17 results for:

Investment Services Firms in Santa Monica

Edward Jones - Financial Advisor: Amit S Shah

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11835 W Olympic Blvd, Suite 210, Los Angeles, CA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Fidelity Investments

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1200 Wilshire Blvd, Santa Monica, CA

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Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

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Sami Marie Harper - Financial Advisor, Ameriprise Financial Services, LLC

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1130 Wilshire Blvd, Santa Monica, CA

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Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Santa Monica, CA area, Sami Marie Harper will take the... Read More about Sami Marie Harper - Financial Advisor, Ameriprise Financial Services, LLC

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R Dale Preator - Financial Advisor, Ameriprise Financial Services, LLC

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11835 W Olympic Blvd, Ste 735 East, Los Angeles, CA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Los Angeles, CA area, R Dale Preator will take the time to understand you and your goals, as well as... Read More about R Dale Preator - Financial Advisor, Ameriprise Financial Services, LLC

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Jacob Kinney - Thrivent

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730 Arizona Ave, Santa Monica, CA

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jacob Kinney is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Santa Monica, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Jacob Kinney - Thrivent

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Focus Partners

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2120 Colorado Avenue, Santa Monica, CA

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We combine expert impartial advice with a wide range of planning and investment options to help you make smart financial and life decisions. We offer - Personalized financial & life planning - Robust investment options designed to produce stable income, minimize downside risk and maximize ROI - Expertise to address tax, estate, insurance, legacy or charitable issues throughout your lifetime... Read More about Focus Partners

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Augustine Choi - Private Wealth Advisor, Ameriprise Financial Services, LLC

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11845 W Olympic Blvd, Ste 980W, Los Angeles, CA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Los Angeles, CA area, Augustine Choi will take the time to understand you and your goals, as well as those... Read More about Augustine Choi - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Carolyn Hemann - Private Wealth Advisor, Ameriprise Financial Services, LLC

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11835 W Olympic Blvd, Ste 735 East, Los Angeles, CA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Los Angeles, CA area, Carolyn Hemann will take the time to understand you and your goals, as well as those... Read More about Carolyn Hemann - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Wells Fargo Advisors

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2940 Ocean Park Blvd, Santa Monica, CA

310-450-0749

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Wells Fargo Advisors

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2940 Ocean Park Blvd, Santa Monica, CA

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Edward Jones - Financial Advisor: Sarah L Biddle, AAMS®

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1849 Sawtelle Blvd, Suite 670, Los Angeles, CA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Wells Fargo Advisors

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2444 Wilshire Blvd, Santa Monica, CA

310-449-0152

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Wells Fargo Advisors

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2444 Wilshire Blvd, Santa Monica, CA

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Wells Fargo Advisors

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1300 4th St, Santa Monica, CA

310-393-0443

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Wells Fargo Advisors

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1300 4th St, Santa Monica, CA

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Wells Fargo Advisors

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11835 W Olympic Blvd, Los Angeles, CA

424-559-3225

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Wells Fargo Advisors

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11835 W Olympic Blvd, Los Angeles, CA

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Wells Fargo Advisors

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900 Montana Ave, Santa Monica, CA

310-458-7440

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Wells Fargo Advisors

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900 Montana Ave, Santa Monica, CA

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Wells Fargo Advisors

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170 Pier Ave, Santa Monica, CA

310-581-3080

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Wells Fargo Advisors

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170 Pier Ave, Santa Monica, CA

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Edward Jones - Financial Advisor: Amit S Shah
11835 W Olympic Blvd, Suite 210, Los Angeles, CA 424-484-8707
2940 Ocean Park Blvd, Santa Monica, CA 310-450-0749
2444 Wilshire Blvd, Santa Monica, CA 310-449-0152
1300 4th St, Santa Monica, CA 310-393-0443
11835 W Olympic Blvd, Los Angeles, CA 424-559-3225
900 Montana Ave, Santa Monica, CA 310-458-7440
170 Pier Ave, Santa Monica, CA 310-581-3080