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

J.p. Morgan Securities LLC

location

WEST COVINA, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Hui is a financial advisor registered with J.p. Morgan Securities LLC in West Covina, California. Jeremy has been in the financial industry since 2018 and holds Series 6, SIE and Series 63 licenses. Jeremy focuses on helping individuals and corporations meet their financial needs.

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

SAN DIEGO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Middleton is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeremy has over 5 years of experience in the financial services industry. Jeremy holds the Series 7TO, SIE and Series 66 licenses and is registered in 12 states. Jeremy's previous experience includes positions at LPL Financial LLC, PRUCO SECURITIES, LLC., and Ameriprise Financial Services, Inc.

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

Equitable Advisors, LLC

location

SAN DIEGO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Alexander is an investment advisor representative associated with Equitable Advisors, LLC. Jeremy has been active in the financial services industry since 2006 and holds a Series 7, Series 63, Series 24, and Series 66 license. Jeremy's current registrations are with the state of California for both Broker-Dealer and Investment Advisor. Jeremy Alexander has previously worked at AXA Advisors, LLC and Equitable Advisors, LLC in various locations, including New York and Colorado.

SPECIALIZATIONS

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

Arbor Point Advisors

location

SAN DIEGO, CA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeremy Keating is a financial advisor in the San Diego, CA area with over 20 years of experience in the financial services industry. Jeremy is registered with Arbor Point Advisors and has previously been registered with Securities America, Inc., FSC Securities Corporation, QA3 Financial Corp., Securities Service Network, Inc., CitiCorp Investment Services, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeremy specializes in working with individuals, families, and businesses to develop personalized financial plans. Jeremy offers a range of financial services including investment management, financial planning, and retirement planning.

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

Irvine, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Amposta is a registered representative at J.P. Morgan Securities LLC. Jeremy has been in the securities industry since February 2020 and has been registered with the state of California since June 2020. Jeremy holds the Series 66, Series 7, and SIE licenses. Jeremy specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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

CLAREMONT, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Cruz Avelar is a financial advisor with J.P. Morgan Securities LLC. Jeremy has been in the industry since 2018 and is registered in California. Jeremy holds the Series 6, SIE and Series 63 licenses. Jeremy provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. J.P. Morgan Securities LLC is a large financial firm, and Jeremy’s clients include individuals, corporations, pension plans, and charitable organizations.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

SACRAMENTO, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeremy Scott Hearon is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC in Sacramento, California. Jeremy has been in the financial services industry since September 2001, working with individual investors, businesses, and institutions. Jeremy offers financial planning and portfolio management services.

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

Packerland Brokerage Services, Inc.

location

Pasadena, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Baker is a financial professional with over 13 years of experience in the industry. Jeremy is currently registered with Packerland Brokerage Services, Inc. and is actively providing financial advice to individuals, businesses and charitable organizations. Jeremy previously held positions with AVANTAX INVESTMENT SERVICES, INC., SIGNATOR INVESTORS, INC., SUNSET FINANCIAL SERVICES, INC., UVEST FINANCIAL SERVICES GROUP, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and 1717 CAPITAL MANAGEMENT COMPANY. Jeremy is licensed to provide financial advice in California, Idaho, and Pennsylvania and holds the Series 6, Series 63, and SIE licenses.

SPECIALIZATIONS

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

Perigon Wealth Management, LLC | CFP ® (Certifications)

location

SAN FRANCISCO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Paul is a financial advisor registered with Perigon Wealth Management, LLC. Jeremy has over 25 years of experience in the financial services industry. Jeremy is a Certified Financial Planner™ professional and holds a Series 7, Series 3, Series 24, Series 63, Series 65, and SIE licenses. Jeremy works with a wide range of clients, including individuals, families, businesses, and charitable organizations. Jeremy provides financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

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

LPL Financial LLC

location

STOCKTON, CA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeremy Shaun Silcox is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Jeremy has been in the industry since 2001 and is registered in 21 states and the District of Columbia. Jeremy is a Registered Representative and Investment Advisor Representative and holds Series 7, 24, and 66 securities licenses. The advisor has a specialization in portfolio management, financial planning, retirement planning, and investment management. Jeremy is located in Stockton, CA and serves clients in the surrounding areas.

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

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