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

Wells Fargo Clearing Services, LLC

location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Coronado is a registered representative with Wells Fargo Clearing Services, LLC. Manuel has been in the financial services industry since 2009. Manuel currently holds registrations in Arizona, California, Florida, Nevada, Texas, and Virginia. Manuel holds the Series 66, Series 7 and SIE licenses. Manuel's firm provides advisory services for individuals and businesses as well as financial planning.

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

Ameritas Advisory Services, LLC

location

ESCONDIDO, CA

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Martinez has been in the financial industry since 1978. Manuel is a registered representative with Ameritas Advisory Services, LLC and holds a Series 65 license. Manuel is a licensed independent insurance agent selling fixed insurance products through Martinez & Winter.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

San Francisco, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Laguer is a registered representative of Charles Schwab & CO., Inc. and has been in the industry since September 1998. Manuel is currently licensed in Arizona and California. Manuel also holds the Series 63, Series 66, Series 7 and Series 10 licenses. Manuel's previous employment was with 401(K) INVESTMENT SERVICES, INC. in AUSTIN, TX.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

HARBOR CITY, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Flores gutierrez is a registered representative with J.p. Morgan Securities LLC in HARBOR CITY, CA. Manuel has been in the industry since January 12, 2022 and has a Series 63, Series 6TO, and SIE license. Manuel specializes in securities and has experience working with individuals, businesses, and institutions.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

PASADENA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Reynoso is a financial advisor with Cetera Investment Advisers LLC, based in Pasadena, CA. Manuel has been in the industry since 2012 and has a strong background in both brokerage and investment advisory services. Manuel has experience working with individuals, families, 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

Parallel Advisors, LLC | CFP ® (Certifications)

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Manuel Antonio Lugo garcia is an Investment Advisor Representative registered with Parallel Advisors, LLC and has been in the industry since 2014. Manuel Lugo garcia holds the Series 65 license and is a Certified Financial Planner. Manuel Lugo garcia has experience working at Polaris Greystone, Golub Group, Destination Wealth Management and currently is employed at Parallel Advisors, LLC. Parallel Advisors, LLC is an investment advisor based in San Francisco, CA, which provides a number of advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Parallel Advisors, LLC has approximately 7076381972 in total assets under management, with 19694 total accounts.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PARAMOUNT, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Beltran Zuniga is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Manuel has been in the industry since March 8, 2020. Manuel is licensed to provide securities advice in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Manuel offers a wide range of services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Manuel specializes in providing financial services to individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. Manuel is committed to providing his clients with the highest level of service and expertise.

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

Hightower Advisors, LLC

location

Newport Beach, CA

0 Disclosures

ADVISOR BIO

Manuel Ramirez is an investment advisor representative with Hightower Advisors, LLC. Manuel has been in the industry since 2011 and holds the Series 65 license. Manuel has been registered with the state of California since 2022. Manuel specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Manuel is also a registered representative with Hightower Advisors, LLC. Manuel is located in Newport Beach, CA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

HBW Advisory Services LLC

location

SIMI VALLEY, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Miguel Campins is a financial professional with over 14 years of experience in the industry. Manuel is currently registered with HBW Advisory Services LLC as an Investment Advisor Representative and is licensed in several states including Michigan and Texas. Manuel has previously worked with HBW Securities LLC and Cetera Advisor Networks LLC. Manuel specializes in financial planning, portfolio management, and educational seminars. Manuel is a highly experienced financial professional committed to providing personalized advice and services to individuals, families, and businesses.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

DIAMOND BAR, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Chinchay is an investment advisor representative with LPL Financial LLC. Manuel has been in the financial services industry since September 22, 2011. Manuel is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Manuel is a Certified Financial Planner (CFP). Manuel's current registrations include California and Texas. Prior to joining LPL Financial LLC, Manuel was affiliated with FSC SECURITIES CORPORATION.

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

Need help matching

with the right advisor?