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

Edelman Financial Engines

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Brandon Alexander Bell is a financial advisor with Edelman Financial Engines. Brandon has been working in the financial services industry since 2011. Brandon has a Series 66 license as well as a Series 7 license. Brandon has experience working with high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Prior to joining Edelman Financial Engines, Brandon worked at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and E*TRADE Securities LLC.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PASADENA, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Saito is a financial advisor registered with Wells Fargo Clearing Services, LLC. Brandon Saito is a Registered Representative and Investment Advisor Representative with over six years of experience in the financial services industry. Brandon Saito specializes in providing a range of investment services to individuals and businesses. These services include financial planning, portfolio management, and retirement planning. Brandon Saito is licensed to conduct business in 31 states and is committed to providing clients with personalized service and tailored solutions that meet their unique financial goals.

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

RBC Capital Markets, LLC

location

Walnut Creek, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Todd York is a financial advisor with RBC Capital Markets, LLC. Brandon has been in the financial services industry for over 25 years. Brandon has a wide range of experience, including working at Morgan Stanley and Citigroup Global Markets. He holds Series 7 and 66 licenses. Brandon specializes in providing financial advice to individuals, families, businesses, and institutions.

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

Wells Fargo Clearing Services, LLC

location

SAN DIEGO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Lynn Steppes is a financial professional who has been in the industry since 2015. Brandon is registered with Wells Fargo Clearing Services, LLC and has a Series 6, 7, and 63 license. Brandon is also registered to sell securities in California, Nevada, and Texas. Brandon has a variety of specializations, including equities, fixed income, mutual funds, and variable annuities. Brandon's firm is Wells Fargo Clearing Services, LLC and has a strong reputation for providing financial services to individual and institutional clients.

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

NFP Retirement Inc.

location

ALISO VIEJO, CA

0 Disclosures

ADVISOR BIO

Brandon Keith Sproles is an investment advisor representative with NFP Retirement Inc., an independent broker-dealer and registered investment advisor. Brandon holds Series 7, 63 and 65 licenses and has been in the financial services industry since 2000. Prior to joining NFP Retirement Inc., Brandon worked as a Financial Advisor with AFS Advisors, LLC. Brandon has a specializations in Retirement Plans and Investments. Brandon's specialties are 401(k) Plans, 403(b) Plans, and Pension Plans. Brandon is also a licensed investment advisor in California and Georgia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Unclaimed

J.p. Morgan Securities LLC

location

BRENTWOOD, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Harper is a financial advisor at J.P. Morgan Securities LLC. Brandon has been in the industry since 2008 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brandon holds multiple licenses and certifications, including Series 7, 63, 66, 9, and 10. Brandon is also a registered Investment Advisor in both California and Texas.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

Calabasas, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brandon James Hines is a financial advisor with Edward Jones. Brandon has been in the financial services industry since November 2018. Brandon holds the Series 7, Series 66, and SIE licenses. Brandon is registered to provide securities and investment advisory services in 24 states. In addition to working with Edward Jones, Brandon is also a Certified Financial Planner. Brandon specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

FALLBROOK, CA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brandon Aaron Bryer is a financial advisor at J.P. Morgan Securities LLC. Brandon has been in the financial industry since 2018. He has a Series 6, Series 63 and SIE licenses. Brandon has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brandon's primary focus is on providing personalized financial advice and investment management services to help clients reach their financial goals. Brandon also holds the title of a Registered Representative.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

LARKSPUR, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Charles Gunderson is a financial advisor with Fidelity Personal And Workplace Advisors. Brandon has been in the financial services industry since August 14, 2022 and is registered in 53 states and the District of Columbia. Brandon offers a variety of financial services including financial planning, educational seminars and portfolio management.

SPECIALIZATIONS

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

CONCORD, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Michael Swift is an investment advisor representative with Assetmark, Inc. based in Concord, CA. Brandon Swift is currently registered as an investment advisor representative in Arizona. Brandon Swift has been in the industry for 9 years and has licenses for Series 6, Series 63, and Series 65.

SPECIALIZATIONS

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

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