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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Remer is a financial advisor who has been working in the industry since December 2015. Nicholas currently works for Cetera Investment Advisers LLC in San Diego, California. Nicholas has Series 6, 7, and 66 registrations. Nicholas also holds the Certified Financial Planner designation and is licensed in 15 states.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Anger is an investment advisor representative with LPL Financial LLC. Nicholas has been in the industry since January 30, 2005. Nicholas holds the Series 7 and Series 66 securities licenses. Nicholas was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, Connecticut. Nicholas is registered to provide securities and investment advisory services in 40 states.

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

RBC Capital Markets, LLC

location

SAN FRANCISCO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Lombardo is a financial professional with RBC Capital Markets, LLC in SAN FRANCISCO, CA. Nicholas has been in the industry since 2022 and has experience with First Republic Securities Company, LLC. Nicholas holds Series 7TO and Series 66 licenses. Nicholas has been registered with FINRA since 2023 and is also registered in 32 states.

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

Equitable Advisors, LLC

location

SAN DIEGO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Sanchez is a financial advisor with Equitable Advisors, LLC, a firm headquartered in New York, NY. Nicholas has been in the financial services industry since 2015. Nicholas holds licenses in Arizona, California, Indiana, and New Mexico. Nicholas focuses on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

San Diego, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Bialecki is a financial advisor at Citigroup Global Markets Inc. Nicholas has been a registered representative for over 14 years. Nicholas has worked in the financial services industry since March 2009. The advisor has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Nicholas holds securities licenses for Series 66, Series 7, and SIE. Nicholas specializes in Asset Allocation Advice, Financial Planning, Pension Consulting, Selection of Other Advisers, and Portfolio Management for Businesses and Individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Pure Financial Advisors, LLC | CFP ® (Certifications)

location

Woodland Hills, CA

0 Disclosures

ADVISOR BIO

Nicholas Rose is a financial advisor with Pure Financial Advisors, LLC. Nicholas has been in the financial services industry since 2011. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 66 licenses. Nicholas provides financial planning services to individuals, families, and businesses. Nicholas specializes in retirement planning, college savings, and investment management.

SPECIALIZATIONS

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

El Segundo, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Heidemann is a financial advisor who is registered in 40 states and has been in the industry since 2022. Nicholas is currently employed with Morgan Stanley in El Segundo, California and has a Series 7TO, SIE, and Series 66 license. Nicholas also owns rental property in Ontario, Canada.

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

ANAHEIM, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Sliemers is an investment advisor representative for Osaic Wealth, Inc. Nicholas has been in the financial services industry since 2006. Nicholas is registered with the state of California and Texas. Nicholas earned the Certified Financial Planner designation and holds Series 6, 7, 63, 65, and SIE licenses. Nicholas specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Orinda, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Mommaerts is a financial advisor registered with Morgan Stanley in Orinda, CA. Nicholas has been in the securities industry since November 2005. Nicholas has passed the Series 66, Series 10, Series 9, Series 31 and Series 7 exams and is currently registered with FINRA and 53 state and IA regulatory authorities. Nicholas is licensed to provide financial and investment advice to individuals, high net worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension plans, banking institutions, and state and municipal entities. Previous employers include Morgan Stanley & Co., Incorporated and Ameriprise Financial Services, 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

Changing Parameters, LLC

location

LOS ALTOS, CA

0 Disclosures

ADVISOR BIO

Nicholas Winstead is an Investment Advisor Representative with Changing Parameters, LLC in LOS ALTOS, CA. Nicholas has been a registered Investment Advisor Representative since 2022. The firm manages approximately $102,336,811 in assets for individual and institutional clients. Changing Parameters, LLC offers financial planning, portfolio management, and tactical allocation services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TACTICAL ALLOCATION SERVICES

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