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

Hsbc Securities (usa) Inc.

location

Arcadia, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jianmin Li is an active investment advisor representative registered with the state of California. Jianmin Li is associated with HSBC Securities (USA) Inc. and has been in the industry since February 17, 2011. Jianmin Li is also licensed to conduct investment advisory business in California.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

IRVINE, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jianming Zang is a registered representative with J.p. Morgan Securities LLC in Irvine, California. Jianming Zang has been in the securities industry since September 8, 2019. Jianming Zang is registered to offer securities in California. Jianming Zang has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Prior to joining J.p. Morgan Securities LLC, Jianming Zang worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AIG Financial Network/AGL EMP Dist. Jianming Zang also has experience working at Zhejiang Newland Foods Co. Ltd, Bank of America, N.A., T&M Trading Company, and Diamond Bar Chinese School.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

SUNNYVALE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jiao Yan Li is a financial advisor at Fidelity Personal and Workplace Advisors. Jiao Yan Li is licensed in California and Texas as an Investment Advisor Representative. Jiao Yan Li has a total of 25 approved state registrations. Jiao Yan Li is registered with FINRA and holds the Series 7TO, Series 66 and SIE licenses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

ARCADIA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jiaoling Cai is a financial advisor with over 10 years of experience in the industry. She is currently registered with J.P. Morgan Securities LLC in Arcadia, CA. Jiaoling has held previous roles with UnionBanc Investment Services, LLC and Chase Investment Services Corp. She has a broad range of experience, specializing in providing financial advice to high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Jiaoling is committed to providing personalized financial advice and helping her 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROWLAND HEIGHTS, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jiaqi Peng is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Peng has been in the industry since November 2019. Peng is licensed to conduct business in Arizona, California, Florida, Nevada, Ohio, Oregon, Texas and Washington. Peng offers investment advisory services, including portfolio management for individuals and businesses, and provides educational seminars.

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

Cetera Investment Advisers LLC

location

IRVINE, CA

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jiaqi Chen is a financial professional with over 10 years of experience in the financial services industry. Jiaqi Chen is currently registered with Cetera Investment Advisers LLC and holds a Series 6, 7, 63, and 66 license. Jiaqi Chen has previously worked with Chase Investment Services Corp. and J.P. Morgan Securities LLC. Jiaqi Chen offers a range of financial planning services including portfolio management, educational seminars, and selection of other advisers.

SPECIALIZATIONS

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

American Fundstars

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Jiaqi Huang is a registered investment advisor representative with American Fundstars. Jiaqi Huang has been in the securities industry since March 2022. Jiaqi Huang is also a brand manager at Joliejolie. Jiaqi Huang specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Jiaqi Huang is registered with the state of California and works in the Newport Beach office.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fidelity Personal AND Workplace Advisors

location

BURLINGAME, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jiaqian Lian is a financial advisor at Fidelity Personal And Workplace Advisors. Jiaqian has been working in the financial industry since 2017. Jiaqian holds Series 63, 65, and 7 licenses and has experience with a variety of financial products and services. Jiaqian is also a registered Investment Advisor in California.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jiarong Wang is a registered representative with J.P. Morgan Securities LLC. Jiarong has been in the industry since February 2020 and holds the Series 63, Series 6TO and SIE licenses. Jiarong is based out of the San Francisco branch office of J.P. Morgan Securities LLC and specializes in portfolio management for individuals, portfolio management for businesses, and financial planning.

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 FRANCISCO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jiawei Chen is a registered representative with J.p. Morgan Securities LLC in San Francisco, California. Jiawei is a Series 63, Series 6TO and SIE licensed professional. Jiawei has been in the industry since 2021 and is currently active in the financial services industry in California.

SPECIALIZATIONS

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

Need help matching

with the right advisor?