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

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sarin Puri is a registered representative with UBS Financial Services Inc. Sarin has been in the industry since September 11, 2016. Sarin has a Series 7, Series 9, Series 10, Series 24, and Series 66 license. Sarin has been registered with UBS Financial Services Inc. since November 21, 2019. Previously, Sarin was registered with AXA ADVISORS, LLC.

SPECIALIZATIONS

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

Planmember Securities Corp.

location

CARPINTERIA, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Sarina Johanna Covarrubias is a licensed representative with Planmember Securities Corp. in Carpinteria, CA. She is registered with FINRA and has been in the securities industry since November 25, 2013. Sarina specializes in providing financial planning, pension consulting, and educational seminars.

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

MML Investors Services, LLC

location

Los Angeles, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sarineh Shabandari is a financial professional with over 15 years of experience in the industry. Sarineh is currently registered with MML Investors Services, LLC, and holds a Series 6, Series 63 and SIE license. Prior to joining MML Investors Services, LLC, Sarineh was registered with MSI FINANCIAL SERVICES, INC. Sarineh is experienced in providing financial planning and portfolio management services to individuals, corporations and businesses. Sarineh is also skilled in asset allocation programs, educational seminars, and selection of other advisors.

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

J.p. Morgan Securities LLC

location

AGOURA HILLS, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sarita Monroy- villa is a financial advisor with J.p. Morgan Securities LLC. Sarita is registered with the state of California. Sarita has been in the financial industry since May 2024.

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

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sarkis Papazyan is an investment professional registered with J.P. Morgan Securities LLC. Sarkis has passed the Series 63, Series 6TO, and SIE exams and holds a current registration with California. Sarkis focuses on helping 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

J.p. Morgan Securities LLC

location

NORTH HOLLYWOOD, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Sarkis Kulakchyan is a financial advisor with J.P. Morgan Securities LLC based in NORTH HOLLYWOOD, CA. Sarkis is registered with FINRA and the state of California. Sarkis has been in the financial services industry since June 3, 2014. Sarkis holds the Series 6, SIE, and Series 63 licenses. Sarkis specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, insurance companies, and labor unions.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Roseville, CA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sarkis Aubrey Anduze is a financial advisor with Ameriprise Financial Services, LLC. Sarkis has been in the financial services industry since August 18, 2003. Sarkis is registered with the state of California and Texas. Sarkis has a Series 66 and Series 7 license. Sarkis is also a registered investment advisor. Sarkis specializes in financial planning, pension consulting, and asset allocation services. Sarkis is a volunteer judge for elementary school student essays on stocks.

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

Wells Fargo Clearing Services, LLC

location

PACIFIC PALISADES, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sarkis Karapetyan is a financial professional with Wells Fargo Clearing Services, LLC in Pacific Palisades, CA. Sarkis holds the Series 6, Series 63 and SIE licenses. Sarkis has been in the industry since February 2017.

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

Wells Fargo Clearing Services, LLC

location

BURBANK, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sarmen Hairapetian is a financial advisor registered in California. Sarmen is associated with Wells Fargo Clearing Services, LLC and has been in the industry since June 2024. Sarmen holds the Series 63, Series 6TO, and SIE 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
Unclaimed

J.p. Morgan Securities LLC

location

Irvine, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Saroj Taengkaew is an investment advisor representative with J.P. Morgan Securities LLC. Saroj has been in the securities industry since 2006 and has a diverse background working with a variety of clients and firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc.. Saroj holds Series 6, 7, 63 and 66 licenses and is registered with the Securities and Exchange Commission and several states. Saroj specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

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