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

RBC Capital Markets, LLC

location

BEVERLY HILLS, CA

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Hormoz Saleh is an investment advisor representative registered with RBC Capital Markets, LLC. Hormoz has been in the industry since 1980 and has previously been registered with Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc., CIBC World Markets Corp. and Kidder, Peabody & Co. Incorporated. Hormoz is licensed in 34 states and has passed the Series 3, 7, 63, 65 and SIE exams. Hormoz specializes in public and private employee benefit plans, endowment funds, foundations, family trusts and various capital/operating funds. Hormoz also provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WESTLAKE VILLAGE, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ho sung Byun is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ho sung Byun has been in the securities industry since June 2009. Ho sung Byun has passed the Series 7, Series 63 and Series 66 exams. Ho sung Byun is registered with the state of California. Ho sung Byun is also registered with the state of Texas as an investment advisor representative. Ho sung Byun is a member of the Advisory Board of Korean American Family Services, Inc.

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

U.s. Bancorp Investments, Inc.

location

Temecula, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Monica Phommatha is a financial professional with U.S. Bancorp Investments, Inc. located in Temecula, California. Monica has been in the industry since September 13, 2018. She has a Series 6, Series 63 and SIE license and is registered in California. Previously, Monica worked with UNIONBANC INVESTMENT SERVICES, LLC. Monica specializes in portfolio management for businesses and individuals, financial planning, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

YUBA CITY, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Houston Taylor is a financial advisor at Edward Jones. Houston has been in the financial services industry since 1998. Houston holds Series 63, Series 65, Series 7, and SIE licenses and is registered in 29 states to offer investment advice and securities. Houston is also registered to offer investment advice in Texas. Houston specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Houston is also a varsity girls' basketball coach at Sutter High School in Sutter, CA.

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

PASADENA, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Hovhannes Markosyan is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Pasadena, California. Hovhannes has a wide range of experience in the financial industry, having previously worked at Equitable Advisors, LLC, J.P. Morgan Securities LLC, and Eco-One Inc. Hovhannes holds Series 7TO, SIE and Series 66 licenses. Hovhannes also provides investment advisory services through his affiliation with Merrill Lynch.

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

Wells Fargo Clearing Services, LLC

location

Beverly Hills, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Hovhannes Tokatlian is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the financial services industry since March 7, 2019. Hovhannes has a Series 66 license and has been registered in 36 states, including California, Texas, Arizona, and Florida, offering both brokerage and investment advisory services. Before joining Wells Fargo, Hovhannes worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, from March 2019 to November 2019.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BURBANK, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Hovig Paul Ounjian is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Hovig has been working in the financial services industry since March 14, 2019. Hovig has a Series 6, 7TO, 63 and 66 license. Hovig has 9 years of experience in the securities industry. Hovig's previous experience includes working at WELLS FARGO CLEARING SERVICES, LLC. Hovig is registered with the following states: Arizona, California, Florida, Nevada, Oregon, Texas and Washington.

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
location

GLENDALE, CA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Hovsep Ohannes Dermenjian is a financial advisor with LPL Financial LLC and has been in the financial services industry since 1990. Hovsep has a strong background in insurance sales and financial services, and has a broad range of experience working with individuals, corporations, and charitable organizations. Hovsep holds Series 3, 7, 24, 63, and 65 licenses, and has a deep understanding of the financial markets. Hovsep has worked with several firms including Voya Financial Advisors, Inc, The Investment Center, Inc, and Quest Capital Strategies, Inc.

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

SKY Vision Wealth Management Corp.

location

IRVINE, CA

disclosure

1 Disclosures

ADVISOR BIO

Howard Ye is a financial advisor with over 20 years of experience in the financial services industry. Howard has worked with a variety of firms including Merrill Lynch, Morgan Stanley DW, and Key West Investments. Howard currently works at Sky Vision Wealth Management Corp. where he is a Registered Investment Advisor. Howard has a strong background in financial planning and portfolio management. He provides financial planning and investment management services to individuals and businesses.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Sherman Oaks, CA

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Howard Lyle Abrams is a financial advisor with over 30 years of experience in the financial services industry. Howard has a wide range of experience and holds licenses in multiple states including California, Texas, Florida, Nevada and New York. Howard is currently employed at UBS Financial Services Inc. and has previously worked at Fahnestock & Co. Inc. and CIBC World Markets Corp. Howard focuses on providing a variety of financial services to individuals, families, businesses and institutions.

SPECIALIZATIONS

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

Need help matching

with the right advisor?