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

J.p. Morgan Securities LLC | CFA ® (Certifications)

location

Los Angeles, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Messner is an investment professional with over 15 years of experience in the financial services industry. Tyler is currently a Registered Representative at J.P. Morgan Securities LLC in Los Angeles. Prior to joining J.P. Morgan Securities, Tyler worked for CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC.. Tyler has a diverse background in financial planning, portfolio management, and investment advisory services. Tyler also holds the Chartered Financial Analyst (CFA) designation.

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

CARLSBAD, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Slavin is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Tyler is a highly experienced advisor with a background in providing investment advice to individuals, businesses, and institutions. Tyler has been active in the financial industry since 2012 and has a strong track record of success in helping clients 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

Mercer Global Advisors Inc. | CFP ® (Certifications)

location

Newport Beach, CA

0 Disclosures

ADVISOR BIO

Tyler Ryan Smith is an investment advisor representative with Mercer Global Advisors Inc. Tyler holds the Series 65 license and is registered to provide investment advice in California and Texas. Tyler has been an investment advisor since 2014 and specializes in portfolio management for individuals, businesses, and charitable organizations. Tyler is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

San Ramon, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Andrew Bailey is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Ramon, CA. Tyler is registered with FINRA and the State of California. Prior to joining Raymond James, Tyler was an advisor at Securian Financial Services, Inc., Ameriprise Financial Services, LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tyler specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Rogers Old is a registered representative with J.P. Morgan Securities LLC. Tyler has over 15 years of experience in the financial services industry. Tyler is currently registered with the state of California and holds the following licenses: Series 7, 50, 53, 63, 86 and 87. Tyler specializes in providing financial advice and portfolio management for individuals, businesses, and institutions.

SPECIALIZATIONS

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

LPL Financial LLC

location

REDLANDS, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Waner is a financial advisor associated with LPL Financial LLC. Tyler Waner has been in the financial services industry since 2019. Tyler Waner is currently registered with the state of California. Tyler Waner is also licensed with FINRA. Tyler Waner has completed the following FINRA licenses and registrations: Series 63, Series 66, Series 7. Tyler Waner has passed the SIE exam. Tyler Waner is licensed to conduct business in 11 states, including Arizona, California, Colorado, Florida, Hawaii, Idaho, Montana, Nevada, Utah, and Washington.

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

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Tyler Jones is a financial advisor with Evoke Advisors based in Los Angeles, California. Tyler holds the Series 65 license, and has been a registered Investment Advisor Representative in California since December 2021. Tyler specializes in working with individual clients, charitable organizations, investment companies, pension and profit sharing plans, and pooled investment vehicles.

SPECIALIZATIONS

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

Assetmark, Inc.

location

CONCORD, CA

0 Disclosures

ADVISOR BIO

Tyler Hope Bolin is an investment advisor representative at Assetmark, Inc. with a focus on providing investment advice to individuals, investment companies, and pension plans. Tyler has over 9 years of experience in the financial services industry. Tyler is registered with the state of Florida and holds the Series 65 and SIE exams. Tyler specializes in providing financial planning and investment management services. Tyler has been involved in the financial services industry since 2015.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

J.p. Morgan Securities LLC

location

Manhattan Beach, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tyler J. Smith is a registered representative with J.p. Morgan Securities LLC in Manhattan Beach, CA. Tyler holds Series 6, 63 and 6TO licenses. Tyler has been in the industry for 9 years. Tyler was previously registered with M&T SECURITIES, INC. in Syracuse, NY.

SPECIALIZATIONS

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

Rivetti Investment Services, LLC

location

THOUSAND OAKS, CA

0 Disclosures

ADVISOR BIO

Tyler Louis Rivetti is a registered Investment Advisor Representative with Rivetti Investment Services, LLC, a firm he founded in 2013. Tyler has been in the financial industry since 2009 and has a background in both insurance and investments. Tyler is a licensed Investment Advisor Representative in both California and Texas, and has a Series 65 license. Tyler specializes in providing financial planning, pension consulting and portfolio management services to individuals. Rivetti Investment Services, LLC manages approximately $5,288,811 in assets for 5 clients.

SPECIALIZATIONS

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

Need help matching

with the right advisor?