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

Pruco Securities, LLC

location

SAN JOSE, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Ahmad Morrar is a financial professional with over 30 years of experience in the securities industry. Ahmad is currently registered with Pruco Securities, LLC and has been with the firm since 1992. Ahmad holds the Series 6, Series 63 and SIE licenses. Ahmad has previously been employed by The Prudential Insurance Company of America. Ahmad specializes in providing financial advice and products to a range of clients, including individuals, corporations, and trusts.

SPECIALIZATIONS

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

Avantax Advisory Services | CFP ® (Certifications)

location

Fullerton, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ahmad Husami is a financial advisor with over 30 years of experience in the industry. Ahmad is a Registered Representative and Investment Advisor Representative. Ahmad is registered with Avantax Advisory Services and Husami & Associates. Ahmad has a CFP designation and specializes in financial planning, retirement planning, insurance, and estate planning. Ahmad has experience working with individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

J.p. Morgan Securities LLC

location

TRACY, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ahmad Naibkhil is a financial advisor with J.p. Morgan Securities LLC, located in Tracy, CA. Ahmad specializes in providing investment advice to individuals, corporations, and institutions. He is registered with the state of California as a broker-dealer and investment advisor representative. Ahmad's areas of expertise include financial planning, portfolio management, and retirement planning.

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

UNION CITY, CA

0 Disclosures

ADVISOR BIO

Ahmad Sohib Chuahdary is a registered representative with Wells Fargo Clearing Services, LLC. Ahmad has been in the financial services industry since August 2024. Ahmad holds Series 6TO and SIE licenses. Ahmad is located in Union City, CA and is affiliated with the Union City branch of Wells Fargo Clearing Services, LLC.

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

Fidelity Personal AND Workplace Advisors

location

PASADENA, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ahmad Mehaidly is a financial advisor with Fidelity Personal and Workplace Advisors. Ahmad has been in the financial services industry since November 16, 2014. Ahmad is registered with FINRA and holds Series 6, 7, 63 and 66 licenses. Ahmad specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Ahmad is also registered to provide investment advisory services in California and Texas. Previous firms Ahmad was associated with include Citigroup Global Markets Inc and J.P. Morgan Securities LLC.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

SHERMAN OAKS, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ahmad Khalil is a financial advisor with Oppenheimer & Co. Inc., a firm with over $1 billion to $10 billion in assets under management. Ahmad has been in the industry since 2017 and has experience working with a range of clients, including individuals, corporations, and investment companies. Ahmad provides financial planning, pension consulting, and portfolio management services. Ahmad Khalil is registered in California and New York.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

San Francisco, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ahmad Hojatnia is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ahmad has been in the securities industry since 2022 and is registered to provide investment advice in 9 states. Ahmad's experience includes working for JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ahmad has Series 7, 63, and 66 securities licenses, and is able to provide investment advice to individuals, businesses, corporations, pension and profit sharing plans, investment companies, insurance companies, charitable organizations, state or municipal government entities, and banking or thrift institutions.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SACRAMENTO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ahmad Anwary is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Ahmad has been in the industry since 2022 and has experience working at J.P. Morgan Securities LLC. Ahmad holds the Series 63, Series 66, and Series 7TO licenses. Ahmad specializes in providing investment advisory services, portfolio management, and educational seminars. Ahmad is registered with the following state regulators: Arizona, California, Florida, Nevada, Oregon, Texas, and Washington.

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

Trilogy Capital, Inc.

location

IRVINE, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Ghulamali is a financial advisor based in Irvine, CA. Ahmed has been in the industry since 1995 and currently holds licenses as an Investment Advisor Representative and Registered Representative for Trilogy Capital, Inc.. He has also been registered with LPL Financial LLC, Trilogy Financial Services, and National Planning Corp. Ahmed's investment advice specialties include financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LA JOLLA, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Elkaray is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Ahmed is licensed to provide financial advice in multiple states and is currently active as both a broker-dealer and investment advisor. Ahmed has been in the financial industry since June 2021 and holds several industry licenses including Series 7, Series 66 and SIE. Ahmed specializes in providing financial advice to individual investors, corporations and businesses, and has a particular focus on providing portfolio management services.

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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