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

J.p. Morgan Securities LLC

location

OJAI, CA

experience

7 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christina Beth Pacheco is a registered representative with J.P. Morgan Securities LLC, holding a Series 6, SIE, and Series 63 license. Christina has been in the financial industry since April 2018. Christina is located in Ojai, California, and is active in California. Christina's firm, J.P. Morgan Securities LLC, is headquartered in New York, New York.

SPECIALIZATIONS

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

San Diego, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Christina Ordner is an investment advisor representative with Morgan Stanley. Christina has been in the financial services industry since October 26, 2005. Christina is registered with FINRA and the state of Texas. Christina's office is located in San Diego, California. Christina offers a range of services to individuals, businesses, and institutions including portfolio management, financial planning, and asset allocation advice.

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

Grass Valley, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christina Benton is a registered representative with Edward Jones. Christina has been in the securities industry since 2019 and has experience with Wells Fargo Clearing Services, LLC, and Wells Fargo Bank NA. Christina offers financial planning, portfolio management for individuals and businesses, pension consulting, 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

J.p. Morgan Securities LLC

location

MANHATTAN BEACH, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christina Nazareno is a registered representative with J.p. Morgan Securities LLC, having joined the firm in April 2023. Prior to her role at J.p. Morgan Securities LLC, Christina was a registered representative with Northwestern Mutual Investment Services, LLC from May 2015 to September 2021. Christina is licensed in California and Texas. Christina has a Series 6, Series 63, Series 6TO and Series SIE license. Christina specializes in offering financial planning services, pension consulting, and selection of other advisors. Christina also offers portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Signature Resources Capital Management, LLC

location

La Jolla, CA

0 Disclosures

ADVISOR BIO

Christina Lawrence is a financial advisor with Signature Resources Capital Management, LLC. Christina is an active Investment Advisor Representative (IAR) in California, specializing in financial planning, pension consulting, selection of other advisors, and portfolio management. Christina has been in the financial services industry since 2001.

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

IRVINE, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Christina McDonough is an investment advisor representative with Wells Fargo Clearing Services, LLC. Christina has been in the securities industry since April 1995. Christina's primary office is located in Irvine, California, but she also services clients from the St. Louis, Missouri office. Christina holds the Series 63 and Series 65 licenses, as well as the Series 7, Series 9, Series 10, and SIE licenses. Christina has been registered with Wells Fargo Advisors LLC since May 2009 and with Wells Fargo Clearing Services, LLC since November 2016. Previously, Christina McDonough was registered with Prudential Securities Incorporated from 1995 to 2003. Christina's experience includes providing investment consulting services to institutional clients, financial planning, and pension consulting.

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

Eagle Strategies LLC | CFC ® (Certifications)

location

FREMONT, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Christina Huynh is a financial professional with over 17 years of experience in the financial services industry. Christina is registered as a Registered Representative and Investment Advisor Representative in California with Eagle Strategies LLC. Christina has passed the Series 6, Series 7, Series 63 and SIE exams. Christina is a Chartered Financial Consultant.

SPECIALIZATIONS

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

La Jolla, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Christina Razzore is a financial advisor at Morgan Stanley. Christina has been in the financial services industry since 2005 and is registered with FINRA and the state of Texas. Christina has a wide range of experience in providing financial advice to individuals, families, and businesses. Christina is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement 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

Kestra Private Wealth Services, LLC

location

BREA, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christina Elizabeth Hospedales is a financial advisor with Kestra Private Wealth Services, LLC. Christina has been in the industry since 2016 and has a Series 7, Series 66 and SIE license. Christina specializes in working with individuals and businesses to create financial plans and manage their portfolios. Christina is registered in California, Arizona, Colorado, Florida, Idaho, Illinois, Indiana, Kansas, Nevada, New Jersey, New York, Ohio, Oregon, South Dakota, and Texas.

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

SANTA MONICA, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christina Elizabeth Pallan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Christina has been in the securities industry since February 4, 2007. Prior to joining Merrill Lynch, Christina worked at BANC OF AMERICA INVESTMENT SERVICES, INC. Christina is licensed in a number of states and has a wide range of experience. She has been registered with FINRA since 2009 and has a Series 7 and Series 66 license.

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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