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

Mariner Independent

location

Palo Alto, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Adeline Jasmine Bellot is a registered representative with Mariner Independent and has been in the industry since 2016. Adeline has a Series 7, Series 66, and SIE license and is registered in 21 states. She is also an Investment Advisor Representative with a current registration in California. Adeline Bellot is a financial advisor who can provide investment advice to individuals, families, and businesses. She offers financial planning, portfolio management, and other services. Adeline Bellot's advisory practice is affiliated with Mariner Independent Advisor Network, LLC.

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

ALAMEDA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Adelisa Kostic is a registered representative with J.p. Morgan Securities LLC. Adelisa has been in the financial industry for over 1 year and holds the Series 63, Series 6TO, and SIE licenses. Adelisa specializes in investment company products/variable contracts, securities, and mutual funds, and is currently registered in California.

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

TURLOCK, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Adelle M. Mouro is a registered representative with J.p. Morgan Securities LLC, located in TURLOCK, CA. Adelle has been in the financial services industry since 2004 and is currently active in both the Broker-Dealer and Investment Advisor spaces. Adelle is licensed to sell securities in California and has passed the Series 63, Series 6, and SIE exams. Adelle has previously worked with Chase Investment Services Corp. and WAMU Investments, Inc. Adelle specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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

BEVERLY HILLS, CA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adena Maureen Smith is a financial advisor with over 30 years of experience in the industry. Adena Smith is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in both California and Texas. Adena Maureen Smith has held previous positions with Morgan Stanley, Citigroup Global Markets Inc., and Lehman Brothers Inc. Adena Smith holds Series 63, 65, 7, 8, 9, 10, and SIE licenses and has a broad range of experience in the financial services industry. Adena Maureen Smith's areas of specialization include retirement planning, college savings, estate planning, and investment management.

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
location

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Aderemi Adeyemo is an investment advisor representative with Mariner Wealth, and Mariner Independent, both located in Los Angeles, CA. Aderemi is licensed in California and holds Series 7, 63 and 65 licenses. Aderemi has worked in the financial services industry since 2015. Prior to joining Mariner Wealth, Aderemi worked as a financial advisor at Sanford C. Bernstein & Co., LLC, in San Diego, CA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Adewale Adefemi is a financial professional who is registered with J.P. Morgan Securities LLC and has over 4 years of experience in the industry. Adewale specializes in a range of services, including Portfolio Management for Individuals and Businesses, Financial Planning, and Pension Consulting. Adewale previously held a position at Wells Fargo Securities, LLC in San Francisco, CA.

SPECIALIZATIONS

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

Diversify Advisory Services, LLC

location

SANTA ROSA, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Adilene Calixtro is a registered investment advisor representative with Diversify Advisory Services, LLC. She has been in the industry since 2018 and is licensed to provide investment advisory services in California. Adilene has experience working with a wide range of clients, including individuals, corporations, and pension plans. Adilene’s previous experience includes working at U.S. Bancorp Investments, Inc., where she provided investment advice to individuals and families. In addition to providing investment advisory services, Adilene also holds a fixed insurance license.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

San Francisco, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Adin Roskoph is a registered investment advisor representative with J.P. Morgan Securities LLC. Adin has been in the securities industry since 2019 and holds Series 7TO, Series 63, and Series 66 licenses. Adin has held previous positions with JPMorgan Chase Bank NA, Premier Properties, Ourglass Inc., First Republic Private Wealth Management, Brookside Swim & Tennis Club, and Gonzaga University. Adin is licensed in all 50 states and the District of Columbia.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

Fullerton, CA

0 Disclosures

ADVISOR BIO

Adina Coca is an investment advisor representative with Transamerica Financial Advisors, Inc. Adina Coca is registered in California and has been in the industry since 2011. Adina Coca has Series 65 license. Adina Coca specializes in financial planning, portfolio management for individuals, and selection of other advisers. Adina Coca also works with insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Adina Coca also owns B & C TAX SERVICE, INC., a tax preparation firm, and worked as an agent at WORD AND BROWN GENERAL AGENCY, where she helped clients with group health insurance.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FRESNO, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Adine Caffas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Adine has been in the financial services industry since 1996. Adine is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Adine has been registered in multiple states and holds several securities licenses, including Series 7, 10, 9, 63 and 65. Adine specializes in providing investment advice and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.

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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