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

Cupertino, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Angela Mende is a financial advisor with Morgan Stanley. Angela has been in the financial industry since 1996 and has experience in providing financial planning and portfolio management services to individuals and businesses. Angela is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, Series 7, and Series 63 license. Angela's areas of specialization include investment management, retirement planning, and college savings.

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
location

San Francisco, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Angela Kiriakopoulos is a registered representative with Morgan Stanley. She is a licensed investment advisor representative in California and Texas. Angela has been in the industry since November 2019, and specializes in providing financial planning, portfolio management, and asset allocation advice. She provides advice to a wide range of clients including high net worth individuals, corporations, charitable organizations, and retirement plans. Angela has worked with clients in all 50 states, and has a proven track record of success in 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

IRVINE, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Angela Yu is a registered representative with J.P. Morgan Securities LLC, holding a Series 6, Series 7, Series 63, and Series 66 licenses. Angela is a financial professional with over 6 years of experience in the industry. Angela specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

MORRO BAY, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Angela Vengel is a financial advisor with J.P. Morgan Securities LLC. Angela has been in the industry since 2018 and is registered to provide investment advice in California. Angela specializes in investment products and services, including securities, investment company products, and variable contracts. Angela is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Morgan Stanley

location

San Francisco, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Angela Lew is a registered representative with Morgan Stanley, based in San Francisco, CA. Angela has been in the financial services industry since 1998. Angela holds the Series 63, 66, and 7 licenses. Angela is also registered as an investment advisor representative in Texas. Angela is licensed to offer investment advice and securities products. In addition to working at Morgan Stanley, Angela is also the owner of a rental property in American Canyon, California.

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

Osaic Wealth, Inc.

location

NOVATO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Angela Jamar is a financial advisor with Osaic Wealth, Inc. Angela has been in the financial services industry since October 31, 2001. Angela is registered with the state of California. Angela has experience with financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

MURRIETA, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Angela Yu is a financial advisor with J.P. Morgan Securities LLC. Angela has been in the financial industry since 2002 and has worked with Chase Investment Services Corp. and Citigroup Global Markets Inc. in the past. Angela has a Series 6 license and has passed the SIE exam. Angela specializes in investment management for both individuals and businesses.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

HERMOSA BEACH, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Angela Dax is a financial advisor at Ameriprise Financial Services, LLC. Angela has been in the financial services industry since March 13, 2002, and is registered to provide investment advice in 34 states and the District of Columbia. Angela 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

San Diego, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Angela Domingo is a financial professional with over 20 years of experience in the industry. She is currently registered with Ameriprise Financial Services, LLC and is located in San Diego, CA. Angela has held previous positions with CUSO FINANCIAL SERVICES, L.P., LPL FINANCIAL LLC, SCUDDER WEISEL CAPITAL, LLC, and SCUDDER INVESTOR SERVICES, INC. Angela specializes in providing a range of financial services to individuals and businesses.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

WALNUT CREEK, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Angela Spears is a financial advisor with UBS Financial Services Inc., based in Walnut Creek, CA. Angela has been in the industry since 2005 and holds Series 7, 63, and 66 licenses. Angela has experience working with individuals, families, businesses, and high net worth clients. She specializes in portfolio management, financial planning, and retirement planning. Angela is dedicated to providing her clients with personalized financial advice and helping them 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
Security Ratings
Publication of Financial Periodicals

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