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

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Tariq Maiden is an investment advisor representative for Lido, with experience in the financial services industry since 2016. Tariq Maiden holds Series 63, 66, 7 and SIE licenses. Tariq Maiden has a strong background in financial planning and portfolio management for individuals, businesses, and investment companies. Lido provides a variety of financial planning and investment management services. Lido is headquartered in Los Angeles, California.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

BEVERLY HILLS, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tarissa Cardoso is an investment advisor representative associated with J.P. Morgan Securities LLC. Tarissa has been in the industry since January 2018. Tarissa is registered to offer securities services in 53 states and the District of Columbia, as well as to provide investment advice in 3 states. Tarissa has earned the Series 6, Series 7, Series 63, and Series 66 licenses. Tarissa's previous experience includes roles at BBVA Securities Inc. and BBVA Compass Insurance Agency, Inc.

SPECIALIZATIONS

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

Mission Wealth Management, LP | CFP ® (Certifications)

location

SAN RAFAEL, CA

0 Disclosures

ADVISOR BIO

Tarren Nathaniel Schaar is a financial advisor with Mission Wealth Management, LP in Santa Barbara, California. Tarren also works with JLFRANKLIN WEALTH PLANNING, LLC in San Rafael, California. Tarren is registered with the state of California and Texas. Tarren has earned the Certified Financial Planner designation and specializes in family wealth management.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

SACRAMENTO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Tarunjit Sunny Ahluwalia is a financial professional with over nine years of experience in the industry. Tarunjit is currently a Registered Representative and Investment Advisor Representative associated with Fidelity Personal and Workplace Advisors. Prior to joining Fidelity Personal and Workplace Advisors, Tarunjit was associated with several prominent financial institutions including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Hewitt Financial Services LLC. Tarunjit has a strong track record of providing financial advice and guidance to a wide range of clients, including individuals, families, and businesses. Tarunjit holds the Series 6, Series 7, and Series 66 securities licenses.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Taryn Linn Huget is a registered investment advisor representative with LPL Financial LLC in SAN DIEGO, CA. Taryn has been in the industry since 2008 and holds the Series 7, Series 66, Series 24 and Series 99TO licenses. Taryn has been registered with LPL Financial LLC since 2012 and previously worked with WELLS FARGO ADVISORS, LLC and LPL FINANCIAL LLC.

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

Walnut Creek, CA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Taryn Horne is a financial advisor registered with Morgan Stanley and has been in the industry since May 2005. Taryn is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 66, and SIE licenses. Taryn is licensed in multiple states, including California and Texas. Taryn Horne is a registered investment advisor in Texas. Taryn Horne is affiliated with Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Taryn Horne has a history of working with individuals, high net worth individuals, insurance companies, corporations, and other businesses.

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

Raymond James & Associates, Inc.

location

Irvine, CA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Taryn Moll is a financial advisor with Raymond James & Associates, Inc. Taryn has been in the industry since 1988. Taryn has passed both the Series 7 and Series 63 exams and is registered with the FINRA. Taryn is also registered with the states of California, Arizona, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia and Washington. Taryn has been a registered representative for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Paine Webber Incorporated. Taryn Moll also holds a Series 65 and is registered with the states of California and Texas as an Investment Advisor Representative. Taryn is currently located in Irvine, California.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

INDIAN WELLS, CA

experience

16 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Tasha K Posa is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Tasha has been in the securities industry since December 6, 2008. Tasha is registered to provide investment advice in 37 states and the District of Columbia. Tasha has passed the Series 7, Series 66 and SIE exams. Tasha holds specializations in Fixed Income Securities, Options, Mutual Funds, Variable Products and Annuities. Tasha works out of the Indian Wells, CA office. Prior to joining Merrill Lynch, Tasha was registered with Investors Capital Corp. in Lynnfield, MA and with Merrill Lynch in New York, NY.

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

Morgan Stanley

location

Modesto, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Tasha Way is a financial advisor with Morgan Stanley and has been in the industry since February 7, 2002. Tasha has a Series 7 and Series 66 licenses, and is registered in 44 states. Tasha's previous experience includes working at Citigroup Global Markets Inc. and Strong Investments, Inc. Tasha is based in Modesto, California. Tasha specializes in a wide range of financial services, including portfolio management for individuals, businesses, and investment companies. Tasha's firm, Morgan Stanley, has a long history of providing financial services to clients of all types and sizes.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FAIRFIELD, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Tashenah McKneely is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Tashenah is based in Fairfield, CA, where she has been in the industry since March 31, 2019. Tashenah is registered to provide investment advice in multiple states, including Arizona, California, Florida, Nevada, Oregon, Tennessee, Texas, and Washington. Tashenah holds Series 66, 7TO, and SIE licenses. Tashenah has experience providing portfolio management for businesses and individuals, as well as financial planning and pension consulting 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

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