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

Los Angeles, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Letto is a financial advisor with Morgan Stanley, a leading global financial services firm. Brittany has been in the industry since January 2019. Brittany is registered to provide securities and investment advisory services in 34 states and the District of Columbia. Brittany holds the Series 66, Series 7TO and SIE licenses. Brittany specializes in financial planning, portfolio management and pension consulting. Brittany has worked with a variety of clients, including 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SANTA CLARITA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Brand is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brittany is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 66, and SIE license. Brittany holds a license to practice in the state of Texas. Brittany is active in both the broker-dealer and investment advisory channels. Brittany has experience in the financial services industry since November 2022.

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

J.p. Morgan Securities LLC

location

Irvine, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Nicole Romero is a registered representative with J.P. Morgan Securities LLC. Brittany has been in the industry since August 12, 2015. Brittany is currently registered in California and Texas. Brittany has passed the Series 66, Series 7 and SIE exams. Brittany previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

LONG BEACH, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Martine Taylor is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Brittany has been in the financial industry since 2006. Brittany is registered with FINRA and the state of California as a Registered Representative.

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

Beverly Hills, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Sykes is a registered representative and investment advisor representative with Morgan Stanley. Brittany holds licenses in California and Texas, and has a strong history of providing comprehensive financial services to individuals and businesses. Brittany is dedicated to helping clients reach their financial goals. She is a Series 66, Series 7, and Series 10, and Series 9 licensed advisor. With over six years of experience in the financial services industry, Brittany has expertise in a variety of areas, including investment planning, retirement planning, college savings, and estate planning.

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

Wells Fargo Clearing Services, LLC

location

PETALUMA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Lorraine Conyers is a financial advisor registered with Wells Fargo Clearing Services, LLC. Brittany is a licensed Series 6 and Series 63 advisor with experience in the financial services industry since 2016. She has provided financial services to individuals, corporations, and charitable organizations. Brittany specializes in financial planning, investment management, and portfolio 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

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Britten Beals is a Financial and Operations Principal at Wedbush Securities Inc., located in Los Angeles, CA. Britten has been in the industry since May 21, 2024 and has passed the Series 27 exam. Wedbush Securities Inc. is a firm based in Los Angeles, CA with over $1 billion to $10 billion in assets under management. The firm specializes in a variety of investment services, including portfolio management for individuals and businesses, financial planning, and pension consulting.

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

SAN DIEGO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Brittney Nicole Partow is a financial advisor registered with LPL Financial LLC. Brittney has over 10 years of experience in the financial services industry and has worked at several prominent firms including Charles Schwab & Co., Inc. and TD Ameritrade, Inc. She holds Series 7, 66, 24, 99TO and SIE licenses. Brittney is also registered in the state of California. Brittney's expertise includes providing financial planning, portfolio management, and investment advice to a wide range of clients, including individuals, corporations, and pension plans.

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

Wells Fargo Clearing Services, LLC

location

SACRAMENTO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brittney Cicchetti is a registered representative with Wells Fargo Clearing Services, LLC in Sacramento, CA. Brittney has been in the securities industry since May 3, 2015 and is licensed to provide investment advice in California and Hawaii. Brittney is also registered with the Investment Advisers Association of America. Prior to joining Wells Fargo Clearing Services, LLC, Brittney was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

J.p. Morgan Securities LLC

location

FULLERTON, CA

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brittney Montes is a financial advisor registered with J.p. Morgan Securities LLC. Brittney holds the Series 63, Series 6TO, and SIE licenses. Brittney is registered in California and has been in the industry since April 16, 2023.

SPECIALIZATIONS

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

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