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

Wells Fargo Clearing Services, LLC

location

CORTE MADERA, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Keilman is an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Cheryl has been in the industry for 10 years. Cheryl is registered with the state of California as both a broker-dealer and investment advisor. Cheryl is also registered with FINRA. Cheryl has offices in both Corte Madera, CA and Tarpon Springs, FL. Cheryl's office in Corte Madera, CA is located at 770 Tamalpais Dr Ste 220. Cheryl's office in Tarpon Springs, FL is located at 101 Federal Pl Ste 101. Cheryl is a licensed professional and has passed the Series 7, Series 66 and SIE exams. Cheryl has specialized in the following areas: Portfolio Management for Individuals, Financial Planning, Pension Consulting and Selection of Other Advisors. Cheryl also provides Investment Consulting Services to Institutional Clients. Cheryl's clients include individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.

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

D.a. Davidson & Co.

location

ROSEVILLE, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Ann Moore is a financial advisor with over 17 years of experience in the financial services industry. Cheryl has a proven track record of success in providing comprehensive financial planning services to individuals, families, and businesses. Cheryl is a registered representative of D.a. Davidson & Co. and holds Series 7 and 63 licenses. Cheryl is passionate about helping her clients achieve their financial goals. She is committed to providing personalized service and creating long-term relationships with her clients. Prior to joining D.a. Davidson & Co., Cheryl worked for Robert W. Baird & Co. Incorporated and Wachovia Securities, LLC.

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 Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cheryl Giustiniano is a financial advisor with Raymond James Financial Services Advisors, Inc. in SAN DIEGO, CA. Cheryl has been in the industry since 1992. She has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Cheryl offers a range of financial services, including financial planning, portfolio management, 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Fresno, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Dawn Hurne is a registered representative with Raymond James Financial Services Advisors, Inc. and has been in the industry since April 2005. Cheryl is based out of Fresno, California. Cheryl has experience with UBS Financial Services Inc. and Raymond James Financial Services, Inc. Cheryl has passed the Series 66, SIE and Series 7 exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

SCOTTS VALLEY, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Dieda Rebottaro is a financial advisor with Edward Jones. Cheryl has been in the financial services industry since 2004. Cheryl holds the Series 7, Series 31, and Series 66 licenses. Cheryl is registered with the state of Texas as an Investment Advisor Representative. Previously, Cheryl worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Cheryl is active in the financial services industry and has a wide range of experience in providing financial advice. Cheryl is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

U.s. Bancorp Investments, Inc.

location

Pleasanton, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Lynn Bates rhoades is an investment advisor representative with U.S. Bancorp Investments, Inc. based in Pleasanton, CA. Cheryl has been in the securities industry since February 28, 2004. Cheryl is licensed to provide investment advice in California and has held several previous roles in the industry, including at UnionBanc Investment Services, LLC and Banc of America Investment Services, Inc.. Cheryl has a variety of investment specializations, including retirement planning, mutual funds, and fixed income securities. Cheryl holds licenses in Series 6, 7, 63, and 65, and is also a SIE exam holder.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

SAN JOSE, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Monemi is a financial professional with experience in the financial services industry. Cheryl has worked with Pruco Securities, LLC and Allstate Financial Services, LLC. Cheryl is registered with FINRA and holds the Series 6, Series 63 and SIE licenses. Cheryl specializes in retirement planning, investment management, insurance, and financial planning. Cheryl's current firm is Pruco Securities, LLC.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SANTA ROSA, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Ann Murphy is a financial advisor with Wells Fargo Clearing Services, LLC and has over 25 years of experience in the financial industry. Cheryl has been registered with the state of California since 2011 and also holds registrations in Texas, Arizona, Arkansas, Colorado, Florida, Hawaii, Idaho, Indiana, Louisiana, Michigan, Montana, Nebraska, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Virginia, Washington, and Wisconsin.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN LUIS OBISPO, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Denise Millard is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Cheryl has been in the financial industry since 1983. Cheryl has also held previous roles at Morgan Stanley DW INC. and Lehman Brothers INC. Cheryl currently holds Series 7, 31, and 66 licenses, as well as the SIE exam. Cheryl has over 40 years of experience in the financial services industry.

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

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Hayden rambeau is a registered investment advisor representative with UBS Financial Services Inc., based in LOS ANGELES, CA. Cheryl has been in the financial services industry since 1999 and has a combined 15 years of experience with UBS Financial Services Inc. and Lehman Brothers Inc. Cheryl is also registered as an investment advisor representative in Florida, Texas and other states. Cheryl specializes in financial planning, portfolio management and other services for individuals and businesses.

SPECIALIZATIONS

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

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