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

Stratos Wealth Partners, Ltd.

location

IRVINE, CA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Constantine Basdakis is an investment advisor representative with Stratos Wealth Partners, Ltd. Constantine has been in the industry since 1985. Constantine has a strong track record of success in providing investment advice and financial planning services. Constantine is licensed to provide investment advice and financial planning services in multiple states.

SPECIALIZATIONS

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

Mari Legacy Group, LLC

location

CALABASAS, CA

0 Disclosures

ADVISOR BIO

Consuelo Webb is an Investment Advisor Representative associated with Mari Legacy Group, LLC. Consuelo has over 20 years of experience in the financial services industry and holds licenses to provide investment advice in California and Texas. Consuelo previously held positions at Morgan Stanley and Wells Fargo Advisors, LLC. Consuelo is a dedicated professional with a strong commitment to providing comprehensive financial planning services to her clients. Consuelo specializes in working with high-net-worth individuals, providing financial planning and portfolio management.

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

SANTA ROSA, CA

experience

6 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Conveasna Ouch is a financial advisor registered with Wells Fargo Clearing Services, LLC, specializing in providing investment consulting services to institutional clients. Conveasna has over five years of experience in the financial services industry. Conveasna's previous role was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Conveasna holds the Series 7, Series 66, and SIE licenses. Conveasna Ouch is currently registered in California, Arizona, Florida, Hawaii, Nevada, Oregon, Texas, and Washington.

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

Wells Fargo Clearing Services, LLC

location

CORTE MADERA, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Cooper Guthrie is a financial advisor with Wells Fargo Clearing Services, LLC. Cooper is registered with both FINRA and the states of Texas and California as a Registered Representative and Investment Advisor Representative. Cooper has been in the securities industry for over 7 years. Cooper is licensed in 27 states and the District of Columbia, primarily for securities business, but also has some licenses in the area of investment advisory. Cooper has a wide range of experience with clients that include individuals, businesses, insurance companies, charitable organizations and pension/profit sharing plans. Cooper holds the Series 7, Series 66, and SIE licenses.

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

J.p. Morgan Securities LLC

location

WESTLAKE VILLAGE, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Cooper Pullin is a financial advisor with J.P. Morgan Securities LLC. Cooper has been in the industry since 2019 and has a Series 7, 63, and 66 license. Cooper is registered with FINRA and the states of California and Texas. They have been employed with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC in the past. Cooper works in the Westlake Village, California office of J.P. Morgan Securities LLC and specializes in investment advisory, portfolio management, and financial planning.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Newport Beach, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Corazon Vega Sanchez is a financial advisor with over 25 years of experience in the industry. Corazon is currently registered with MML Investors Services, LLC, a firm headquartered in Springfield, MA. Corazon provides a variety of services to individuals, businesses, and institutions, including financial planning, asset allocation programs, portfolio management, and pension consulting. Prior to joining MML Investors Services, LLC, Corazon was employed by MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Corazon holds the Series 6, Series 63, 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
ASSET ALLOCATION PROGRAMS
Unclaimed

J.p. Morgan Securities LLC

location

POMONA, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Corazon Sosa is a financial professional with over 10 years of experience in the financial services industry. Sosa is currently registered with J.p. Morgan Securities LLC and holds the Series 6, Series 63, and SIE licenses. Sosa specializes in providing financial planning, portfolio management, and investment advisory services. She has a deep understanding of the financial markets and is committed to helping her clients achieve their financial goals. Sosa is dedicated to providing personalized service and building long-term relationships with her clients.

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

SAN LUIS OBISPO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Corban Lethcoe is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Corban has been a Registered Representative for 2 years and has experience in securities and advisory services. Corban has Series 7TO and Series 66 licenses. Corban also holds a Uniform Combined State Law Examination. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Corban was employed by HighTower Securities, LLC in Chicago, Illinois. Corban has also been involved in various roles including teaching and legal work.

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

Osaic Wealth, Inc.

location

CAMERON PARK, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Corbin James Weatherby is a financial advisor with over 7 years of experience in the industry. Corbin is currently registered with Osaic Wealth, Inc., a firm with over 43,000 clients and over $94 billion in assets under management. Prior to joining Osaic Wealth, Inc., Corbin was a registered representative with Woodbury Financial Services, Inc. and Questar Capital Corporation. Corbin specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Corbin is also a volunteer instructor for the American Financial Education Alliance.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Torrance, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Cordelia Lo has been in the securities industry since August 6, 2001. She is currently registered with Citigroup Global Markets Inc. as a Registered Representative. Cordelia has held previous positions at Citigroup Investment Services and Allstate Financial Services, LLC. Cordelia is licensed to sell securities in 24 states and is also a Registered Investment Advisor in California.

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

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