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

LNW | CFA ® (Certifications)

location

San Francisco, CA

0 Disclosures

ADVISOR BIO

Jennifer Jing Chan is a financial advisor who has been in the industry since 2014. Jennifer is currently registered with LNW in San Francisco, California. Jennifer has experience working at Wells Fargo and Wetherby Asset Management. Jennifer holds the Chartered Financial Analyst designation. Jennifer specializes in providing financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jennifer is a registered investment advisor in California.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

OCEANSIDE, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer D'amico is a financial advisor registered with LPL Financial LLC in OCEANSIDE, CA. Jennifer D'amico has been a registered representative for over 20 years and has been active in the industry since 2003. Jennifer D'amico has passed the Series 63, 66, 7, 9, 10 and SIE exams. In the past, Jennifer D'amico has also been affiliated with WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS 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

Commonwealth Financial Network

location

Fresno, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Williams is a financial advisor with over 18 years of experience in the industry. Jennifer Williams is currently registered with Commonwealth Financial Network and is licensed to provide investment advice in California, Arizona, Hawaii, Idaho, Montana, Oregon, Tennessee, Texas, Utah, and Wyoming. Jennifer Williams has also held a registration with PRINCIPAL SECURITIES, INC. in the past. Jennifer Williams's specialties include financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

San Jose, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Sun is a financial advisor at Transamerica Financial Advisors, Inc. Jennifer has been in the industry since August 11, 2014, and is registered with the state of California. Jennifer is a Series 6 and Series 63 licensed advisor and has passed the SIE exam. Jennifer specializes in providing financial planning and portfolio management services to individuals.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

BREA, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Ho is an investment advisor representative with UBS Financial Services Inc. Jennifer has been in the financial services industry since December 2008 and is currently licensed in California, Texas and other states. Jennifer has a Series 7, Series 66, and SIE licenses. Her previous experience includes working at Merrill Lynch. Jennifer specializes in providing financial planning, portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Jennifer also has a strong background in working with high-net-worth individuals and charitable organizations.

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
Unclaimed
location

SAN DIEGO, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lynn Eggleston is a financial advisor at LPL Financial LLC with over 20 years of experience in the industry. Jennifer is a registered representative in 51 states and an investment advisor representative in Iowa and Texas. Jennifer holds the Series 63, 66, 7, 9, 10, 31, and SIE licenses. Prior to joining LPL Financial LLC, Jennifer was with RBC Capital Markets, LLC.

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

Cambridge Investment Research Advisors, Inc.

location

Laguna Niguel, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Suzanne Horner is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm with over 3000 employees. Jennifer has been in the financial industry since 1999. Jennifer is registered with the state of California to provide both broker-dealer and investment advisory services.

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

Wells Fargo Clearing Services, LLC

location

SACRAMENTO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Marie Freamon is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Jennifer has been in the securities industry since October 1997. Jennifer has passed the Series 7, Series 63, and Series 65 exams, as well as the Securities Industry Essentials Exam. Jennifer holds registrations in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Idaho, Indiana, Iowa, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nevada, North Carolina, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, and Washington. Jennifer is affiliated with the Sacramento, CA branch office of Wells Fargo Clearing Services, LLC.

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

Tiaa-Cref Individual & Institutional Services, LLC

location

PASADENA, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Nicole Overhoff has been in the financial industry since 2008 and is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Jennifer Nicole Overhoff provides financial planning, portfolio management for individuals, and selection of other advisers. Previously, Jennifer Nicole Overhoff has been associated with several other firms, including LPL Financial LLC, Bancwest Investment Services, Inc., H. Beck, Inc., Fidelity Brokerage Services LLC, and Capital Brokerage Corporation.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Alta Loma, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Jackson is a financial advisor at Ameriprise Financial Services, LLC. Jennifer has been in the industry for over 10 years and is licensed in 24 states. Jennifer holds Series 7TO, Series 66 and SIE licenses. Jennifer specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Jennifer has experience working with a variety of clients, including high-net-worth individuals, corporations, and trusts.

SPECIALIZATIONS

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

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