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

Cambridge Investment Research Advisors, Inc.

location

FAIR OAKS, CA

experience

39 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Joyce Ann Blonskij is a registered Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., who has been in the industry since 1985. Joyce Ann has a wide range of experience in the industry, including serving as an Independent Insurance Agent and a Health Coach. Joyce Ann holds several licenses and certifications, including Series 3, 7, 8, 9, 10, 63, and SIE. Joyce Ann's primary focus is on providing financial planning and portfolio management services to both 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
Market Timing Services
Unclaimed

Mission Wealth Management, LP | CFP ® (Certifications)

location

SAN RAFAEL, CA

0 Disclosures

ADVISOR BIO

Joyce Franklin is a certified financial planner with over 24 years of experience in the financial services industry. Joyce is currently registered as an Investment Advisor Representative with Mission Wealth Management, LP and Jlfranklin Wealth Planning. Joyce offers financial planning services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Joyce specializes in wealth management, retirement planning, estate planning, and tax planning. Joyce is also a published author and podcaster, sharing her expertise and insights on financial matters.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Huntington Beach, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Joyce ching yi Chuang is a financial professional licensed in 24 states. Joyce ching yi Chuang has been in the industry since 2017. Joyce ching yi Chuang is currently registered with Citigroup Global Markets Inc. and has been with the firm since 2017. Joyce ching yi Chuang has experience providing services for high-net-worth individuals, corporations, and other businesses. Joyce ching yi Chuang's specialization includes asset allocation, financial planning, and pension consulting.

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Joy tatiana Kasakian is a registered representative and investment advisor representative at J.P. Morgan Securities LLC. Joy tatiana has been in the industry since September 18, 2023 and has a Series 63, Series 79TO and SIE licenses. Joy tatiana is registered in 53 states and is currently located at the J.P. Morgan Securities LLC branch office in Century City, CA.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WALNUT, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

J Paul Caesar Herrera is an investment professional with experience in the financial services industry. J Paul Caesar Herrera is currently registered with Wells Fargo Clearing Services, LLC, and holds the following licenses: Series 63, Series 6TO, and SIE. J Paul Caesar Herrera has a strong track record of providing financial advice and investment 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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

ORANGE, CA

experience

34 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

J. paul Escudero is a financial professional with over 30 years of experience in the industry. J. paul Escudero is registered with Cetera Investment Advisers LLC and Orange Capital Management, Inc. J. paul Escudero provides financial planning and portfolio management services to individuals, businesses, and retirement plans. J. paul Escudero also offers educational seminars on financial topics. J. paul Escudero is a Certified Financial Planner™.

SPECIALIZATIONS

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

Unity Wealth Partners

location

ORANGE, CA

0 Disclosures

ADVISOR BIO

Ju Hwan Oh is an Investment Advisor Representative at Unity Wealth Partners. Ju Hwan Oh has been working in the financial services industry since 2013 and holds Series 63, 65, 22TO and SIE licenses. Ju Hwan Oh also holds a CPA license. Unity Wealth Partners is a registered investment adviser firm located in Orange, CA. The firm specializes in providing financial planning, portfolio management for individuals and investment companies, and selection of other advisers.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

FOLSOM, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Juan Manuel Vargas is an investment advisor representative who has been in the financial industry since 2007. He is currently registered with Osaic Wealth, Inc. in California and Texas. Previously, Juan Manuel Vargas was registered with Securities America, Inc. and Woodbury Financial Services, Inc.. Juan Manuel Vargas has passed the Series 6, Series 7TO, Series 26, and Series 63 exams. Juan Manuel Vargas specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

IRVINE, CA

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Juan Manuel Guerrero is a financial advisor who has been in the industry since 2007. Juan Manuel holds licenses in California, Colorado, Indiana, Nevada, Oregon, South Carolina and Texas. Juan Manuel Guerrero is a registered representative with Pruco Securities, LLC. Juan Manuel is based in Irvine, CA.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Roseville, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Juan Jose Gonzales-Gascon is a financial advisor at Ameriprise Financial Services, LLC, with experience in the financial services industry since 2024. Juan Jose is registered to provide investment advice in California. Juan Jose holds the Series 66, Series 7TO and SIE securities licenses. Juan Jose's practice focuses on providing financial planning and portfolio management for individuals, businesses, and retirement plans.

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

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