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

Park Avenue Securities LLC

location

IRVINE, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kylee Bowden is a financial advisor with Park Avenue Securities LLC. Kylee has been in the financial services industry since 2014 and has a strong understanding of the investment market. Kylee has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kylee is committed to providing her clients with personalized financial advice that meets their individual needs. Kylee holds the Series 7, Series 66, and SIE licenses. Kylee is dedicated to helping her clients reach their financial goals.

SPECIALIZATIONS

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

Iconiq Capital, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Kylee Badger is an Investment Advisor Representative at Iconiq Capital, LLC. Kylee has been in the industry since 2016 and holds a Series 65 license. Kylee is currently registered with the state of California. Previously, Kylee worked at Goldman Sachs & Co. LLC in San Francisco, CA.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

THE Ayco Company, LP

location

NEWPORT BEACH, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kylee Sean Myers is a registered investment advisor representative with The Ayco Company, LP. Kylee Myers is registered in California as an investment advisor representative and a broker-dealer. Kylee Myers is also registered in New York as a broker-dealer. Kylee Myers has been in the industry for over 1 year and has a Series 7TO, SIE and Series 66 license. Kylee Myers specializes in financial planning, portfolio management, and educational seminars. Kylee Myers also works as an administrative assistant for Olympia Consulting, a consulting agency.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BEVERLY HILLS, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kyler Franklin is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Kyler has been in the industry since December 14, 2016. Kyler holds licenses in multiple states, including California, Texas, and many others, and is also registered with FINRA. Kyler has experience working with a range of clients, including individuals, corporations, high-net-worth individuals, and insurance companies. Kyler provides a range of services to clients, including portfolio management, financial planning, and pension consulting. Kyler has previously worked at Morgan Stanley.

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

PALMDALE, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kylie Silva is a financial advisor with Morgan Stanley in PALMDALE, CA. Kylie has been in the industry since 2017 and holds licenses in 29 states for both Broker-Dealer and Investment Advisor. Kylie also has a Series 63, Series 65, Series 7 and Series 6 licenses. Her primary focus is providing investment advice, financial planning, and asset allocation advice to individuals and families. Previously, Kylie was a Financial Advisor with NYLIFE SECURITIES LLC.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Kylie Piotte is a registered representative of Morgan Stanley in San Francisco, California. Kylie has been in the industry since February 2022. Kylie specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

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

Oakland, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kylie Lindquist is an active investment advisor representative with Morgan Stanley. Kylie holds the Series 66, 7TO, and SIE licenses. Kylie has been in the securities industry since 2022. Kylie is licensed in 33 states and the District of Columbia. In addition to financial planning services, Kylie provides asset allocation advice, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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

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

location

SAN DIEGO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kylie Cusick is a financial advisor with Wells Fargo Clearing Services, LLC. Kylie is a Certified Financial Planner and has been in the industry since 2017. Kylie is registered with the Securities and Exchange Commission (SEC) and has a Series 66, Series 7, and SIE license. Kylie offers investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kyndyl Carignan is a registered representative with LPL Financial LLC in SAN DIEGO, CA. Kyndyl has been in the industry since February 24, 2023. Kyndyl holds the Series 7TO and SIE licenses. Kyndyl offers a range of services including financial planning, portfolio management, and educational seminars.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

EL SEGUNDO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kyong hwa Koch is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kyong hwa has been in the securities industry since 2020. Kyong hwa has passed the Series 7TO, Series 66, and SIE exams. Kyong hwa has worked for RBC Capital Markets, LLC and Wells Fargo Clearing Services, LLC. Kyong hwa Koch is registered in 32 states and the District of Columbia. Kyong hwa's current firm is based in El Segundo, CA.

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

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