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

UBS Financial Services Inc. | CFP ® (Certifications)

location

WALNUT CREEK, CA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paula Nogueira Best is a financial advisor with over 9 years of experience in the industry. Paula is currently registered with UBS Financial Services Inc. and is a Certified Financial Planner. Paula has been active in the financial services industry since 2013 and has previously held positions at FIRST REPUBLIC SECURITIES COMPANY, LLC and M HOLDINGS SECURITIES, INC. Paula has a wide range of experience, including portfolio management for individuals and businesses, financial planning, 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

WESTLAKE VILLAGE, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Paula Christine Hardy has been in the financial industry since 2004 and is currently registered with Wells Fargo Clearing Services, LLC. Paula is a registered representative in California and Texas. Paula has a Series 6, Series 7, Series 63 and Series 66 licenses. Paula has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Paula is also a certified Lagree Fitness trainer and owns rental property in Newbury Park, CA.

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

Valley Wealth Strategies, LLC | CFP ® (Certifications)

location

Napa, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Paula Leann Key is a financial advisor in Napa, California, with over 30 years of experience in the financial services industry. Paula currently works with Valley Wealth Strategies, LLC, a financial advisory firm based in Lodi, CA. Paula Key has experience working with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Paula Key offers a variety of services, including financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Morgan Stanley

location

Los Angeles, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Paula Bai is a financial advisor with Morgan Stanley. Paula is a licensed registered representative and investment advisor. Paula has been in the securities industry since 2015 and holds a Series 66, Series 7, Series 9, and Series 10 licenses. Paula previously worked at RBC Capital Markets, 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley | CFA ® (Certifications)

location

Beverly Hills, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Paula Ann Kalandiak is a financial advisor with Morgan Stanley. Paula has been in the financial services industry since 1997. Paula holds Series 3, 7, 63 and 66 licenses as well as the Series 87, and the SIE exam. Paula is also a Chartered Financial Analyst. Previously, Paula worked for Wells Fargo Clearing Services, LLC, Wedbush Securities Inc., Broadpoint Capital, Inc., Roth Capital Partners, LLC, Wells Fargo Securities, LLC, Wedbush Morgan Securities Inc., ASB Financial Services and Kidder, Peabody & Co. Incorporated. Paula's current office is located in Beverly Hills, California. Paula is a member of the Board of Directors for WISH Forward in Los Angeles, California.

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

Transamerica Financial Advisors, Inc.

location

TORRANCE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Paula Whitehead is a financial advisor at Transamerica Financial Advisors, Inc. Paula has been in the industry since November 2021. Paula is registered with the state of California and is licensed to sell investment company products and variable contracts. Paula holds the Series 6TO, SIE and Series 63 licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Synergist Wealth Advisors | CFP ® (Certifications)

location

CARMEL, CA

disclosure

1 Disclosures

ADVISOR BIO

Paula F. De vos is a financial advisor at Synergist Wealth Advisors. Paula has been working in the financial services industry since 2001. Paula specializes in providing financial planning, portfolio management, and educational seminars. Paula is also a Certified Financial Planner. Paula is registered to provide investment advice in California.

SPECIALIZATIONS

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

Avantax Advisory Services

location

CAMPBELL, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Paula Thielen is a financial advisor with Avantax Advisory Services and has been in the industry since September 12, 2007. Paula holds a Series 66 and a Series 7 license. Paula Thielen provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Paula also provides educational seminars and acts as a solicitor for Avantax Insurance Agency. Paula Thielen is registered with the state of California, Texas, and 17 other states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

American Investors Co.

location

SAN RAMON, CA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paula Rose is a financial advisor with over 25 years of experience in the industry. Paula is currently registered with American Investors Co. in California and Texas. Paula specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Paula has a diverse background and has held positions at various firms, including WM Financial Services, Inc. and Great Western Financial Securities Corporation. Paula holds the Series 6, 7, 63 and 65 securities licenses, as well as the SIE exam. Paula is also a licensed insurance agent and provides life insurance sales.

SPECIALIZATIONS

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

Paula Traber Financial Services LLC

location

ESCONDIDO, CA

0 Disclosures

ADVISOR BIO

Paula Wilbur Traber is an investment advisor representative with Paula Traber Financial Services LLC, located in Escondido, California. Paula has been in the industry since January 2003 and has held prior positions at Independent Financial Group, LLC and Hornor, Townsend & Kent, Inc. Paula holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE. Paula's firm provides financial planning services, as well as portfolio management for individuals. Paula is also a CPA.

SPECIALIZATIONS

Selection of Other Advisors

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