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Pension Consulting Services Advisors in Camarillo, California
46 Results
Unclaimed

Commonwealth Financial Network

location

Camarillo, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Abbie Lorraine Nelson is a registered representative with Commonwealth Financial Network. Abbie is a financial professional with over 30 years of experience in the financial services industry. Abbie has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Abbie holds the Series 63, SIE, and Series 7 licenses. She is a registered representative in California and is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

CAMARILLO, CA

experience

21 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CAMARILLO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Alex Mendoza Vargas is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with an active license in California. Alex Mendoza Vargas has been working in the financial industry since 2014.

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Camarillo, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Lyskin is a financial advisor at Commonwealth Financial Network. Alexander has over 30 years of experience in the financial industry. Alexander is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Alexander has a wide range of experience working with individuals, high net worth individuals, corporations, businesses, charitable organizations, pension and profit sharing plans and state and municipal governments. Alexander is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

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

LPL Enterprise, LLC

location

Camarillo, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Amna Altaf is a registered representative with LPL Enterprise, LLC. Amna has been in the securities industry since 2020 and holds a Series 7TO, Series 66 and SIE license. Amna provides financial planning, portfolio management for individuals and businesses, and consulting services. Amna Altaf is also a registered investment advisor in Alaska, Arizona, California, Florida, Hawaii, Montana, Ohio, Oregon and Washington.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Householder Group Estate & Retirement Specialists

location

Camarillo, CA

experience

32 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Anthony Michael Coyne is a registered investment advisor representative with Householder Group Estate & Retirement Specialists. Anthony has been in the financial services industry since 1993 and has experience working with high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and individuals other than high-net-worth. Anthony also provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and 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
Publication of Financial Periodicals
Unclaimed

Avantax Advisory Services

location

Camarillo, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Barbara Joan Whatley is a financial advisor registered with Avantax Advisory Services. Barbara has been in the industry since September 30, 2015. Barbara has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Barbara is registered in California, Colorado, and North Carolina.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Osaic Wealth, Inc.

location

CAMARILLO, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Barbara Susan Shufani is a financial advisor associated with Osaic Wealth, Inc. Barbara is a Registered Representative with over 17 years of experience in the financial services industry. Barbara holds FINRA Series 6, 63, and SIE securities licenses as well as the Series 65 Investment Advisor Representative license.

SPECIALIZATIONS

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

Householder Group Estate & Retirement Specialists

location

Camarillo, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Blake Steven Behunin is an investment advisor representative with Householder Group Estate & Retirement Specialists. Blake has been in the financial services industry since 2018. Blake is registered to provide investment advice in California.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

CAMARILLO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christina Zins is a financial advisor with over 7 years of experience in the financial services industry. Christina holds the Series 7, Series 66, and Series 24 licenses, as well as the SIE exam designation. She is also a Certified Financial Planner. Christina works with individuals and families to develop and implement personalized financial plans. She has experience in a variety of areas, including investment management, retirement planning, and estate planning. Christina is currently registered with LPL Financial LLC and Summit Wealth Management Group, Inc., both of which are located in Camarillo, CA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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