Elan LLC

Mutual of Omaha Advisors in Concord, CA, is dedicated to guiding individuals towards achieving their financial goals while protecting what matters most to them. With a team of professionals committed to high standards of service, they prioritize understanding the unique wants and needs of each customer to recommend tailored financial strategies. The company offers a comprehensive training program for aspiring financial advisors, emphasizing personal branding and marketing strategies to cultivate successful careers. Their supportive infrastructure and commitment to advisor growth create a dynamic environment where opportunities for advancement abound. Generated from the website

Established in 1850, UBS serves private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Located in Walnut Creek., Calif., the company offers financial solutions and manages invested assets. It has offices in more than 50 countries, including all major financial centers. The company offers high net worth and affluent individuals around the world a complete range of investment services. UBS provides securities products and research in equities, fixed income, rates, foreign exchange and metals. The company also provides a complete set of banking services for individuals and corporate clients, such as retail, wealth management, small/medium businesses, etc.