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

J.p. Morgan Securities LLC

location

MONTEBELLO, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Javier Valdez is a financial advisor registered with J.P. Morgan Securities LLC and has been in the industry since March 14, 2007. Javier is registered in California and holds the Series 6, Series 63, and SIE licenses. Prior to joining J.P. Morgan Securities LLC, Javier was registered with Chase Investment Services Corp. and Wells Fargo Advisors, LLC. Javier has specialized in providing investment advice to individuals, high net worth individuals, corporations, and labor unions.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

DUBLIN, CA

experience

2 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Javier Alejandro Gonzalez is a financial professional with Wells Fargo Clearing Services, LLC. Javier has been in the industry since March 2023 and holds the Series 63, Series 6TO, and SIE licenses. Javier is registered in California.

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

Avantax Advisory Services | CFP ® (Certifications)

location

Elk Grove, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Javier Cardenas is a financial advisor who has been in the industry since 2000. Javier is a Certified Financial Plannerâ„¢ professional and is currently registered with Avantax Advisory Services. Javier has a wide range of experience working with clients, including individuals, high-net-worth individuals, and businesses. Javier is committed to helping clients achieve their financial goals. Javier specializes in providing financial planning, investment management, and insurance services. Prior to joining Avantax Advisory Services, Javier worked at Hilltop Securities Inc. and Oppenheimer & Co. Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

J.p. Morgan Securities LLC

location

BAKERSFIELD, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Javier Menchaca is a registered representative at J.P. Morgan Securities LLC. Javier has been in the financial services industry since 2015. Javier has a Series 6 license and a Series 63 license. Javier specializes in a variety of financial products and services, including securities, variable annuities, mutual funds, and retirement planning. Javier is registered with the state of California.

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

LA PUENTE, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Javier Eduardo Lopez is an investment advisor representative at J.p. Morgan Securities LLC. Javier has been working in the financial industry since 2018 and is registered in California. Javier provides financial planning, portfolio management for individuals and businesses, and pension consulting. Javier holds the Series 6, 7TO, and 66 licenses and is also registered as an investment advisor representative.

SPECIALIZATIONS

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

Firmo Investment Consulting Services

location

PASADENA, CA

disclosure

2 Disclosures

ADVISOR BIO

Javier Jimenez Rivera is a financial advisor with over 20 years of experience in the financial services industry. Javier currently works for Firmo Investment Consulting Services. Javier specializes in portfolio management for individuals and financial planning. Javier has a Series 7 and Series 31 license and is a registered investment advisor in California, Texas and Utah. Javier is also a co-pastor at New Life Christian Center and is an insurance agent.

SPECIALIZATIONS

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

U.s. Bancorp Investments, Inc.

location

Downey, CA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Javier Rodriguez is a financial advisor with over 30 years of experience in the industry. Javier is currently registered with U.S. Bancorp Investments, Inc. in California and holds Series 6, 7, and SIE licenses. Previously, Javier was registered with WAMU INVESTMENTS, INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, BA INVESTMENT SERVICES, INC., GNA SECURITIES, INC., GRIFFIN FINANCIAL SERVICES, and JOHN HANCOCK DISTRIBUTORS, INC. Javier has experience providing financial advice to individuals, corporations, charitable organizations, pension plans, and investment companies.

SPECIALIZATIONS

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

Tamar Securities, LLC

location

WOODLAND HILLS, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Javier Guztavo Orozco is a registered representative of Tamar Securities, LLC. Javier Guztavo Orozco has been in the financial services industry since 1995. Javier Guztavo Orozco is licensed to provide investment advice in California. Javier Guztavo Orozco specializes in providing financial planning, portfolio management for businesses and individuals, and alternative investments. Javier Guztavo Orozco has also worked for several other financial institutions including TD Ameritrade, Morgan Stanley, and Charles Schwab.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ALTERNATIVE INVESTMENTS & PROFESSIONAL ALLIANCE NETWORK
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Javier Leon is a financial advisor with LPL Financial LLC. Javier is a registered representative in California and has been in the financial services industry since 2014. Javier is a licensed investment advisor with LPL Financial. Javier is affiliated with LPL Financial LLC and is located in San Diego, California.

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

Transamerica Financial Advisors, Inc.

location

ORANGE, CA

experience

13 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Javier Galicia is a financial advisor with Transamerica Financial Advisors, Inc. in Orange, CA. Javier has been in the industry since January 22, 2012. Javier is registered to offer securities in California.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals

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