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Securities Information Chico CA

Actually, the concept of securitiesActually, the concept of securities is not terribly complicated. In fact, a stock is a kind of security. In the financial sense, a security is defined as a document that represents ownership of a given asset. In addition to stocks, securities assign ownership of bonds, treasury certificates and more. is not terribly complicated. In fact, a stock is a kind of security. In the financial sense, a security is defined as a document that represents ownership of a given asset. In addition to stocks, securities assign ownership of bonds, treasury certificates and more.

Morgan Stanley
(866) 703-2921
555 Main Street Suite 100
Chico, CA
 
Miss Nancy M. Hairsine (RFC®), CFP
(925) 935-9064
1485 Treat Blvd. Ste. 202B
Wanut Creek, CA
Company
Lifetime Planning Advisors
Qualifications
Education: CFP
Years of Experience: 15
Membership
IARFC, FPA, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Mady A. Yehia (RFC®), CSA, EA
(818) 567-1595
522 North Glenoaks Blvd.
Burbank, CA
Company
Securitax Financial Services
Qualifications
Education: BS Accounting
Years of Experience: 19
Membership
IARFC, SCSA
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Education Plan, Healthcare Accounts, LiabCover, Compensation Plans

Data Provided by:
Mr. Todd V. VanDenburg (RFC®), CEP, CSA
(707) 578-5800
2880 Cleveland Ave, Suite 3
Santa Rosa, CA
Company
VanDenburg Capital Management
Qualifications
Education: BS
Years of Experience: 9
Membership
IARFC, NAIFA, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance

Data Provided by:
Mr. Edward Dee Hinds (RFC®), CFP, CHFC, CLU, LUTCF
(805) 239-7443
1446 Spring St Ste 205
Paso Robles, CA
Company
Hinds Financial Group, LLC
Qualifications
Years of Experience: 28
Membership
IARFC, MDRT, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Allan C. Henriques (RFC®), JD
(916) 435-2100
5800 Stanford Ranch Road, Building 800
Rocklin, CA
Company
Smart Investor
Qualifications
Education: D
Membership
IARFC, FPA, Bar
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Thomas W. Patston (RFC®), CEP
(530) 532-2300
14545 McElroy Road Ste B
Auburn, CA
Company
Resource One Consulting Froup, LLC
Qualifications
Education: Associates Degree Paralegal StudiesBachelors of Science in Financial PlanningMasters of Science in Business LawBachelors of Science in Law
Years of Experience: 29
Membership
IARFC, Bar, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Robert A. Leanza (RFC®), CFP
(951) 699-2473
40164 Stowe Road
Temecula, CA
Company
Financial Dynamics, LLC
Qualifications
Education: B.S. Business Administration-Finance/Investments. Summa cum Laude.
Years of Experience: 30
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Thomas L. McKenzie (RFC®), JD
(714) 252-9446
10702 Pamela St.
Cypress, CA
Company
The Offices of Thomas L. McKenzie
Qualifications
Education: Bachelor of Science Degree andJuris Doctor in Law
Years of Experience: 17
Membership
IARFC, Bar
Services
Invoice, Estate Planning, Retirement Planning, Medicaid Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Asset Protection, Compensation Plans

Data Provided by:
Mr. John Anthony Costa (RFC®), CSA
(310) 940-3443
PO Box 14432
Long Beach, CA
Qualifications
Years of Experience: 14
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided by:
Data Provided by:

Securities Information

For the uninitiated, the stock market and all of the terms associated it can be as clear as mud. While most of us have a basic understanding of stocks themselves, our eyes tend to glaze over when presented with related concepts. So if you have no idea what securities are, you’re certainly not alone.

Actually, the concept of securities is not terribly complicated. In fact, a stock is a kind of security. In the financial sense, a security is defined as a document that represents ownership of a given asset. In addition to stocks, securities assign ownership of bonds, treasury certificates and more.

Some securities are issued to people chosen by the issuer. This is called private placement, and an example is stock in a privately held corporation. Privately placed securities may not usually be publicly traded on the stock market.

Securities that may be traded publicly are called public offer securities. This is the type of security that is traded on Wall Street. The issuer makes a certain number of shares available in an initial public offering, or IPO. These shares may then be traded among investors. The issuer may later decide to issue more shares.

Securities may be registered, or they may be bearer instruments. Registered securities bear the name of the holder, and they are also registered by the issuer or his agent. Bearer securities may be freely traded without consulting the issuer. Bearer securities are uncommon in the United States, and are restricted in most countries.

Securities themselves are quite simple. They are merely documents that entitle someone to a specific investment. The practice of trading securities is also relatively simple. Of course knowing what to buy and when to sell is the real challenge. An investment professional can help you get started with securities, and once you know the ropes, trading them on your own can be quite lucrative.

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