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

Wells Fargo Clearing Services, LLC

location

BUENA PARK, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Duran is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since January 8, 2023. Vanessa holds Series 63, SIE, and Series 6TO licenses, and is registered in California. Vanessa specializes in providing investment advice and financial planning services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

J.p. Morgan Securities LLC

location

CARLSBAD, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Hodgeman is a registered representative with J.p. Morgan Securities LLC. Vanessa is a licensed securities agent in California and has passed Series 63, Series 6TO and SIE exams. Vanessa joined J.p. Morgan Securities LLC on November 15, 2018.

SPECIALIZATIONS

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

Emerson Equity LLC

location

Irvine, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Rheanne Hamilton is a financial professional with over 5 years of experience in the financial services industry. She is currently registered with Emerson Equity LLC and has held previous positions with Cabot Lodge Securities LLC and Shopoff Securities, Inc. Vanessa has a broad range of experience in alternative investments, including DSTs and land programs, and is adept at providing operations and sales support. Vanessa has held positions at both Shopoff Realty Investments and CL Wealth Management LLC. Vanessa is a Series 63, 65 and 24 licensed professional and also holds the Series 7 and SIE licenses. Vanessa Hamilton is passionate about helping clients achieve their financial goals. She is a dedicated and experienced financial professional who is committed to providing her clients with the highest level of service.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)
Unclaimed

J.p. Morgan Securities LLC

location

GREENBRAE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Alvarez is a financial advisor at J.P. Morgan Securities LLC in Greenbrae, CA. Vanessa has been in the financial services industry since April 2022 and is registered with FINRA. Vanessa holds the Series 63, Series 6TO, and SIE licenses. Vanessa has expertise in various investment areas, including securities, mutual funds, variable contracts, and financial planning.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Campbell, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vanessa Carla Salazar De Ingardia is a financial advisor in Campbell, California and has been working in the industry since July 1998. Vanessa is registered with Raymond James Financial Services Advisors, Inc. and has previously worked at Raymond James & Associates, Inc., Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Vanessa is a Certified Financial Planner. Vanessa specializes in providing financial planning, investment management, and pension consulting to individuals, businesses, and institutional clients.

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

Wells Fargo Clearing Services, LLC

location

IRVINE, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Wei-ly Li is a registered investment advisor with Wells Fargo Clearing Services, LLC, based in IRVINE, CA. Vanessa has been in the financial services industry since 2011, focusing on investment advice for individuals and businesses. Vanessa holds Series 66, Series 10, Series 9, Series 99TO, Series 7 and SIE licenses. Vanessa has a deep understanding of the financial markets and is committed to providing her clients with personalized investment advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Charles Schwab & CO., Inc.

location

San Francisco, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Balma is a financial professional registered with Charles Schwab & Co., Inc. Vanessa is a registered representative in California and Texas. Vanessa Balma has been in the industry since June 3, 2018. Vanessa holds the Series 63, SIE, Series 7, and Series 9 licenses. Vanessa is a licensed agent in both California and Texas and is a registered representative for Charles Schwab & Co., Inc..

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed
location

Eureka, CA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vanessa Mari Gonzalez-marquez is a registered representative with LPL Financial LLC. Vanessa has been in the financial services industry since 2013. Vanessa currently holds Series 7TO and Series 66 securities licenses, as well as the SIE. Vanessa is registered in California, Colorado, Idaho, Texas and Utah. Vanessa is also a registered Investment Advisor Representative in California and Utah.

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

Beverly Hills, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Nicole Elkins is a financial advisor with Morgan Stanley. Vanessa has been working in the financial industry since 2002. Vanessa has passed numerous securities and advisory exams including Series 6, 7, 10, 31 and 63. Vanessa has previously worked at UBS Financial Services Inc. and UBS International Inc. Vanessa is registered with the state of California as a broker-dealer and an investment advisor representative. Vanessa specializes in providing financial advice to individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

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

J.p. Morgan Securities LLC

location

SAN JOSE, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Young is a financial advisor with J.P. Morgan Securities LLC. Vanessa has been in the industry since 2013 and holds registrations in multiple states, including California, Texas, and Arizona. Vanessa is also licensed to provide investment advice. Vanessa provides financial planning and portfolio management for individuals and businesses. Vanessa is committed to helping clients reach their financial goals.

SPECIALIZATIONS

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

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