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

THE Colony Group, LLC

location

Palo Alto, CA

0 Disclosures

ADVISOR BIO

Justin Norsworthy Wiles is a financial advisor registered with The Colony Group, LLC and has been working in the financial services industry since 2015. Justin Norsworthy Wiles has experience working with a range of clients, including individuals, high-net-worth individuals, families, trusts, businesses, and charitable organizations. Justin Norsworthy Wiles previously worked for GW & WADE ASSET MANAGEMENT COMPANY, LLC. Justin Norsworthy Wiles holds Series 7 and Series 66 securities licenses as well as the SIE exam. Justin Norsworthy Wiles has a focus on financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wealthspire Advisors | CFA ® (Certifications)

location

San Rafael, CA

0 Disclosures

ADVISOR BIO

Justin Karl Hult is a financial advisor registered with Wealthspire Advisors. Justin is a Chartered Financial Analyst and has over 14 years of experience in the financial services industry. He currently works in the San Rafael, CA office of Wealthspire Advisors. Justin has been registered with the state of California since 2014 and is currently active as an Investment Advisor Representative (IAR).

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

IRVINE, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Justin Harmier is a financial advisor with Wells Fargo Clearing Services, LLC. Justin has been in the financial services industry since 2007. Justin is licensed in California and Texas. Justin is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Justin has held previous positions at J.P. Morgan Securities LLC and Chase Investment Services Corp. Justin has a Series 7 and a Series 66 license. Justin holds the Securities Industry Essentials Examination (SIE) designation. Justin specializes in providing financial planning, investment consulting, and portfolio management services for 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

UBS Financial Services Inc.

location

SACRAMENTO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Justin Qvistgaard is a financial advisor associated with UBS Financial Services Inc. Justin has been in the financial services industry for over 1 year and has a Series 7TO, Series 66 and SIE license. Justin works out of the Sacramento office and offers a variety of financial services to individual and institutional clients.

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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN FRANCISCO, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Justin Kroplin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Justin has been in the industry since February 1999. Justin is licensed in 53 states and holds the Series 3, 7, 9, 10, 31, 63, and 65 licenses as well as the SIE. Justin provides portfolio management for individuals, businesses, and pension plans, as well as investment advisory services.

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

Fonte Financial Advisors | CFP ® (Certifications)

location

CARLSBAD, CA

disclosure

4 Disclosures

ADVISOR BIO

Justin Anthony Reckers is a financial advisor at Fonte Financial Advisors. Justin has been in the industry since 2006, working with clients to achieve their financial goals. Justin has a deep understanding of financial markets and a strong commitment to providing his clients with personalized advice. Fonte Financial Advisors provides fee-only comprehensive wealth management services. Justin is a Certified Financial Planner® and a Certified Divorce Financial Analyst®. Justin is also a trustee for the National Multiple Sclerosis Society. Justin is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

SAN LEANDRO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Justin Solo is a financial advisor with over 10 years of experience in the industry. Justin is currently registered with MML Investors Services, LLC and is licensed in multiple states. Previously, Justin was with Northwestern Mutual Investment Services, LLC. Justin's experience and knowledge allow him to provide a wide range of financial services to individuals, businesses, and trusts. Justin is dedicated to providing personalized financial advice and helping 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
ASSET ALLOCATION PROGRAMS
Unclaimed
location

Roseville, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Justin Robert Eklund is a registered representative at Morgan Stanley. Justin has been in the financial services industry for over 20 years. Justin is licensed to provide investment advice in 33 states and the District of Columbia. Justin's areas of expertise include financial planning, asset allocation advice, and portfolio management. Justin holds the Series 7TO, Series 66 and SIE licenses. Justin has been with Morgan Stanley since April 2022.

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

Citigroup Global Markets Inc.

location

SAN FRANCISCO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Justin Li is a financial professional with Citigroup Global Markets Inc. Justin is registered to offer securities in 53 states and jurisdictions, and holds the Series 63, Series 79TO and SIE licenses. Justin has been active in the financial industry since August 2023. Justin's specializations include portfolio management, financial planning and pension consulting. Justin is located in San Francisco, California, and can be reached at the firm's office at 1 Market Street (Spear Tower) 36th Floor, San Francisco, California 94105.

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

Lagos Wealth Advisors

location

DIAMOND BAR, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Justin Peter Boren is a financial advisor with over 20 years of experience in the industry. Justin is currently registered with Lagos Wealth Advisors in California, Colorado, and Texas. Justin has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. He is also a Retirement Plan Consultant and Chief Compliance Officer of the firm. Prior to joining Lagos Wealth Advisors, Justin worked at Triad Advisors, LLC in Georgia and J.W. COLE FINANCIAL, INC. in California. Justin has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Justin is an Associate Professor at Santa Clara University and is an active researcher.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals

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