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

J.p. Morgan Securities LLC

location

SANTA PAULA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Iliana Paola Lozano is a financial advisor registered with J.P. Morgan Securities LLC in SANTA PAULA, CA. Iliana Paola Lozano has been in the industry since July 4, 2013. Iliana Paola Lozano has passed the Series 7TO, Series 6, and Series 63 exams.

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 JOSE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ilka Atanassova is a financial advisor at J.P. Morgan Securities LLC. Ilka holds the Series 63, Series 6TO, and SIE licenses. Ilka has been in the industry since July 18, 2024, and is registered in California. Ilka specializes in providing financial planning, pension consulting, and selection of other advisors services to individuals, corporations, and businesses.

SPECIALIZATIONS

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

Guardian Financial Partners, LLC

location

Laguna Niguel, CA

0 Disclosures

ADVISOR BIO

Ilkay Sepulveda is a registered investment advisor representative at Guardian Financial Partners, LLC, located in Laguna Niguel, CA. Ilkay has been in the securities industry for over 14 years, with previous experience at New England Securities, OneAmerica Securities, Inc., AXA Advisors, LLC, and National Planning Corporation. Ilkay is licensed to sell insurance in California and holds Series 6 and 63 licenses.

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

LOS ANGELES, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Illya Williams is a financial advisor who has been in the industry since March 2018. Illya is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a Series 7, Series 66 and SIE. Illya Williams is registered in 53 states. Illya Williams is also a registered Investment Advisor in two states. Illya Williams has over 7 years of experience in the financial services industry.

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

SOUTH SAN FRANCISCO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Illyana Chavez is a financial professional registered with Wells Fargo Clearing Services, LLC. Illyana is licensed in California with a Series 63, 6TO and SIE license. Previously, Illyana worked for J.P. Morgan Securities LLC in San Francisco, CA. Illyana's professional experience includes a range of financial services, from investment consulting to portfolio management for individuals and businesses. Illyana can work with you to create a personalized plan that meets your financial goals.

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

J.p. Morgan Securities LLC

location

LOMA LINDA, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ilony Abigail Sitorus is a registered representative with J.P. Morgan Securities LLC. Ilony is licensed in California and has been in the industry for over 6 months. Ilony specializes in financial planning, pension consulting, and selection of other advisors. Ilony has passed the Series 63, Series 6TO and the SIE exams.

SPECIALIZATIONS

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

Integrated Wealth Concepts LLC

location

BEVERLY HILLS, CA

0 Disclosures

ADVISOR BIO

Il shin Lee is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC. Il shin Lee has been working in the industry since 2008. Il shin Lee also owns DUFFY KRUSPODIN LLP, a tax preparation, accounting, and CPA firm in Woodland Hills, California. Il shin Lee is licensed to provide advisory services in California. Il shin Lee specializes in financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

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

Redondo Beach, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Ilya Solovey is a financial advisor registered in California with Seia. Ilya has been in the industry since 2005 and has a strong track record of success. Ilya is committed to providing clients with personalized financial advice and helping them achieve their financial goals. In addition to working for Seia, Ilya has also held positions with OSAIC WEALTH, INC., CHARLES SCHWAB & CO., INC., and FIDELITY BROKERAGE SERVICES LLC.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CULVER CITY, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Imad Sharan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Culver City, California. Imad has been in the securities industry since May 14, 2017 and holds a Series 7, Series 63, and Series 65 licenses. Imad has experience working with individual investors, high net worth individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. Imad provides portfolio management for individuals, businesses, and pension plans. Imad has also provided financial planning services and selection of other advisors.

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

THE Ayco Company, LP

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Imade Motunrayo Iyamu is a financial advisor based in San Francisco, CA. Imade is registered with The Ayco Company, LP and has been in the industry since August 2024. Imade holds the Series 7TO, Series 66, and SIE licenses. Imade has a background in law and technology and has experience working in various industries in both the United States and Nigeria.

SPECIALIZATIONS

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

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