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

J.p. Morgan Securities LLC

location

NORTH HOLLYWOOD, CA

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Antony Markarians is a registered representative with J.p. Morgan Securities LLC. Antony has been in the industry since June 2018. Antony holds the Series 6, SIE, and Series 63 licenses and is registered in California. J.p. Morgan Securities LLC is a leading investment firm that provides financial services to individual and institutional investors. The firm has over $249 billion in assets under management.

SPECIALIZATIONS

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

Manchester Capital Management LLC

location

Montecito, CA

0 Disclosures

ADVISOR BIO

Antony Mark Orme has been in the financial services industry for over 25 years. Antony has a broad range of experience working with individuals and families, charitable organizations, and businesses. Currently, Antony works at Manchester Capital Management LLC where he helps clients create a comprehensive financial plan. Antony has worked previously at Wells Fargo Advisors, LLC and Sanford C. Bernstein & Co., LLC in San Francisco, California. Antony has a Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

NEWPORT BEACH, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Antony Ivan Garcia is a financial advisor registered with Raymond James & Associates, Inc. and is licensed to provide investment advice in the State of California. Antony has been in the financial services industry since October 19, 2017. Antony has experience with LPL Financial LLC and Raymond James & Associates, Inc. Antony's areas of specialization include retirement planning, investment strategies, asset allocation, and risk management. Antony is committed to providing personalized financial advice to help 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PASADENA, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Antwan Daniels is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., specializing in providing financial and investment advice to a diverse client base. Antwan has been in the financial services industry since 2013 and holds a Series 7, Series 66, and SIE license, providing the expertise needed to cater to various investment needs. Having previously worked with firms like Morgan Stanley and J.P. Morgan Securities LLC, Antwan has a strong understanding of the financial markets and a proven track record of success. Antwan Daniels is dedicated to providing personalized investment strategies tailored to the unique circumstances of each client.

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

Cambridge Investment Research Advisors, Inc.

location

Sacramento, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Antwon Justin Weary is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Antwon is based in Sacramento, California. Antwon has been in the financial services industry for over 10 years. Antwon has a Series 7TO, Series 66 and SIE. Antwon holds licenses in California, Oregon, 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
Unclaimed

UBS Financial Services Inc.

location

IRVINE, CA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Antwone Marques O'Quinn is a financial advisor with UBS Financial Services Inc., registered with the state of California and Texas. Antwone has been in the financial services industry since May 15, 2000. Previously, Antwone worked at WELLS FARGO CLEARING SERVICES, LLC and ATLAS SECURITIES, LLC. Antwone specializes in providing financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

U.s. Bancorp Investments, Inc.

location

Pasadena, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Anu Bedi Chopra lanagan is a financial advisor with over 16 years of experience in the financial services industry. Anu is currently registered with U.S. Bancorp Investments, Inc. and is licensed to provide investment advice in California. Previously, Anu has held positions with several other firms including LPL FINANCIAL LLC, BANCWEST INVESTMENT SERVICES, INC., CITIGROUP GLOBAL MARKETS INC., WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC. Anu has passed several industry exams including the Series 6, Series 7, Series 63 and Series 65 exams. Anu specializes in working with high-net-worth individuals, corporations, and individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

WALNUT CREEK, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Anupa Pandey is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Anupa has been in the industry since August 2016 and holds a Series 6, Series 7, Series 63 and Series 65 license. Anupa specializes in providing financial planning, investment management, and pension consulting services to individual and institutional clients. Anupa's practice is based in Walnut Creek, CA. Anupa also provides investment consulting services to institutional clients.

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

El Segundo, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Anupma Parks is a financial advisor with over 27 years of experience in the industry. Anupma has held various roles at prominent financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Barclays Capital Inc. Currently, Anupma is an Investment Advisor Representative at Morgan Stanley, where she has been since 2015. Anupma is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 3, 7, 63, and 65 licenses. Anupma's clients include high-net-worth individuals, corporations, charitable organizations, investment companies, pension and profit-sharing plans, and insurance 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

J.p. Morgan Securities LLC

location

FREMONT, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anuruddh Yadav is a financial advisor registered in California. Anuruddh is affiliated with J.p. Morgan Securities LLC, a firm with more than $50 billion in assets under management. He offers financial planning, pension consulting, and selection of other advisors to his clients.

SPECIALIZATIONS

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

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