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

Centaurus Financial, Inc.

location

LAGUNA BEACH, CA

experience

56 Years Experience

0 Disclosures

ADVISOR BIO

Loren Ehlers is a financial advisor at Centaurus Financial, Inc. Loren has been in the financial services industry for over 50 years and has a wide range of experience. Loren has a strong track record of providing excellent financial advice and guidance to individuals and businesses. Loren is committed to helping clients reach 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
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Planmember Securities Corp.

location

Carpinteria, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Loren J. Quist is a registered representative with Planmember Securities Corp. Loren has been in the securities industry since May 2016. Loren is currently registered in Florida, Indiana, Michigan (both securities and investment advisor), and South Carolina. Loren previously worked for THE O.N. EQUITY SALES COMPANY. Loren has earned their Series 66, Series 7, and SIE licenses.

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

THE Ayco Company, LP

location

Newport Beach, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Loren Conners is a financial advisor currently registered with The Ayco Company, LP. Loren has over 13 years of experience in the financial services industry. Loren's credentials include the Series 3, Series 7, and Series 66 licenses. Loren has a professional background in providing financial services to high net worth individuals, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Loren's services include portfolio management, financial planning, and educational seminars.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Corte Madera, CA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Loren Albert Kertz is a registered representative with Charles Schwab & CO., Inc.. Loren has been working in the securities industry since May 3, 1993. Loren has a total of 25 state registrations including California, Texas, Arizona, Connecticut, Florida, Georgia, Hawaii, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Utah, Washington and Wyoming. Loren is also a registered Investment Advisor in California and Texas. Loren has passed the following exams: Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, and SIE. Loren has a previous registration with WELLS FARGO SECURITIES INC.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

EL SEGUNDO, CA

experience

20 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Lorena Rubio is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Lorena has been active in the financial industry since March 2005. Lorena has a strong background in financial services, holding a variety of licenses and registrations, including Series 7, 6, 63, and 65. Lorena previously worked for U.S. Bancorp Investments, Inc., Chase Investment Services Corp., and WAMU Investments, Inc. Lorena specializes in providing investment advice to individuals, businesses, and institutions.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROSEVILLE, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Lorena Robles-cohen is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Roseville, CA. Lorena has been in the financial services industry since May 2005 and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since April 2017. Lorena is licensed to provide investment advice in multiple states and holds several licenses, including Series 6, Series 7, Series 63, and Series 65. Lorena has a deep understanding of the financial markets and provides a wide range of services to individuals and businesses. Lorena's previous experience includes working with BancWest Investment Services and Bank of America Investment Services.

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

Mission Creek Capital Partners, Inc.

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Lorena Michelle Moudi is a Registered Investment Advisor currently associated with Mission Creek Capital Partners, Inc.. Lorena Michelle Moudi has been in the industry since 1996. Lorena Michelle Moudi has worked for a number of firms including Morgan Stanley, Ameritas Investment Corp., Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and CIBC World Markets. Lorena Michelle Moudi has passed the Series 6, Series 7, Series 63 and Series 65 exams. Lorena Michelle Moudi has a specializations in Private Funds, Hedge Funds, Mutual Funds, UITs, Real Estate, Structured Products and Private Placements.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SANTA BARBARA, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Lorena Boyce is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Santa Barbara, CA. Lorena has been in the securities industry for over 18 years, holding various roles in the industry. Lorena's primary focus is portfolio management for individuals and businesses. Lorena has a strong background in investment company products and variable contracts and specializes in a variety of asset classes. She has a broad range of experience in financial markets, including stocks, bonds, mutual funds, and other investment vehicles. Lorena provides advice and services to a diverse range of clients, including high-net-worth individuals, corporations, and institutional investors. Lorena is also registered as an investment advisor in California and Texas.

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

Cetera Investment Advisers LLC

location

LOS ANGELES, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Lorena Sarco has been in the financial services industry since 2002. Lorena is currently registered with Cetera Investment Advisers LLC and has held previous registrations with Royal Alliance Associates, Inc. and National Planning Corporation. Lorena holds the Series 7, Series 66, and SIE licenses. Lorena's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Kestra Advisory Services, LLC

location

SAN DIEGO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Lorena Ruelas is a registered representative and investment advisor representative with Kestra Advisory Services, LLC. Lorena is based in San Diego, CA and has been working in the financial services industry since February 2019. Lorena has passed the Series 66, Series 7 and SIE exams. Kestra Advisory Services, LLC is a Registered Investment Advisor (RIA) with a total of 140,425 client accounts under management, and offers financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

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

Need help matching

with the right advisor?