, and small businesses. The firm provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Hilberto is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROLLING HILLS ESTATES, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Hilda Novoa is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Hilda has been in the industry since 2013 and is registered in multiple states including California and Texas. Hilda offers investment advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

Goldman Sachs & Co. LLC

location

LOS ANGELES, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Hilda Arechiga is a financial professional with over 24 years of experience in the securities industry. Hilda is currently registered with Goldman Sachs & Co. LLC and is licensed to conduct business in all 50 states and several US territories. Hilda specializes in various financial services, including portfolio management for individuals, businesses, and pooled investment vehicles. Hilda holds the Series 7, Series 63, Series 57TO, and SIE licenses, demonstrating her commitment to continuing education and professional development.

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

Need help matching

with the right advisor?