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

J.p. Morgan Securities LLC

location

El Segundo, CA

0 Disclosures

ADVISOR BIO

Keegan Redman Cohen is a Registered Representative with J.p. Morgan Securities LLC. Keegan is licensed to provide securities advice in 53 states and the District of Columbia. Keegan is registered with FINRA.

SPECIALIZATIONS

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

Planmember Securities Corp.

location

Carlsbad, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Keeley Atterbury is a financial advisor with Planmember Securities Corp. Keeley has been a registered representative for 6 years. Keeley is registered to sell securities in California. Keeley specializes in providing financial planning services, portfolio management for businesses and individuals, and pension consulting. Keeley Atterbury is a licensed Investment Advisor Representative (IAR).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES
Unclaimed
location

Eureka, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Keenan Harbison Pool is a registered investment advisor representative with Morgan Stanley. Pool is licensed in 28 states for both securities and investment advisory services, and has over 11 years of experience in the financial industry. Pool currently serves clients in California, Colorado, Connecticut, Florida, Idaho, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN FRANCISCO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Keeson Robert Davis is an active Broker-Dealer and Investment Advisor Representative, licensed in multiple states. Keeson has been in the industry since July 31, 2020 and is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. in San Francisco, CA. Keeson obtained their Series 7TO, SIE, and Series 66 licenses in 2020 and is registered with FINRA and the states of California and Texas.

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

City National Securities, Inc.

location

SAN FRANCISCO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kefira Bar-golani is a registered representative with City National Securities, Inc. Kefira has been in the industry since 2014 and is licensed in California. Previously, Kefira was a registered representative with Citigroup Global Markets Inc. and J.P. Morgan Securities LLC. Kefira offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WALNUT CREEK, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Keihan Lamar is a registered investment advisor with Wells Fargo Clearing Services, LLC. Keihan has been in the financial services industry since 2013. Keihan's credentials include the Series 6, 7, and 63 exams, as well as the SIE and Series 65 exams. Keihan is registered in California, Nevada and is licensed to provide investment advice in these states.

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

Transamerica Financial Advisors, Inc.

location

San Jose, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Keiichi Kawana is a financial advisor registered with Transamerica Financial Advisors, Inc. Kawana has been in the industry since May 2019 and has a Series 63, Series 6TO, and SIE license. Kawana is registered to offer securities in California.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Keisey Masatoshi Seto is a registered representative with LPL Financial LLC and is licensed to provide investment advice in California. Keisey is an investment advisor representative with over 12 years of experience in the industry. Keisey's previous experience includes working as a registered representative at WADDELL & REED, INC. Keisey has passed the Series 63, Series 65, Series 7, and Series 99TO exams. Keisey offers a variety of investment services, including financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. Keisey is committed to providing clients with personalized investment advice that meets their individual needs.

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

LOS ANGELES, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Keisha Michelle Reynolds is a financial advisor associated with Wells Fargo Clearing Services, LLC. Keisha has been in the industry for over six years and specializes in investments for individuals, businesses, and retirement plans. Keisha holds Series 6 and 63 licenses and the SIE certification, which means Keisha can offer a wide range of financial products and 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Keisho Blake Awamoto is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc., based in Los Angeles, California. Keisho has been in the financial services industry since July 2018. Keisho is a Series 66, Series 7TO and SIE licensed professional. Keisho specializes in providing financial and investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Keisho also provides portfolio management services for businesses and individuals.

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

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