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Advisors in Downey, California
31 Results
Unclaimed

LPL Financial LLC

location

DOWNEY, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Amber Gaitan is a financial advisor with LPL Financial LLC. Amber has been working in the financial services industry for over 15 years. She holds Series 6, Series 63, and Series 65 licenses. Amber is registered in California, Nevada, and South Carolina. Amber provides financial planning services to individuals, families, and businesses. Her areas of expertise include retirement planning, investment management, and insurance. Prior to joining LPL Financial LLC, Amber was a financial advisor at CUNA Brokerage Services, Inc.

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
Unclaimed

J.p. Morgan Securities LLC

location

DOWNEY, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ana Leticia Cruz is a registered representative with J.P. Morgan Securities LLC. Ana has been in the securities industry since July 14, 2019. Ana is licensed to sell securities in California. Ana works out of the Downey, CA branch of J.P. Morgan Securities LLC.

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

DOWNEY, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anabelle Araceli Martinez is a financial advisor with Wells Fargo Clearing Services, LLC. Anabelle has been in the financial services industry since October 28, 2022. Anabelle holds the Series 63, Series 6TO, and SIE licenses. Anabelle is registered to provide investment advice in California. Previously, Anabelle was employed by J.P. MORGAN SECURITIES LLC. Anabelle specializes in providing investment advice to individuals, businesses, and institutions. Anabelle's areas of expertise include financial planning, portfolio management, and investment consulting.

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

DOWNEY, CA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Feusier is a registered representative with J.p. Morgan Securities LLC. Andrew has been in the industry since June 2022. Andrew holds Series 6, Series 63 and SIE licenses. Andrew specializes in portfolio management for individuals and businesses, and financial planning. The firm has more than $50 billion in assets under management and over 262,000 clients.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

DOWNEY, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Anna Delia Moyeda is a registered representative with J.p. Morgan Securities LLC since December 20, 2013. Anna has a Series 6 and Series 63 license and also holds the SIE exam credential. Anna is located in Downey, California, and is registered to sell securities in California. Anna has been in the financial services industry for over 9 years.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

DOWNEY, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Bernard Edwards is a financial advisor with J.p. Morgan Securities LLC in DOWNEY, CA. Bernard has been in the financial industry for over a year and holds a Series 63, Series 6TO, and SIE licenses. Bernard specializes in providing financial advice to individuals, high net worth individuals, corporations and other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Bernard 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
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

DOWNEY, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cesar MacEdo is a financial advisor with LPL Financial LLC. Cesar has been in the financial industry since 2001 and holds Series 7, 24, 63, and 65 licenses. Cesar is also a Certified Financial Planner. Cesar's previous experience includes working with FSC Securities Corporation and WM Financial Services, Inc. Cesar's office is located in Downey, California.

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
Unclaimed

Virtue Capital Management, LLC

location

Downey, CA

0 Disclosures

ADVISOR BIO

Christopher Gelfuso is an Investment Advisor Representative at Virtue Capital Management, LLC. Christopher has been in the financial services industry since 2016 and is currently licensed to operate as an Investment Advisor Representative in California. Christopher provides financial planning, educational seminars, and portfolio management services to individuals and corporations. Christopher is also the Chief Executive Officer of Uplevel Business Services and a Managing Member of Aces Trailer Rental, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

U.s. Bancorp Investments, Inc.

location

Downey, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Clement Jaeho Shin is an active investment advisor with a focus on portfolio management for individuals, businesses, and investment companies. Shin is registered with the state of California, and holds the Series 6, 7, 24, 63, and 65 securities licenses. Shin has been in the industry since 1996 and has worked with U.s. Bancorp Investments, Inc., Cetera Investment Services LLC, LPL Financial LLC, HSBC Securities (USA) Inc., Banc of America Investment Services, Inc., and Pruco Securities Corporation. Clement Jaeho Shin works in the Downey office of U.s. Bancorp Investments, Inc.

SPECIALIZATIONS

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

Planmember Securities Corp.

location

DOWNEY, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Constantin Brancov is a financial professional with over 20 years of experience in the industry. Constantin has held various positions at different firms, including Veritrust Financial, LLC and PMG Securities Corporation. Constantin is currently registered with Planmember Securities Corp. as a Registered Representative. Constantin's expertise includes Financial & Insurance Sales & SVCS. Constantin is also the CEO/President of Brancov Financial Services. Constantin has passed the Series 6, Series 7, Series 26, Series 63 and Series 65 exams. Constantin provides investment supervisory services, financial planning, pension consulting, educational seminars, 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
PROVIDES INVESTMENT SUPERVISORY SERVICES

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