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

RBC Capital Markets, LLC

location

EL DORADO HILLS, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christine Elizabeth Boyd is a financial professional with over 20 years of experience in the industry. Christine is currently registered with RBC Capital Markets, LLC in El Dorado Hills, CA. Christine has held previous roles at Wachovia Securities, LLC and RBC Dain Rauscher Inc. Christine holds Series 7 and Series 63 licenses as well as the SIE exam. Christine specializes in providing financial advice to a wide range of clients, including individuals, corporations, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christine Garrison is a registered representative with J.P. Morgan Securities LLC. Christine has passed the Series 63, Series 79TO, and SIE exams, demonstrating her commitment to staying up-to-date on the latest industry regulations and practices. Christine holds registrations in all 50 states and is dedicated to providing high-quality financial advice to clients.

SPECIALIZATIONS

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

Catalytic Wealth Management

location

Hawthorne, CA

0 Disclosures

ADVISOR BIO

Christine Vasquez is a financial advisor with Catalytic Wealth Management, based in Hawthorne, CA. Christine has been in the financial industry since 2017 and has a strong background in both investment advisory and brokerage services. Christine holds a Series 6, Series 7, Series 63, and Series 65 license. She is a dedicated professional committed to providing customized financial guidance and investment strategies for individuals, families, and businesses.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

MODESTO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christine Wai Zhong is a financial advisor at Valic Financial Advisors, Inc. Christine has over 20 years of experience in the financial services industry. Christine is registered with FINRA as a Registered Representative and holds the Series 6, 7, and 63 licenses. Christine has a Series 65 license and is registered with the state of California as an Investment Advisor Representative. Christine specializes in providing financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Fidelity Personal AND Workplace Advisors

location

WALNUT CREEK, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christine Meyer is a Registered Representative and Investment Advisor Representative associated with Fidelity Personal And Workplace Advisors. Christine has been in the industry since January 5, 2021, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christine has a Series 7TO, Series 66, and SIE.

SPECIALIZATIONS

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

First Citizens Investor Services, Inc.

location

Pasadena, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christine Prakash is an investment advisor representative with First Citizens Investor Services, Inc. Christine has been in the financial services industry since November 26, 2018. Christine holds the Series 7, Series 63, Series 66 and SIE licenses. Christine is registered to provide investment advice in California. Christine's previous work experience includes roles with Fidelity Brokerage Services LLC, and Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

LA MESA, CA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christine Lisa Dellacato is a financial advisor with Cetera Investment Advisers LLC in LA MESA, California. Christine has been in the financial services industry since 1989. Christine previously worked for Summit Brokerage Services, Inc. and LPL Financial LLC. Christine specializes in financial planning and portfolio management 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
Unclaimed
location

SAN DIEGO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Christine Day-reyes is a financial advisor at LPL Financial LLC in SAN DIEGO, CA. Christine has been a registered representative for over 9 years and has held previous positions at UNIONBANC INVESTMENT SERVICES, LLC. Christine has a wide range of experience in the financial services industry. Christine is dedicated to helping clients achieve their financial goals.

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

Allmerits Asset, LLC

location

BUENA PARK, CA

0 Disclosures

ADVISOR BIO

Christine Kim is a registered Investment Advisor Representative with Allmerits Asset, LLC. Christine has been in the financial services industry since 2015. Christine Kim specializes in financial planning, pension consulting, and selection of other advisors. Christine Kim has a Series 65 license and is registered with the state of California.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
FINANCIAL CONSULTING
Unclaimed
location

LOS ANGELES, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Christine Sivak is a financial advisor registered with Seia and has been in the industry since June 14, 2004. Christine is licensed in Indiana and Ohio. Christine previously worked with CADARET, GRANT & CO., INC., SECURITIES AMERICA, INC., FINANCIAL TELESIS INC, and VALMARK SECURITIES, INC.. Christine holds the Series 7, Series 63, and SIE licenses. Christine is a co-chair of the Northeast Ohio Chapter of WIPN, a network of women in the retirement plan industry.

SPECIALIZATIONS

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

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