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

Kestra Advisory Services, LLC

location

San Mateo, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John Keith Palladino is an investment advisor representative at Kestra Advisory Services, LLC. John Keith Palladino has been in the securities industry since 2008. John Keith Palladino holds the Series 6, Series 63, Series 65, and SIE licenses. John Keith Palladino is registered with the state of California. John Keith Palladino is also registered with FINRA and is a registered representative with Kestra Investment Services, LLC. John Keith Palladino has experience providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

Los Angeles, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

John McMichael is a financial advisor with J.P. Morgan Securities LLC. John has over 11 years of experience in the financial services industry. John is registered with FINRA and the state of California and Texas. John is a Series 3, 7, 63 and 65 licensed professional. John also holds the Securities Industry Essentials Examination. John's prior experience includes roles at Goldman Sachs & Co. LLC and Loop Capital Markets LLC. John's specialties include providing financial planning, pension consulting, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

LPL Financial LLC

location

HALF MOON BAY, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

John William Parsons is a financial advisor with LPL Financial LLC, based in Half Moon Bay, CA. John has over 17 years of experience in the financial services industry and holds licenses in both California and Texas. John's previous experience includes positions at Foothill Securities, Inc., 1st Global Capital Corp., and Cetera Investment Advisers LLC. John is also a CPA and provides tax preparation and accounting services. John is dedicated to providing personalized financial advice to help 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wells Fargo Clearing Services, LLC

location

PLACERVILLE, CA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Pierre Carlsen is a financial advisor who has been in the industry since 1994. John is currently registered with Wells Fargo Clearing Services, LLC in PLACERVILLE, CA. John has experience working with a wide range of clients, including individuals, families, businesses, and institutions. John specializes in providing financial planning, investment management, and retirement planning services. John also has experience in providing investment consulting services to institutional clients. John holds a Series 7, Series 63, and Series 65 licenses. John is a Registered Representative of Wells Fargo Clearing Services, LLC and is an Investment Advisor Representative of Wells Fargo Advisors, 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SANTA BARBARA, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

John Stephen Hepp is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 1994 and has held licenses in 29 states, including California, Texas and Arizona. John Stephen Hepp is a Series 7, 63, and 65 licensed professional. He offers various services, including financial planning, portfolio management, and retirement planning. John Stephen Hepp has experience working with individuals, families, businesses, and institutions.

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

PALO ALTO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

John Hsien Lee is a financial advisor currently registered with Fidelity Personal and Workplace Advisors in Palo Alto, CA. John Lee has been active in the financial industry for over six years. John Lee has experience providing financial advice to high net worth individuals and corporations. John Lee's expertise includes financial planning, portfolio management, and selection of other advisors. John Lee is a Certified Financial Planner.

SPECIALIZATIONS

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

Avantax Advisory Services

location

San Diego, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

John Robert Jahelka is a financial advisor at Avantax Advisory Services with over 20 years of experience in the industry. John Robert Jahelka is licensed to provide financial advice in California, Missouri, South Carolina, and Texas. John Robert Jahelka has a broad range of experience in financial planning and investment management. John Robert Jahelka specializes in working with individuals, corporations, and pension and profit-sharing plans. John Robert Jahelka works with clients to develop and implement personalized financial plans that meet their individual needs and goals. John Robert Jahelka is a dedicated and experienced advisor who is committed to helping clients achieve their financial objectives.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Sowell Management

location

Roseville, CA

0 Disclosures

ADVISOR BIO

John Karlton Deshaw is a registered investment advisor representative in the state of Arkansas. John has been in the financial services industry for over 25 years, and has a deep understanding of investment management and financial planning. John is currently associated with Sowell Management, a firm that specializes in providing financial services to a variety of clients, including high-net-worth individuals, corporations, and institutions. Before joining Sowell Management, John worked at Signator Investors, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and The Variable Annuity Marketing Company. John holds the Series 6, 7, 24, 63, and 65 securities licenses. John is also an active member of the financial services community and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS

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

Wedbush Securities Inc.

location

LA JOLLA, CA

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Robert McParlane is a financial advisor with Wedbush Securities Inc. John has been in the financial services industry for 40 years and is registered with the state of California. John holds Series 63, 66, 7 and SIE licenses and has experience providing financial advice to individuals, corporations, 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
Unclaimed

Creativeone Securities, LLC

location

Del Mar, CA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

John Patrick Christensen is a financial advisor with over 30 years of experience in the industry. John is currently registered with Creativeone Securities, LLC in Del Mar, CA. John has also worked with MML Investors Services, LLC and Princor Financial Services Corporation. John specializes in financial planning, portfolio management for individuals, and selection of other advisors. John's areas of expertise include insurance, investment management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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