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

Charles Schwab & CO., Inc.

location

San Francisco, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Renata Rodriguez is a financial advisor with over 17 years of experience in the industry. Renata is currently registered with Charles Schwab & Co., Inc., where she serves as an Investment Advisor Representative. Prior to joining Charles Schwab, Renata worked as an Investment Advisor Representative with AMERIPRISE FINANCIAL SERVICES, INC. She is also licensed to offer financial advice in over 50 states. Renata has expertise in a variety of financial areas, including financial planning, investment management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed
location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Renata Jaskiewicz is a financial advisor who has been in the industry since 2009. Renata is currently registered with LPL Financial LLC in California and Texas. Renata has passed the Series 66, Series 7, and SIE exams. Renata also offers other services to her clients, including tax preparation, non-variable insurance, and notary public.

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

Stratos Wealth Partners, Ltd. | CFP ® (Certifications)

location

Redwood City, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Renata Karin Carico is a financial advisor with over 11 years of experience in the industry. Renata is currently registered with Stratos Wealth Partners, Ltd. and holds Series 66, Series 7 and SIE licenses. Renata also holds the Certified Financial Planner designation. Renata has a proven track record of helping individuals and families achieve their financial goals. Renata specializes in providing financial planning, portfolio management, and retirement planning services. Renata is committed to providing her clients with personalized financial advice and guidance. Prior to joining Stratos Wealth Partners, Ltd., Renata worked as a financial advisor at OSAIC WEALTH, INC., Securities America, Inc. and Raymond James Financial Services, Inc. Renata is also a licensed real estate agent in California and Alabama.

SPECIALIZATIONS

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

Emerson Equity LLC

location

San Diego, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Renata Lance is an investment advisor representative with Emerson Equity LLC, located in San Mateo, California. Renata has been in the industry since 2009 and has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. Renata also provides financial planning services and is a registered representative with Series 63, 66 and 7 licenses. In addition to her work at Emerson Equity LLC, Renata also works as a owner of several businesses outside of the financial sector.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)
Unclaimed

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Renato Reantillo Echiverri is an active investment advisor representative at Wedbush Securities Inc., with over a decade of experience in the industry. Renato has Series 99 and SIE licenses. Renato specializes in several areas, including portfolio management, financial planning, and educational seminars. Renato's dedication to providing exceptional service and guidance makes him a valuable asset to his clients.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SEAL BEACH, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Rendi Wijaya is an Investment Advisor Representative with J.P. Morgan Securities LLC in SEAL BEACH, CA. Rendi has been in the industry since 2008, and has a combined experience of over 15 years as an Investment Advisor Representative with firms such as MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SIGNATOR INVESTORS, INC. and J.P. Morgan Securities LLC. Rendi holds licenses in multiple states, including California, Texas, Arizona, Colorado, Florida, Idaho, Illinois, Louisiana, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Washington and Wisconsin. Rendi specializes in providing financial planning and portfolio management services to individuals, businesses and high-net-worth individuals.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Pasadena, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Rene Saenz is a financial advisor with Charles Schwab & CO., Inc. in Pasadena, CA. Rene has been a registered representative for over 8 years and provides financial planning and selection of other advisors services to clients. Rene has a broad background in finance, having worked for JP Morgan Chase and Last Looks LLC before joining Charles Schwab.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Planmember Securities Corp.

location

Campbell, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Rene Quijano Rocamora is a financial professional with over 20 years of experience in the industry. Rene is currently registered with Planmember Securities Corp. and has been with the firm since August 2011. Rene has a strong background in providing investment advisory services, financial planning, and pension consulting. Rene is also the CEO/President of Employee Benefits Services Group and the President/CEO of Employee Benefits Services & Advisors, Inc. both based in Campbell, California.

SPECIALIZATIONS

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

Lincoln Investment

location

Glendora, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Rene Rodriguez is a financial professional with over 6 years of experience in the industry. Rene is registered with Lincoln Investment and K2 Financial Inc. and holds Series 6, 63 and 65 licenses. Rene also has a SIE license. Rene is a registered Investment Advisor Representative for K2 Financial Inc. and is a Licensed Insurance Agent/Producer. Rene is based in Glendora, CA.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ORANGE, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Rene Ventura is a financial professional with Wells Fargo Clearing Services, LLC. Rene has been in the industry since 2016 and is licensed to provide investment advice in California. Rene has passed the Series 6, Series 7, Series 63 and SIE exams. Rene specializes in providing a variety of investment services to individuals, corporations, and institutions.

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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