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

Clifford Swan Investment Counselors | CFA ® (Certifications)

location

PASADENA, CA

0 Disclosures

ADVISOR BIO

Randall Zaharia is a financial advisor with Clifford Swan Investment Counselors. Randall has been a registered investment advisor since July 2002. Randall is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. The firm's main office is in Pasadena, California.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

SACRAMENTO, CA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Randall Nishimi is a financial advisor registered with Cetera Investment Advisers LLC. Randall has been in the industry since 1984 and has a strong track record of success. Randall is licensed to provide financial advice in 35 states. Randall focuses on financial planning, portfolio management for individuals and businesses, and pension consulting. Randall is committed to providing clients with personalized financial advice and guidance to help them achieve 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

Ameriprise Financial Services, LLC

location

WESTLAKE VILLAGE, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Randi Dennen is a financial advisor with Ameriprise Financial Services, LLC. Randi has been working in the financial industry since December 2010 and is registered with the state of California. Randi specializes in providing financial planning, asset allocation services, educational seminars and portfolio management for individuals and businesses.

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

Raymond James Financial Services Advisors, Inc.

location

Walnut Creek, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Randi Allyn Bednarczyk is a financial advisor at Raymond James Financial Services Advisors, Inc. Randi has been in the industry since 2008. Randi holds the Series 66, Series 7 and SIE licenses. Randi has been a registered representative with Raymond James since September 2022. Previously, Randi was a registered representative with Edward Jones. Randi works with a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Randi provides financial planning, portfolio management, and other services.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

Fair Oaks, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Randi O'Neill is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 12 years of experience in the financial services industry. Randi O'Neill is registered with the state of California as an Investment Advisor Representative and as a Registered Representative. Randi O'Neill has also passed the Series 66, Series 7, Series 9 and Series 10 exams. Randi O'Neill has worked with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. in the past. Randi O'Neill specializes in providing financial advice to individuals, families, and businesses. The advisor has experience working with high net worth individuals, corporations, charitable organizations, pension plans, and other institutions. Randi O'Neill is committed to providing her clients with personalized financial advice and guidance.

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

Equitable Advisors, LLC

location

SAN DIEGO, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Randle Schumacher is a financial advisor with over 20 years of experience. Randle is currently registered with Equitable Advisors, LLC and has held past registrations with LPL Financial LLC, AXA Advisors, LLC, Wealthforge, LLC and New England Securities. Randle is also a registered principal and has licenses in both California and Nevada. Randle is a dedicated financial advisor with a proven track record of success.

SPECIALIZATIONS

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

Morgan Stanley | CFA ® (Certifications)

location

San Francisco, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Randolph Peterson is a financial advisor with Morgan Stanley. Randolph has been in the financial services industry for over 19 years. Prior to joining Morgan Stanley, Randolph was a financial advisor at First Republic Securities Company, LLC. Randolph is licensed to provide financial advice in 53 states and the District of Columbia. Randolph specializes in providing financial advice to individuals, families, and businesses.

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

Thousand Oaks, CA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randolph Smarr Miller is a financial advisor at Transamerica Financial Advisors, Inc. Randolph has been in the financial services industry since December 11, 2012. Randolph specializes in providing financial planning and portfolio management services to individuals and businesses. Randolph is also registered to provide financial advice in California and Colorado. Randolph Miller is a Registered Representative and Investment Advisor Representative.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

SAN DIEGO, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Randolph Toledo is a financial advisor with Cetera Investment Advisers LLC. Randolph has been working in the financial services industry since December 2003. Randolph is registered with the state of California as an investment advisor representative. Randolph is also registered with the state of Texas as an investment advisor representative, but this registration is currently a resident registration. Randolph is licensed to offer a variety of financial services, including financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

BODEGA BAY, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randolph Christopher Breaux has been active in the financial services industry since 1993. Randolph is currently registered with Cetera Investment Advisers LLC and is based in BODEGA BAY, CA. Previously, Randolph was registered with USI SECURITIES, INC. in SAN FRANCISCO, CA, FINANCIAL NETWORK INVESTMENT CORPORATION in EL SEGUNDO, CA, AETNA INVESTMENT SERVICES, INC. in WINDSOR, CT and AETNA LIFE INSURANCE AND ANNUITY COMPANY in HARTFORD, CT. Randolph is a Series 6, 63 and 65 licensed financial professional with over 30 years of experience in the industry. Randolph has extensive experience in financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. In addition to Randolph's financial services career, Randolph is the president and owner of Breaux Benefits Group DBA Breaux Benefits Insurance Services, a group insurance company.

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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