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

San Diego, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Michael Jones is a registered representative with Morgan Stanley and has been in the financial industry since June 16, 2001. Andrew has a broad range of experience in the financial services industry, including previous roles at Credit Suisse Securities (USA) LLC and Sanford C. Bernstein & Co., LLC. Andrew holds multiple licenses, including Series 7, 9, 10, 31, 63, and 66. Andrew is registered to provide investment advice and services in California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Massachusetts, Minnesota, Montana, Nevada, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, and Virginia. Andrew Michael Jones is a member of the advisory board for Campfire Smoke Spirits, LLC.

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

SAN DIEGO, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Kenneth Walker is a financial advisor with over 20 years of experience in the financial services industry. Andrew is registered with LPL Financial LLC and holds Series 7, Series 24, Series 63, and Series 65 licenses. Andrew has a wide range of experience in providing financial advice and investment management services to individuals and businesses. Andrew has previously worked with Commonwealth Financial Network and Northwestern Mutual Investment Services.

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

Western International Securities, Inc.

location

Woodland Hills, CA

experience

30 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Andrew Duchan is a financial advisor in Woodland Hills, CA, with over 27 years of experience in the financial services industry. Andrew holds Series 63 and Series 66 licenses and is a Certified Public Accountant (CPA). Andrew is affiliated with Western International Securities, Inc. and has previously held positions with Financial West Group, NFP Securities, Inc., Waddell & Reed, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Baraban Securities, Inc. Andrew provides investment advisory services to a variety of clients, including individuals, corporations, and charitable organizations. Andrew's primary office location is at 5900 Canoga Ave., Ste. 220, Woodland Hills, CA 91367.

SPECIALIZATIONS

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

Western International Securities, Inc.

location

Pasadena, CA

0 Disclosures

ADVISOR BIO

Andrew David Tsu is an Investment Advisor Representative with Western International Securities, Inc. Andrew has been in the industry since 2010 and has a Series 65 license. Andrew has a law degree and has worked as an attorney for several firms. Andrew specializes in providing financial planning, pension consulting and portfolio management services. Andrew's firm manages a wide range of clients, including individuals, high-net-worth individuals, pension plans, 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

Opes Wealth Management, LLC

location

MENLO PARK, CA

0 Disclosures

ADVISOR BIO

Andrew Block is a financial advisor based in Menlo Park, California. Andrew has been in the financial services industry since November 2005 and is currently employed by Opes Wealth Management, LLC. Andrew is a registered Investment Advisor Representative in California. Andrew is committed to providing comprehensive financial planning and investment management services to high-net-worth individuals and corporations.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WEST HOLLYWOOD, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Kasney is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew has been in the industry since February 14, 2008. Andrew has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2006. Andrew holds FINRA Series 4, 7, 9, 10, 14, 24, 53, and 66 licenses. Andrew is registered in Florida and California.

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

Citigroup Global Markets Inc.

location

SAN FRANCISCO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Ryder Hull is a registered representative with Citigroup Global Markets Inc. Andrew has been in the securities industry since August 28, 2023 and has passed the Series 63, SIE, and Series 79TO exams. Andrew is registered to sell securities in New York and has a Branch Office Location in San Francisco, California. Citigroup Global Markets Inc. manages over $40 billion in assets and works with a range of clients, including high net worth individuals, corporations, and pension and profit-sharing plans. Andrew is able to provide a variety of advisory services, including portfolio management, financial planning, and asset allocation advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Wedbush Securities Inc.

location

PASADENA, CA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Hutcheson is a financial professional with extensive experience in the industry, beginning in 1994. Andrew has held positions with several prominent firms, including Pruco Securities Corporation, Edward Jones, UBS Financial Services Inc., and Raymond James & Associates, Inc. Andrew is currently registered with Wedbush Securities Inc., and Onward Advisors LLC. Andrew holds a variety of licenses and certifications, including Series 3, 6, 7, 9, 10, 63, 66, and SIE. Andrew has a strong track record of providing clients with personalized financial advice and investment management services.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TRACY, CA

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Yadegar is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew is a licensed securities professional with several years of experience in the financial industry. Andrew has a strong commitment to providing personalized financial advice and guidance to help clients achieve their financial goals. Andrew's expertise includes a wide range of financial services, including investment management, retirement planning, and estate planning.

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

UBS Financial Services Inc.

location

SANTA BARBARA, CA

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Rathbun Wilson has been in the financial services industry since May 1992. Andrew is currently a registered representative with UBS Financial Services Inc. Andrew's previous employers include MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and A. G. EDWARDS & SONS, INC. Andrew's specializations include investments, retirement planning, and wealth management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals

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