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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEWPORT BEACH, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Aleksander Henka is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Aleksander has been in the industry since June 2011 and holds the Series 66, Series 7 and SIE exams. Aleksander specializes in portfolio management for individuals and businesses.

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

EP Wealth Advisors | CFP ® (Certifications)

location

TORRANCE, CA

0 Disclosures

ADVISOR BIO

Aleksandr Chkadua is an Investment Advisor Representative associated with EP Wealth Advisors in Torrance, CA. Aleksandr has been in the industry since 2016. Aleksandr is a Certified Financial Planner and specializes in financial planning, portfolio management for businesses and individuals, and retirement planning. Aleksandr holds a Series 65 license and is registered with the state of California.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES
Unclaimed

Hsbc Securities (usa) Inc. | CFC ® (Certifications)

location

BEVERLY HILLS, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Aleksandr Leybengrub is an investment professional with over 13 years of experience in the financial services industry. Aleksandr is registered as a broker-dealer and an investment advisor representative in multiple states. Aleksandr currently works at Hsbc Securities (usa) Inc. Previously, Aleksandr was employed by J.P. Morgan Securities LLC. Aleksandr has a Series 63, 65, 7, 10 and 9 licenses. Aleksandr has a Chartered Financial Consultant designation.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Sacramento, CA

0 Disclosures

ADVISOR BIO

Aleksandr Dyo is an Investment Advisor Representative with Smart Portfolio. Aleksandr has been in the industry for 18 years. Aleksandr is registered with the state of California and holds the Series 6, Series 63, and Series 65 licenses. Aleksandr has experience working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Aleksandr has a history of working with firms like CAPITAL SYNERGY PARTNERS, NYLIFE SECURITIES LLC, and Smart Portfolio.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

24 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Aleksandra Kulmaticki is an investment advisor representative registered with J.p. Morgan Securities LLC in the state of California. Aleksandra has been in the industry since November 2000, working previously at Deutsche Bank Securities Inc. and UBS Financial Services Inc. Aleksandra holds Series 66, SIE and Series 7 licenses. Aleksandra specializes in providing financial planning, pension consulting, and selection of other advisers. J.p. Morgan Securities LLC is a broker-dealer and investment advisor firm that offers a wide range of financial services, including brokerage, investment banking, and asset management.

SPECIALIZATIONS

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

Jefferies Investment Advisers LLC

location

Los Angeles, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aleksandra Tukan is an investment advisor representative with Jefferies Investment Advisers LLC. Aleksandra is registered with the state of California, and has been in the industry since April 2023. Aleksandra has a Series 66, a Series 7TO and a SIE.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN FRANCISCO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Aleksandra Drake is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the industry. Aleksandra is active in both broker-dealer and investment advisor capacities. She is registered with the Securities and Exchange Commission and has a Series 7, Series 66, and SIE license. Aleksandra specializes in portfolio management for individuals and businesses. She also provides financial planning services.

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
location

Beverly Hills, CA

experience

22 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Aleksey Fur is a financial advisor with over 20 years of experience in the industry. Aleksey has been registered with Morgan Stanley since 2016. Prior to that, Aleksey was a registered representative for UBS Financial Services Inc. and UBS International Inc. Aleksey has experience in financial planning, portfolio management, and pension consulting. Aleksey offers a variety of services to individual and institutional clients, including asset allocation advice, educational seminars, and selection of other advisers. Aleksey is licensed to provide advisory services in numerous states and holds the Series 3, 7, 10, 63, and 65 licenses.

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

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Alen Canik is a registered representative with UBS Financial Services Inc. Alen Canik has been in the industry for 2 years. Alen Canik is currently registered with FINRA and the state of California. Alen Canik is associated with the branch office in Beverly Hills, CA.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WEST LOS ANGELES, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alen Abrahimian is a financial professional with over 10 years of experience in the industry. Alen is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Alen was also registered with the firm in California. Alen offers investment advisory services to individuals, high-net-worth individuals, corporations, businesses, insurance companies, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Alen's areas of expertise include portfolio management, financial planning, and investment strategies. Alen's firm manages assets over $10 billion.

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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