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:
Mr. Jeremy David Gottlieb (RFC®), MBA, RFP
(858) 726-0374
13520 Evening Creek Dr N Ste 300
San Diego, CA
Company
RJL Wealth Management LLC
Qualifications
Years of Experience: 28
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, 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. Denis R. Wheatley (RFC®), MBA
(888) 399-8777
4737 Stonehedge Drive
Santa Rosa, CA
Company
Innovative Retirement Advisors, LLC
Qualifications
Education: UCLA:BA-EconomicsUCLA:MBA
Years of Experience: 38
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 735-3405
9 River Park Pl East Suite 400
Fresno, CA
 
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:
Mr. Ray Day (RFC®), CFP
(301) 756-1700
990 W. 190th Street, #520
Torrance, CA
Company
Legacy Financial Group, LLC
Qualifications
Education: B.E.EM.A. - Psych
Years of Experience: 28
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance

Data Provided by:
Mr. Michael W. Bunning (RFC®), CPA, CPAPFS
(916) 459-2190
6939 Sunrise Blvd Ste 120
Citrus Heights, CA
Company
Guardant Wealth Management
Qualifications
Education: B.S. - Business & Accounting w/ Honors from California Polytechnic (Cal Poly) State University @ San Luis Obispo.
Years of Experience: 22
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, A

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:
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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