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

J.p. Morgan Securities LLC

location

SUNNYVALE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michel Bertin Garcia is a financial professional registered with J.P. Morgan Securities LLC. Michel is licensed in California, and holds the Series 63, Series 6TO and SIE licenses.

SPECIALIZATIONS

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

U.s. Bancorp Advisors, LLC | CFP ® (Certifications)

location

GLENDALE, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michele Stefanie Melendez is a financial advisor with U.S. Bancorp Advisors, LLC. Michele is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and has been in the financial services industry for over 10 years. Michele specializes in providing financial planning services for individuals, businesses, and retirement plans.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Torrance, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Michele Hanna is a financial advisor who has been working in the industry since 1997. Michele is currently registered with Morgan Stanley in California and Texas and is a Series 7, 9, 10, 63, and 65 licensed professional. Michele has previously worked with Citigroup Global Markets Inc..

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALO ALTO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michele S. Thomas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Michele has been in the industry since December 2000. Michele holds the Series 66, Series 7 and SIE licenses. Michele also holds licenses in 29 states and has registrations in 27 states. Prior to joining Merrill Lynch, Michele was employed with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michele is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc.

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

Alliancebernstein LP

location

San Francisco, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michele Ramos Walker is a financial advisor with Alliancebernstein LP in San Francisco, California. Michele has been in the financial industry since 2002. Michele is registered with the state of California as a Registered Investment Advisor and a Registered Representative. Michele has also passed the Series 63, Series 66, and Series 65 examinations. Prior to Alliancebernstein LP, Michele worked at Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

THE Wealth Consulting Group

location

Rancho Mirage, CA

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michele Pemberton is a financial advisor who has been in the industry since 1989. Michele is registered with the Securities and Exchange Commission (SEC) and is currently employed by The Wealth Consulting Group. Michele holds Series 7, 63, and 65 licenses and has experience with a variety of financial products and services. Michele has a strong background in investment advisory services, as well as experience with non-variable insurance, and real estate rental. Michele is dedicated to providing clients with personalized financial advice that meets their individual needs.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

POWAY, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Michele Martinez is a registered representative with J.P. Morgan Securities LLC. Michele has been working in the financial industry since December 2014. Michele holds the Series 63, Series 66 and Series 7 licenses and has experience with both individual and business clients.

SPECIALIZATIONS

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

Osaic FA, Inc. | CFC ® (Certifications)

location

IRVINE, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Michele Brown is a financial advisor with over 30 years of experience in the financial services industry. Michele currently works at Osaic FA, Inc. and is registered in both California and Texas. Michele has a wide range of experience in providing financial advice to individuals, families, and businesses. Michele also offers insurance services through Brown Benefits Insurance Services. Michele is committed to providing personalized financial advice that meets her client’s individual needs. Michele is a Chartered Financial Consultant and holds several licenses and designations, including Series 6, 7, 22, 63, and 65.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed
location

Chico, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michele Michaels is a registered representative with Morgan Stanley. Michele has been in the securities industry since December 2007. Michele is licensed in 53 states, and holds Series 66, Series 7 and SIE licenses. Michele is experienced in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, individuals and investment companies.

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

UBS Financial Services Inc.

location

SAN DIEGO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michele Colon is a financial advisor with UBS Financial Services Inc. Michele is registered with FINRA and is licensed to provide investment advice in multiple areas. Michele has been in the financial industry for over 2 years and has a strong track record of success. Michele is committed to providing her clients with personalized financial advice and guidance. Michele specializes in helping individuals and families 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
Security Ratings
Publication of Financial Periodicals

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