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

Avantax Advisory Services

location

SAN RAMON, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Bonnie Buhnerkempe is a financial advisor with Avantax Advisory Services. Bonnie has been in the financial industry since December 1999. Bonnie specializes in providing financial advice to individuals and families, including retirement planning, college savings, and estate planning. Bonnie is also registered to offer investment advisory services in California. Bonnie has a broad range of experience in the financial services industry and is committed to providing her clients with personalized financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Pruco Securities, LLC

location

IRVINE, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Bonnie Chiu Crandall is an advisor with Pruco Securities, LLC. Bonnie has been in the industry since July 17, 2000. Bonnie is registered in California, Massachusetts, Nevada, Oregon, and Washington.

SPECIALIZATIONS

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

SACRAMENTO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Bonnie Birdseye Farrell is a registered representative with Osaic FA, Inc. and has been in the securities industry since 2001. Bonnie is registered in 15 states and holds the Series 7, Series 66 and SIE licenses. She provides financial planning, portfolio management for individuals and businesses, and educational seminars. Bonnie also offers various insurance products and services. She is a licensed agent with several companies.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

LPL Financial LLC

location

SACRAMENTO, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Bonnie Nelson is a financial advisor at LPL Financial LLC. Bonnie has been working in the financial industry since 1999. Bonnie has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Bonnie is registered with the state of California and Texas. Bonnie has a Series 7, Series 63, and Series 65 licenses. Bonnie holds a SIE license. Bonnie's experience and credentials allow Bonnie to offer a wide range of financial services to clients.

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

UBS Financial Services Inc.

location

PASADENA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Bonnie Huan Yan is an investment advisor representative at UBS Financial Services Inc. Bonnie has been in the securities industry since January 24, 2022, and has a Series 7TO, Series 66, and SIE license. Bonnie Yan works in the Pasadena branch of UBS Financial Services Inc., located at 251 South Lake Avenue, 10th Floor, Pasadena, CA 91101.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

EL SEGUNDO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Bonnie Lynn Bennetts is a financial advisor with Wells Fargo Clearing Services, LLC. Bonnie has been in the industry since 1997 and has experience in a number of areas, including investment consulting services to institutional clients, financial planning, and portfolio management. She holds multiple licenses and registrations, including Series 7, 3, 63, 66, 10, and 9. Bonnie has been affiliated with Wells Fargo Clearing Services since 2016 and was previously affiliated with Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

Western International Securities, Inc.

location

Pasadena, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Bonny Sy Lee is a financial professional with over 20 years of experience in the securities industry. Bonny is currently a registered representative with Western International Securities, Inc., a firm with over 177 licensed agents, 245 investment adviser representatives, and 323 registered representatives. Bonny has a broad range of experience in financial planning, portfolio management, pension consulting, and educational seminars. Bonny is registered to provide investment advice in 8 states and is licensed to provide securities services in all 50 states. Bonny is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Bonny is a trusted advisor with a proven track record of success.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

FALLBROOK, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Bopha Lim is a financial professional with over 5 years of experience in the industry. Bopha is currently registered with Wells Fargo Clearing Services, LLC and holds multiple licenses and certifications, including Series 6, 7, 63, and 66. Bopha is committed to providing personalized financial guidance to individuals, families, and businesses. Bopha's areas of expertise include financial planning, portfolio management, and investment consulting services.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN FRANCISCO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Bora Onat Yucekul is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bora has been in the industry since December 11, 2019 and is registered in 42 states. Bora has passed the Series 7TO, SIE, and Series 66 exams. Bora's experience includes working for Allegiant Partners and the University of Oregon. Bora provides portfolio management for individuals and businesses, as well as pension consulting, educational seminars and selection of other advisors. Bora has specialized in working with insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.

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

Equitable Advisors, LLC

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Bo Ram Lim is an investment advisor representative associated with Equitable Advisors, LLC. Bo Ram is licensed to conduct business in California and Florida. Bo Ram has a strong background in finance, having worked as a Certified Public Accountant in Los Angeles, California for over a decade. Bo Ram currently serves clients with Equitable Advisors, LLC in Los Angeles.

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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