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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Paul Matthew Weeks is a financial advisor with J.p. Morgan Securities LLC, based in LOS ANGELES, CA. Paul has been in the financial industry since 2018 and has a Series 63, SIE, and Series 79 license. Previously, Paul was a registered representative with HSBC SECURITIES (USA) INC..

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Monterey, CA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Paul Matthew Cahalan is a financial advisor who has been in the industry since October 31, 1990. Paul is currently registered with Ameriprise Financial Services, LLC as a Registered Representative (RA) in California and Texas. Paul has also been previously registered with Stiefel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Dean Witter Reynolds Inc. Paul's practice specializes in asset allocation services, financial planning, and portfolio management for businesses and individuals.

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

LPL Financial LLC

location

RIVERSIDE, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Paul Castro is a financial advisor with LPL Financial LLC, a large firm with over $50 billion in assets under management. Paul Castro is registered with FINRA and has experience in the financial services industry since 2010. Paul Castro has been with LPL Financial LLC since August 2020. Before joining LPL Financial LLC, Paul Castro worked at UnionBanc Investment Services and BBVA Securities Inc. Paul Castro has been a registered investment advisor since August 2020. Paul Castro provides a range of financial services including financial planning, portfolio management, and educational seminars. Paul Castro is licensed to sell securities in Alabama, Arizona, Arkansas, California, Idaho, Nevada, North Carolina, Texas, Utah and Wyoming.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ENCINO, CA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paul Pepperman is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Encino, California. Paul has been in the industry since 1984. Paul offers financial planning, portfolio management services for individuals, investment management for businesses, and other investment advisory services.

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

Wells Fargo Advisors Financial Network, LLC

location

SANTA ANA, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Paul Byrd is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Paul has been in the financial services industry since 1992, serving individuals, families, and businesses. Paul has a deep understanding of the financial markets and is committed to providing personalized financial advice to help clients achieve their financial goals.

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

LPL Financial LLC

location

San Diego, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Paul Bonde is a financial advisor with over 5 years of experience in the industry. Paul is currently registered with LPL Financial LLC and has been with the firm since October 2023. Prior to joining LPL Financial LLC, Paul was a financial advisor with CUSO Financial Services, LP from October 2022 to December 2021. Paul has held previous positions at TD Ameritrade, Inc., Edward Jones, and Northwestern Mutual Investment Services, LLC. Paul holds the Series 66, SIE, and Series 7 licenses. Paul specializes in providing financial planning, investment management, and other advisory services.

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

HANFORD, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Paul Singh Takhar is a financial advisor at J.P. Morgan Securities LLC. Paul is registered with the state of California and Texas. Paul has been in the financial services industry since 2009. Paul's office is located in Hanford, CA.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SOUTH SAN FRANCISCO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Paul Ivan Camara is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Daly City, CA. Paul has been in the industry since April 2018 and holds several licenses including Series 66, Series 7 and SIE. Paul is registered in Arizona, California, Florida, Nevada, Oregon, Texas and Washington, as well as in the state of Texas as an Investment Advisor Representative.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MONTEREY, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Paul N Gregory is a financial advisor with over 25 years of experience. Paul has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1997 and has held various roles, including Financial Advisor and Investment Advisor Representative. Paul's expertise includes portfolio management for businesses and individuals, and he is registered in 32 states and holds multiple licenses, including Series 66, Series 7, and SIE.

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

Wealth Enhancement Advisory Services, LLC

location

SAUSALITO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Paul Bergeron is a financial advisor at Wealth Enhancement Advisory Services, LLC. Paul has been in the financial services industry since 2011. Paul is a licensed investment advisor representative in California. Paul has been registered with Wealth Enhancement Advisory Services, LLC since May 2024.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER

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