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

U.s. Bancorp Investments, Inc.

location

Rancho Santa Fe, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Noosha Sharif is a registered representative with U.S. Bancorp Investments, Inc. Noosha is licensed in California and Colorado. Noosha has been in the industry since February 2020. Noosha is affiliated with U.S. Bancorp Investments, Inc. Noosha is a licensed investment advisor representative.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

GREENBRAE, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Nora Clifford is a financial advisor with over 20 years of experience in the industry. Nora is currently registered with Fidelity Personal and Workplace Advisors in GREENBRAE, CA. Previously, Nora was registered with Equitable Advisors, LLC in SAN RAFAEL, CA. Nora has a strong background in financial planning and portfolio management and is committed to providing clients with personalized advice and guidance to help them achieve their financial goals. Nora is also registered to provide investment advice in Texas.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

RANCHO CUCAMONGA, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Nora Jashari is a financial advisor at Fidelity Personal And Workplace Advisors. Nora has been in the financial services industry since 2017. Nora is registered with the state of California and Texas. Nora is also FINRA registered. Nora has a Series 66 license and a Series 7 license. Nora has prior experience working at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nora is a specialist in retirement planning, college planning, and estate planning. Nora is also knowledgeable about investment strategies, insurance, and tax planning.

SPECIALIZATIONS

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

Stratos Wealth Partners, Ltd.

location

Redwood City, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Nora Khachatrya Gasparyan is a financial advisor registered in California and Texas. Nora is currently employed by Stratos Wealth Partners, Ltd. and previously held positions at OSAIC WEALTH, INC. and J.P. MORGAN SECURITIES LLC. Nora has over 3 years of experience in the financial services industry. Nora has a Series 63, Series 65, Series 7TO, and SIE license. Nora also holds a Bachelor of Science degree in Business Administration from California State University, Sacramento.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

LONG BEACH, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nora Semerjian is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm with a total of $1 billion - $10 billion in regulatory assets under management. Nora has been in the financial services industry since June 2015. Nora is registered with FINRA and holds Series 66, 7 and SIE licenses. Nora is licensed to offer investment advice in 27 states and districts. Nora previously worked with Wells Fargo Clearing Services, LLC.

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 Pooled Investment Vehicles
Unclaimed

Morgan Stanley

location

Palo Alto, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Nora Zele is a financial advisor with Morgan Stanley in Palo Alto, California. Nora has been in the financial services industry since June 1998. Nora has a strong background in financial planning and portfolio management. Nora is licensed to provide financial advice in 53 states and Washington D.C. Nora holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Nora is also registered with FINRA. Nora has previously worked at Wells Fargo Clearing Services, LLC and Morgan Stanley.

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

City National Securities, Inc.

location

LA JOLLA, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Nora Kouza is a registered representative with City National Securities, Inc., and a registered investment advisor representative. Nora has been in the financial services industry since July 2011. Nora is registered with the state of California and has passed the Series 7, Series 63, Series 65, and SIE exams. Nora's previous experience includes roles with UnionBanc Investment Services, LLC and Wells Fargo Advisors, LLC.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN JOSE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Nora Yeh-shen is a financial advisor with over 15 years of experience in the industry. Nora is currently registered with LPL Financial LLC, and has previously been affiliated with Cetera Investment Services LLC and Wescom Financial Services. Nora holds Series 6, 7, 63 and 66 licenses, as well as the SIE exam. Nora specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Nora has a strong commitment to 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Assetmark, Inc.

location

CONCORD, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Nora Gillis is an Investment Advisor Representative with Assetmark, Inc. Nora has been in the financial services industry for over 12 years. Nora is licensed in Delaware, New Jersey, and New York. Nora specializes in providing financial advice to individuals, businesses, and investment companies. She is also a registered Investment Advisor in New Jersey. In addition to her work at Assetmark, Inc., Nora is also a Regional Consultant for Assetmark, Inc., an affiliated company.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Ameriprise Financial Services, LLC

location

IRVINE, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Norannsy Banon Chieuchin is an investment advisor representative registered with Ameriprise Financial Services, LLC. Norannsy is registered to provide investment advisory services in California and Texas. Norannsy has been in the industry since December 16, 2013.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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