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

LPL Financial LLC

location

EL DORADO HILLS, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Julienne Buxton is a financial advisor with over 30 years of experience in the financial services industry. Julienne is currently registered with LPL Financial LLC in El Dorado Hills, California. Prior to joining LPL Financial LLC, Julienne was a registered representative with NRP FINANCIAL, INC., and M HOLDINGS SECURITIES, INC. Julienne is also a licensed insurance agent and manages a life insurance business. Julienne has a wide range of experience in financial planning, investment management, and insurance. She specializes in providing financial advice to individuals, families, and small businesses.

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

J.p. Morgan Securities LLC

location

LOS ALTOS, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Juliet Anderson is a financial advisor with J.P. Morgan Securities LLC, located in Los Altos, CA. Juliet has been in the industry since September 11, 2015 and has experience providing financial advice to individuals, businesses, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Juliet holds Series 6, 7, 63, and 65 licenses and has a background in investment company products, variable contracts, and general securities. Juliet is a highly experienced advisor with a strong track record of success in the financial services industry.

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

TEMECULA, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Juliet Huang is a financial advisor registered with Wells Fargo Clearing Services, LLC in Temecula, CA. Juliet has been a financial professional since 2014 and holds the Series 6, Series 63, and SIE licenses. Juliet's experience includes previous roles with HSBC Securities (USA) Inc., Cetera Investment Services LLC, and J.P. Morgan Securities LLC. Juliet specializes in providing financial planning, investment consulting services, and portfolio management services for both individuals and businesses.

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

Simplicity Wealth

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Juliet Cardona is a financial advisor with Simplicity Wealth. Juliet has been in the financial services industry since 2015 and holds Series 7 and Series 66 licenses. Juliet specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Juliet is also the owner and CEO of Juliet Cardona Coaching, a money coaching business that helps individuals with their finances.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

Orange, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Juliet Olivares is a financial advisor registered with Transamerica Financial Advisors, Inc. Juliet has been in the financial industry since June 14, 1997. Juliet has a Series 6, Series 26, and Series 63 license. Juliet's primary location is in Orange, California, where Juliet is registered with Transamerica Financial Advisors, Inc. Juliet is a registered representative of Transamerica Financial Advisors, Inc. and has been with the firm since January 6, 2012.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

PORT HUENEME, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Julieta Salinas is a financial professional with over 10 years of experience in the industry. Julieta is a registered representative with J.p. Morgan Securities LLC and holds the Series 6, Series 63 and SIE licenses. Julieta is currently located in PORT HUENEME, CA. Julieta specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Julieta L. Smith is a financial advisor with over 20 years of experience in the industry. Julieta is currently registered with LPL Financial LLC in both Georgia and Louisiana. Prior to joining LPL Financial LLC, Julieta held positions at several firms, including Preferred Capital Securities, LLC, Invesco Distributors, Inc., and SunTrust Investment Services, Inc. Julieta holds a variety of licenses and certifications, including Series 6, 7, 9, 10, 24, 63, and 66. Julieta offers a range of financial services, including financial planning, portfolio management, and consulting.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAGUNA NIGUEL, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Juliett Givogri is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 20 years of experience in the industry. Juliett has a broad range of experience and expertise in providing investment advice and portfolio management services to individuals, businesses, high-net-worth clients, insurance companies, charitable organizations, and pension plans. Juliett holds Series 7, 66, and SIE licenses and is registered in over 30 states. Juliett is committed to providing personalized financial advice and solutions that are tailored to meet each client's unique needs and goals.

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
location

Newport Beach, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Juliette Etim-thomas is a financial advisor with The Ayco Company, LP in Newport Beach, California. Juliette has been in the financial industry since May 2020. Juliette holds Series 66, Series 7TO, and SIE licenses. Juliette has experience working with high-net-worth individuals and individuals other than high-net-worth. Juliette also works with corporations, charitable organizations, and pension and profit-sharing plans. Juliette offers financial planning, educational seminars, and portfolio management services.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

CALABASAS, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Juliette Benshaw is a registered representative with Wells Fargo Clearing Services, LLC. Juliette has been in the financial services industry since July 21, 2014. Juliette holds licenses to conduct business in California, Michigan, and Nevada. Juliette has three product exams including the Series 7, Series 6TO, and SIE exams.

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

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