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

Cuso Financial Services, LP

location

REDLANDS, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Linda Sue Pacheco is a financial advisor with Cuso Financial Services, LP. Linda has been in the financial services industry since 2011 and holds the Series 6, Series 63, and SIE licenses. Linda is a registered representative with FINRA and is currently licensed to work in California. Prior to joining Cuso Financial Services, LP, Linda worked at WESCOM FINANCIAL SERVICES. Linda specializes in various investment strategies and services, including financial planning, portfolio management for businesses and individuals, and pension consulting.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

WALNUT CREEK, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Linda Standen is a financial advisor with over 17 years of experience in the financial services industry. Linda currently works at UBS Financial Services Inc., where she is registered as a broker-dealer and investment advisor representative. Previously, Linda was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Financial Telesis Inc. Linda is licensed to sell securities in 29 states and is a registered investment advisor in California and Texas. Linda holds a Series 7, Series 63, and Series 65 license.

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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CARLSBAD, CA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Linda Hollman is a registered representative and investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Linda has been in the financial services industry since November 1987, and has been registered with Merrill Lynch since 1985. Linda is licensed in several states, including California, Texas, and Illinois. Linda has a wide range of experience, including portfolio management for businesses and individuals, as well as pension consulting. Linda offers a variety of services to clients, including performance measurement reports, allocation modeling, investment policy statements, research reports and services, and educational seminars.

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

Charles Schwab & CO., Inc. | CFP ® (Certifications)

location

Carmel, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Linda Guy is a financial advisor at Charles Schwab & CO., Inc. Linda has been working in the financial services industry since 1997. Linda's expertise is in the areas of Financial Planning and Portfolio Management. Linda is registered in several states across the US and is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Raymond James & Associates, Inc.

location

SAN CARLOS, CA

0 Disclosures

ADVISOR BIO

Linda Hayes is a financial advisor at Raymond James & Associates, Inc., in San Carlos, California. Linda has been in the financial services industry for over 10 years. Linda has experience in providing financial planning and investment management services to individuals, corporations, and other business entities. Linda's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Barclays Capital Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Linda holds the Series 7 and Series 66 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Centaurus Financial, Inc.

location

LOS ALAMITOS, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Linda Jean Blits is a registered representative with Centaurus Financial, Inc. Linda has been in the securities industry since 2011. Linda is licensed to provide securities and investment advisory services in California. Linda holds the Series 66, Series 7 and SIE licenses. Linda has a long history of working with individuals and businesses to provide them with financial advice. Linda also specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

BURLINGAME, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Linda Pappas is a financial advisor who has been in the industry since December 25, 2015. Linda is registered with Fidelity Personal And Workplace Advisors, where she provides investment advice and financial planning services to individuals, families, and businesses. Linda also has experience with Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Morgan Stanley

location

San Diego, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Linda Sue Hunt is a registered investment advisor representative with Morgan Stanley. Linda has been in the industry since June 2016. Linda holds the Series 66, Series 7, and SIE licenses. Linda is registered in 49 states and the District of Columbia. Linda offers financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting services.

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

MML Investors Services, LLC

location

BEVERLY HILLS, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Linda Lea Wallace is a financial advisor with MML Investors Services, LLC in Beverly Hills, California. Linda has been in the financial industry since 1999 and is registered as a broker-dealer and investment advisor in the state of California. Linda's previous experience includes working at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Linda is experienced in providing financial planning and investment advice to a wide range of clients including individuals, corporations, trusts, pension plans, and charitable organizations.

SPECIALIZATIONS

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

EP Wealth Advisors

location

TORRANCE, CA

0 Disclosures

ADVISOR BIO

Linda Coffey is a financial advisor with EP Wealth Advisors. Linda has been in the industry for over 30 years. She holds both Series 63 and Series 65 licenses and has completed the Series 3, 6, and 7 exams. Linda is also an active Investment Advisor Representative in Illinois and California. Linda provides financial planning and investment advice to individuals, families, businesses, and retirement plan clients. Linda's focus is on retirement planning, tax preparation, and investment management. Linda previously worked at Commonwealth Financial Network, PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated, and Fidelity Brokerage Services, Inc..

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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