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

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

Redding, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Duff is a financial advisor who has been in the industry since 1996. Andrew is registered with LPL Financial LLC in both California and Texas. He offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and consulting. Andrew is also a Certified Financial Planner and a Chartered Financial Consultant. Andrew has a history of working for multiple firms including MonY Securities Corporation, Equitable Advisors, LLC and AXA Advisors, LLC.

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

Oneamerica Securities, Inc.

location

Carlsbad, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Rosner is a financial advisor in Carlsbad, California. Andrew has been in the industry since 2013. He is currently registered with Oneamerica Securities, Inc. and has been associated with the firm since January 2024. Andrew previously worked for Woodbury Financial Services, Inc., AXA Advisors, LLC and MML Investors Services, LLC. Andrew is licensed to sell securities in California, Florida, Nevada, South Carolina, and Washington. He is also registered as an Investment Advisor Representative (IAR) in these states. Andrew has a wide range of experience and expertise, and he offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Andrew is committed to 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
Unclaimed

Wells Fargo Clearing Services, LLC

location

LOS ANGELES, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Orr is a financial advisor with Wells Fargo Clearing Services, LLC, in Beverly Hills, California. Andrew has been in the financial services industry since 1997 and has over 20 years of experience. Andrew is licensed to provide financial advice in several states, including California, Texas, and Florida. Andrew is also registered with the Financial Industry Regulatory Authority (FINRA). Andrew has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and tailored investment strategies to meet the unique needs of each client.

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

Golden State Wealth Management, LLC

location

SOUTH COAST METRO, CA

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Fiscina is a financial advisor with Golden State Wealth Management, LLC in South Coast Metro, CA. Andrew has been in the industry since 2011 and is registered with FINRA and the State of California. Andrew holds Series 6, 7, 63 and 65 licenses as well as the SIE. Golden State Wealth Management, LLC is an independent firm and Andrew also works with LPL Financial. Andrew specializes in 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
Unclaimed

Flagstar Advisors

location

Beverly Hills, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Smith is a financial professional with over 10 years of experience in the financial services industry. He is currently registered with Flagstar Advisors as an Investment Advisor Representative in both California and New York. Previously, Andrew was a registered representative with HSBC Securities (USA) Inc. in both New York and California. Andrew has a strong background in providing financial advice to individuals, corporations, and institutions. Andrew's areas of expertise include investment management, portfolio management, retirement planning, and wealth management. Andrew holds a Series 6, 7, 9, 10, 63, and 66 licenses and is a Registered Principal with FINRA.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Alamo, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Gibson is a financial advisor with over 17 years of experience in the industry. He is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Andrew has a wide range of experience, having worked with various firms in the past. He is registered in multiple states and holds various licenses and certifications. Andrew is passionate about providing personalized financial advice to individuals and families, 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
Unclaimed

Beverly Hills Private Wealth, LLC

location

BEVERLY HILLS, CA

0 Disclosures

ADVISOR BIO

Andrew Fuller is an investment advisor representative with Beverly Hills Private Wealth, LLC in Beverly Hills, CA. Andrew holds the Series 7TO and SIE licenses and has been in the industry for over 2 years. Andrew has worked with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America in the past. Andrew's areas of specialization include financial planning, pension consulting, selection of other advisors 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
Unclaimed

THE Ameriflex Group | CFP ® (Certifications)

location

Torrance, CA

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Mancuso is a financial advisor who has been in the industry since 2011. Andrew holds licenses for both Broker-Dealer and Investment Advisor Representatives. Andrew is currently employed by The Ameriflex Group. Andrew has previously worked at SAGEPOINT FINANCIAL, INC., U.S. BANCORP INVESTMENTS, INC., J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Andrew has a Series 6, Series 7, Series 63 and Series 66 license. Andrew is a CERTIFIED FINANCIAL PLANNER™. Andrew has also been an active investor and is currently a Chief Financial Officer for Peek.io. Andrew is a licensed insurance agent selling life, long-term care and disability insurance. Andrew is also a tax preparer.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ANAHEIM, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Muniz is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., working out of their Anaheim, CA branch office. Andrew holds the Series 7TO, Series 66 and SIE licenses and has been in the industry since May 2017. He is registered to conduct securities business in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington and is licensed to conduct investment advisory business in California and Texas. Andrew has experience working in various fields, including financial services, customer service, and sales.

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

Northrock Partners, LLC

location

San Rafael, CA

0 Disclosures

ADVISOR BIO

Andrew Edward Czajkowski is an Investment Advisor Representative at Northrock Partners, LLC. Andrew is a registered investment advisor in California. Andrew has over 12 years of experience in the financial services industry. Andrew has a strong background in financial planning, portfolio management, and investment advisory services. Previously, Andrew was employed with Ameriprise Financial Services, LLC. and Infinity Financial Services. Andrew is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Need help matching

with the right advisor?