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

Wells Fargo Clearing Services, LLC

location

CORTE MADERA, CA

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Justin Paul MacE is a financial advisor with over 26 years of experience in the financial services industry. Justin has been registered with Wells Fargo Clearing Services, LLC since January 2011. Prior to that, Justin was registered with WELLS FARGO INVESTMENTS, LLC and CHARLES SCHWAB & CO., INC. Justin is a registered investment advisor and holds Series 7, Series 31, Series 63, and Series 65 licenses. Justin specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management 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
location

Walnut Creek, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Justin Crocker is a financial advisor registered with Morgan Stanley. Justin Crocker is currently registered with the state of California and Texas. Justin Crocker has been in the industry since 2001. The advisor’s areas of expertise are: Asset Allocation, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.

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

Waller Financial Coaching | CFP ® (Certifications)

location

CHICO, CA

0 Disclosures

ADVISOR BIO

Justin Chade Waller is an Investment Advisor Representative with Waller Financial Coaching based in Chico, California. Justin has been in the financial services industry for over two decades and holds Series 6, 7 and 66 licenses, as well as the Certified Financial Planner designation. Justin offers financial planning, portfolio management for individuals, and selection of other advisers.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

ORINDA , CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Justin Pribilovics-wade is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Justin has been working in the financial services industry since June 2015. Justin has a Series 6, Series 7, and Series 66 license. Justin has experience working with individual investors, families, and businesses. Justin is committed to providing personalized financial advice to help clients reach their financial goals.

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
location

San Diego, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Justin Griffin is a financial advisor with Morgan Stanley. Justin has been in the financial industry since 2015 and holds licenses in multiple states. Justin has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and First Command Financial Planning, Inc. Justin specializes in financial planning, portfolio management, and asset allocation.

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
location

ANDERSON, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Justin Cochran is a registered representative with Edward Jones. Justin has been in the financial services industry since June 2024. Justin currently works out of the Anderson, California office. Justin holds the Series 66, Series 7TO, and SIE exams.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEWPORT BEACH, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Justin Lacey is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in NEWPORT BEACH, CA, and has been in the industry since 2013. Justin has a broad range of experience and holds several licenses, including Series 7, 66, 31, 9, and 10. Justin has worked at UBS Financial Services Inc. and Bank of America, N.A. in the past. Justin has an active registration in both California and Texas. Justin is registered in 53 states for securities and 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

Warren Street Wealth Advisors, LLC | CFP ® (Certifications)

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Justin Dennis Rucci is a financial advisor with Warren Street Wealth Advisors, LLC. Justin has been in the industry for 7 years and has a Series 7, Series 66, and SIE license. Justin is a Certified Financial Planner and has a strong track record of providing financial advice to a diverse clientele. Justin focuses on providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. Justin's background in finance and insurance provides him with a unique perspective on financial planning and investment strategies. Justin is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs.

SPECIALIZATIONS

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

UBS Financial Services Inc. | CFP ® (Certifications)

location

IRVINE, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Justin Daniel Equitz is a financial advisor with over 23 years of experience in the industry. Justin is registered as a broker-dealer in 44 states and as an investment advisor in 2 states. Justin is a Certified Financial Planner and works with individuals, families, corporations, and other businesses. Justin's areas of expertise include financial planning, portfolio management, and retirement planning. Justin currently works at UBS Financial Services Inc. Justin was previously employed at Citigroup Global Markets Inc. in Orange, California.

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

J.p. Morgan Securities LLC

location

NEWPORT BEACH, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Justin James Beerman is an Investment Advisor Representative with J.p. Morgan Securities LLC. Justin has been in the industry since December 2013 and holds a Series 6, 7TO, 63 and 66 license. Justin is registered to provide investment advisory services in California, Texas, Arizona, Florida, Idaho, Michigan, Nevada, North Carolina, Ohio, Oklahoma, Washington and Wyoming. Justin is an experienced advisor who can provide comprehensive financial planning services to individuals and businesses. Justin is committed to providing his clients with personalized service and helping them reach their financial goals.

SPECIALIZATIONS

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

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