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

Madison Avenue Securities, LLC

location

SAN DIEGO, CA

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mary Holevinski is a financial advisor at Madison Avenue Securities, LLC. Mary has over 40 years of experience in the financial services industry. Mary is registered with the Securities and Exchange Commission (SEC) and FINRA and is licensed in multiple states. Mary provides financial planning, portfolio management, and investment advisory services to individuals and businesses. Mary is also a licensed real estate agent. Mary is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

WALNUT CREEK, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Mary Teresa Allen is a financial advisor with Osaic Wealth, Inc. Mary has been in the financial services industry since 1986 and has a broad range of experience in financial planning and investment management. Mary is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 24 and Series 63 licenses. Mary also has a Certified Financial Planner (CFP) designation. Mary is passionate about helping her clients achieve 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
Unclaimed

Osaic Wealth, Inc.

location

SAN DIEGO, CA

experience

44 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Mary Rose Limoges is a Registered Representative and Investment Advisor Representative, with over 40 years of experience in the securities industry. Mary is currently registered with Osaic Wealth, Inc. Mary has held positions with Centurion Institutional Services, Inc., Pim Financial Services, Inc., Warner Beck Incorporated, NAP Financial Corporation, La Jolla Securities, Inc. and American Pacific Securities Corporation. Mary holds a Series 63, Series 51, Series 24, SIE, and a Series 7 license. Mary specializes in providing investment advice for individuals, businesses, and charitable organizations. Mary Rose Limoges is committed to providing her clients with personalized financial advice and services.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

SAN FRANCISCO, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Mary Dusablon is a financial advisor working at RBC Capital Markets, LLC. Mary has been working in the financial industry since 1993 and holds the Series 7 and Series 63 licenses. Before joining RBC Capital Markets, LLC, Mary worked at WELLS FARGO CLEARING SERVICES, LLC. Mary's specializations include retirement planning, college planning, and estate planning. Mary works with a variety of clients, including 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC

location

CLOVIS, CA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Mary Jane Pigott is a financial advisor at Cetera Investment Advisers LLC. Mary Jane is a registered investment advisor with over 35 years of experience in the financial services industry. Mary Jane has a Series 7, Series 63, and SIE license. Mary Jane works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Mary Jane provides financial planning, portfolio management, and other advisory services.

SPECIALIZATIONS

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

CHINO HILLS, CA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Mary Kathleen Caporale is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Mary has been in the financial services industry since 1984 and holds a Series 66, 63, 7, and SIE licenses. Mary is registered in 24 states and specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

SPC | CFP ® (Certifications)

location

LAGUNA HILLS, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Mary Jane Mar is a financial advisor with SPC, based in Laguna Hills, California. Mary Jane has been in the industry since 1986. She has a strong background in financial planning, portfolio management, and investment advice. Mary Jane is committed to providing her clients with personalized financial advice to help them reach their goals. She is a Certified Financial Planner and holds Series 7 and 63 licenses, as well as the SIE exam.

SPECIALIZATIONS

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

Abacus Wealth Partners | CFP ® (Certifications)

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Mary Elizabeth Storjohann is a financial advisor registered with Abacus Wealth Partners in SANTA MONICA, CA. Mary Elizabeth Storjohann has over 10 years of experience in the financial industry, with previous roles at Morgan Stanley and Citigroup. She holds FINRA Series 7, Series 31, and Series 66 licenses, as well as the Certified Financial Planner designation. Mary Elizabeth Storjohann specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, 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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Folsom, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Mary Elizabeth Caulder is a financial advisor with Morgan Stanley. Mary has been in the industry since 1994 and is registered with the state of California as an Investment Advisor Representative (IAR). Mary Elizabeth Caulder also holds Series 63, Series 65, Series 7 and SIE licenses. She has previously worked with CITIGROUP GLOBAL MARKETS INC. and Prudential Securities Incorporated. Mary Elizabeth Caulder is located in Folsom, California and is currently registered with the Financial Industry Regulatory Authority (FINRA).

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

Morgan Stanley

location

Los Angeles, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Mary Kathryn Masso is a financial advisor with over 16 years of experience in the industry. Mary is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to that, Mary was employed at Morgan Stanley & Co. Incorporated and BNP Paribas Securities Corp.. Mary is licensed to provide investment advice in 53 states and holds Series 7, 31, 63, and 66 securities licenses. Mary specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

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

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