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

J.p. Morgan Securities LLC

location

BERKELEY, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Rupesh Baraili is a financial advisor registered with J.p. Morgan Securities LLC. He is currently licensed in California and is authorized to conduct business as a broker-dealer, but not as an Investment Advisor. Rupesh has passed the Series 63, Series 6TO, and SIE exams. He specializes in various financial products and services, including investment company products, variable contracts, and financial planning. Rupesh is a valuable resource for individuals and corporations looking for guidance on their financial needs.

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

HAYWARD, CA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Rupinder Grewal is a financial advisor with J.P. Morgan Securities LLC, located in Hayward, California. Rupinder has over 16 years of experience in the financial services industry and holds a Series 63 license, a Series 6 license, and a SIE. Rupinder was previously registered with Citigroup Global Markets Inc. and Citicorp Investment Services. Rupinder specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, high net worth individuals, insurance companies, and labor unions. Rupinder can assist with a wide range of financial planning needs, including portfolio management, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ruri Im is a financial advisor with Equitable Advisors, LLC, registered in California. Ruri specializes in a variety of financial planning services and has been in the industry since 2021. Ruri's professional credentials include passing the Series 63, Series 7TO, and SIE exams.

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

EL SEGUNDO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ruslan Safin is a registered representative of Ameriprise Financial Services, LLC. Ruslan has been in the securities industry since May 2023. Ruslan is registered with the state of California and holds the following securities licenses: Series 66, Series 7TO, and SIE. Ruslan's office is located in El Segundo, California. Ruslan has been employed at Ameriprise Financial Services, LLC since May 2023. Ruslan has also been employed at Electric Supply Connection, Inc. and Patrick Kealy Construction. Ameriprise Financial Services, LLC is a financial services company that offers a wide range of products and services, including financial planning, investment management, insurance, and retirement planning.

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

J.p. Morgan Securities LLC

location

Lafayette, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Russ Bizhko is an investment advisor representative, with over 14 years of experience in the financial services industry. Russ is currently registered with J.P. Morgan Securities LLC in Lafayette, California, and has been registered with the firm since July 2014. Prior to joining J.P. Morgan Securities LLC, Russ was employed by HSBC Securities (USA) Inc. in DEPEW, New York, from March 2010 to July 2014.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RANCHO SANTA FE, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Russel J. Upton has been in the financial services industry since 2001 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Previously, Russel J. Upton worked at CITY NATIONAL SECURITIES, INC. and BANC OF AMERICA INVESTMENT SERVICES, INC.. Russel J. Upton holds Series 6, 7, 31, and 66 licenses. Russel J. Upton's specialties include Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Educational Seminars, and Selection of Other Advisers.

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

Cetera Investment Advisers LLC

location

FRESNO, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Russel James Dritsas is an investment advisor representative at Cetera Investment Advisers LLC, with over 20 years of experience in the financial services industry. Russel has experience providing financial planning services, pension consulting, educational seminars, and portfolio management services for both individuals and businesses. Russel has a Series 7, Series 66, and SIE license. Russel is registered with the state of California and Texas.

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

NEWPORT BEACH, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Russel J. Deremer is a financial professional with over 8 years of experience in the financial services industry. Russel is currently registered with J.P. Morgan Securities LLC, a leading investment firm, and is able to provide investment advice in California and Texas. Russel has previously worked for Foreside Fund Services, LLC and Credit Suisse Securities (USA) LLC. Russel holds multiple industry licenses including Series 3, 7, 63, 66, and 87. Russel is committed to providing high-quality financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Pleasanton, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Russel Singer is an investment advisor representative with MML Investors Services, LLC. Russel has been working in the financial industry since 2003 and holds Series 66, 7 and SIE licenses. Russel also has a current registration with the state of California. Russel is a licensed insurance agent and offers a range of insurance products.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

FOLSOM, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Russel Louis Phelps is a financial advisor with over 30 years of experience in the industry. Phelps is currently registered with Ameriprise Financial Services, LLC and holds Series 63, Series 7 and SIE licenses. Phelps specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Phelps is also registered as an investment advisor in California and Texas.

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

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