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Portfolio Management for Businesses Advisors in Simi Valley, California
114 Results
Unclaimed
location

Simi Valley, CA

0 Disclosures

ADVISOR BIO

Alan Santisteban is a financial advisor at Edward Jones. Alan has been in the industry for 7 years, and is currently registered in California and Texas. Alan offers a variety of financial services, including financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

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

PFS Investments Inc.

location

SIMI VALLEY, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alba Barragan is a financial advisor with over 20 years of experience. Alba has been with PFS Investments Inc. since 2002. Alba is registered with FINRA and is licensed in several states. Alba specializes in providing investment advice to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

SIMI VALLEY, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Aleli Yatzin Castilla-cortez is a financial professional who has been in the industry since January 24, 2022. Aleli is currently registered with PFS Investments Inc. in California and Texas. Aleli specializes in securities and investments.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

HBW Advisory Services LLC

location

SIMI VALLEY, CA

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alexander Allen Peets is an Investment Advisor Representative and an Insurance Agent at HBW Advisory Services LLC. Alexander has been in the financial services industry since 2013. Alexander holds a Series 6, Series 63 and Series 65 securities licenses and a SIE. Alexander offers financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Alexander has been with HBW Advisory Services LLC since October 2017.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SIMI VALLEY, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alexis Aguayo is a financial professional registered with J.p. Morgan Securities LLC. Alexis has been working in the financial industry since May 2022 and is currently registered in California and Florida. Alexis holds a Series 63, Series 6TO, and SIE license. Alexis specializes in specializations: 1, 2, 4, 5, and 6.

SPECIALIZATIONS

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

Kevin Kennedy, LLC | CFP ® (Certifications)

location

Simi Valley, CA

0 Disclosures

ADVISOR BIO

Amy Friedman is an investment advisor representative with Kevin Kennedy, LLC. Amy has been in the financial services industry for over 14 years and has held prior roles at OSAIC WEALTH, INC., LPL Financial LLC, and Mutual Service Corporation. Amy holds a Series 7 and Series 66 license, as well as the SIE. Amy is a Certified Financial Planner and provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

HBW Advisory Services LLC

location

SIMI VALLEY, CA

0 Disclosures

ADVISOR BIO

Andrea Young is an investment advisor representative at HBW Advisory Services LLC, based in Simi Valley, CA. Andrea is registered with the state of Texas. Andrea has been in the industry since September of 2003, most recently working as a retired advisor in Missouri City, TX. Andrea is actively involved in the financial planning and educational seminars services offered by HBW Advisory Services. Andrea also specializes in portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Bridge THE GAP Retirement Planners | CFP ® (Certifications)

location

SIMI VALLEY, CA

0 Disclosures

ADVISOR BIO

Andrew Gerhartz is a financial advisor registered with Bridge The Gap Retirement Planners LLC. Andrew has been in the industry since 2010. Andrew is a Certified Financial Planner™ professional. Andrew's services include financial planning and portfolio management for individuals. The firm's main office is located in Simi Valley, California.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Voya Financial Advisors, Inc.

location

SIMI VALLEY, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Aren Yarian is a financial advisor with Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC. Aren has been in the financial industry since 2015 and is licensed in 12 states. Aren's expertise includes portfolio management, financial planning, and educational seminars. Aren is dedicated to providing clients with personalized financial guidance to help them achieve their goals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SIMI VALLEY, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Austin Peifer is a financial advisor registered with J.P. Morgan Securities LLC. Austin is based in Simi Valley, CA and has been working in the financial industry since August 2022. Austin holds Series 63, Series 6TO and SIE licenses and is registered to provide financial advice in California.

SPECIALIZATIONS

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

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