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

LPL Financial LLC | CFP ® (Certifications)

location

CARLSBAD, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Iammarino is a financial advisor registered with LPL Financial LLC and Nicholas J. Iammarino. Nicholas Iammarino is a Certified Financial Planner® professional and has been in the industry since 1987. The advisor has offices in Carlsbad, California. Nicholas Iammarino specializes in providing financial planning and consulting services. The advisor has a total of 17 active state registrations for securities and 2 for investment 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

J.p. Morgan Securities LLC

location

LOMPOC, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas M. Thompson is a financial advisor with J.p. Morgan Securities LLC. Nicholas is registered with the state of California and has Series 63, Series 6TO and SIE licenses. Nicholas's firm, J.p. Morgan Securities LLC, provides financial advice to individuals, corporations, businesses, insurance companies, charities, pension funds, and other entities. 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

J.p. Morgan Securities LLC

location

TORRANCE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas De la torre is a registered representative with J.p. Morgan Securities LLC and has been in the financial industry since 2021. Nicholas De la torre holds the Series 63, Series 6TO and SIE licenses. Nicholas De la torre is registered to offer securities in California.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

LOS GATOS, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Almasov is a financial advisor at Fidelity Personal And Workplace Advisors, a firm based in Boston, MA. Nicholas has been working in the financial industry since 2015 and holds Series 6, 7, 63 and 66 licenses, as well as the SIE exam. Nicholas's firm offers financial planning, educational seminars, portfolio management for businesses and individuals, as well as selection of other advisors. Nicholas's firm has over $1 billion in assets under management.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

CHICO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Magers is a financial advisor at Edward Jones, a firm with a long history of providing financial services to individuals and families. Nicholas has been in the industry since May 2022, and has experience working with both Merrill Lynch and Bank of America. Nicholas holds a Series 66 license and has also passed the Series 7TO and SIE exams. Nicholas is a Certified Financial Planner, and specializes in providing financial advice to individuals, families, partnerships, investment clubs, corporations, and charitable organizations. Nicholas is committed to helping clients reach their financial goals and looks forward to working with you.

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

San Francisco, CA

0 Disclosures

ADVISOR BIO

Nicholas Lalli is a financial advisor at J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Nicholas has been in the financial services industry since 2020 and is registered in 53 states and the District of Columbia. Nicholas has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Nicholas is committed to providing personalized financial advice that helps clients achieve their financial goals.

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

San Francisco, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Coufal is a Registered Representative with J.p. Morgan Securities LLC. Nicholas is also an Investment Adviser Representative and has been in the industry since July 2021. Nicholas has passed the Series 7TO, Series 66, and the SIE. Nicholas is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN RAFAEL, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Larry is an investment advisor representative with LPL Financial LLC. Nicholas has been in the industry since July 2020 and holds licenses for both securities and investment advisory services. Nicholas has experience with Transamerica Financial Advisors, Inc and World Financial Group, IA and provides advisory services to individuals, businesses, charitable organizations, and pension and profit-sharing plans.

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

BEVERLY HILLS, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Davey is a financial advisor with Wells Fargo Clearing Services, LLC, located in Beverly Hills, California. Nicholas has been in the financial industry since 2008 and has held previous positions at J.P. Morgan Securities LLC, UBS Financial Services Inc., Morgan Stanley and First Republic Securities Company, LLC. Nicholas is licensed in 40 states and holds the Series 66, Series 7 and SIE licenses. Nicholas specializes in providing financial planning, portfolio management, and 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

Los Angeles, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Moore is a financial advisor currently registered with Morgan Stanley. Nicholas has been in the industry since 2014. Prior to joining Morgan Stanley, Nicholas worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANK OF AMERICA, N.A. Nicholas is registered to provide investment advisory services in California and Texas. Nicholas holds licenses for the Series 3, SIE and Series 7 securities exams as well as the Series 66 uniform combined state law exam. Nicholas is also registered in 41 states and the District of Columbia to conduct broker-dealer activities.

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

Need help matching

with the right advisor?