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Financial Consultants in California

Financial Consultants in Carmel, CA

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8 results found

Keith Felker Carmel, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematics • Mathematician • Computer Scientists

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Carmel, California
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Oct 2012US Navy - VariousNaval Officer (SWO/EDO) / Enlisted (FC)1985 - 2008
Skills:
Series 7, Series 66, Wealth Management Services, Retirement Planning, 401k Rollovers, 401k, IRAs,...
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David Stewart Carmel, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director/ Financial Advisor at UBS Financial Services, Inc.
Location:
Carmel, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Carmel, CADirector/ Financial Advisorsince Feb 1983
Skills:
Asset Allocation, Leadership, Microsoft Excel, Series 7, Wealth Management, Entrepreneurship,...
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David Refuerzo Carmel, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Carmel, California
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Oct 2009Spansion Module Manager1996 - 2009
Languages:
English
Certifications:
Certified Special Needs Advisor, Merrill Lynch Internal
Personal Investment Advisor, Merrill Lynch Internal
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Luis Contreras Gonzales, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Gonzales, California
Industry:
Financial Services
Work history:
Merrill Lynch - 3775 Via Nona Marie, Suite 101, Carmel, CA 93923Financial Advisorsince Dec 2012New York Life Insurance Company AgentDec 2009 - Sep 2012
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Russell Fletcher Carmel, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Vice President at JPMorgan Chase
Title:
Vice President at JP Morgan Chase
Location:
Carmel By The Sea, California
Industry:
Banking
Work history:
JPMorgan Chase - Carmel CAVice Presidentsince Nov 2008AXA Advisors Financial AdvisorMay 1988 - Nov 2008
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Ryan Mccormick Carmel, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Financial Advisor at Merrill Lynch
Location:
Carmel, California
Industry:
Financial Services
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Aiperi Alybaeva San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Volunteer • Business Administrator • Non-Profit • Food Server • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Sales Execution Team at Northwestern Mutual, Associate Financial Advisor at Northwestern Mutual
Title:
Sales Execution Team at Northwestern Mutual
Location:
San Francisco, California
Industry:
Investment Management
Work history:
Northwestern Mutual Sales Execution Teamsince Mar 2013Northwestern Mutual - San Francisco Bay AreaAssociate Financial Advisorsince Oct 2012
Skills:
MS Office Suite, Research, Editing, Russian, English, German, Kyrgyz, Customer Relations, Social...
Languages:
German, Russian, Kyrgyz
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Erik Zahnlecker Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Apprentice • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Title:
Summer Analyst at Sagent Advisors
Location:
Los Angeles, California
Industry:
Financial Services
Work history:
Sagent Advisors - San Francisco Bay AreaInvestment Banking Summer AnalystJun 2012 - Aug 2012Imperial Capital, LLC - Greater Los Angeles AreaInvestment Banking InternJan 2012 - Apr 2012
Financial Advisor Intern at Merrill Lynch
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Financial Consultants near Carmel, CA073146219292365San JoseSalinasCupertinoCampbellLos GatosMontereySanta CruzMorgan HillCapitolaWatsonville


Financial Consultants around Carmel, CA

Aptos  (3)
Aromas  (1)
Ben Lomond  (1)
Campbell  (44)
Capitola  (11)
Cupertino  (44)
Gilroy  (8)
Gonzales  (2)
Greenfield  (1)
Hollister  (3)
Los Gatos  (33)
Marina  (1)
Monterey  (26)
Morgan Hill  (16)
Mount Hermon  (1)
Pebble Beach  (1)
Salinas  (63)
San Jose  (361)
San Martin  (1)
Santa Cruz  (26)
Saratoga  (8)
Seaside  (4)
Soquel  (5)
Watsonville  (10)

Financial Consultants in California

Sub-specializations

Financial Consultant  (8)