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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

DANVILLE, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Hills is a financial advisor registered with Wells Fargo Clearing Services, LLC. Kevin has been in the industry since 2009. Kevin is licensed in multiple states, including California, Texas, Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Utah, Virginia, Washington, Wisconsin, and Wyoming. Kevin Hills specializes in providing financial planning, portfolio management, and investment consulting services for individuals, businesses, and institutions.

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

U.s. Bancorp Investments, Inc.

location

Riverside, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Alan Craig is a financial advisor based in Riverside, California. Kevin has been working in the financial industry since 2018 and is currently registered with U.S. Bancorp Investments, Inc. Kevin is a Series 6, 7, 63, and 66 licensed representative. Previously, Kevin worked at WELLS FARGO CLEARING SERVICES, LLC. Kevin holds a specialization in Retirement Planning and also has experience working with businesses, charities, and individuals. Kevin is committed to providing comprehensive financial advice and services to his clients.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SEAL BEACH, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Michael Vanhaaster is a financial advisor with Wells Fargo Clearing Services, LLC. Kevin has been in the financial services industry for over 13 years and holds a Series 66, Series 7, and SIE licenses. Kevin is registered in 30 states and the District of Columbia to provide investment advice to individuals, businesses, and institutions. Kevin's specializations include providing financial planning, portfolio management, investment consulting services, and pension consulting.

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

McClurg Capital Corp.

location

SAN RAFAEL, CA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Thomas Klauber is a registered representative with McClurg Capital Corp. Kevin is a veteran financial professional with over 30 years of experience in the industry. Kevin has held positions at several firms including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC. and THOMAS F. WHITE & CO., INCORPORATED. Kevin specializes in offering financial planning, portfolio management and publication of periodicals. Kevin is registered with the state of California.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SAN DIEGO, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Berenzweig is a financial advisor with over 18 years of experience in the industry. Kevin is currently registered with Osaic Wealth, Inc. and is licensed in a number of states. Kevin has experience working with individuals, businesses, and charitable organizations. Kevin provides financial planning, portfolio management, and other advisory services.

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

SACRAMENTO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Joseph Boone is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Kevin is based in Sacramento, CA and has been in the industry for 9 years. Kevin holds Series 6, 7TO, 63, and 66 securities licenses, and is registered in California, Texas, Florida, Nevada, Utah, and Virginia. Kevin offers a variety of investment advisory services to 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

THE Ayco Company, LP

location

Newport Beach, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Kevin King is a registered investment advisor representative, a registered securities agent, and a financial advisor with The Ayco Company, LP. Kevin has been in the financial services industry for over 30 years. Kevin is registered in California and Texas. He also holds the Series 3, Series 7, Series 63, and Series 65 licenses. Prior to working at The Ayco Company, LP, Kevin was employed by Mercer Allied Company, LP and Mercer Allied Corporation.

SPECIALIZATIONS

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

THE Colony Group, LLC

location

MORGAN HILL, CA

0 Disclosures

ADVISOR BIO

Kevin Yee is an Investment Advisor Representative associated with The Colony Group, LLC. Kevin holds the Series 65 license, which enables to provide investment advisory services to individuals and businesses. Kevin is registered to provide investment advisory services in California. Kevin has previously worked with Buckingham Strategic Wealth, LLC, NYLIFE Securities, LLC, New York Life Insurance CO, Evergreen Valley College, Intellectual Property Law Group, and San Jose State University.

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

Wells Fargo Clearing Services, LLC

location

SAN FRANCISCO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Giovanni Fajardo is a financial professional registered with Wells Fargo Clearing Services, LLC. Kevin has a Series 63, Series 6TO, and SIE license. Kevin is based in San Francisco, CA and has been in the industry since 2022. Prior to working at Wells Fargo Clearing Services, LLC, Kevin was employed at J.P. Morgan Securities LLC in Santa Barbara, CA and Wells Fargo Clearing Services, LLC in Victorville, CA.

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Riverside, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Tetley is a financial advisor with Raymond James Financial Services Advisors, Inc. Kevin holds licenses to provide financial services in numerous states, including California, Texas, and Utah. Kevin is also a Certified Financial Planner. Kevin has been in the financial services industry since 2017. Kevin's primary place of business is located in Riverside, California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS

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