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

Centaurus Financial, Inc.

location

El Segundo, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Hanby is a registered representative with Centaurus Financial, Inc. Jennifer has been in the industry since 2023 and is a licensed Series 7TO and Series 63 representative. Jennifer's focus is on providing financial planning services to individuals and businesses. Jennifer's firm has approximately $6.28 billion in assets under management.

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
Publication of Financial Periodicals
Unclaimed

TCP Asset Management, LLC

location

Palm Springs, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Miranda is a financial professional with over 14 years of experience in the industry. Jennifer is currently registered with TCP Asset Management, LLC and holds a Series 7TO, Series 66, Series 24, Series 63, and Series 11 license. Jennifer previously worked at Associated Securities Corp. in Rancho Mirage, CA. Jennifer offers financial planning, selection of other advisors, and portfolio management services for individuals and businesses. Jennifer is licensed in California and offers both advisory and brokerage services to clients.

SPECIALIZATIONS

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

First Foundation Advisors | CFP ® (Certifications)

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Jennifer Kathryn Cagle is a financial advisor with First Foundation Advisors. Jennifer has been in the financial industry since 1993. Jennifer is a Certified Financial Plannerâ„¢ professional, registered in California, Louisiana, and Texas.

SPECIALIZATIONS

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

La Jolla, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Elaine Miller is a financial advisor who has been in the industry since 2011. Jennifer is currently registered with Morgan Stanley and has been with them since 2016. Prior to joining Morgan Stanley, Jennifer worked at UBS Financial Services Inc. and Morgan Stanley DW Inc. Jennifer provides a wide range of financial services to individuals, businesses, and institutions. Jennifer's specialties include asset allocation, financial planning, and portfolio management. Jennifer is dedicated to helping clients achieve their financial goals.

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

Equitable Advisors, LLC

location

SAN FRANCISCO, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Irene Dailey is a financial advisor at Equitable Advisors, LLC, with over 20 years of experience in the industry. Jennifer has a strong background in investments and has held various roles in the financial services sector. She has specialized in providing financial advice to individuals, families, and businesses, with a focus on financial planning, retirement planning, and investment management. Jennifer holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam certification, demonstrating her commitment to providing high-quality financial services. Jennifer Dailey has an active registration status in multiple states and is dedicated to providing personalized financial advice to clients.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Nunez is a financial professional with a focus on investment company products and variable contracts, having passed the Series 6TO exam in April 2022. Jennifer is licensed in California and has been in the industry since April 2022. Jennifer is registered with J.p. Morgan Securities LLC, which has offices in Los Angeles, California. Jennifer's expertise includes securities, variable contracts, insurance products, and mutual funds. Jennifer is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

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 DIMAS, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Nguyen is a financial advisor at J.p. Morgan Securities LLC. She has been in the financial services industry since April 2022. Jennifer is licensed to sell securities in Arizona and California and holds the Series 63, Series 6TO, and SIE exams. Jennifer specializes in financial planning, pension consulting, and portfolio management. She is registered with FINRA and the Securities and Exchange Commission.

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

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

U.s. Bancorp Advisors, LLC

location

GLENDALE, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Joyce-viloria Serrano is a financial advisor registered with U.S. Bancorp Advisors, LLC, a registered investment advisor firm with a main office located in Glendale, California. Jennifer holds Series 6, 7, 24, 63, and 65 licenses and has been in the industry since January 19, 2002. Jennifer’s employment history includes positions with NATIONAL PLANNING CORPORATION and ROYAL ALLIANCE ASSOCIATES, INC. Jennifer provides portfolio management for individuals and businesses, and specializes in selecting other advisors for clients. Jennifer has been working for U.S. Bancorp Advisors, LLC since June 26, 2018, and is licensed in California.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RANCHO SANTA FE, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Duggan is a financial advisor with over 14 years of experience in the industry. Jennifer currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., and BA INVESTMENT SERVICES, INC.. Jennifer is licensed to provide advisory services in 51 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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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