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

Wells Fargo Clearing Services, LLC

location

SAN DIEGO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Y Hidayat is a financial advisor with Wells Fargo Clearing Services, LLC in San Diego, California. Ronald has been in the industry since July 2002 and has experience working with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in San Francisco, California. Ronald is licensed to sell securities in 40 states and holds the Series 7, Series 63 and SIE licenses. Ronald is also registered as an Investment Advisor Representative in California and Texas. Ronald is a highly experienced advisor who can help clients with their financial planning needs. In addition to his work at Wells Fargo Clearing Services, LLC, Ronald is also involved in a rental property business and is a tennis coach.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Daniel Paulos is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Ronald holds Series 7, Series 66, and SIE licenses and is registered in 52 states and the District of Columbia. Ronald has over 3 years of experience in the financial services industry.

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

Osaic Wealth, Inc. | CFC ® (Certifications)

location

GILROY, CA

experience

44 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ronald Pray is a financial advisor with over 40 years of experience. Ronald is a registered representative of Osaic Wealth, Inc. based in Gilroy, California. Ronald has a strong background in financial planning, investment management, and insurance. Ronald specializes in helping individuals and families 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

Cetera Investment Advisers LLC

location

WINNETKA, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Takao Sera is an investment advisor representative with Cetera Investment Advisers LLC and is currently registered with the states of California and Texas. Ronald has over 28 years of experience in the financial services industry, having previously worked with CETERA ADVISOR NETWORKS LLC, FINANCIAL WEST GROUP and AIG FINANCIAL ADVISORS, INC. Ronald is a highly experienced professional holding several industry licenses and is committed to providing expert financial advice and guidance 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
location

PLACERVILLE, CA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Anthony Jacob is a registered representative with Edward Jones, located in PLACERVILLE, CA. Ronald has been in the securities industry since March 2000. Ronald is registered with FINRA and has licenses to operate in several states including California, Texas, Florida, and Oregon. The firm has a strong focus on financial planning and portfolio management for individuals and businesses. They offer a wide range of services, including investment planning, retirement planning, and college savings planning. The firm has been serving clients for over 100 years and has a strong reputation for providing quality advice and service.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SAN MATEO, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Lee Bland is a registered investment advisor representative with Osaic Wealth, Inc., in San Mateo, California. Ronald has been in the industry since 1985 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Ronald holds the Series 7, Series 63, and Series 66 licenses. Ronald also holds the SIE license. Ronald is a highly experienced financial advisor with a strong 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
location

Woodland Hills, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Fred Masino is a financial advisor with Morgan Stanley. Ronald Masino has been working in the financial industry since July 25, 1993. Ronald Fred Masino is registered with the state of California and Texas. Ronald Fred Masino is also licensed to sell a variety of financial products including securities, futures, and managed funds. Ronald Fred Masino has passed the Series 7, Series 10, Series 9, Series 31, and SIE exams. In addition to his work with Morgan Stanley, Ronald Fred Masino has held positions with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

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

LPL Financial LLC

location

OCEANSIDE, CA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ronald David Bussey is a financial advisor registered with LPL Financial LLC. Ronald has over 30 years of experience in the financial services industry. Ronald has been with LPL Financial since 2002. Ronald specializes in providing financial planning, portfolio management for businesses and individuals, and consulting.

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

Edelman Financial Engines | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Ronald Michael Sisk is an Investment Advisor Representative at Edelman Financial Engines with over 20 years of experience in the industry. Ronald is registered in California and Texas. He holds the Series 66, SIE and Series 7 licenses. Ronald is also a Certified Financial Planner. He is known for providing financial planning, portfolio management, and educational seminars to clients.

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
Unclaimed

Fidelity Personal AND Workplace Advisors

location

MOUNTAIN VIEW, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Martinus Gunawan is a financial advisor with Fidelity Personal And Workplace Advisors in MOUNTAIN VIEW, CA. Ronald has been in the industry since 2014 and has experience with a variety of firms including J.P. MORGAN SECURITIES LLC and BBVA Securities Inc.. Ronald specializes in providing financial planning, educational seminars and selection of other advisors services for individuals and businesses.

SPECIALIZATIONS

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

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