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

J.p. Morgan Securities LLC

location

Novato, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Azura Campbell is a licensed financial advisor with J.p. Morgan Securities LLC, a firm that specializes in providing comprehensive financial solutions for individuals, businesses, and institutions. Azura holds several industry certifications including the Series 6TO, SIE, and Series 63 exams. Azura focuses on providing individualized financial planning and investment management services to help clients reach their financial goals.

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

MODESTO, CA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

B. Gill is an active investment advisor representative with over 29 years of experience in the financial industry. B. Gill is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since January 1995. B. Gill has held prior positions with OLDE DISCOUNT CORPORATION and Bank of America, N.A.. B. Gill holds a Series 63 license and a Series 65 license, as well as other FINRA registrations. B. Gill specializes in providing portfolio management for businesses and individuals, as well as pension consulting and educational seminars.

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

Integrity Wealth Partners, LLC

location

WALNUT CREEK, CA

0 Disclosures

ADVISOR BIO

B. Ryder Brose is a registered investment advisor representative with Integrity Wealth Partners, LLC, located in WALNUT CREEK, CA. B. Ryder Brose has been in the industry since 2008 and has experience with LPL FINANCIAL LLC. B. Ryder Brose has passed the Series 7 and Series 66 exams. B. Ryder Brose provides financial planning services as well as portfolio management services for individuals and businesses. B. Ryder Brose is registered in California and Louisiana.

SPECIALIZATIONS

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

Hightower Advisors, LLC

location

Beverly Hills, CA

0 Disclosures

ADVISOR BIO

B. Blaine Lourd is an Investment Advisor Representative with Hightower Advisors, LLC in Beverly Hills, CA. B. Blaine Lourd has been in the financial services industry since 1987. Prior to joining Hightower Advisors, LLC, B. Blaine Lourd was employed by A. G. Edwards & Sons, Inc. in Beverly Hills, CA, Oppenheimer & Co. Inc. in New York, NY, CIBC World Markets Corp. in New York, NY, Dean Witter Reynolds Inc. in Purchase, NY, Bear, Stearns & Co. Inc. in New York, NY, Shearson Lehman Hutton Inc. in New York, NY, and E. F. Hutton & Company Inc. B. Blaine Lourd is licensed in California. B. Blaine Lourd is a graduate of the University of Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

SACRAMENTO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Babak Adeli is a registered representative with Wells Fargo Clearing Services, LLC. Babak is licensed in California. Babak has been in the industry since 2020. The advisor is a licensed investment advisor representative and has been in the securities industry since 2020. Babak has passed the Series 7TO, Series 66 and the Series 6TO 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

Osaic Wealth, Inc.

location

FAIR OAKS, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Babak Payvandi is a financial advisor associated with Osaic Wealth, Inc. in FAIR OAKS, CA. Babak has been a registered representative in the financial industry since December 18, 2001. In addition to being a financial advisor for Osaic Wealth, Inc. Babak has previously held positions at Securities America, Inc. and Cetera Advisor Networks LLC. Babak has a Series 7, Series 63 and SIE license and is registered to sell securities in 11 states including Arizona, California, Colorado, Florida, Idaho, Montana, Nevada, Ohio, Tennessee, Texas and Wyoming. Babak is a specialist in a wide range of investment services including Financial Planning, Pension Consulting, Portfolio Management for Individuals and Portfolio Management for Businesses.

SPECIALIZATIONS

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

Legacy Wealth Management, LLC

location

Newport Beach, CA

0 Disclosures

ADVISOR BIO

Babak Kooros is a financial advisor with Legacy Wealth Management, LLC in Newport Beach, CA. Babak has a Series 65 license. Babak has been a financial advisor for over 7 years and has experience in the insurance and real estate industries. Babak is registered to provide investment advice in California. The firm specializes in financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BEVERLY HILLS, CA

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Babak Zaringhalam is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Babak Zaringhalam has been in the industry since 2022 and has a current active registration in both the broker-dealer and investment advisor capacities. Babak Zaringhalam is registered with the state of California, as well as a resident in Texas. Babak Zaringhalam specializes in portfolio management, investment advice, and financial planning. Babak Zaringhalam is also a CEO of Panacea Skin LLC.

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

Canter Wealth | CFP ® (Certifications)

location

LA JOLLA, CA

0 Disclosures

ADVISOR BIO

Babak Gahvari is a financial advisor with Canter Wealth. Babak has been in the industry for over 15 years and is registered in both California and Texas. Babak's previous experience includes working at DFA Securities LLC. Babak holds the Series 7 and Series 63 licenses and is a Certified Financial Planner. Babak specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Babak works with both high-net-worth individuals and individuals other than high-net-worth.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

RANCHO CORDOVA, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Babita Samtani is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since November 2014. Babita has a strong track record of providing financial advice and investment services to individuals, businesses, and institutions. Babita is committed to helping clients achieve their financial goals through a personalized approach and a deep understanding of their needs. Babita is registered in the state of California and holds a variety of securities licenses.

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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