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

Fidelity Personal AND Workplace Advisors

location

PALO ALTO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Pamela You is a registered representative with Fidelity Personal and Workplace Advisors. She is licensed in the state of California. Pamela has been in the financial services industry since 2012. She has experience with a variety of financial products and services. Pamela's background includes experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and H&R Block Inc. She is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning 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

32 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Kamen is a financial advisor with over 30 years of experience in the industry. She is currently registered with LPL Financial LLC and is licensed to provide investment advice in California, New York, and Texas. Prior to joining LPL Financial LLC, Pamela Kamen worked at RBC Capital Markets, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Pamela Kamen has a strong track record of providing financial advice and investment management services to a diverse clientele, including high-net-worth individuals, corporations, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Walnut Creek, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Jewel Espinoza is a registered representative with Morgan Stanley. Pamela has been working in the securities industry since March 17, 2008 and is licensed to provide investment advice in 37 states and the District of Columbia. Pamela has a Series 7, Series 63, and SIE license and has passed the General Securities Representative Examination, Uniform Securities Agent State Law Examination, and Securities Industry Essentials Examination. Pamela is a registered representative with Morgan Stanley and has been with the firm since June 2009. Pamela has a strong track record of providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions.

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.

location

FULLERTON, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Marie Densmore is a financial professional with over 30 years of experience in the industry. Pamela is currently registered with Osaic Wealth, Inc. and has previously worked at SAGEPOINT FINANCIAL, INC., CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., HORNOR, TOWNSEND & KENT, INC., DEAN WITTER REYNOLDS INC., and LEHMAN BROTHERS INC. Pamela is licensed to provide financial advice to individuals, businesses, and trusts. Pamela has a strong track record of success in helping clients achieve their financial goals. Pamela is committed to providing her clients with personalized financial advice and service.

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

10 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Swiontek is a financial advisor at LPL Financial LLC. Pamela has been in the industry since 2014 and is registered with the state of California. Pamela specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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

LOS ANGELES, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Bennett has been working in the financial industry since August 25, 2000. Currently, Pamela Bennett is registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Pamela Bennett specializes in providing 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
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

WOODLAND HILLS, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Riet is a financial advisor with Wells Fargo Clearing Services, LLC. Pamela has been in the industry since 1997 and holds the Series 7, Series 63, and Series 65 licenses. Pamela is also a Certified Financial Planner. Prior to joining Wells Fargo Clearing Services, LLC, Pamela was a registered representative with Prudential Securities Incorporated and Cal Fed Investments. Pamela specializes in providing financial advice to individuals, businesses, and institutions.

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

Ameriprise Financial Services, LLC

location

FAIR OAKS, CA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Budenbender is an investment advisor representative registered with Ameriprise Financial Services, LLC. Pamela has been in the financial industry since 1989. Pamela has passed the Series 7, Series 24, Series 51 and Series 63 exams. Pamela provides asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Pamela also provides insurance services. Pamela has held prior registration with IDS Life Insurance Company. Pamela is currently registered in 16 states, including Arizona, California, Idaho, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Mexico, Oregon, Texas, Utah, and Washington.

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
Unclaimed

Valley Wealth Strategies, LLC | CFP ® (Certifications)

location

LODI, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Zedick is a financial advisor registered in multiple states. She holds the Series 66, Series 31 and Series 7 licenses, and is also a Certified Financial Planner. Pamela has been working in the industry since 2002 and has a strong track record of success in providing investment advice and financial planning services to individuals and families. Pamela is currently affiliated with Valley Wealth Strategies, LLC, an independent investment advisor firm. She has previously worked with National Planning Corporation and Morgan Stanley DW Inc. Pamela's services include financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

ROSEVILLE, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Pamela Pereira Rosse is a financial advisor with Cetera Investment Advisers LLC. She has been in the financial services industry since 1995. Pamela holds a Series 6, 7, 63, and 65 license and has earned the Chartered Financial Consultant designation. Pamela is registered with the state of California and has experience working with individuals, corporations, and retirement plans. Pamela works with clients to develop financial plans and investment strategies that are tailored to their individual needs.

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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