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

Adero Partners, LLC

location

San Francisco, CA

0 Disclosures

ADVISOR BIO

Nina Elise Doehrman is a financial advisor at Adero Partners, LLC, a firm based in Walnut Creek, California. Nina has been in the industry for 3 years and holds the Series 7TO, SIE, Series 63, and Series 65 licenses. Nina specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Nina is also experienced in insurance solutions and cash management solutions.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
INSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MILL VALLEY, CA

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Nina Gabriel is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Nina is a seasoned professional with over 40 years of experience in the financial services industry, having joined Merrill Lynch in 1978. Nina has a wide range of experience in the industry and holds registrations in multiple states, including California and Texas. Nina has expertise in providing investment advice and financial planning services to a diverse clientele.

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Nina Duprat is a Certified Financial Planner® with Fidelity Personal And Workplace Advisors. Nina has been in the financial industry since October 2019. She holds the Series 7TO, SIE and Series 66 licenses and previously worked with Edward Jones. She is registered to provide investment advisory services in California.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LA CANADA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Nina Babayan is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Nina has been working in the financial services industry for over 5 years. Nina previously worked with J.P. Morgan Securities LLC. Nina is registered with the state of California. Nina holds the following licenses: Series 7, Series 6, Series 63, and Series 66. Nina specializes in portfolio management for individuals and businesses. Nina offers financial planning services and works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.

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

U.s. Bancorp Advisors, LLC

location

GLENDORA, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Nina Castellanes is a financial advisor with U.S. Bancorp Advisors, LLC. Nina is registered with FINRA as a Registered Representative and is also registered as an Investment Advisor Representative in several states. Nina holds the Series 7, Series 66, and SIE securities licenses. Nina has over 10 years of experience in the financial services industry and is dedicated to providing personalized financial advice to her clients.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Morgan Stanley

location

Santa Monica, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Nina Hyun is a financial advisor with over 20 years of experience in the industry. Nina currently works at Morgan Stanley as a Registered Representative and Investment Advisor Representative. Nina has a strong background in both securities and investment advisory services. Nina has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANC OF AMERICA INVESTMENT SERVICES, INC. Nina is registered to provide investment advisory services in California and Texas, and is also registered to provide securities services in 47 states.

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

Morgan Stanley

location

LOS GATOS, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nina Reyes is a financial advisor with Morgan Stanley, where she has been employed since April 2009. Nina is licensed in 30 states and the District of Columbia and has over 13 years of experience in the industry. She holds Series 7, 66, and SIE licenses. Nina specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Her expertise is in working with high-net-worth individuals and charitable organizations.

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

LPL Financial LLC

location

SAN PEDRO, CA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Nina Santich is a financial advisor with over 30 years of experience in the financial services industry. She is currently registered with LPL Financial LLC and has held previous registrations with several other firms including NATIONAL PLANNING CORPORATION and SUNAMERICA SECURITIES, INC.. Nina is a registered representative and investment advisor representative in the state of California. Nina holds the Series 6, 63, 26 and 65 licenses and has a strong background in investment advisory services, financial planning and portfolio management.

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

IC Advisory Services, Inc.

location

PASADENA, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nina Macginn Coyne is an investment advisor representative at IC Advisory Services, Inc. with over 28 years of experience in the financial industry. Nina has a wide range of experience, having previously worked at CADARET, GRANT & CO., INC. and AXA ADVISORS, LLC. Nina holds several licenses, including Series 6, 7, 63, and 65. Nina is registered to provide investment advice in the following states: Arizona, California, Connecticut, Florida, Georgia, Illinois, Maryland, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Utah, and Virginia. Nina specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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

SANTA CRUZ, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nina Narachi is a financial professional registered with the state of California. Nina is an active representative of J.p. Morgan Securities LLC. Nina has been in the financial industry since June 2024. She has passed the Series 63, 6TO, and SIE exams.

SPECIALIZATIONS

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

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