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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Scott Andrew Daggan is a financial advisor at Cetera Investment Advisers LLC, where Scott is registered as a Registered Representative and Investment Advisor Representative. Scott has been working in the financial services industry for over 5 years. Scott is also a Certified Financial Planner. Scott holds Series 63, 65, 7, and SIE licenses and is registered in Pennsylvania. Scott is a board member and president of the Chester County Herpetological Society.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RIVERSIDE, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Scott McIntire is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Scott has been in the industry since August 2005. Scott has Series 7, 9, 10, 31, 63, and 66 licenses as well as a Series SIE license. Scott is registered to offer securities and investment advisory services in Arizona, California, Colorado, Florida, Idaho, Kansas, Massachusetts, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Wisconsin. Scott's previous employment was with MORGAN STANLEY DW INC. Scott is currently affiliated with the Riverside, CA office of Merrill Lynch, Pierce, Fenner & Smith Inc.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott O'Connell is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Scott has been in the financial services industry since September 21, 2009, and is registered to provide investment advice in 27 states and territories. Scott specializes in providing investment advice and portfolio management services to individuals, businesses, and high-net-worth clients. Scott has a broad range of experience in the financial services industry, including providing financial planning, portfolio management, and investment advice. Scott's current employment is with Merrill Lynch, Pierce, Fenner & Smith Inc., which is a leading financial services firm with a strong reputation for providing high-quality financial advice and investment services.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN FRANCISCO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Scott Clayton is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Scott is licensed to provide securities and investment advisory services in multiple states including California, Texas, Arizona, Colorado, and many others. Scott has been in the securities industry since 2022. Scott has passed the Series 7TO and SIE exams as well as the Uniform Combined State Law Examination (Series 66).

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

LPL Financial LLC

location

FREMONT, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Scott Robert Belshaw is a financial advisor at LPL Financial LLC, a large financial services firm with offices across the country. Scott has been in the financial services industry since 2012. Scott has a broad range of experience, having worked for Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott holds licenses to offer investment advice in California and New York. Scott holds Series 7, 9, 10, and 66 securities licenses. Scott also has a Series SIE license.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN FRANCISCO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Scott Michael Buoy is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in SAN FRANCISCO, CA. Scott has been in the securities industry since 2008. Previously, Scott has worked with J.P. MORGAN SECURITIES LLC and GOLDMAN, SACHS & CO.. Scott is registered in several states, including California, Texas, Arizona, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Indiana, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Dakota, Utah, Washington, and Wyoming.

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

Wells Fargo Clearing Services, LLC

location

CORTE MADERA, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Scott Geller is a financial advisor at Wells Fargo Clearing Services, LLC. Scott has been in the industry since 2008 and has experience in a number of different financial services firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Scott is licensed in several states including California and Texas. Scott has a diverse range of certifications, including Series 7 and Series 6, demonstrating a strong understanding of investment products and strategies. His experience and qualifications enable him to provide comprehensive financial advice and guidance to a wide range of clients.

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

Park Avenue Securities LLC

location

SACRAMENTO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Scott Anstine is a registered representative with Park Avenue Securities LLC. Scott is licensed to offer securities in California and Virginia. Scott has been in the industry since May 2022 and has experience in providing investment advice, financial planning, and educational seminars. Scott has Series 6, Series 63 and SIE licenses. Prior to joining Park Avenue Securities LLC, Scott was affiliated with NYLIFE SECURITIES LLC.

SPECIALIZATIONS

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

Concurrent Investment Advisors, LLC

location

San Diego, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Scott Christopher Benson is a financial advisor with over 17 years of experience in the industry. Currently, Scott is an Investment Advisor Representative with Concurrent Investment Advisors, LLC. Scott has a proven track record of success in providing financial planning, investment management, and other financial services to individuals, families, and businesses. Prior to joining Concurrent Investment Advisors, LLC, Scott was affiliated with several other firms including Raymond James Financial Services, Inc., LPL Financial LLC, Hornor, Townsend & Kent, LLC, and NFP Securities, Inc. Scott is dedicated to providing his clients with personalized financial advice that helps them achieve their financial goals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

ROSEVILLE, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Scott Dewey Hilbert is a financial professional at Equitable Advisors, LLC, a firm headquartered in New York, NY. Scott has been in the industry since July 2019. Scott's experience includes working with individuals, corporations, and charitable organizations. Scott is registered to offer investment advice in Arizona, California, Montana, and Nevada.

SPECIALIZATIONS

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

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