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

Wells Fargo Clearing Services, LLC

location

WEST HILLS, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Brian Amirian is a registered representative with Wells Fargo Clearing Services, LLC and has been in the financial services industry since July 15, 2008. Brian is licensed to sell securities in Arizona, California, Colorado, Florida, Georgia, Hawaii, Montana, Nevada, New Jersey, North Carolina, Oklahoma, Oregon, South Carolina and Tennessee. Brian has experience in portfolio management for individuals and businesses and is a financial planner. Previously, Brian was a registered representative with J.P. Morgan Securities LLC, Chase Investment Services Corp., Morgan Stanley Smith Barney and Citigroup Global Markets Inc.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brian Varian is a financial advisor at LPL Financial LLC in SAN DIEGO, CA. Brian specializes in investment advisory services for individuals and businesses. Brian has been in the industry since 2015 and holds the Series 6, Series 63 and SIE licenses.

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

J.p. Morgan Securities LLC

location

Los Angeles, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brian Logue is a registered representative at J.P. Morgan Securities LLC. Brian has been in the financial services industry since 2015. Brian is licensed to provide investment advice in 53 states and is a Registered Investment Advisor in California and Texas. Brian has a Series 7, Series 66, and SIE license. Brian specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Brian has over $100 billion in assets under management.

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

El Segundo, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Brian McTear is a financial advisor with Fidelity Personal AND Workplace Advisors. Brian has been in the financial industry for over 10 years. Brian's current registrations include California and Texas. Prior to joining Fidelity, Brian worked at Park Avenue Securities LLC for over a year. Brian is dedicated to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

Simi Valley, CA

0 Disclosures

ADVISOR BIO

Brian McCoy is a financial advisor with LPL Financial LLC. Brian is also licensed in the state of California. Brian has 27 years of experience in the financial industry. Brian holds the following licenses: Series 63, Series 7, and SIE. Brian is committed to providing clients with personalized financial advice and guidance.

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

Ameriprise Financial Services, LLC

location

LOS ANGELES, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Brian Vo is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since August 25, 2020. Brian is registered with 22 states and is an Investment Advisor Representative in California. Brian holds the Series 7TO and SIE licenses. Brian is a financial advisor who can assist with financial planning and other financial services. Brian's firm Ameriprise Financial Services, LLC, is a large firm with over $1 Billion in assets under management.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

FRESNO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brian L. Pruitt is a financial advisor registered with J.p. Morgan Securities LLC. Brian has been in the industry since 2009 and has licenses Series 6, Series 63, and SIE. Brian is registered in California, Connecticut, Florida, New Jersey, and New York. Brian has experience providing financial advice to corporations, individuals, and charitable organizations.

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

STOCKTON, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Brian Soon is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Brian is active in 27 states and has been in the industry since August 1998. Brian has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since September 2013. Previous to that, Brian was registered with CHARLES SCHWAB & CO., INC. Brian is a Series 66, Series 7 and SIE qualified advisor. Brian's background includes experience with Bank of America, N.A.

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
location

Torrance, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Brian Marshall is a financial advisor with over 23 years of experience in the industry. Brian has held various roles at different financial firms, including CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC., before joining Morgan Stanley. Brian is registered with the state of Texas and California. Brian holds Series 7, 9, 10, 31, and 66 licenses. Brian has a broad range of experience and expertise to help clients with 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Pasadena, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Brian Volpei is a financial advisor at Morgan Stanley. Brian is a registered investment advisor with over 10 years of experience in the financial services industry. Brian has a Series 66 and Series 7 license and is also registered in 33 states, and specializes in portfolio management for individuals, businesses, and investment companies. Brian is committed to providing his clients with personalized financial advice and guidance.

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

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