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

Pruco Securities, LLC

location

City Of Industry, CA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Melany Fang Qu is a financial advisor with Pruco Securities, LLC, with over 15 years of experience in the industry. Melany is registered with FINRA and holds Series 6, Series 63, and SIE licenses. Melany specializes in providing financial advice to individuals, corporations, and trusts. Melany has a strong understanding of investment strategies and can help clients reach their financial goals. Melany is committed to providing personalized service and building long-term relationships with clients.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

NORWALK, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Melba Abigail Rodriguez is a financial advisor currently working at J.p. Morgan Securities LLC. Melba has over 13 years of experience in the financial industry, with prior experience at Chase Investment Services Corp. Melba holds several licenses including the Series 6, 7TO, 63, and 66 exams. Melba specializes in providing financial planning, pension consulting, and portfolio management services to both individuals and businesses.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Los Gatos, CA

experience

3 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Mele Vete is a registered investment advisor representative with Charles Schwab & Co., Inc. Mele has been in the financial industry for over 2 years and is registered in 51 states. Mele specializes in providing financial planning advice and selecting other advisors. Mele is also a founding member of DOV United LLC, an engineering services company.

SPECIALIZATIONS

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

Atlantic Investments A Registered Investment Advisor, Inc.

location

North Hollywood, CA

0 Disclosures

ADVISOR BIO

Melencia Algoso is a Registered Investment Advisor (RIA) at Atlantic Investments A Registered Investment Advisor, Inc., a firm headquartered in Los Angeles, CA, with a branch office in North Hollywood, CA. Melencia has been in the industry since at least 2019. She has a specializations in *1: Retirement Planning* and *4: Financial Planning*. Her firm provides financial planning services, including retirement planning, to individuals and other investment advisors. Melencia is a retired medical professional with over 35 years of experience in the healthcare industry.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Unclaimed
location

Folsom, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Meliah Lynn Bird is a registered representative with Morgan Stanley. Meliah has been in the industry since 2014 and has a Series 66, Series 7 and SIE licenses. Meliah is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Meliah Lynn Bird is licensed to sell securities in 47 states, and has 4 current registrations.

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

Palo Alto, CA

0 Disclosures

ADVISOR BIO

Meliksah Guler is an investment advisor representative with J.P. Morgan Securities LLC. Meliksah has been in the industry since 2024. Meliksah is registered with the state of California. Meliksah holds FINRA Series 7TO and 66 licenses. Meliksah is also a registered investment advisor representative. Meliksah has a variety of experience working at firms like MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, School of Rock, Starbucks, and JPMorgan Chase Bank, N.A..

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

SACRAMENTO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Melina Keanani Sipple is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Melina has been in the industry since 2014. Melina holds a Series 66 license, as well as Series 7, 9, 10, and SIE licenses. Melina Keanani Sipple is registered in 53 states and the District of Columbia. Melina Keanani Sipple is a highly experienced financial advisor with a wide range of services 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

J.p. Morgan Securities LLC

location

LA MESA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Melina Jackman is a registered representative with J.p. Morgan Securities LLC, based in LA MESA, CA. Melina has been in the industry since January 2023 and holds the Series 63, Series 6TO, and SIE licenses. Melina specializes in investments for individuals, businesses, and charitable organizations, and provides financial planning, 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
location

Pleasanton, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Melinda Q. Liu is a registered representative with Morgan Stanley. Melinda has been in the financial services industry since March 2022. Melinda has passed the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). Melinda is associated with the Pleasanton, CA branch office of 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

Osaic Institutions, Inc.

location

Newport Beach, CA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Melinda D. Swartzbaugh is a financial advisor with Osaic Institutions, Inc. Melinda has over 17 years of experience in the financial services industry. Melinda is registered to provide investment advice in California, Florida, Arizona, Illinois, Nevada, Oklahoma, Oregon and Texas. Melinda provides financial planning, pension consulting, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. She is also licensed to offer insurance products.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS

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