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Top 30 financial advisors of 74 near 93440
Out of 400,000+ nationwide
Iran Z
Series 66
Santa Maria, CA
Merrill
Iran Zaranda Velazquez is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1991, he has provided wealth management services to a diverse clientele through The Filsouf Cox Wealth Management Group, which serves clients across 25 states. His client base includes successful business owners, oil and gas executives, retirees, affluent women who have experienced divorce or loss of a spouse, and members of the medical community. Mr. Velazquez is a qualified Portfolio Advisor who assists clients in pursuing their investment objectives by recommending strategies from Merrill Lynch Wealth Management or approved third-party investment managers. His services include aligning investment and retirement planning with wealth transfer, education funding, and liability management. He meets clients according to their schedules and often visits their homes, offices, or hospitals to provide tailored support. He earned a bachelor's degree from West Texas AM University and holds the Personal Investment Advisor (PIA) designation. Fluent in Persian, Polish, and English, Mr. Velazquez is active in community organizations such as March of Dimes, Serra Club, Amarillo Downtown Lions Club, and St. Thomas The Apostle Church. Outside of work, he enjoys chess, football, music, soccer, spending time with his family, and traveling.
Kelly H
CFP®, ChFC®, Series 63
Solvang, CA
Edward Jones
Thomas W
Series 63, Series 66
Lompoc, CA
Edward Jones
Elijah B
Series 66
Buellton, CA
Edward Jones
Leslie S
Series 66
Santa Ynez, CA
Edward Jones
Jefferson L
Series 66
Santa Maria, CA
Edward Jones
Joel B
Series 63
Buellton, CA
The J R Baker Group
Jeffrey L
CFP®, Series 63
Solvang, CA
Financial Telesis Company
Gregory S
CFP®, Series 63
Solvang, CA
G.C. Steele & Company
Joseph L
Series 63, Series 65
Santa Barbara, CA
Lambert Capital Management
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Finding advisors...
Top 30 financial advisors of 74 near 93440
Out of 400,000+ nationwide