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

Wells Fargo Clearing Services, LLC

location

SAN JOSE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Karim Abichakra is a financial advisor associated with Wells Fargo Clearing Services, LLC. Karim is registered with the state of California and holds the Series 63, Series 6TO, and SIE licenses. Karim has been in the financial industry since 2023.

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

Ameriprise Financial Services, LLC

location

Vallejo, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Karimah Karah is a financial advisor with Ameriprise Financial Services, LLC. Karimah has been in the industry since 2002. Karimah has a Series 7, Series 24, Series 63, and Series 65 license. Karimah's previous experience includes roles at MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Karimah's expertise includes asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

ONE Wealth Advisors, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Karime Azar wabi is an Investment Advisor Representative with ONE Wealth Advisors, LLC. Karime Azar wabi is licensed in California and has been in the industry since May 2019. Karime Azar wabi specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Karime Azar wabi has passed the Series 65 examination.

SPECIALIZATIONS

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

Tiaa-Cref Individual & Institutional Services, LLC

location

New Port Beach, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Karin Frieden is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Karin has been in the industry for over 20 years, and is registered in California. She holds Series 7, 24, 66, and SIE licenses. Karin specializes in providing financial planning, investment management, and selection of other advisors. Previously, Karin was employed at UnionBanc Investment Services, LLC and Securian Financial Services, Inc.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

UPLAND, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Karin Langwasser is a registered investment advisor representative with Equitable Advisors, LLC. Karin has been in the financial services industry since December 1998. Karin is registered to provide investment advice in Arkansas and California. Karin holds the Series 66, Series 7 and SIE licenses. Karin is a member of Citrus Tree LLC and Kirkwood Vacations LLC.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Pleasanton, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Karin Burk is a financial advisor with MML Investors Services, LLC. Karin is registered in California. Karin holds the Series 6, Series 63, and SIE licenses. Karin has been in the industry since January 22, 2009 and has been with MML Investors Services, LLC since December 16, 2021. Previously Karin worked for MML Investors Services, LLC in Las Vegas, NV, and Tucson, AZ.

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

LPL Financial LLC

location

SEAL BEACH, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Karin Knoop is a financial advisor with LPL Financial LLC. Karin is based in SEAL BEACH, CA and has been in the industry since April 2009. She is licensed to provide investment advice and securities trading in multiple states. Karin also provides other services, including tax preparation, and insurance 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

LPL Financial LLC

location

SANTA ROSA, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Karin Jean Peaty is a financial advisor registered with LPL Financial LLC. Karin has been in the financial industry since 2017. Karin specializes in investment advice and financial planning. Karin is licensed in California. Karin has passed the Series 63, Series 6, and SIE exams.

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

Wells Fargo Clearing Services, LLC

location

LA JOLLA, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Karin Huber is a financial advisor who has been in the industry since 2008. Karin is registered with Wells Fargo Clearing Services, LLC in California and Texas. Karin has previously been employed with Morgan Stanley, RBC Capital Markets, LLC and Citigroup Global Markets Inc. Karin has a variety of experience and offers a number of services including investment consulting, financial planning, pension consulting and portfolio management. Karin is a Series 7, Series 66 and SIE licensed professional.

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

NEWPORT BEACH, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Karin Jackman is a financial advisor with UBS Financial Services Inc. in NEWPORT BEACH, CA. Karin has been in the financial industry since 2000 and is registered with the state of California. Karin holds the Series 7, Series 66, and SIE licenses. Karin specializes in providing financial planning and investment management services for individuals, corporations, and businesses.

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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