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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MONTEREY, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Brukoff is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since October 2006. Patricia provides investment advice for individuals, businesses, pension plans, and other clients. Patricia is licensed in 41 states and holds Series 7, 66, and SIE licenses.

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

J.p. Morgan Securities LLC

location

RIVERSIDE, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Ann Grant is a financial professional with over 17 years of experience in the industry. Patricia is currently registered with J.P. Morgan Securities LLC and holds her Series 6, Series 63, and SIE licenses. Patricia has also been previously registered with Chase Investment Services Corp. and WAMU Investments, Inc. Patricia's previous experience makes her well-equipped to provide financial advice to clients.

SPECIALIZATIONS

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

Wedbush Securities Inc.

location

SACRAMENTO, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Patricia Guadalupe Arendt is a registered representative with Wedbush Securities Inc., located in SACRAMENTO, CA. Patricia has been in the securities industry since 1998 and has experience with Wedbush Securities Inc. and Morgan Stanley & Co. Incorporated. Patricia holds the Series 6, Series 63 and SIE licenses.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

CERRITOS, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Anne Wojnarowski is a financial advisor with over 10 years of experience in the industry. Patricia currently works for Transamerica Financial Advisors, Inc., based in Cerritos, California. Patricia holds Series 6, 63, and 65 licenses and has also passed the Series 26 principal exam. Patricia is also registered as a broker in Arizona, California, Connecticut, Rhode Island, and Washington. In addition to her advisory work, Patricia provides insurance products for companies affiliated with Transamerica Financial Advisors, Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

NEWPORT BEACH, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Toner is a financial advisor at Osaic Wealth, Inc. Patricia has over 40 years of experience in the financial services industry. She is a Certified Financial Plannerâ„¢ and holds the Series 3, 7, 63 and 66 licenses. Patricia is committed to helping her clients reach 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
Unclaimed

UBS Financial Services Inc.

location

ROSEVILLE, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Hawkins is a financial advisor at UBS Financial Services Inc. Patricia is registered to provide investment advice in 35 states and has been in the financial services industry since 2005. Patricia has a Series 7, Series 66 and SIE license and is also a Registered Representative. Patricia has previously worked for Morgan Stanley and Wachovia Securities, LLC.

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

Mission Street Wealth Planning

location

PASADENA, CA

0 Disclosures

ADVISOR BIO

Patricia Alexander is a financial advisor with Mission Street Wealth Planning. Patricia has been registered with the SEC since 2003 and has been working in the financial industry since 2002. Patricia is a registered investment advisor (IA) representative in California. Patricia has a Series 7, Series 63, and Series 66. Patricia provides financial planning and portfolio management services for individuals. Patricia has experience working with high-net-worth individuals and pension and profit-sharing plans. Patricia is also a partner in her husband's consulting business.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PORTFOLIO ADVISORY SERVICES
Unclaimed
location

Sacramento, CA

0 Disclosures

ADVISOR BIO

Patricia Ledbetter is an Investment Advisor Representative at Captrust. Patricia is registered with the state of California and has been in the industry for several years. Patricia has worked for multiple firms and has experience with various clients, including individuals, corporations, and pension plans. Patricia holds a Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Mutual Advisors, LLC

location

Visalia, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Flores is a registered representative with Mutual Advisors, LLC. Patricia has been in the financial industry since 2011 and is registered in multiple states. Patricia is a licensed investment advisor representative in California, and is also registered as a principal in California. Patricia has a Series 7, Series 66, and Series 24 license, and is also licensed to sell securities in several other states. Mutual Advisors, LLC provides financial planning and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LOS ANGELES, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Gonzalez is a financial advisor with Wells Fargo Clearing Services, LLC. Gonzalez has been in the industry since August 2006 and holds a Series 7 and Series 66 license. Patricia has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Gonzalez has a total of 33 state registrations and is currently registered with the state of California and Texas. In addition to being a registered representative, Gonzalez is also registered as an Investment Advisor Representative.

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

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