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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Nadia Allaudin is a financial advisor with over 23 years of experience in the financial services industry. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in both California and Texas. Nadia has a broad range of experience and holds several licenses including Series 3, 7, 9, 10, 31, and 66. She has also passed the SIE exam. Nadia is a dedicated financial professional who provides a variety of financial services to her clients, including portfolio management, investment advice, and financial planning.

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

LPL Financial LLC

location

Escondido, CA

0 Disclosures

ADVISOR BIO

Nadia Elena Mondragon is a registered investment advisor representative with LPL Financial LLC. Nadia Elena Mondragon is based in Escondido, CA. Nadia Elena Mondragon has been in the financial services industry for 10 years. Nadia Elena Mondragon's firm, LPL Financial LLC, is a large firm with more than $50 billion in assets under management. LPL Financial LLC provides financial planning, portfolio management, and other advisory services.

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

Kestra Private Wealth Services, LLC

location

LANCASTER, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Nadia Dickinson is a registered representative with Kestra Private Wealth Services, LLC. Nadia has been working in the financial services industry since December 16, 1985. Nadia is licensed to provide investment advice and securities brokerage services in several states. Nadia's firm, Kestra Private Wealth Services, LLC, is a Registered Investment Advisor with the Securities and Exchange Commission (SEC) and is headquartered in Austin, Texas. Kestra provides financial planning, portfolio management, and other advisory services to individuals, families, businesses, and institutions.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

BEVERLY HILLS, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nadia Zavala is a financial professional with experience in the securities industry. Nadia is registered with J.p. Morgan Securities LLC and holds licenses for Series 63, Series 6TO, and SIE. Nadia is currently located in Beverly Hills, California and has been in the industry since May 2023. Nadia specializes in providing financial advice to individuals, businesses, and corporations.

SPECIALIZATIONS

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

WESTLAKE VILLAGE, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Nadia Eldib is a financial advisor who has been in the industry since 2014. Nadia is currently registered with Edward Jones and holds Series 66, Series 7 and SIE licenses. Nadia provides financial planning, portfolio management for businesses and individuals, as well as selection of other advisors. Nadia is also registered to provide investment advisory services in 35 states.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

REDONDO BEACH, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Nadia Antii is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Nadia has been in the financial services industry since 2007 and has been registered with the firm since 2016. Nadia is licensed in several states and holds the Series 7, 63, and 66 licenses. Nadia specializes in financial planning, portfolio management, and investment consulting services to institutional clients. Nadia is a registered representative with Wells Fargo Advisors Financial Network, LLC and also holds the Series 7, 63, and 66 licenses.

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

Fidelity Personal AND Workplace Advisors

location

TORRANCE, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nadia Baig is a financial advisor registered with Fidelity Personal And Workplace Advisors. Nadia has been in the industry since 2015. Nadia holds Series 66, Series 7 and SIE licenses. Nadia also has experience at E*TRADE Securities LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

Irvine, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Nadia Reesman is a financial advisor registered in the state of California. Nadia has been in the financial services industry since July 31, 2019 and is registered with Transamerica Financial Advisors, Inc.. Nadia is a licensed agent with Transamerica Financial Advisors, Inc..

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

CARLSBAD, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nadia Maria Goretti Klein is an investment advisor representative registered with LPL Financial LLC. Nadia is licensed to offer investment advice in California and Washington. Nadia is also registered as an investment advisor representative in Colorado and Georgia. Nadia has been in the financial services industry since 2019.

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

SAN MARCOS, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Nadia Espino is a financial professional with Wells Fargo Clearing Services, LLC. Nadia has been in the industry since October 6, 2019, and is licensed in California. Nadia is a Series 63, Series 6TO, and SIE licensed representative. Nadia's specializations include portfolio management for businesses, portfolio management for individuals, financial planning, and selection of other advisors.

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

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