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

J.p. Morgan Securities LLC

location

LA CANADA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Albert Magat is a financial professional with over 8 years of experience in the industry. Albert is currently registered with J.p. Morgan Securities LLC. Albert is licensed in Arizona, California, Indiana, New York, Virginia and Washington. Albert holds the Series 6, Series 63 and SIE licenses. Albert specializes in various financial products including fixed annuities, mutual funds, variable annuities, variable life insurance, and retirement plans.

SPECIALIZATIONS

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

Contrary Legacy LLC

location

San Francisco, CA

0 Disclosures

ADVISOR BIO

Albert J. Wang is an Investment Advisor Representative at Contrary Legacy LLC in San Francisco, California. Albert is a Series 65 licensed investment advisor and has been active in the industry since 2013. Prior to joining Contrary Legacy, Albert worked at ICONIQ CAPITAL and EPIQ CAPITAL GROUP. Albert provides financial planning and portfolio management services to individuals. Albert is a specialist in alternative investments and works with clients to develop a customized investment plan that is designed to meet their financial goals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DAVIS, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Albert Solano is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Sacramento, CA. Albert is a licensed investment advisor representative with the state of California and Texas. Albert has been in the financial industry since 2020. Albert has passed the Series 7, Series 66 and SIE exams. Albert has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2020. Albert holds a specialization in several areas, including financial planning, investment management, and retirement 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

Citigroup Global Markets Inc.

location

Los Angeles, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Albert Sedaghatpour is a registered representative and investment advisor representative in California. He is currently employed by Citigroup Global Markets Inc., which is a large firm with over $50 billion in assets under management. Albert Sedaghatpour has experience in the financial industry and has held various positions in different companies. He provides financial planning, asset allocation advice, and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

WALNUT CREEK, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Albert Demartini is a Registered Representative and Investment Advisor Representative affiliated with Wells Fargo Clearing Services, LLC. Albert has been in the financial services industry since 2018. Albert holds a Series 7TO, Series 66, and SIE. Albert is registered in the following states: California, Colorado, Florida, Illinois, Nevada, North Carolina, Pennsylvania, Tennessee, Texas, 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

Woodson Wealth Management | CFP ®,CFC ® (Certifications)

location

Reseda, CA

0 Disclosures

ADVISOR BIO

Albert Edward Faber is a financial advisor with Woodson Wealth Management. Albert has over 20 years of experience in the financial services industry. Albert is a Certified Financial Planner™ and a Chartered Financial Consultant. He is registered with the state of California.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

CAMARILLO, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Albert Jose Cornel is an investment advisor representative with Osaic Wealth, Inc. Albert has been in the industry since 2004 and has experience in investment advisory and brokerage services. Albert holds licenses for the Series 6, Series 63, and Series 65 examinations, as well as the SIE. Albert is also licensed to provide investment advice in Arizona, California, Florida, Massachusetts, Pennsylvania and Utah.

SPECIALIZATIONS

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

Los Angeles, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Albert Pakhon Woon is a financial advisor with over 29 years of experience in the financial services industry. Albert is currently registered with Morgan Stanley and holds both a Series 7 and Series 63 license. Albert has previously worked with several firms, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wachovia Securities, LLC, Smith Barney Inc. and Paine Webber Incorporated. Albert has been registered with the state of California since 2009 and is also registered with the state of Texas.

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

J.p. Morgan Securities LLC

location

SOUTH PASADENA, CA

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Albert Boele is a financial advisor with over 12 years of experience in the financial services industry. Albert is registered with J.p. Morgan Securities LLC in South Pasadena, CA and has a Series 6, 63, and 6TO licenses. Albert is a highly qualified advisor with a broad range of experience in helping clients achieve their financial goals. Albert is committed to providing personalized advice and service to all his clients.

SPECIALIZATIONS

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

Menlo Park, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Albert Gibbons is a financial advisor registered with Morgan Stanley in Menlo Park, California. Albert has been in the industry since 2008, and is licensed to sell securities in 40 states. In addition to his role at Morgan Stanley, Albert is also a board member of the Boys and Girls Club of the Peninsula and the Mid-Peninsula Foundation.

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

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