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

Wells Fargo Clearing Services, LLC

location

OAKLAND, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Meliza Bibiano is a registered representative with Wells Fargo Clearing Services, LLC, and is licensed in California. Meliza holds the Series 63, Series 6TO, and SIE licenses. She has been in the financial industry since 2023. Meliza specializes in financial planning, portfolio management, and investment consulting services.

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

Cetera Investment Advisers LLC

location

EL SEGUNDO, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Mellessia Gent is a registered investment advisor representative with Cetera Investment Advisers LLC. Mellessia has been in the securities industry since 1991 and holds Series 6, 7, 24, 53, 63, and 65 licenses. Mellessia has previously worked with The Boston Group, J.B. Oxford & Company, ASB Financial Services, and Great Western Financial Securities Corporation. Mellessia's current employer, Cetera Investment Advisers LLC, manages over 100 billion dollars in assets. Cetera Investment Advisers LLC specializes in financial planning, pension consulting, educational seminars, and selection of other advisers for both businesses and individuals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Mellysa Bunga Lumeno is a financial advisor with J.P. Morgan Securities LLC, registered in California. Mellysa is actively working in the financial industry since February 2024. Mellysa is licensed to sell investment company products and variable contracts. Mellysa is also licensed to sell securities in California.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SAN FRANCISCO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Melody Wiley is a registered representative with Wells Fargo Clearing Services, LLC. Melody has been in the financial services industry since 2013 and is licensed in 35 states. Melody Wiley is a registered investment advisor representative and specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management.

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

Charles Schwab & CO., Inc.

location

Lemon Grove, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Melody Lynn Donnelly is a registered investment advisor representative with Charles Schwab & CO., Inc. in Lemon Grove, California. Melody has been in the securities industry since March 11, 2012. She is registered to provide investment advice in California and Colorado.

SPECIALIZATIONS

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

Tamar Securities, LLC

location

WOODLAND HILLS, CA

0 Disclosures

ADVISOR BIO

Melody Nekourouh is an Investment Advisor Representative at Tamar Securities, LLC. Melody holds the Series 65 license and has been in the industry since 2009. Previously, Melody worked at Royal Bank of Canada and CIBC in Toronto. Melody specializes in providing financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. The firm serves a diverse clientele including high-net-worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ALTERNATIVE INVESTMENTS & PROFESSIONAL ALLIANCE NETWORK
Unclaimed

Charles Schwab & CO., Inc.

location

San Francisco, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Melody Alfather is a registered representative with Charles Schwab & Co., Inc. Melody has been in the financial services industry since 2023. Melody has passed both the SIE and Series 99TO exams. Melody is located at the San Francisco, CA branch office of Charles Schwab & Co., Inc.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Menlo Park, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Melody Y Lin is a financial advisor registered with Charles Schwab & CO., Inc.. Melody has been in the financial industry since 1998. Melody has been a registered representative with Charles Schwab & CO., Inc. since 2005 and has been a registered investment advisor with the firm since the same year. Melody is licensed to provide securities and investment advisory services in all states and territories of the United States. Melody also has experience working with TD AMERITRADE, INC. in Menlo Park, CA.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

San Francisco, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Melodye Jung is a financial advisor at Charles Schwab & CO., Inc. with over 1 year of experience in the industry. Melodye Jung is registered with FINRA and the state of California as a Registered Representative. Melodye Jung holds the Series 7TO, SIE, and Series 66 licenses. Melodye Jung also holds the state registration for the state of California. Melodye Jung has a strong background in the hospitality industry, with experience working at Hilton Hotels of San Francisco and Wedgewood Weddings.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

SAN DIEGO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Melony Harris has been in the financial industry since February 1998. Melony is registered with Commonwealth Financial Network, based in San Diego, California. Melony is also registered as an Investment Advisor Representative.

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

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