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

Santa Rosa, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Mauer is a registered representative and investment advisor with Morgan Stanley. Amanda has been in the financial services industry since January 2003. Amanda is licensed to provide financial services in multiple states. Amanda specializes in providing financial planning, portfolio management for individuals, businesses and investment companies, and asset allocation advice. Amanda's previous employers include Citigroup Global Markets Inc. and Morgan Stanley & Co., Incorporated.

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

Wells Fargo Advisors Financial Network, LLC

location

LA JOLLA, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Grace Brown is an investment advisor representative who has been in the industry since 2002. Amanda is currently registered with Wells Fargo Advisors Financial Network, LLC and holds a Series 66, Series 7, Series 9, Series 31, and SIE license. Amanda has previously worked with WELLS FARGO CLEARING SERVICES, LLC, CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Amanda specializes in providing financial planning, investment consulting services, and portfolio management to a wide range of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations.

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
location

SAN DIEGO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Yurkowski is a financial advisor with LPL Financial LLC. Amanda has been in the financial industry since 2018 and holds Series 6, 7, 63, and 65 licenses. Prior to joining LPL Financial LLC, Amanda was employed by Avantax Investment Services, Inc. and Ralph Lauren Corp. Amanda provides a variety of financial services, including financial planning, portfolio management, and consulting.

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

Cetera Investment Advisers LLC

location

EL SEGUNDO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Vizcarra is a financial advisor with Cetera Investment Advisers LLC. Amanda has been working in the financial services industry since 2000. Amanda has a Series 65, 63, 51, 4, 24, 7 and SIE license. Amanda is registered to provide investment advisory services in California. Amanda's firm has offices in El Segundo, Redondo Beach and Schaumburg. Amanda specializes in working with individuals, businesses, corporations, charitable organizations, high net worth individuals, pension and profit sharing plans and state or municipal government entities. Amanda can provide you with financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management.

SPECIALIZATIONS

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

Mission Wealth Management, LP | CFP ® (Certifications)

location

SANTA BARBARA, CA

0 Disclosures

ADVISOR BIO

Amanda Louise Thomas is a financial advisor with over 15 years of experience in the industry. She has a background in both investment advisory and brokerage services, having worked for Northern Trust Securities, Inc. and National Planning Corporation before joining Mission Wealth Management, LP. She is registered to offer investment advisory services in California. Amanda is a Certified Financial Plannerâ„¢ and has specialized in financial planning, pension consulting, and family wealth management. She works with a variety of clients, including individuals, families, corporations, and charitable organizations. Amanda is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

SAN DIEGO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Endersby is an investment advisor representative with Park Avenue Securities LLC. Amanda is licensed to provide investment advice in California and Florida. Amanda has been in the financial services industry since 2021 and has experience with Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, and First Allied Securities, Inc. Amanda holds the Series 63 and Series 65 licenses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALO ALTO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Solomon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Amanda is registered in California and has been in the financial industry since September 2010. Amanda has extensive experience with investment banking and general securities representative services. She is also qualified to provide investment advice to high-net-worth individuals, businesses, and corporations.

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

Cambridge Investment Research Advisors, Inc.

location

FAIRFIELD, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Elizabeth Keller is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Amanda has been in the industry since 2004. Amanda is licensed in California and Georgia. Amanda's previous experience includes working with Thrivent Investment Management Inc.. Amanda is currently registered with Cambridge Investment Research Advisors, Inc. and has been registered with them since 2012. Amanda is a Series 66, SIE and Series 7 licensed representative. Amanda has specializations in 1, 2, 3, 4, 5, 6, and 8. Amanda works with high-net-worth individuals, individuals other than high-net-worth, state or municipal government entities, charitable organizations, and pension and profit-sharing plans. Amanda offers a variety of investment services including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Amanda is licensed as an independent insurance agent for various independent insurance companies.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

FRESNO, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Dawn Morehouse is a financial advisor with J.P. Morgan Securities LLC. Amanda has been in the financial services industry since 2012. Amanda specializes in providing financial advice to individuals, businesses, charitable organizations, labor unions and insurance companies. Amanda also offers portfolio management services, financial planning and pension consulting. Amanda is registered with the state of California as an Investment Advisor Representative and has passed the Series 7, Series 6, Series 63 and Series 66 exams.

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

SACRAMENTO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Amandeep Singh is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amandeep has been in the securities industry since April 2022 and is registered in 9 states including Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Amandeep also has 7 years of experience in the financial services industry. Amandeep has a Series 7TO, Series 66 and SIE licenses and is an active member of the firm.

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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