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

RBC Capital Markets, LLC

location

SAN FRANCISCO, CA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Schipper is a financial advisor with RBC Capital Markets, LLC. Michael has been in the financial services industry since February 10, 1993. Michael is a registered representative and investment advisor representative in California and Texas. Michael is also registered in several other states. Michael has a wide range of experience in the financial services industry, including experience with investment companies, pooled investment vehicles, and business development companies. Michael is committed to providing his clients with the highest level of service and expertise.

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SACRAMENTO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Thomas Jeter is a financial advisor at Osaic Wealth, Inc. based in Sacramento, California. Michael has been in the industry since December 2000 and has a strong background in financial planning, portfolio management, and tax preparation. Michael is a Certified Financial Planner™ and holds Series 66, Series 7, and SIE licenses. Michael has experience working with individuals, families, businesses, and retirement plans. Michael is dedicated 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RANCHO SANTA FE, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Steelman is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been working in the financial industry since 1998. Michael's experience includes working at BANC of AMERICA INVESTMENT SERVICES, INC., COLUMBIA MANAGEMENT DISTRIBUTORS, INC., PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC, and UBS FINANCIAL SERVICES INC. Michael is registered with FINRA and is licensed in 37 states. Michael holds a Series 7, 63, 9, 10, and SIE license.

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

NAPA, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Champion is a financial advisor with over 15 years of experience. He is currently registered with J.P. Morgan Securities LLC. Michael specializes in various areas including securities, investment advisory, and financial planning. He has worked with numerous clients, ranging from individuals to businesses and charitable organizations. Michael is committed to providing personalized financial advice that meets each client's unique needs and goals. He is licensed to provide financial services in multiple states, including California, Texas, and others.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

SAN FRANCISCO, CA

experience

42 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Michael Thomas Yochum is an investment advisor representative with UBS Financial Services Inc. Michael has been in the industry since 1983 and has experience in the financial industry. Michael is licensed in several states and is registered with the Financial Industry Regulatory Authority (FINRA). Michael is a Series 7 and Series 63 exam holder. Michael is also registered as an investment advisor representative with the Securities and Exchange Commission (SEC) and the state of California.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SEBASTOPOL, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Michael Eugene Long is a financial professional with over 40 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in SEBASTOPOL, CA. Michael has also been previously registered with several other firms, including SECURITIES AMERICA, INC., EPLANNING SECURITIES, INC., INVESTMENT ARCHITECTS, INC., and E.F. DALY FINANCIAL GROUP. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

SAN JOSE, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Michael Vukson is a financial advisor with over 25 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC and has offices in San Jose, CA. Michael has a broad range of experience, having worked with firms such as A. G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. He holds licenses for both broker-dealer and investment advisor activities, allowing him to provide comprehensive financial guidance to his clients. Michael is dedicated to helping his clients achieve their financial goals and can assist with a variety 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

Vidal, Michael Anthony DBA Select Investment Services | CFP ® (Certifications)

location

SAN LUIS OBISPO, CA

0 Disclosures

ADVISOR BIO

Michael Anthony Vidal, a Certified Financial Planner® professional, has over 15 years of experience in the financial services industry. Michael Anthony Vidal currently operates Vidal, Michael Anthony DBA Select Investment Services in Santa Barbara, CA. Before starting his own firm, Michael Anthony Vidal held positions at Capital Synergy Partners, Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Michael Anthony Vidal offers financial planning, portfolio management for individuals, selection of other advisors, and CFO services to individual clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
CFO SERVICES
Unclaimed

Eagle Strategies LLC | CFC ® (Certifications)

location

FRESNO, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Michael Oliphant is a financial advisor with Eagle Strategies LLC, a registered investment advisor. Michael has been in the financial services industry since 1993. Michael works with individuals, corporations, and charitable organizations to provide financial planning, investment management, and insurance services. Michael is a Chartered Financial Consultant and holds Series 6, 7, 26, and 63 securities licenses.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

LOS ALAMITOS, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael D. Veyette is an investment advisor representative who has been in the industry since August 23, 2000. Michael is currently registered with Osaic Wealth, Inc. and has been with the firm since September 2017. Michael has previously held positions at National Planning Corporation, Wachovia Securities, LLC, and WM Financial Services, Inc. Michael is a licensed insurance agent in addition to his investment advisory role.

SPECIALIZATIONS

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

Need help matching

with the right advisor?