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Financial Planning Services Advisors in Hayward, California
19 Results
Unclaimed

Knights OF Columbus Asset Advisors LLC

location

Hayward, CA

0 Disclosures

ADVISOR BIO

Ananias Ayroso is a registered Investment Advisor Representative with Knights Of Columbus Asset Advisors LLC. Ananias has been in the industry since 2014 and has a Series 65 license. Ananias has previously worked for Knights of Columbus, and Knights of Columbus Asset Advisors. Ananias is also a licensed life insurance agent for Knights of Columbus Insurance. Ananias is a freelance musician and performs mostly in cover bands and church choirs. The Knights Of Columbus Asset Advisors LLC provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

HAYWARD, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Angelita Kamholz is a financial advisor registered with Wells Fargo Clearing Services, LLC. Angelita has been working in the financial industry since June 7, 2013, and has a wealth of experience in helping clients reach their financial goals. Angelita is committed to providing personalized financial advice and guidance to individuals and families. She specializes in providing financial planning, investment management, and retirement planning services. Angelita is also a registered representative with J.P. Morgan Securities LLC.

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

HAYWARD, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Asley Villanueva is a financial professional with over 2 years of experience in the industry. Asley is currently registered with J.P. Morgan Securities LLC and is licensed in California. Asley is a Series 63, Series 6TO and SIE licensed representative. Asley's areas of expertise include: Portfolio Management for Businesses, Portfolio Management for Individuals, Selection of Other Advisers, Financial Planning and Pension Consulting.

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

HAYWARD, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brayan Efren Lizarraga cordova is a financial professional with J.P. Morgan Securities LLC. Brayan holds the Series 6TO, SIE, and Series 63 licenses. Brayan is registered with the state of California and is located in Hayward, California.

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

HAYWARD, CA

0 Disclosures

ADVISOR BIO

Briseyda Janeth Flores Calderon is a registered representative with J.P. Morgan Securities LLC in Hayward, California. Briseyda has been in the financial industry for 12 days. Briseyda holds the Series 63, Series 6TO, and SIE licenses. Briseyda specializes in investments.

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

HAYWARD, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Diana Jocabeth Solorzano is a registered representative with Wells Fargo Clearing Services, LLC. Diana has been in the financial services industry since August 2023. Diana has passed the Series 63, Series 6TO, and SIE exams. Diana is licensed in California.

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

HAYWARD, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Dung Le is a financial advisor who is registered with the state of California. Dung is currently affiliated with J.p. Morgan Securities LLC, a firm that provides financial advisory services.

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

HAYWARD, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Fnu Jawad mahdi ali baig is a registered representative with J.p. Morgan Securities LLC, a firm with over 249 billion dollars under management. Fnu has a Series 63, Series 6TO, and SIE licenses. Fnu is registered in California. They have been in the industry since October 18, 2022. Fnu's firm has a wide range of client types, from individuals to institutions. They also provide a variety of 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

LPL Financial LLC

location

HAYWARD, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Gary Klein is a financial advisor currently registered with LPL Financial LLC. Gary has been in the financial industry since June 2011 and has a Series 6, Series 63, and Series 65 licenses. Gary is also registered in 16 states for both broker-dealer and investment advisory services. Before joining LPL Financial, Gary worked with NATIONAL PLANNING CORPORATION in San Mateo, CA. Gary specializes in providing financial planning and consulting services, as well as portfolio management services for both individuals and businesses.

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

Cetera Investment Advisers LLC

location

HAYWARD, CA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Giang Tran is a financial advisor in Hayward, CA. Giang Tran has been in the industry since 2005 and is currently employed by Cetera Investment Advisers LLC. Giang Tran previously worked at WELLS FARGO CLEARING SERVICES, LLC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., and NYLIFE SECURITIES INC. Giang Tran specializes in providing financial advice and services to individuals, businesses, charitable organizations, pension plans, and corporations.

SPECIALIZATIONS

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

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