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

Wells Fargo Clearing Services, LLC

location

SAN DIEGO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Jensen Kuyper is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Kimberly has been in the financial industry since July 28, 2001. Kimberly has a broad range of experience and expertise, and has held previous roles with UBS Financial Services Inc., and First Allied Securities, Inc. Kimberly has the following FINRA licenses: Series 7 and Series 66, and the SIE. Kimberly is registered to sell securities in 39 states and is also registered as an Investment Advisor Representative in California and Texas. Kimberly holds the SIE, Series 7 and Series 66 licenses. Kimberly also specializes in providing financial planning and investment consulting services to a diverse client base, including high-net-worth individuals, businesses, pension and profit sharing plans, corporations, insurance companies, and charitable organizations. Kimberly's primary branch location is in San Diego, 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

Stifel, Nicolaus & Company, Inc.

location

FORT JONES, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Elizabeth Guiney is a financial advisor with Stifel, Nicolaus & Company, Inc. Kimberly has been in the financial services industry since August 2020. Kimberly specializes in providing financial advice and portfolio management services to individuals, businesses, and pooled investment vehicles. Kimberly holds the Series 7, Series 63, and SIE licenses. Kimberly is registered in 28 states.

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 Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC

location

OCEANSIDE, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly D Hitchcock is an investment advisor representative at Cetera Investment Advisers LLC in Oceanside, California. Kimberly has been in the financial services industry since 2007 and has a wide range of experience, including experience with Morgan Stanley. Kimberly holds Series 66, Series 7, and Series 9 licenses.

SPECIALIZATIONS

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

ORANGE, CA

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kimberly Glockzin is a financial advisor with LPL Financial LLC. Kimberly has been in the financial services industry since November 2022. Kimberly holds the Series 63, Series 6TO, and SIE licenses. Kimberly is registered in California.

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
location

Torrance, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Cutler is a registered representative with Morgan Stanley and has been in the industry since September 2008. Kimberly holds Series 66 and Series 7 licenses and has been registered in 42 states as a Broker/Dealer. Kimberly is also registered as an Investment Advisor Representative in California and Texas. Kimberly has previously worked with Citigroup Global Markets Inc. and Morgan Stanley Smith Barney.

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

LPL Financial LLC

location

RANCHO CORDOVA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Sutton is a financial advisor with LPL Financial LLC. Kimberly has been in the financial industry since 2013 and is registered with the state of California as an investment advisor and a broker. Kimberly has also obtained the Series 66, SIE and Series 7 licenses. Kimberly has a history of working with clients such as insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.

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

Planmember Securities Corp.

location

San Diego, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Jackson is a financial professional who has been in the industry since 2011. Kimberly is registered with Planmember Securities Corp. in California and holds Series 6, Series 63, and SIE licenses. Kimberly specializes in providing financial planning, pension consulting, and educational seminars, in addition to investment supervisory services.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN FRANCISCO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Ann Moseley is a financial advisor with over 20 years of experience in the financial services industry. Kimberly holds Series 7, 9, 10, 31, 63, and 65 licenses. Kimberly is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is also registered with the states of California and Texas. Prior to joining Merrill Lynch, Kimberly worked as a financial advisor at Morgan Stanley and U.S. Bancorp Investments, Inc. Kimberly has a strong track record of providing personalized financial advice to a diverse clientele, including high-net-worth individuals, corporations, and pension plans.

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
location

IRVINE, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Burdeaux-neal is an investment advisor representative with LPL Financial LLC. Kimberly has been in the industry since August 2011 and is registered in California. Kimberly is also licensed to sell securities. Kimberly has a Series 7 and Series 63 license, as well as the Securities Industry Essentials (SIE) exam. Kimberly has previously worked at WELLS FARGO CLEARING SERVICES, LLC. Kimberly's areas of expertise include financial planning, portfolio management, and retirement planning. Kimberly is committed to providing her clients with personalized investment advice and guidance.

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

Morgan Stanley | CFP ® (Certifications)

location

El Segundo, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly C Myers is a financial advisor with over 17 years of experience in the financial services industry. Currently, Kimberly is registered with Morgan Stanley as a Registered Representative. Kimberly has been a Registered Representative with Morgan Stanley since September 2020. Prior to that, Kimberly was a Registered Representative with UBS Financial Services Inc., from November 2005 to September 2020. Kimberly holds the Series 66, Series 7 and SIE licenses. Kimberly is also a Certified Financial Planner.

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

Need help matching

with the right advisor?