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

Stifel, Nicolaus & Company, Inc.

location

LOS ANGELES, CA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Maxine Bolton is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Los Angeles, CA. Maxine has been in the securities industry since 1990. Maxine has experience with a variety of client types including individuals, high net worth individuals, corporations, institutions and charitable organizations. Maxine has a strong background in financial planning, portfolio management and investment advisory services. Maxine is registered in 49 states, as well as Puerto Rico, and is a licensed securities agent.

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

U.s. Bancorp Investments, Inc.

location

Pleasanton, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Maxine Drexler has been in the financial services industry since 1996. Currently, Maxine Drexler is registered with U.S. Bancorp Investments, Inc. in Pleasanton, CA. Maxine Drexler has passed the Series 7, Series 6, Series 63, and Series 65 exams. Maxine Drexler has experience working for several other firms including CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., CAL FED INVESTMENTS, EQ FINANCIAL CONSULTANTS, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Commonwealth Financial Network

location

Santa Rosa, CA

0 Disclosures

ADVISOR BIO

Maxwell Dakota Madson is a financial advisor registered with Commonwealth Financial Network. Maxwell has been in the financial services industry since 2015. Maxwell has a Series 7, Series 66, and a SIE license. Maxwell is currently licensed to provide investment advice in California. Maxwell provides investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Maxwell also provides financial planning services. In addition to working for Commonwealth Financial Network, Maxwell is also involved in fixed insurance sales.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROSEVILLE, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Maxwell D. Glasheen is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Maxwell has been in the industry since 2014. Maxwell is a registered representative in California, Nevada, and Texas and holds the Series 66, Series 9, Series 10, SIE, and Series 7 licenses. Maxwell is also a registered investment advisor in California and Nevada. Maxwell specializes in providing financial advice to individuals, businesses, corporations, and insurance companies.

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

Cambridge Investment Research Advisors, Inc.

location

Castro Valley, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Maxwell Colby Nohr is a financial advisor in Castro Valley, CA. Maxwell has been in the financial industry since 2012 and is currently registered with Cambridge Investment Research Advisors, Inc. He is also a registered investment advisor with the state of California. Maxwell has a Series 7, Series 63, and Series 65 license and is also licensed to sell securities in California. Maxwell's previous experience includes working as an advisor with National Planning Corporation.

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
Unclaimed

Fidelity Personal AND Workplace Advisors

location

MISSION VIEJO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Maxwell McCallop is a Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Maxwell is licensed to offer securities and investment advisory services in 52 states and the District of Columbia. Maxwell has been in the financial services industry for over 2 years, specializing in financial planning, portfolio management for individuals and businesses, and educational seminars. Maxwell is committed to providing clients with personalized financial guidance and investment strategies to help them reach their financial goals.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

EL SEGUNDO, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Maxwell Razzore is an investment advisor representative and financial advisor with Cetera Investment Advisers LLC. Maxwell has been working in the financial industry since 2007. Previously, Maxwell was a registered representative with First Allied Securities, Inc., LPL Financial LLC, Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Maxwell specializes in a variety of financial services, including financial planning, portfolio management for individuals and businesses, 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

MML Investors Services, LLC

location

Newport Beach, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Maxwell John Stanley is a financial advisor currently registered with MML Investors Services, LLC. Maxwell has been in the industry since February 1, 2024. Prior to joining MML Investors Services, LLC, Maxwell was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Chandler, Arizona. Maxwell specializes in providing financial and investment advice for businesses, individuals, and trusts. Maxwell holds the Series 66, Series 7, and SIE licenses. Maxwell is licensed in California.

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
location

Irvine, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Maxwell Behnfield is a financial advisor with over 14 years of experience in the financial services industry. He is currently registered with Morgan Stanley and has previously worked for several other firms, including UBS Financial Services Inc., Cantella & Co., Inc., and Independent Financial Group, LLC. Maxwell holds the Series 6, 7, 63, and 65 securities licenses and has a strong track record of success in providing financial advice to individuals, families, and institutions. He specializes in a variety of financial services including financial planning, portfolio management, and asset allocation advice. He has also provided pension consulting and educational seminars on financial topics.

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

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Maxwell Chambers is a registered representative with J.p. Morgan Securities LLC, based in San Francisco, CA. Maxwell is a licensed securities agent in California and holds the Series 63, Series 6TO and SIE licenses. Maxwell has been in the financial services industry since October 2022 and specializes in providing financial planning, pension consulting and portfolio management services for individuals and businesses.

SPECIALIZATIONS

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

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