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

Citigroup Global Markets Inc.

location

San Francisco, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Prince Nteere is a financial professional registered with Citigroup Global Markets Inc.. Prince is licensed in 53 states and the District of Columbia, and holds the Series 63, Series 79TO and SIE exams. Prince has been in the industry since February 18, 2024. Prince is a representative for the San Francisco branch of Citigroup Global Markets Inc., located at Citi Commercial Bank, Spear Tower, One Market Plaza, 41st Fl, San Francisco, CA 94105.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

PASADENA, CA

experience

28 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Prince Anderson Lankford is a financial advisor with over 25 years of experience in the financial services industry. Prince is registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Prince specializes in providing financial planning and investment management services to individuals, businesses, and institutions. Prince is also registered with the following states: Arizona, California, Florida, Georgia, Kansas, Missouri, New Mexico, Vermont, and Washington. Prince holds the Series 6, 7, 63, and 65 licenses as well as the SIE designation.

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

J.p. Morgan Securities LLC

location

LOMA LINDA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Prince C Johnson is a registered representative with J.P. Morgan Securities LLC, working out of the Loma Linda, CA branch office. Johnson has been in the financial services industry since July 2015. Johnson holds a Series 6, Series 63, and SIE licenses and is registered with the state of California. The firm offers investment advisory services to individuals, corporations, and other businesses. The firm’s main office is located in New York, NY.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

3 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Princess Alexander is a registered representative with J.P. Morgan Securities LLC in the state of California. Princess has been in the industry for less than a year and is currently licensed to sell securities in the state of California. Princess has passed the Series 63, Series 6TO, and SIE exams. J.P. Morgan Securities LLC is a large financial services firm with a wide range of products and services. Princess has expertise in providing investment advice and financial planning to a wide range of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

PLEASANTON, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Princess gertrude Baylosis quianzon is an active investment advisor representative with Transamerica Financial Advisors, Inc., registered in California and Texas. Princess gertrude has been in the securities industry since 2014. Princess gertrude holds Series 6, Series 63, Series 65 and SIE licenses. Princess gertrude is also licensed to sell insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc..

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Morton Wealth | CFC ® (Certifications)

location

CALABASAS, CA

0 Disclosures

ADVISOR BIO

Priscilla Ann Brehm is a Registered Investment Advisor Representative with Morton Wealth. Priscilla Ann has been in the industry since 1982. Priscilla Ann is a Chartered Financial Consultant with experience in the following areas: financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Priscilla Ann is currently registered with the state of 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 Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

VISALIA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Priscilla Gonzalez is a financial professional who is registered with Wells Fargo Clearing Services, LLC. Priscilla is located in Visalia, California and has been in the industry since November 2015. Her professional experience includes Series 6, Series 63, and SIE exams.

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
location

Santa Monica, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Priscilla Canizalez is a financial advisor registered with Morgan Stanley in Santa Monica, CA. Priscilla is a Series 7 and 63 licensed individual with over 7 years of experience in the financial services industry. In addition to her Series 7 and 63 license, Priscilla also holds a Series 65 license, making her qualified to provide investment advice. Priscilla has a proven track record of helping individuals and families reach their financial goals. She is committed to providing her clients with personalized financial advice and guidance. Priscilla also has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.

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

San Carlos, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Priscilla Chua is an investment advisor with Transamerica Financial Advisors, Inc. located in San Carlos, CA. Priscilla has been a registered advisor for 1 year. Priscilla holds licenses for Series 63, Series 6TO, and SIE.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network

location

FRESNO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Priscilla Diane Aivazian is a financial advisor at Commonwealth Financial Network. Priscilla has been in the financial services industry for over 20 years. Her current location is in FRESNO, CA, and has previously worked for MML INVESTORS SERVICES, LLC. Priscilla has a Series 66, Series 7 and SIE licenses. She is registered in California, Colorado, District of Columbia, Idaho, Indiana, Missouri, Montana, Oregon, and Washington. Priscilla provides financial planning, portfolio management for individuals and businesses, educational seminars, selection of other advisors, pension consulting and publication of periodicals.

SPECIALIZATIONS

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

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