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

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

William Jerald McIntosh is a registered representative with Wedbush Securities Inc. William has been in the securities industry for 16 years. William also has experience with TD Ameritrade, Inc., Waddell & Reed, Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.. William's specializations include: securities, mutual funds, variable life insurance, variable annuities, fixed insurance, and other financial products. William holds the following licenses: Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 66, and Series 99TO. William is licensed in California.

SPECIALIZATIONS

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

U.s. Bancorp Advisors, LLC

location

VILLA PARK, CA

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

William Richard Nolan has been in the financial industry since 1994. William is currently registered with U.S. Bancorp Advisors, LLC and has worked with several other firms throughout their career including Essex National Securities, Inc., AXA Advisors, LLC, LPL Financial Corporation, IFMG Securities, Inc., Duerr Financial Corporation, Fiserv Investor Services, Inc., and PFS Investments Inc. William specializes in providing investment advice to individuals, high net worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Tiaa-Cref Individual & Institutional Services, LLC

location

PASADENA, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

William Fletcher Davis is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, based in Pasadena, CA. William Davis is a registered representative and investment advisor representative, holding multiple industry licenses, including Series 3, 6, 7, 9, 10, 23, 24, 63, and 65. William Davis has been working in the financial services industry since 1994. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, William Davis worked at Fidelity Brokerage Services LLC. William Davis specializes in financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

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

Infinity Financial Services Advisory

location

OAKLAND, CA

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Monsted is an investment advisor representative at Infinity Financial Services Advisory, with over 30 years of experience in the industry. William has been registered with the state of Louisiana as an investment advisor representative since 2014 and is also registered with the state of Mississippi. Prior to working at Infinity Financial Services Advisory, William worked at Harger and Company, Inc. in Baton Rouge, Louisiana and The Stuart-James Company, Incorporated in Denver, Colorado.

SPECIALIZATIONS

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

ACTON, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

William Louis Gonzalez is a financial advisor with Edward Jones. William Gonzalez has been in the financial services industry since May 2014. William Gonzalez holds FINRA Series 63, 66, and 7 licenses and the SIE. William Gonzalez is also licensed to provide investment advice in 18 states. William Gonzalez was previously registered with Stockcross Financial Services, Inc. in Beverly Hills, CA. William Gonzalez specializes in providing financial advice to individuals, families, and businesses. William Gonzalez can help with retirement planning, college savings, estate planning, and other financial goals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MISSION VIEJO, CA

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Parton is a financial advisor at Wells Fargo Clearing Services, LLC. William has been in the financial industry since 1991 and holds a Series 6, 7, 9, 10, 31, 63, and 65 licenses. William's previous experience includes working at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., UBS Financial Services Inc., and Edward Jones. William currently provides services to clients in California, Texas, Arizona, Arkansas, Florida, Georgia, Idaho, Illinois, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New York, North Carolina, Oregon, Pennsylvania, Tennessee, and Utah.

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

Hightower Advisors, LLC

location

Palm Desert, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

William Blanke is a financial advisor with Hightower Advisors, LLC. William has been in the financial services industry since 2015 and is registered to provide investment advisory services in California. William holds Series 63 and 65 securities licenses, and has passed the SIE and Series 7 exams. William works at the firm's Palm Desert, CA office.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Think Different Financial Planning | CFP ® (Certifications)

location

REDWOOD CITY, CA

0 Disclosures

ADVISOR BIO

William James Steinberger is a Certified Financial Planner® and Investment Advisor Representative associated with Think Different Financial Planning. William is registered to provide investment advisory services in California. The firm offers financial planning, selection of other advisers and portfolio management for individuals. The firm manages approximately $27,448,034 in assets, with approximately 79 clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

BEVERLY HILLS, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

William Blakely is a financial advisor with William Blair. William holds Series 79TO, Series 63, and SIE licenses. William specializes in providing financial advice to individuals, businesses, and pooled investment vehicles. William is registered in California and Illinois.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

ROLLING HILLS ESTATES, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

William Nathan Ruiz is a financial advisor registered with Wells Fargo Clearing Services, LLC. William Nathan Ruiz has been in the securities industry since 1995 and has a total of 6 approved securities registrations. William Nathan Ruiz has passed Series 63, 66, 7, 8, 9, 10, 99TO and SIE exams. William Nathan Ruiz is also registered with the state of California. William Nathan Ruiz has previously been employed by Northwestern Mutual Investment Services, LLC, Fidelity Brokerage Services LLC, TD Ameritrade, Inc., Kennedy, Cabot & Co. and PaineWebber Incorporated. William Nathan Ruiz has experience working in the cities of Los Angeles, Torrance, Beverly Hills, Weehawken, Rochester, Newport Beach and Redondo Beach. William Nathan Ruiz specializes in portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors.

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

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