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

Fidelity Personal AND Workplace Advisors

location

CAMPBELL, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Aria Khhani is a financial advisor at Fidelity Personal And Workplace Advisors. Aria has been working in the financial services industry since 2014 and holds licenses to provide investment advice and securities services in multiple states. Aria has experience providing financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Aria is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

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

Tamarind Financial Planning | CFP ® (Certifications)

location

SAN MATEO, CA

0 Disclosures

ADVISOR BIO

Ariadne Horstman is a Certified Financial Planner and Investment Advisor Representative at Tamarind Financial Planning in San Mateo, CA. Ariadne has been in the financial services industry since 2012, working with individuals and families. She specializes in providing financial planning, portfolio management, and educational seminars. Ariadne is registered with the state of California and holds a Series 65 license.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

WEST HILLS, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Arian Shah is a registered representative with J.p. Morgan Securities LLC. Arian has been in the financial services industry for less than a year. Arian Shah is licensed in California. Arian Shah's specializations include various investment-related services such as securities, investment advisory services, and mutual funds.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

RANCHO SANTA FE, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ariana Hanley is a registered representative with Wells Fargo Clearing Services, LLC. Ariana Hanley has been in the financial industry since April 30, 2017. Ariana Hanley is registered with the following states: Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Maine, Massachusetts, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Ariana Hanley is also registered with FINRA. Ariana Hanley is a Series 66, Series 7, and SIE exam holder.

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

UBS Financial Services Inc.

location

PALO ALTO, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ariana Parker is a financial advisor registered with UBS Financial Services Inc. with over 10 years of experience in the industry. Ariana has a strong background in securities and investment advisory services. Ariana has earned her Series 7, Series 66, and SIE licenses and is registered in several states to offer investment advice to individuals, businesses, and institutions. Ariana specializes in providing financial planning, portfolio management, and pension consulting services to clients.

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
location

Long Beach, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ariana Giselle Bedolla medina is a financial advisor with Morgan Stanley in Laguna Niguel, California. Ariana has been in the industry since 2020. Ariana holds the Series 66, Series 7, Series 6 and SIE licenses. Ariana has experience with a number of financial products and services and has a strong track record of success in helping 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

DANVILLE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ariana Ofogh is a registered representative with J.p. Morgan Securities LLC, specializing in Investment Company Products/Variable Contracts, Securities Industry Essentials, and the Uniform Securities Agent State Law Examination. Ariana is located in Danville, CA. Ariana has a background in providing financial planning and portfolio management services to individuals, businesses, and institutions. She is a dedicated professional with a commitment to building lasting relationships and helping her 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

North Berkeley Wealth Management, LLC | CFP ® (Certifications)

location

BERKELEY, CA

0 Disclosures

ADVISOR BIO

Ariana Alisjahbana is an investment advisor representative with North Berkeley Wealth Management, LLC. Ariana is a Certified Financial Planner and holds the Series 65 license. Ariana's experience includes positions at the University of California Berkeley, Alibaba Group, Travel, Rocket Lawyer, BrightPlan, and North Berkeley Wealth Management. Ariana specializes in working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Ariana offers financial planning, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

ALHAMBRA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ariana Jauregui is a registered representative with J.P. Morgan Securities LLC. Ariana holds Series 63, 6TO, and SIE licenses. Ariana specializes in providing financial planning and portfolio management services to individuals and businesses. Ariana's office is located at 1000 W VALLEY BLVD in ALHAMBRA, CA.

SPECIALIZATIONS

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

Western International Securities, Inc.

location

Pasadena, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ariana Nicole Figueras is a financial professional at Western International Securities, Inc. Ariana has been in the industry for over 2 years and is licensed to provide financial advice in California. Ariana is a Series 7 and SIE licensed advisor and has been providing financial services since May 2021. Ariana specializes in financial planning, pension consulting, and educational seminars. Ariana works with a wide range of clients including individuals, high net worth individuals, businesses, and pension and profit sharing plans. Western International Securities, Inc. provides financial advice and services to individuals, families, and businesses. Western International Securities, Inc. is an independent firm headquartered in Pasadena, California.

SPECIALIZATIONS

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

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