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

Goldman Sachs & Co. LLC

location

Newport Beach, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kooshawn Gordnia is a registered investment advisor representative at Goldman Sachs & Co. LLC. Kooshawn is also an active investment advisor representative in the state of California. Kooshawn has been in the financial industry for over 4 years and specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Kooshawn has a Series 7TO, SIE, and Series 66 licenses and is registered with FINRA. Kooshawn's current firm, Goldman Sachs & Co. LLC, is a large firm with over 100,000 clients and over $25 billion in assets under management. The firm provides a range of financial services, including financial planning, portfolio management, and educational seminars. The firm's main office is located in Cohoes, New York.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

CAMARILLO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Korrina Harman is a financial professional who is registered with J.p. Morgan Securities LLC in Camarillo, CA. Korrina is a Series 63, Series 6TO and SIE licensed professional. Korrina's experience and expertise includes offering financial planning services, investment advisory services, and portfolio management services to businesses and individuals. Korrina's firm, J.p. Morgan Securities LLC, offers a wide range of services and caters to a diverse clientele including high-net-worth individuals, corporations, insurance companies, pension plans, charitable organizations, and labor unions.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

FRESNO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kory Matthew Brown is an Investment Advisor Representative at Eagle Strategies LLC, and has been in the industry since December 2013. Kory Brown is registered with the state of California, and holds the Series 6, 7, 63, and 66 licenses. In addition to their advisory work, Kory Matthew Brown is also an insurance broker and has a number of other business interests. Kory Brown specializes in providing financial planning services to individuals and businesses.

SPECIALIZATIONS

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

Hsbc Securities (usa) Inc.

location

Alameda, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kory Lam is an active investment advisor representative registered in California. Kory has been in the industry since September 28, 2006 and is currently registered with HSBC Securities (USA) Inc. Kory has a variety of experience in the financial services industry, including working as a registered representative and investment advisor representative. Kory is also a member of Hong Kong associate of Northern California, a non-profit organization, where Kory serves as chairwoman.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

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

location

WALNUT CREEK, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kory Clifford Altheide is a financial advisor with Wells Fargo Clearing Services, LLC. Kory is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. Kory has been working in the financial services industry since 2002 and is registered with FINRA and 35 states. Kory's previous experience includes A. G. EDWARDS & SONS, INC. Kory holds Series 7, 9, 10, 63, and 65 securities licenses.

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

Eagle Strategies LLC

location

FRESNO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kory Lamar Yoder is a registered representative and investment advisor representative with Eagle Strategies LLC, a firm located in Fresno, CA. Kory has been in the financial services industry since 2024 and is licensed in California. Kory is currently offering financial planning and investment advisory services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

LPL Financial LLC

location

VACAVILLE, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kory Labarga is a registered representative of LPL Financial LLC and has been in the industry since August 2020. Kory is a Series 66, Series 7TO, and SIE exam holder and has been registered as an investment advisor in California. Kory works out of the LPL Financial LLC branch office in Vacaville, CA.

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

Fidelity Personal AND Workplace Advisors

location

CAMPBELL, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Kostantina Dimitrova Bourdev is a financial advisor at Fidelity Personal And Workplace Advisors. Kostantina Dimitrova Bourdev has over 17 years of experience in the financial services industry. Kostantina Dimitrova Bourdev specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Kourosh Hassibi is a registered representative with Citigroup Global Markets Inc. Kourosh is licensed to offer securities products and services in California. Kourosh has been in the securities industry since August 18, 2024.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

U.s. Bancorp Investments, Inc.

location

Downey, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Kourtny Martin is a financial professional with over a decade of experience in the industry. Kourtny is currently affiliated with U.S. Bancorp Investments, Inc. Kourtny specializes in various areas, including investment advisory, portfolio management, and financial planning. Prior to joining U.S. Bancorp Investments, Inc., Kourtny worked with UNIONBANC INVESTMENT SERVICES, LLC.

SPECIALIZATIONS

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

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