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

LPL Financial LLC

location

SAN DIEGO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Young Hoon Yoo is an active investment advisor representative with LPL Financial LLC. Young Hoon Yoo is registered in California. Young Hoon Yoo has been in the industry since 2011. Young Hoon Yoo specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Young Hoon Yoo is also registered as an investment advisor representative in California.

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

Equitable Advisors, LLC

location

LOS ANGELES, CA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Young Bae Won is a financial professional with over 35 years of experience in the financial services industry. Young is currently a registered representative with Equitable Advisors, LLC. Young specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Young has a broad range of experience and expertise to help clients reach their financial goals.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

PALM DESERT, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Young M Chung is a financial advisor with over 20 years of experience in the industry. Chung is currently registered with RBC Capital Markets, LLC in Palm Desert, CA. Young M Chung has previously held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, UBS Financial Services Inc., U.S. Bancorp Piper Jaffray Inc., Morgan Stanley DW Inc., and Prudential Securities Incorporated. Chung holds several industry licenses including Series 3, 7, 31, 63, 65, and 66.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MML Investors Services, LLC

location

ARCADIA, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Young Tien Do is a registered representative with MML Investors Services, LLC, and has over 27 years of experience in the financial services industry. Young has a Series 6 and Series 63 license, as well as a SIE license. Young Tien Do specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Young was previously registered with Park Avenue Securities LLC and Northwestern Mutual Investment Services, LLC. Young is currently registered with the state of California and is licensed to offer securities products and services in that state.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

LOS ANGELES, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Young Noh Lee is a financial advisor with Cetera Investment Advisers LLC in Los Angeles, CA. Young has been in the financial industry since October 1995. Young is registered in Alabama, California, Georgia, and Nevada, and is also licensed as an insurance agent. Young holds the Series 6, 7, 24, 63 and 65 licenses. In addition to their current role at Cetera Investment Advisers LLC, Young has prior experience with Tower Square Securities, Inc., Primevest Financial Services, Inc., Signator Investors, Inc., Capital Brokerage Corporation, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.

SPECIALIZATIONS

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

LPL Financial LLC

location

SACRAMENTO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Young Moon is an investment advisor representative with LPL Financial LLC and has been in the industry since 2014. Young holds both a Series 66 and Series 63 licenses and has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Young offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals, businesses 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Youngeun Ahn is an investment advisor representative at Wedbush Securities Inc. and has been in the securities industry for over 3 years. Youngeun has passed the Series 7, Series 86, Series 87, and SIE exams. Youngeun Ahn is registered with Wedbush Securities Inc. and is also registered with the FINRA. Youngeun specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Youngeun was previously registered with MML INVESTORS SERVICES, LLC.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

San Carlos, CA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Youngky Hermanto is a financial advisor at Transamerica Financial Advisors, Inc. in San Carlos, CA. Youngky is a registered representative and investment advisor representative with Series 63, Series 6TO, and SIE licenses. Youngky has been in the industry since July 2021 and is currently licensed in California.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

SANTA MONICA, CA

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Yourdanos Mulatu is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Yourdanos Mulatu is also registered in 23 states and has been in the industry since September 24, 2014. Yourdanos Mulatu was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Yourdanos Mulatu has passed the Series 66, Series 7, and SIE exams.

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

SACRAMENTO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Yousaf Zamanudin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., having over 7 years of experience in the industry. Yousaf Zamanudin is registered with FINRA and the state of California, along with several other states. Yousaf Zamanudin has a wide range of investment experience and specializes in providing financial and investment advice for a range of clients including high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Yousaf Zamanudin offers a variety of investment services including portfolio management, performance measurement, allocation modeling, IPS, research reports and services, and selection of other advisors.

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

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