Securities Information Fresno 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.

Mr. Martin McCann (RFC®), CHFC, CSA, LUTCF
559 226 4546 x11
5150 N. 6th St. #132
Fresno, CA
Company
One America Financial
Qualifications
Education: Bachelor of Science in Business Administration
Years of Experience: 16
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Wells Fargo Advisors
(559) 437-2200
7102 North Fresno Street
Fresno, CA

Data Provided by:
Akshaya S. Sheth (RFC®), CHFC, CLU, LUTCF, MBA
(951) 369-5700
4017 Tenth Street
Riverside, CA
Company
Akshaya Sheth Insurance & Financial Services
Qualifications
Education: BS
Years of Experience: 23
Membership
IARFC, MDRT, FPA, SFSP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Steven L. Yamshon (RFC®), MBA, PHD
(949) 251-9333
4100 Newport Place, Suite 720
Newport Beach, CA
Company
Stevens First Principles Investment Advisors
Qualifications
Education: BS, MBA
Years of Experience: 32
Membership
IARFC
Services
Invoice, Portfolio Management, Pension Planning, Retirement Planning, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, 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:
Morgan Stanley
(800) 735-3405
9 River Park Pl East Suite 400
Fresno, CA
 
Mr. Lawrence E. Creeden (RFC®), JD, MBA
P O Box 2634
Fullerton, CA
Qualifications
Education: BA Communications
California State University, Fullerton

MBA Taxation
Golden Gate University

JD Law
Western State University

Years of Experience: 31
Membership
IARFC, Bar
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell

Data Provided by:
Mr. William D. Pitney (RFC®), CFP, MBA
(650) 684-1199
565 Pilgrim Drive, Suite C
Foster City, CA
Company
Focus YouNiveristy LLC
Qualifications
Education: BA, University of KY, 1992, Sociology.• MBA, The University of Arizona, 1996, Entrepreneurship, Finance and Marketing.• Professional Certificate, University of California, Los Angeles, 2003, Personal Financial Planning.
Years of Experience: 9
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
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:
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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