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

Allstate Financial Advisors, LLC

location

Long Beach, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Khoury is an investment advisor representative with Allstate Financial Advisors, LLC. Michael has been working in the financial services industry since October 25, 2014. Michael is licensed in California, Florida.

SPECIALIZATIONS

Selection of Other Advisors
Unclaimed

Centaurus Financial, Inc.

location

SAN DIEGO, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Sisson is a financial advisor with Centaurus Financial, Inc. Michael is located in San Diego, CA and has been in the industry since April 1996. Michael holds a Series 7, Series 63, Series 24, Series 27, Series 65, and Series 99TO licenses. Michael has experience working for AXA ADVISORS, LLC, TORREY PINES SECURITIES, INC., SENTRA SECURITIES CORPORATION, and TITAN/VALUE EQUITIES GROUP, INC. in the past.

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
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

ROSEVILLE, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Michael John Zehnder is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michael has been a financial advisor since 1995 and has experience with a variety of financial products and services. Michael is also a registered investment advisor in California and Texas. Michael is a Series 6, 7, 63, and 65 licensed professional. Michael's office is located at 1512 Eureka Rd in Roseville, California.

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
location

CONCORD, CA

experience

16 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Michael Joseph Ferguson is a financial advisor with over 14 years of experience in the industry. Michael is currently registered as an Investment Advisor Representative with Assetmark, Inc., where Michael has been employed since November 2018. Before Assetmark, Inc., Michael worked for Assetmark Brokerage, LLC. and Capital Brokerage Corporation in Virginia. Michael holds Series 6, 7, 63, and 66 licenses. Michael is currently registered to provide investment advice in Arizona.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Irvine, CA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Guidroz is a financial advisor at Raymond James Financial Services Advisors, Inc. Michael is a registered representative and investment advisor representative with over 30 years of experience in the financial services industry. Michael has a strong track record of providing personalized financial advice to individuals, families, and businesses. Michael is committed to helping 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Financial LLC

location

WESTMINSTER, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Leonard Hicks is a financial advisor with over 24 years of experience in the financial services industry. Michael is registered with LPL Financial LLC and has held previous positions with INVEST FINANCIAL CORPORATION and H.D. VEST INVESTMENT SERVICES. He is also a Certified Public Accountant (CPA). Michael is registered to provide investment advice in California, Arizona and Tennessee.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wells Fargo Clearing Services, LLC

location

MISSION VIEJO, CA

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Rodgers is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since February 2023. Prior to that, Michael was with U.S. Bancorp Investments, Inc. and UnionBanc Investment Services, LLC. Michael is also registered as an Investment Advisor Representative in California. Michael has a Series 7, Series 63 and Series 65 licenses. Michael's areas of expertise include: Portfolio Management for Individuals and Businesses, Financial Planning, Selection of Other Advisors, and Pension Consulting.

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

Centaurus Financial, Inc.

location

NORTH HILLS, CA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Scott Bagocus is an investment advisor representative at Centaurus Financial, Inc. Michael has been in the industry since August 27, 1986. Michael has a broad range of experience with previous affiliations including National Planning Corporation, Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BA Investment Services, Inc., ProEquities, Inc., First California Capital Markets Group, Inc., Hamilton Investments, Inc., California One, Great Western Financial Securities Corporation, Dean Witter Reynolds Inc. and Prudential-Bache Securities Inc. Michael is registered in California, Delaware, Nevada, New York and Texas.

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
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

WESTLAKE VILLAGE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Dare is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been in the industry since October 1, 2012, and is licensed in California and Texas. Michael is a Registered Representative and Investment Advisor Representative, and holds the Series 6, 7, and 66 licenses. Michael has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Michael can help you with a range of financial planning needs, including investment management, retirement planning, and estate planning.

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

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael G. Chung is a financial advisor with J.p. Morgan Securities LLC. Michael has over 20 years of experience in the financial services industry. Michael holds FINRA Series 4, 7, 10, 16, 24, 63, 87, and SIE licenses and is registered in 53 states and territories. Michael has previously worked at Bear, Stearns & Co. Inc., Prudential Equity Group, LLC, Salomon Smith Barney Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Michael is a specialist in equities, fixed income, mutual funds, variable products, and investment advisory services.

SPECIALIZATIONS

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

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