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

J.p. Morgan Securities LLC

location

OAKLAND, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Siuwai Louis chan is a registered representative with J.P. Morgan Securities LLC. Siuwai holds Series 63, Series 6TO, and SIE licenses and is registered in California. Siuwai is located in Oakland, California.

SPECIALIZATIONS

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

Alliancebernstein LP

location

SAN FRANCISCO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sivan Krems is a financial advisor with Alliancebernstein LP in San Francisco, California. Sivan has been in the industry since August 1, 2019. Sivan has experience working with high-net-worth individuals, investment companies, pooled investment vehicles, insurance companies, state or municipal government entities, and charitable organizations. Sivan is a registered investment advisor in California. Sivan holds Series 7, Series 66 and SIE licenses. Prior to joining Alliancebernstein LP, Sivan was employed by BlackRock Investments, LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

WALNUT, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Siyi Li is a registered representative with J.P. Morgan Securities LLC in Walnut, CA. Siyi Li has been in the industry since September 2021 and is registered to offer securities in California. Siyi Li has passed the Series 63, Series 6TO, and SIE exams. J.P. Morgan Securities LLC is a large, well-established firm with over $249 billion in assets under management.

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

IRVINE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Siyuan Li is a financial advisor associated with J.P. Morgan Securities LLC, licensed to operate in California, Colorado, Illinois, New Jersey and Texas. Siyuan Li's professional experience includes a focus on investments, working in the financial services industry for over a year. Siyuan Li has passed Series 63, Series 6TO and SIE exams. The advisor is registered as a broker and investment advisor representative.

SPECIALIZATIONS

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

U.s. Bancorp Investments, Inc.

location

Pleasanton, CA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Skandapriya Ganesan is a financial professional registered with U.S. Bancorp Investments, Inc. in Pleasanton, California. Skandapriya has been in the industry since January 2, 2020, and is currently registered in California. Skandapriya specializes in providing financial advice to individuals and businesses.

SPECIALIZATIONS

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

Ocean Avenue Wealth Management

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Skip Demoss Zwahlen is a financial advisor with Ocean Avenue Wealth Management. Skip has been in the industry since 2005 and is registered in California and Texas. Skip has experience in a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Skip is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Saint Helena, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sky Ryan Antoon is a financial professional with J.P. Morgan Securities LLC. Sky Ryan Antoon is licensed to provide securities advice in California. Sky Ryan Antoon's professional experience includes a variety of financial services. Sky Ryan Antoon is an active advisor with J.P. Morgan Securities LLC.

SPECIALIZATIONS

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

Oneamerica Securities, Inc.

location

Newport Beach, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Sky Hikari Tetsuka is a financial advisor with Oneamerica Securities, Inc. located in Newport Beach, CA. Sky Hikari Tetsuka has been in the financial services industry since March 10, 2004 and has a strong track record of success. Sky Hikari Tetsuka is dedicated to providing her clients with personalized financial advice and investment strategies to help them achieve their financial goals. Sky Hikari Tetsuka is committed to building long-lasting relationships with her clients based on trust, integrity, and transparency.

SPECIALIZATIONS

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

Independent Financial Group, LLC

location

PALM DESERT, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Skylar Holloway Brown is a financial advisor with Independent Financial Group, LLC, an investment firm based in San Diego, California. Skylar is registered to provide both investment advisory and brokerage services in California, Colorado, and Washington. Skylar's primary location is in Palm Desert, California. Skylar has been providing financial advice since 2016. Skylar's experience includes providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Skylar is also a licensed insurance agent and a participant in Leadership Coachella Valley, providing a broad range of financial services to clients.

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

San Diego, CA

0 Disclosures

ADVISOR BIO

Skylar Momsen is an investment advisor representative currently registered with J.p. Morgan Securities LLC. Skylar has been active in the financial industry since August 20, 2024, and holds a Series 7TO, Series 66 and SIE license. Skylar is also registered in all 50 U.S. states, the District of Columbia, and Puerto Rico. J.p. Morgan Securities LLC has a total of over 1,000,000 clients and manages over $249 billion in assets.

SPECIALIZATIONS

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

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