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

Transamerica Financial Advisors, Inc.

location

CARSON, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Valechia Hicks is a financial advisor registered with Transamerica Financial Advisors, Inc. in California and Georgia. Stephanie has been working in the financial industry since 2003. Stephanie is also an insurance agent offering Medicare services to seniors. Stephanie has experience in real estate and owns Freedom Equity, a real estate company.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Mana Financial Life Design | CFA ® (Certifications)

location

GLENDALE, CA

0 Disclosures

ADVISOR BIO

Stephanie Bucko is a financial advisor with Mana Financial Life Design. Stephanie has been in the financial industry since 2010 and is registered in California, New York, and Texas. Stephanie holds the Chartered Financial Analyst designation. Stephanie is also the Chief Information Officer of Mana Management Partners dba Mana Money School, a financial education course provider.

SPECIALIZATIONS

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

ENCINITAS, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Sobieck-peters is a financial advisor with LPL Financial LLC in Encinitas, California. Stephanie has been in the financial services industry since December 12, 2005. She holds the Series 63, SIE and Series 7 licenses. Stephanie has a strong track record of success in helping clients achieve their financial goals. She is committed to providing her clients with personalized financial advice and guidance. Stephanie is a member of the Financial Industry Regulatory Authority (FINRA) and is registered to provide investment advice 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Leigh Titus is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been working in the industry since 2010, focusing on providing financial advice to individuals, businesses, and retirement plans. Stephanie has earned the Series 66, 7TO and SIE licenses.

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

Corvus Wealth Advisors LLC

location

TEMPLETON, CA

0 Disclosures

ADVISOR BIO

Stephanie Kemp is a financial advisor at Corvus Wealth Advisors LLC. Stephanie has been in the financial services industry since 2012. Stephanie has a Series 6, Series 63, Series 65 and a SIE license and holds a current registration with California. Stephanie is a volunteer with United Way and a mentor with Thrive Mentor Program.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

PALM DESERT, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Barsness is a financial advisor working with RBC Capital Markets, LLC in Palm Desert, CA. Stephanie has been in the industry since 1995 and is registered in 34 states and the District of Columbia. Stephanie specializes in providing financial advice and portfolio management for individuals, businesses, pension plans, foundations, and a variety of other entities. Stephanie holds Series 7, 9, 10, 63 and SIE licenses. Prior to joining RBC Capital Markets, LLC, Stephanie worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

NORTH HOLLYWOOD, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Ceja is a registered representative with J.p. Morgan Securities LLC, licensed to provide investment advice in California. Stephanie has been in the industry since June 20, 2024, and holds the Series 63, Series 6TO and SIE licenses. Stephanie's firm, J.p. Morgan Securities LLC, is a large, diversified financial services firm headquartered in New York City. J.p. Morgan Securities LLC offers a wide range of investment products and services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Allworth Financial, LP | CFP ® (Certifications)

location

FOLSOM, CA

0 Disclosures

ADVISOR BIO

Stephanie Motzkus-bakan is a financial advisor with Allworth Financial, LP in Folsom, California. Stephanie holds the Series 7 and Series 66 licenses, and is a Certified Financial Planner. She has been in the industry since 2009. Stephanie has previous experience with TD Ameritrade, Inc., Royal Alliance Associates, Inc., and Protected Investors of America. Stephanie provides financial planning, portfolio management, and pension consulting to individuals, businesses, and non-profit organizations.

SPECIALIZATIONS

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

Onyx Bridge Wealth Group LLC

location

Santee, CA

0 Disclosures

ADVISOR BIO

Stephanie Poche is a financial advisor with Onyx Bridge Wealth Group LLC. Stephanie has been in the industry for over 10 years and has experience providing financial advice to individuals, businesses, and retirement plans. Stephanie is registered in California as an Investment Advisor Representative.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

TORRANCE, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Kang is a financial advisor at Fidelity Personal And Workplace Advisors. Stephanie has been in the financial services industry since 2020. Stephanie is registered to provide investment advice in California and Texas. Stephanie is licensed to sell securities in 41 states. Stephanie specializes in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

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

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