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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Brown is a financial advisor with over seven years of experience in the industry. Christopher is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 66, Series 10, Series 9, Series 7TO, and SIE licenses. Christopher is registered to provide investment advisory services in 53 states, including California, Texas, Arizona, Florida, Nevada, and Oregon. Christopher's specializations include retirement planning, college savings, insurance, and estate planning.

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

Centaurus Financial, Inc. | CFC ® (Certifications)

location

HUNTINGTON BEACH, CA

experience

32 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Christopher Haberl has been in the financial industry since September 1992 and is currently registered with Centaurus Financial, Inc.. Christopher is a financial consultant, and a member of the Financial Industry Regulatory Authority (FINRA). Christopher has held various positions in the financial industry, including positions at LPL FINANCIAL LLC, SECURITIES AMERICA, INC., and PACIFIC COAST FINANCIAL SECURITIES, INC.. Christopher holds a variety of professional designations, including Chartered Financial Consultant. Christopher provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

STOCKTON, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Brown has been in the financial services industry since 1994. Christopher is a registered representative of LPL Financial LLC, a broker-dealer and Registered Investment Advisor (RIA). Christopher has offices in Stockton, CA. Christopher is licensed to provide investment advice in several states, including California and Texas. Christopher also holds Series 7, Series 24, Series 63, and Series 65 licenses.

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

Equanimity Financial Partners

location

PASADENA, CA

disclosure

4 Disclosures

ADVISOR BIO

Christopher Haydel is a financial advisor with Equanimity Financial Partners. Christopher has over 30 years of experience in the financial services industry. Christopher is a Registered Investment Advisor (RIA) in California, Louisiana, and Texas. Christopher is also a Series 7, Series 24, and Series 63 licensed professional. Christopher provides financial planning and portfolio management advice to individual and institutional clients.

SPECIALIZATIONS

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

Ameritas Advisory Services, LLC

location

SAN RAMON, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Benz is a registered investment advisor representative with Ameritas Advisory Services, LLC. Christopher has been in the industry since 2023. Christopher holds a Series 66, Series 7TO and SIE licenses. Ameritas Advisory Services, LLC, is an independent registered investment advisor with offices in Nebraska and California. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Ameritas Advisory Services, LLC has over $10 billion in assets under management.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

SAN DIEGO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Schierhorn is a financial advisor registered with UBS Financial Services Inc. Christopher has been in the industry since October 2017. Christopher is currently registered with FINRA in California and is registered with the state of Texas. Christopher is also registered with the state of Texas as an investment advisor. Christopher holds Series 66, Series 7 and SIE licenses.

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
Unclaimed
location

LAGUNA HILLS, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Paul Jenkins is a financial advisor with over 20 years of experience in the industry. Christopher has held various roles at different firms including SunAmerica Securities, Inc., Terra Securities Corporation, Hochman & Baker Securities, Inc. and Sagepoint Financial, Inc. Christopher currently works at LPL Financial LLC. Christopher specializes in offering financial planning, consulting and portfolio management services. Christopher is registered to provide investment advisory services in California and Texas.

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

Five Oceans Advisors | CFP ® (Certifications)

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Christopher Girbes-pierce is a financial advisor currently registered with Five Oceans Advisors in Santa Monica, CA. Christopher is licensed to provide investment advice in California and Texas. Christopher previously held positions at PNC Investments, Alta Vista Financial, Inc. and Kinsell, Newcomb & De Dios, Inc.. Christopher is a Certified Financial Planner and has over 10 years of experience in the financial services industry. Christopher specializes in providing financial planning and investment management services to individuals and families.

SPECIALIZATIONS

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

Integrated Wealth Concepts LLC

location

SAN DIEGO, CA

disclosure

1 Disclosures

ADVISOR BIO

Christopher Whalen is a financial advisor registered with Integrated Wealth Concepts LLC. Christopher has been in the industry for over 20 years and has experience working with individuals, families, and businesses. Christopher provides financial planning, portfolio management, and other services to help clients reach their financial goals. Christopher is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

FOLSOM, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Wilczewski is a financial advisor at Edward Jones. Christopher is a Certified Financial Planner with over 16 years of experience in the financial services industry. Christopher specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Christopher is registered with the state of California and Texas as a broker-dealer and investment advisor representative. Christopher has a proven track record of helping clients achieve their financial goals.

SPECIALIZATIONS

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

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