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

Irvine, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Darlene Marie Piraino is a financial advisor at Morgan Stanley. Darlene has been a registered representative in the securities industry since December 2005. Darlene is licensed in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.

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

MML Investors Services, LLC

location

BEVERLY HILLS, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Darlene Marie McCrary is a financial advisor who has been in the industry since October 23, 2000. Darlene is currently registered with MML Investors Services, LLC in Beverly Hills, California. Darlene was previously registered with FARMERS FINANCIAL SOLUTIONS, LLC in Los Angeles, California, from October 24, 2000, to July 29, 2024. Darlene has passed the Uniform Securities Agent State Law Examination (Series 63), the Securities Industry Essentials Examination (SIE), and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Darlene specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Darlene also offers portfolio management for businesses and individuals.

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

Voya Financial Advisors, Inc.

location

LOS ANGELES, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Darlene Pachot is an investment advisor representative at Voya Financial Advisors, Inc. based in Los Angeles, California. Darlene has been in the industry since November 5, 1996. Darlene has a wide range of experience and specializes in retirement planning, investment management and insurance. She is also a registered investment advisor with the state of California and Texas. Darlene is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS

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

RAMONA, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Darlene Diehl is a financial advisor with Edward Jones. Darlene is a Registered Representative of Edward Jones and licensed in California and Missouri. Darlene has been active in the financial industry since February 15, 2005, and has a strong background in the securities industry. Darlene holds the Series 63, 66, 7, 9, 10, 24, and SIE licenses and is FINRA licensed. Darlene has over 29 years of experience with Edward Jones, beginning her career with the firm in September of 1993.

SPECIALIZATIONS

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

U.s. Bancorp Advisors, LLC | CFP ®,CFC ® (Certifications)

location

TORRANCE, CA

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Darlene Flores Swatik is a registered investment advisor representative with U.S. Bancorp Advisors, LLC. Darlene has been in the securities industry since 2001. Darlene holds the Series 7, Series 63, and Series 65 licenses. Darlene is also a Certified Financial Planner and a Chartered Financial Consultant. Darlene is registered with the states of Arizona, California, Florida, Georgia, Hawaii, Michigan, Nevada, North Carolina, Oregon, Texas, and Utah.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

VISALIA, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Darlin Rivera is a registered representative with Wells Fargo Advisors Financial Network, LLC. Darlin is licensed in California and has been in the industry for over 11 years. Darlin's areas of expertise include Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting. Darlin has held previous positions with Wells Fargo Advisors, Private Client Group and Wells Fargo Bank, N.A. Darlin is a notary public for the state of California and has held this position since 2022.

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

REDWOOD CITY, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Darling Vanessa Pineda is a financial advisor with J.P. Morgan Securities LLC. Darling has been in the industry since May 2014 and is registered in 28 states. Darling specializes in providing financial planning, portfolio management, and selection of other advisors for individuals and businesses. Prior to joining J.P. Morgan Securities LLC, Darling was an advisor at LPL Financial LLC.

SPECIALIZATIONS

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

City National Securities, Inc.

location

LOS ANGELES, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Darlyn Alexa Orellana is a registered representative with City National Securities, Inc. located in Los Angeles, California. Darlyn has been in the industry since June 6, 2019. She is registered to offer securities in California. Darlyn has experience working with Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

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

Apollon Wealth Management, LLC

location

HILLSBOROUGH, CA

0 Disclosures

ADVISOR BIO

Darlynn Gaye Slosar is an investment advisor representative with Apollon Wealth Management, LLC. Darlynn holds a Series 65 license, the Uniform Investment Adviser Law Examination. Darlynn has worked in the financial services industry since 2011, including positions at Spinal Research Foundation, SpineCare Medical Group, and Podesta Capital Advisors. Darlynn has been with Apollon Wealth Management, LLC since 2022 and currently works out of their Park City, UT office. Darlynn specializes in financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

SAN DIEGO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Darmel Fernandez is a financial advisor with Fidelity Personal And Workplace Advisors. Darmel is registered to provide investment advice in 53 states and the District of Columbia. Darmel has experience in the financial industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

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