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Financial Consultants in California

Financial Consultants in Seal Beach, CA

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14 results found

Elizabeth Krusic Seal Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Non-Profit • Tutor • Judge • Brand Planner • Advertising Professional • Brand Representative • Advertising Sales Agent • Marketing Manager • Organization Management • Managers • Office Clerk • Clerical Specialist • Internet Marketing Manager • Web Marketer • Operations Manager • Secretary • Entertainer • Graphic Design Specialist • Graphic Designer

Experience & Education

Position:
Freelance Marketing at Elizabeth Krusic, Art To Go at The Volunteer Center South Bay Harbor Long...
Title:
Marketing
Location:
Seal Beach, California
Industry:
Marketing and Advertising
Work history:
Elizabeth Krusic - Seal Beach, CAFreelance Marketingsince Aug 2010The Volunteer Center South Bay Harbor Long Beach - South BayArt To Gosince Jan 2013
Skills:
Entertainment, Press Releases, Social Media, Promotions, Film, Advertising, Public Relations, Word, ...
Alumni Financial Advisor at Delta Delta Delta Sorority
Full Profile

Ebony Kemp Seal Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Associate of Arts • General Education • Operations Manager

Experience & Education

Work

Company:
Rayne water
Sales
Company:
Edward jones - Seal Beach, CA
Financial advisor
Full Profile

Gregory Haeseler Seal Beach, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Seal Beach, California
Industry:
Financial Services
Full Profile

Gary Smith Seal Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • District Manager • Operations Manager • Region Manager • Employee Benefits Specialist • Compensations and Benefits • Agent • Sales Representative • Area Manager • Managers

Experience & Education

Position:
Employee Benefits Specialist | Low Cost Health Plans & Insurance Manager | District Manager at...
Title:
Financial Risk Management Specialist | Retirement Income Planning Strategist | Asset Protection Manager
Location:
Seal Beach, California
Industry:
Insurance
Work history:
Health Plans 4 Less - Bellflower, CAEmployee Benefits Specialist | Low Cost Health Plans & Insurance Manager | District Managersince 1999Heritage Pacific Risk Management - Bellflower, CAAsset Protection Manager | Retirement Income Planning Strategist | Financial Advisor in Californiasince 1986
Certifications:
California Insurance License
Full Profile

Paul Lee Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Title:
Financial Advisor - Investments at Wells Fargo Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
TD Ameritrade - Rancho Cucamonga, CAInvestment Consultantsince Aug 2011Wells Fargo Advisors - Anaheim, CAFinancial ConsultantApr 2009 - Aug 2011
Full Profile

Jeanne Suttie Seal Beach, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Suttie Wealth Management Group
Title:
Suttie Wealth Management Group
Location:
Seal Beach, California
Industry:
Financial Services
Work history:
Suttie Wealth Management Group - Seal Beach, CAFinancial Advisorsince Aug 1999
Full Profile

Patrick Jakowchik Seal Beach, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Counselor • Pilot • Team Member • Advisor • Air Transportation Worker • Customer Service • Business Administrator • Analysts • Chief Executive Officer • Chairperson • Operations Manager • Corporate Executive • Chief Executive • Bachelor of Science • Recruitment

Experience & Education

Position:
Account Executive at Fidelity Investments
Location:
Seal Beach, California
Industry:
Financial Services
Work history:
Fidelity Investments - Seal BeachAccount Executivesince Jul 2011Charles Schwab & Co., Inc Associate Portfolio ConsultantMar 2010 - Jul 2011
Financial Advisor at Westwood Capital Management
Full Profile

John Brenard Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Student Worker

Experience & Education

Position:
Private Client Advisor at J.P. Morgan Chase Bank, N.A., Vice President at Minot Applications
Title:
Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
J.P. Morgan Chase Bank, N.A. - Seal Beach, CAPrivate Client Advisorsince Aug 2012Minot Applications Vice Presidentsince Mar 2009
Skills:
Investments, Wealth Management, Mobile Applications, Entrepreneurship, Portfolio Management,...
Financial Advisor at Wells Fargo Advisors
Full Profile

Dori Rattray Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Regional Vice President • Vice President • Chief Executive • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Implementation Manager • Managers • Market Research Analyst • Non-Profit • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Senior Marketing Manager at Charles Schwab
Location:
Orange County, California Area
Industry:
Marketing and Advertising
Work history:
Charles Schwab - 2399 Seal Beach Blvd., Seal Beach, CA 90740Senior Marketing Managersince Jun 2001Charles Schwab - Laguna Hills, CaliforniaImplementation ManagerMar 1999 - Jun 2001
Financial Consultant at Charles Schwab
Full Profile

Jeff Skinner Seal Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Analyst • Analysts • Master of Business Administration • Fisher

Experience & Education

Position:
Director, Risk Management at PHI, Inc.
Location:
United States
Industry:
Airlines/Aviation
Work history:
PHI, Inc. - Lafayette, Louisiana AreaDirector, Risk Managementsince Sep 2012Pinnacle Airlines Corp. - Greater Memphis AreaDirector, Claims MgmtJul 2011 - Jan 2012
Financial Advisor at Boeing
Full Profile

Patrick Maclyman Seal Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Pacific life insurance company
National accounts specialist
Company:
Society of actuaries exams
Full Profile

Annie Sam Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Editor • DB Administrator • Database Administration Professional • Database Administrator • Supporting Member • Team Member • Racer • Automotive Specialist • Automotive Professional • Business Administrator • Master of Science • Notary • Lawyers • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Contributing Editor at GFOS Concepts, Inc DBA MotoIQ.com, Senior Registered Client Associate at...
Title:
MotoIQ.com
Location:
Greater Los Angeles Area
Industry:
Automotive
Work history:
GFOS Concepts, Inc DBA MotoIQ.com Contributing Editorsince Jan 2004Wells Fargo Advisors Senior Registered Client Associatesince Jun 2006
Skills:
General Securities Registered Representative - Series 7 Licensed, Uniform Combined State Law -...
Financial Advisor at Wells Fargo Advisors
Full Profile

Chuck Lund Spokane, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Corporate Executive • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Managers • Sales Manager

Experience & Education

Position:
Executive Officer at CORIVRON 11, Regional Manager at AAA Washington
Title:
Regional Manager at AAA Washington
Location:
Spokane, Washington Area
Industry:
Financial Services
Work history:
CORIVRON 11 - Seal Beach CAExecutive Officersince Dec 2012AAA Washington - SpokaneRegional Managersince Jun 2012
Skills:
Program Management, Insurance, Leadership, Operations Management, Team Building, Budgets, Strategic ...
Financial Consultant at AG Edwards & Sons
Full Profile

Larry Yells Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Deputy Director • Region Manager • Deputy Manager • Chief Executive • Independent Representative • Commissioner • Mediator • Sales Person • Consumer Goods Professional • Sales Representative • Commodities Clerk • Police • Area Manager • Managers • Judge • Market Research Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Western Region Sales Manager
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Cosco Industries - Los Angeles, CAWestern Region Sales ManagerJul 2004 - Jul 2012Pacific Income Advisers - Santa Monica, CAAssociate Director, Western Region ManagerApr 1999 - Nov 2003
Financial Consultant at Merrill Lynch
Full Profile

Financial Consultants near Seal Beach, CA04198381,2571,6762,095Santa AnaLong BeachHuntington BeachAnaheimFullertonGarden GroveArtesiaCypressBuena ParkDowney


Financial Consultants around Seal Beach, CA

Anaheim  (62)
Artesia  (19)
Bellflower  (8)
Buena Park  (14)
Compton  (6)
Cypress  (14)
Downey  (13)
Fullerton  (38)
Garden Grove  (23)
La Mirada  (6)
Lakewood  (8)
Long Beach  (140)
Los Alamitos  (8)
Midway City  (2)
Norwalk  (3)
Santa Ana  (2,095)
Stanton  (2)
Westminster  (10)

Financial Consultants in California

Sub-specializations

Financial Consultant  (14)
Financial Management Analyst  (2)
Funder  (1)