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

Raymond James & Associates, Inc.

location

NEWPORT BEACH, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Sean Alexander Tsaconas is a financial advisor currently registered with Raymond James & Associates, Inc. located in NEWPORT BEACH, CA. Sean is active in the Broker/Dealer and Investment Advisor industries. Sean is registered to conduct securities business in 42 states and is also registered as an Investment Advisor in 2 states. Sean has a diverse range of experience in the industry, having previously worked with firms such as Morgan Stanley and Wells Fargo Advisors, LLC. Sean is a licensed financial advisor and holds Series 7, 66 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

SAN DIEGO, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sean Manatt is a financial advisor with Edward Jones. Sean has been working in the financial services industry since 2007. Sean has a Series 66, Series 7 and SIE license. Sean is registered in 23 states. Sean has a strong focus on providing financial planning, pension consulting, and selection of other advisors, along with portfolio management for businesses and individuals. Edward Jones is a leading provider of financial services with a strong commitment to personalized service.

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

LOS ANGELES, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sean Lindenau is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Los Angeles, CA. Sean has been a registered financial advisor since 2019 and has a broad range of experience in the industry. Sean specializes in providing financial advice to a variety of clients, including individuals, businesses, and institutions. Sean is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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

Centaurus Financial, Inc.

location

WEST HILLS, CA

experience

10 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Sean Burr is a registered investment advisor representative with Centaurus Financial, Inc. Sean has been working in the financial industry since 2015. Sean is registered to offer investment advisory services in Arizona, California, Colorado, Georgia, Idaho, Iowa, Michigan, Minnesota, Missouri, Nevada, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. Sean is licensed to offer securities products through Centaurus Financial, Inc. and investment advisory services through Centaurus Financial, Inc. Sean is also active in the financial services industry and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

TORRANCE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Sean Tompkins is a financial advisor with Ameriprise Financial Services, LLC, based in Torrance, California. Sean has been in the industry since 2012. Sean holds the Series 66, Series 7, and SIE licenses. Sean is registered with the state of California and other states. Sean has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Sean specializes in providing financial planning, asset allocation services, pension consulting, and portfolio management.

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

U.s. Bancorp Investments, Inc.

location

Hawthorne, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sean Banks is a financial professional with over 11 years of experience in the financial services industry. Sean has a Series 6, Series 63 and SIE license and is registered in California. Sean is currently employed with U.s. Bancorp Investments, Inc. and has previously worked with UNIONBANC INVESTMENT SERVICES, LLC. Sean specializes in providing financial advice to individuals, corporations, high-net-worth individuals, and charitable organizations. Sean's primary office is located at 12801 Hawthorne Blvd in Hawthorne, CA.

SPECIALIZATIONS

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

Westmount Partners, LLC | CFP ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Sean Cauvel is a registered investment advisor representative in California and is currently employed at Westmount Partners, LLC. Sean has been in the industry for over 25 years and holds the Series 6, Series 26 and Series 63 licenses. He is also a Certified Financial Planner. Sean has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. Sean specializes in financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

FRESNO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Sean Tomajan is a financial advisor with LPL Financial LLC. Sean has been in the financial services industry since 2014 and has experience with both brokerage and advisory services. Sean has worked with a variety of firms including T3 Trading Group, LLC, Voya Financial Advisors, Kestra Investment Services, LLC, and Founders Financial Securities LLC. Sean holds a Series 7, Series 66, and SIE license and is also a Certified Financial Planner. Sean is registered to provide both brokerage and investment advisory services in California.

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
location

Newport Beach, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Sean Davitt is a financial advisor at Morgan Stanley in Newport Beach, CA. Sean has been in the financial services industry for over 2 years and is registered to conduct business in 51 states and the District of Columbia. Sean holds Series 66, Series 7TO, and SIE licenses. Sean specializes in working with high-net-worth individuals, insurance companies, charitable organizations, investment companies, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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

Osaic Wealth, Inc.

location

YUBA CITY, CA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean McCabe is a financial advisor with over 20 years of experience in the financial services industry. Sean is currently registered with Osaic Wealth, Inc. and has previously worked with firms like Woodbury Financial Services, Inc. and Questar Capital Corporation. Sean has a strong background in financial planning, portfolio management, and insurance. Sean is committed to helping clients 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

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