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

Beverly Hills, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Maria Ines Echeverria is an investment advisor representative registered with Flagstar Advisors. Maria has been in the industry since 2020. Maria's previous employment included working at WELLS FARGO CLEARING SERVICES, LLC, where she served as a Financial Advisor. Maria is licensed to provide investment advisory services in California. Maria's certifications include a Series 7TO, Series 66, and SIE.

SPECIALIZATIONS

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

THE Wealth Consulting Group | CFP ® (Certifications)

location

RANCHO MIRAGE, CA

0 Disclosures

ADVISOR BIO

Maria Kiner is a Certified Financial Planner® with over 20 years of experience in the financial industry. Maria is currently affiliated with The Wealth Consulting Group, a registered investment advisor, where she provides financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. She is also a practicing CPA and has experience in personal investments and real estate. Maria is committed to providing her clients with personalized financial advice that meets their unique needs and goals.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

MONTEREY PARK, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Maria Mendoza Andrade is a financial advisor registered with Transamerica Financial Advisors, Inc. Maria has been in the financial services industry since 2004, and holds the Series 6, Series 63 and Series 26 licenses. Maria specializes in investment products and financial planning.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

Palo Alto, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Maria Alejandra Bravo murillo is a registered representative of Morgan Stanley. Maria Alejandra Bravo murillo has been in the securities industry since 2020. Maria Alejandra Bravo murillo holds licenses for both Broker-Dealer and Investment Adviser. Maria Alejandra Bravo murillo is registered to provide investment advice in 53 states and the District of Columbia. Maria Alejandra Bravo murillo has a specializations in 1, 2, 3, 4, 5, 6 and 7. Maria Alejandra Bravo murillo has a total of 4 approved SRO Registrations, 1 approved FINRA Registration, 53 approved state registrations and 2 approved IA state registrations. Maria Alejandra Bravo murillo is also a board member for Jose Valdes Math Foundation.

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

Northern Trust Securities, Inc.

location

SAN FRANCISCO, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Maria Kristine Tovar is a financial advisor with over 25 years of experience in the industry. Maria is currently registered with Northern Trust Securities, Inc. as a Registered Representative and Investment Advisor Representative. Maria also previously held registrations with Vision Investment Services, Inc. and BANC of America Investment Services, Inc. Maria has a broad base of experience in the industry. Maria has expertise in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

BAKERSFIELD, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Maria Leticia Fernandez is a financial advisor with Morgan Stanley. Maria has been in the financial services industry since August 2014. Maria is registered in 42 states and has her Series 7, 66 and SIE licenses. Maria has over 14 years of experience with Morgan Stanley.

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

Transamerica Financial Advisors, Inc.

location

LOS ANGELES, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Maria Ruballo is a registered representative with Transamerica Financial Advisors, Inc. She is a financial advisor who has been in the industry for over 10 years and holds the Series 6, Series 63, and SIE licenses. Maria has a diverse background and experience in financial services, and she has a proven track record of helping individuals, families, and businesses reach their financial goals.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

San Diego, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Maria Basauri is a financial advisor registered with Morgan Stanley. Maria is registered with the state of California as a broker-dealer and investment advisor representative. Maria's experience in the industry began on October 14, 2020. Maria is licensed to sell securities in 19 states and has passed the Series 66, Series 7, and SIE exams.

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

Equitable Advisors, LLC

location

LOS ANGELES, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Maria Isabel Carchi is a registered representative with Equitable Advisors, LLC. Maria has been in the industry since 2022 and has experience with Equitable Advisors, LLC, PRUCO SECURITIES LLC, Leapros/MerchSource, King Electric Manufacturing Co, Pepperdine Graziadio Business School, Epson America, Inc., Southern California University, and MIECO, Inc. Maria has passed the Series 7TO, Series 66, and SIE exams. Maria is registered in California and is an active advisor in both the broker-dealer and investment advisor contexts. Maria is also the owner of two companies: MARIASAPRINCESS INC and Chakra Balancing Business Solutions, LLC. In addition to her role at Equitable Advisors, LLC, Maria also works as a licensed Ayurveda Wellness Counselor.

SPECIALIZATIONS

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

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

location

PASADENA, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Maria Klahejian is a financial advisor with over 20 years of experience in the industry. She has been registered with Wells Fargo Clearing Services, LLC since 2011 and previously worked with Wells Fargo Investments, LLC. Maria holds a Series 66, Series 7 and SIE licenses, as well as a Certified Financial Planner designation. She is registered to provide financial advice in Arizona, California, Florida, Maine, Nevada, Ohio and Texas. Maria specializes in providing financial planning and portfolio management services 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

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