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

Commonwealth Financial Network

location

Redlands, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Blaine Shira is a financial advisor who has been in the industry since December 2013. Blaine is currently registered with Commonwealth Financial Network and is located in Greenbank, Washington. Blaine has previously worked with LPL Financial, LLC. Blaine offers financial planning, pension consulting and educational seminars. Blaine also works with individuals, corporations and charitable 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

Eagle Strategies LLC

location

ROSEVILLE, CA

experience

16 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Blaine Kristopher Johnson is a registered investment advisor representative with Eagle Strategies LLC. Blaine has been in the financial industry since July 2009. Blaine's background includes working at NYLIFE Securities LLC, Kaneski Associates Financial & Insurance Services, and Blaine K. Johnson Financial and Insurance Services before joining Eagle Strategies LLC in 2021. Blaine has a range of experience, including working with individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. Blaine is registered with the following states: Alaska, Arizona, California, Colorado, Florida, Louisiana, Massachusetts, Nevada, Oregon, South Dakota, Tennessee, Texas, Washington, and Wisconsin. Blaine has a wide range of specializations including investment advisory services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Blair Lynn Piendak is an active registered representative with LPL Financial LLC. Blair has been in the industry since 2019. Blair works in the San Diego branch office of LPL Financial LLC. Blair has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Blair is registered in California as both a broker-dealer and an investment advisor.

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

Osaic Wealth, Inc.

location

San Jose, CA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Blair Hansen has been a financial professional for over 40 years, with a focus on providing individual investors, families, and businesses with financial planning, portfolio management and retirement planning services. Blair is registered to offer investment advice and securities services in 27 states. Blair works with a variety of client types, including high-net-worth individuals, charitable organizations, businesses, and pension plans. Blair currently works with Osaic Wealth, Inc., a large national RIA headquartered in Scottsdale, Arizona.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

STOCKTON, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Blair Hake is a registered investment advisor with Ameriprise Financial Services, LLC and has been in the financial services industry since August 11, 2000. Blair has a Series 66, Series 7, and Series 31 license. Blair works out of the Stockton, CA branch office. Blair is also registered with the state of Texas. Blair has a history of working with Ameriprise Financial Services, LLC. Blair also previously worked for IDS LIFE INSURANCE COMPANY and MORGAN STANLEY DW INC.. Blair has also worked as an Independent Insurance Broker, a Board of Directors, a Trustee, a Treasurer, and a President. Blair is experienced in working with individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Blair's firm offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

Kestra Advisory Services, LLC

location

ALISO VIEJO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Blair Applegate is an Investment Advisor Representative at Kestra Advisory Services, LLC. Blair has been in the financial services industry since August 10, 2010. Blair is registered in California and Texas. Blair specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Lido | CFA ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Blair Elizabeth Buick is a financial advisor registered with Lido Advisors, LLC in Los Angeles, California. Blair has been in the financial services industry for over 17 years. Blair is also a Chartered Financial Analyst and has a variety of licenses and designations. Blair specializes in providing financial planning services to individuals, corporations, and other businesses. Blair also manages investment portfolios for individuals, corporations, investment companies, and pooled investment vehicles.

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

U.s. Bancorp Investments, Inc.

location

Pleasanton, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Blair Stuart Schmidt is a financial advisor with U.S. Bancorp Investments, Inc., located in Pleasanton, CA. Blair has been working in the financial services industry for over 10 years, most recently with U.S. Bancorp Investments, Inc. and U.S. Bank. Blair holds the Series 66, Series 7TO, and SIE licenses and has a strong record of providing financial guidance and investment management services to individuals, businesses, and institutions. Blair specializes in providing financial planning, portfolio management, and investment advisory services. Blair's clients include high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

SAN RAFAEL, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Blair Lawton Martin is a financial advisor with Equitable Advisors, LLC. Blair has been in the financial services industry since 2002. Blair has a Series 7, Series 31, and Series 66 license, and has been registered with Equitable Advisors, LLC since 2009. Blair is licensed in 42 states, including California, Arizona, Colorado, Florida, Georgia, Illinois, Michigan, Minnesota, New York, Oregon, Pennsylvania, Texas, Virginia, and Washington. Blair is a Partner at CHR Partners, DBA Toby Lane Vineyards. Blair is also a passive investor in BoomerBaby, Carneros Resort and Spa, Watermark at Tiffany Springs Apartments, Home 2 Suites by Hilton, and a passive board member of the Urban Village Farmers' Market Association.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

WESTLAKE VILLAGE, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Blair Alan Van buren is a registered investment advisor representative with Osaic Wealth, Inc. and Arbor Point Advisors. Blair has over 20 years of experience in the financial services industry and holds the Series 7, Series 24, and Series 66 licenses. Blair's expertise is in financial planning and portfolio management for both businesses and individuals. Blair is also a member of the Elks Lodge and is involved in the local community.

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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