Securities Information Visalia 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.

Ms. Karen A. Lindberg (RFC®), CFP
(559) 732-0232
128 E. Main Street
Visalia, CA
Company
Investment Centers of America, Inc.
Qualifications
Education: BA EconomicsCFPRFC
Years of Experience: 18
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Healthcare Accounts, BuySell, Compensation Plans

Data Provided by:
Wells Fargo Advisors
(559) 636-8590
3700 West Mineral King Avenue
Visalia, CA

Data Provided by:
Mr. David N. Johnson (RFC®), CEP
(707) 725-7120
2596 Shay Court
Fortuna, CA
Company
The Johnson Consulting Group
Qualifications
Education: BA
Years of Experience: 19
Membership
IARFC, NAPFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Charitable Planning, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided by:
Ms. Karen A. Lindberg (RFC®), CFP
(559) 732-0232
128 E. Main Street
Visalia, CA
Company
Investment Centers of America, Inc.
Qualifications
Education: BA EconomicsCFPRFC
Years of Experience: 18
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Healthcare Accounts, BuySell, 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) 755-7211
520 West Main Street
Visalia, 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:
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:
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. Thomas K. Thorson (RFC®), CEP, CSA, LUTCF
(209) 522-0250
1101 Standiford Ave., Suite C-2
Modesto, CA
Company
Thorson Financial Estate Management, Inc.
Qualifications
Education: BA
Years of Experience: 23
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, 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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