Years of Experience
5-20+ Years
SAN FRANCISCO, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Michael Edward Eichinger is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 2007. Michael holds a Series 63, 66, and 7 licenses and the SIE. In addition to his work as a financial advisor, Michael is also a valet for California Parking Fulpar. Michael's experience and qualifications make him a valuable resource for clients seeking financial advice.
SPECIALIZATIONS
ANAHEIM, CA
38 Years Experience
0 Disclosures
ADVISOR BIO
Michael Patrick Conser has been in the financial industry since March 1987. Michael currently works as a Registered Representative at LPL Financial LLC. Michael has an active registration with the state of California and Arizona. Michael has an extensive work history including roles at American Express Financial Advisors Inc., IDS Life Insurance Company, The Lincoln National Life Insurance Company, and Lincoln Financial Advisors Corporation. Michael is a Series 63, Series 7, and Series 24 license holder and is registered in 18 states including Arizona, California, Florida, Idaho, Kansas, Maryland, Massachusetts, Michigan, Montana, Nevada, New York, North Carolina, Oregon, Utah, and Washington.
SPECIALIZATIONS
PALO ALTO, CA
13 Years Experience
1 Disclosures
ADVISOR BIO
Michael Chan is a financial advisor with U.S. Bancorp Advisors, LLC. Michael has been in the industry since December 2011 and has a Series 66 license. Michael is registered in 18 states and the District of Columbia. Michael's firm specializes in portfolio management for individuals and businesses. U.S. Bancorp Advisors, LLC has been in business for over 100 years. The firm is headquartered in Glendale, California and has offices throughout the country.
SPECIALIZATIONS
CONCORD, CA
31 Years Experience
0 Disclosures
ADVISOR BIO
Michael Edwards is an investment advisor representative for Assetmark, Inc. located in Concord, CA. Michael has been in the industry since 1994 and has a Series 7, Series 63, and Series 66 license. Michael has experience working with individual investors, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Michael is currently registered with the state of Texas as an investment advisor representative.
SPECIALIZATIONS
CARLSBAD, CA
33 Years Experience
0 Disclosures
ADVISOR BIO
Michael Thomas Puente is a financial advisor with Stifel, Nicolaus & Company, Inc. in Carlsbad, California. Michael Puente has been in the securities industry since September 23, 1991. Prior to joining Stifel, Nicolaus & Company, Inc., Michael Puente was affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.
SPECIALIZATIONS
SOUTH GATE, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Michael Ivan Coreas is a financial advisor with J.P. Morgan Securities LLC. Michael is based in South Gate, California, and has been in the industry since 2006. Michael is registered with the state of California. In addition to holding the Series 6 and Series 63 securities licenses, Michael also holds the SIE exam. Michael has experience working at Chase Investment Services Corp and WAMU Investments, Inc. Michael is a specialist in a variety of investment areas including equities, bonds, mutual funds, and variable annuities.
SPECIALIZATIONS
CARLSBAD, CA
4 Disclosures
ADVISOR BIO
Michael Haig is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with the state of California as an Investment Advisor Representative with Integrated Wealth Concepts LLC. Previously, Michael has worked with firms such as APW Capital, Inc., Torrey Pines Securities, Inc., NRP Financial, Inc., UBS Financial Services Inc. and Salomon Smith Barney Inc. Michael specializes in Financial Planning, Pension Consulting, and Selection of Other Advisors. He is also a licensed insurance agent with the state of California.
SPECIALIZATIONS
SAN DIEGO, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Michael Ethan Martinez is a registered representative with LPL Financial LLC. Michael has been in the industry since 2023 and has a Series 66, Series 7, and SIE license. Michael's main office is located in San Diego, CA, at 4707 Executive Dr. Michael's firm has a large team with many employees and advisors working for them and has over $50 billion in assets under management.
SPECIALIZATIONS
FOLSOM, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
Michael Grant Thompson is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in California, Florida, Oregon, and Washington. Michael previously worked at Securities America, Inc., 1st Global Capital Corp., Raymond James Financial Services, Inc., and H.D. Vest Investment Securities, Inc. Michael holds Series 66, SIE, and Series 7 licenses. Michael offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
SAN DIEGO, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Michael Aldo Gandolfini is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Michael has been in the industry since January 30, 2020 and holds multiple licenses and registrations, including Series 7, Series 66, and SIE exams. Prior to joining LPL Financial LLC, Michael was with J.P. MORGAN SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael has experience in various areas of financial services including retirement planning, college savings, and estate planning. Michael is committed to providing personalized financial advice and helping clients reach their financial goals.
SPECIALIZATIONS