Schwab Charles & Company Inc

Welcome to Merrill Lynch in San Diego, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

UBS Financial Services Inc., located in San Diego, CA, is a leading global wealth manager with over 160 years of experience in guiding clients through various market opportunities and financial challenges. The firm offers a comprehensive approach to wealth management, focusing on three key dimensions: Liquidity, Longevity, and Legacy, to help clients achieve their financial goals. As a registered investment adviser and broker-dealer, UBS Financial Services provides distinct investment advisory and brokerage services, ensuring clients understand the nature of the services they receive. The firm emphasizes the importance of personalized relationships, listening to clients' priorities, and developing tailored strategies to navigate market volatility and pursue long-term financial success. Generated from the website

Securities America is a financial services firm based in San Diego, CA, specializing in investment and wealth management services for individual and institutional clients. With a team of experienced financial advisors, Securities America offers personalized financial planning strategies and investment solutions to help clients achieve their financial goals. Generated from their business information