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

LPL Financial LLC

location

LA MESA, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Joel Leslie Rohn is a financial advisor registered with LPL Financial LLC. Joel has been in the industry since 1996 and has held several positions at various firms. Joel is licensed to provide investment advice and has a Series 6, 7, and 66 licenses. Joel holds the following registrations: Registered Representative in Arizona, California, Florida, Georgia, Hawaii, Michigan, Nebraska, North Carolina, Oregon, Tennessee, Texas, and Washington. Joel is also a Registered Investment Advisor in California and Texas. Joel is a President and Proprietor of JL Rohn Investments, 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

U.s. Bancorp Investments, Inc.

location

Oceanside, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Joel Esteban Quirino is a financial advisor registered with U.S. Bancorp Investments, Inc. in Oceanside, CA. Joel is a Series 6, 63, and 65 licensed advisor with a strong background in investment management and financial planning. Joel's professional experience includes a variety of roles at U.S. Bank and U.S. Bancorp Investments, Inc. Joel has been in the industry since 2018 and has a comprehensive understanding of the financial markets. Joel is committed to providing personalized financial advice and helping clients reach their financial goals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Westlake Village, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Joel Boyce has been in the financial services industry since 1997. Joel is currently registered as a Registered Representative with Ameriprise Financial Services, LLC in California and Texas. Joel is also registered as an Investment Advisor Representative with Ameriprise Financial Services, LLC in California. Joel is licensed in over 30 states. Prior to joining Ameriprise Financial Services, LLC, Joel worked for several other firms, including IDS Life Insurance Company, Prudential Securities Incorporated, Dean Witter Reynolds Inc., and Baraban Securities, Inc. Joel is a Series 7, Series 31, and Series 63 licensed professional. Joel is also a SIE licensed professional. Joel's specialties include asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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
Unclaimed
location

Santa Monica, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Joel Evan Barrus is a financial advisor with Morgan Stanley, a firm with over $1 trillion in assets under management. Joel is a licensed broker-dealer in 53 states and has over 5 years of experience in the industry. Joel specializes in providing financial planning, portfolio management, and investment advice to high-net-worth individuals, corporations, and charitable organizations. Joel has experience working with a wide range of clients, including individuals, families, businesses, and institutions.

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

LPL Financial LLC

location

Sacramento, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Joel Gourdin is a registered representative with LPL Financial LLC in Folsom, California. Joel has been in the financial services industry since July 2012 and has previous experience with Morgan Stanley and Principal Funds Distributor, Inc. Joel holds the Series 7 and Series 66 licenses. Joel also provides investment advisory services through Mariner Independent Advisor Network LLC, an independent investment advisor firm.

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

Osaic Wealth, Inc.

location

FOLSOM, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Joel Scott Hemmings is an investment advisor representative at Osaic Wealth, Inc. Joel is located in Folsom, California and has been in the industry since August 9, 1994. Joel holds a Series 7, Series 6, Series 24, Series 4, Series 31, Series 53, Series 63, Series 65, Series 99TO, and SIE licenses. Previously, Joel worked at Securities America, Inc., Brecek & Young Advisors, Inc., E*TRADE SECURITIES LLC, and Franklin/Templeton Distributors, Inc. Joel provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

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

WALNUT CREEK, CA

experience

5 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Joel Everett is an investment advisor representative with Transce3nd LLC. Joel has been in the industry since October 2, 2019, and is licensed in multiple states including California, Texas, Arizona, Florida, Idaho, and Kansas. Joel has a Series 66 and a Series 7TO license. Joel is also licensed in life insurance sales. Joel specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

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

NFP Retirement Inc.

location

ALISO VIEJO, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Joel Shapiro has been in the financial services industry since 2006. Joel is currently registered as a Registered Representative (RR) with NFP Retirement Inc. Previously, Joel was registered as a RR with KESTRA Investment Services, LLC and Financial Telesis Inc. Joel holds a Series 6, Series 63, Series 65, and SIE license. Joel specializes in 401(k) plans and provides financial planning and pension consulting services to individuals, high-net-worth individuals, and small businesses. Joel is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Unclaimed

Edward Jones | CFP ® (Certifications)

location

STOCKTON, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Joel Carignan is a financial advisor with Edward Jones, registered in 17 states and holding the Series 7, Series 66 and SIE exams. Joel has been in the financial services industry since 2009. Joel specializes in providing financial advice to individuals, families, businesses and retirement plans. In addition to offering traditional investment services, Joel also provides financial planning services such as college savings, retirement planning, and estate planning. Joel's expertise and experience can help you achieve your financial goals.

SPECIALIZATIONS

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

Morgan Stanley

location

RANCHO SANTA FE, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Joel William Thorp is an investment advisor representative with Morgan Stanley, based in Rancho Santa Fe, CA. Joel William Thorp has been in the industry since September 25, 2013. Joel William Thorp has successfully passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7), the National Commodity Futures Examination (Series 3), the General Securities Sales Supervisor - General Module Examination (Series 10), the General Securities Sales Supervisor - Options Module Examination (Series 9), and the Securities Industry Essentials Examination (SIE). Joel William Thorp is registered in 53 states and 2 territories and is a member of FINRA.

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

Need help matching

with the right advisor?