Years of Experience
5-20+ Years
LOS ANGELES, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Lance Polverini is a financial advisor with J.P. Morgan Securities LLC. Lance has been in the industry since October 2007. Lance holds the Series 7, Series 66 and SIE licenses. Lance is registered to conduct business in all 50 states. Lance has a history of working at both Bank of America and JPMorgan Chase Bank. Lance is also the owner of Orange Grove Capital Management, LLC. Lance's specializations include: Fixed Income, Mutual Funds, Variable Annuities, Equity Securities and Options.
SPECIALIZATIONS
LOS ANGELES, CA
0 Disclosures
ADVISOR BIO
Li-Wei Chang is a financial advisor based in Los Angeles, CA. Li-Wei is a registered Investment Advisor Representative with 7summit Advisors, LLC. Li-Wei has been in the industry for over 20 years and has held previous positions at E*TRADE SECURITIES LLC, ASSENT LLC, SCHONFELD SECURITIES, LLC, CAMDEN SECURITIES, INC., WEDBUSH MORGAN SECURITIES INC., and J.B. OXFORD & COMPANY. Li-Wei holds Series 7, 55, 63, and 66 licenses. Li-Wei is a Certified Financial Planner and is a Registered Player Financial Advisor with the National Football League Player Association. Li-Wei specializes in providing financial guidance to individuals and high-net-worth individuals.
SPECIALIZATIONS
LOS ANGELES, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
David J. Levine is a registered representative of J.P. Morgan Securities LLC in Los Angeles, CA. David has been in the securities industry since 2010 and has a Series 7, Series 63, and Series 65 license. He is also a registered investment advisor. David specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. He offers services to a wide range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. David is committed to providing his clients with personalized advice and investment strategies that meet their individual needs.
SPECIALIZATIONS
LOS ANGELES, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Michael Shang-Hsuan Liu is a financial professional with over 7 years of experience in the securities industry. Michael is currently registered with Bofa Securities, Inc. and has been with the firm since May 2019. Previously, Michael worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael holds Series 63, Series 7, Series 79, and SIE licenses. Michael specializes in providing research-related services.
SPECIALIZATIONS
LOS ANGELES, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Dahlem is a financial professional with over 15 years of experience in the financial services industry. Matthew is currently a Registered Representative with Wedbush Securities Inc. Matthew holds licenses including Series 7, 24, 55, 63, and 99. Matthew has held previous roles with Wedbush Securities Inc. Matthew specializes in providing financial advice and investment management services for individuals, businesses, and charitable organizations.
SPECIALIZATIONS
LOS ANGELES, CA
22 Years Experience
0 Disclosures
ADVISOR BIO
Sean Seung-Hwan Rho is a registered representative with MML Investors Services, LLC. Sean has been in the industry since 2000 and holds licenses for Series 6, SIE, and Series 63. Sean has experience working with individuals, corporations, and high-net-worth individuals. They offer financial planning, pension consulting, portfolio management for individuals and businesses, and asset allocation programs. Sean has been with MML Investors Services since 2009.
SPECIALIZATIONS
LOS ANGELES, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Eric Olofson is a financial advisor with over 1 years of experience in the industry. Eric is currently registered with Bofa Securities, Inc.. Eric has previously been registered with a variety of firms over their career. Eric has passed the Series 63, Series 79TO, SIE exams. Eric also holds the no known designation. Eric specializes in 9 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
SPECIALIZATIONS
LOS ANGELES, CA
30 Years Experience
0 Disclosures
ADVISOR BIO
James Carr Yee is an experienced financial professional with over 27 years in the industry. James is currently registered with Wedbush Securities Inc. in California and North Carolina. James's experience includes working with clients in various areas such as financial planning, pension consulting, and portfolio management for individuals and businesses. James also has experience with investment companies. James has been involved in providing financial advice and services to individuals, corporations, and institutions. Prior to Wedbush Securities Inc. James was registered with several firms including Newport Coast Securities, Inc., GLB TRADING, INC, Computer Clearing Services Inc, Schonfeld Securities, LLC, and J.B. Oxford & Company.
SPECIALIZATIONS
LOS ANGELES, CA
53 Years Experience
0 Disclosures
ADVISOR BIO
Gary Fournier is a financial advisor with J.P. Morgan Securities LLC. Gary has been in the financial services industry since 1971 and has a broad range of experience working with individuals, businesses, and institutions. Gary offers financial planning, portfolio management, and other services. Gary is registered in 50 states and the District of Columbia and holds numerous licenses and certifications. Gary is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
LOS ANGELES, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Dunlop is a financial professional with over 10 years of experience in the industry. Jonathan is currently a registered representative with J.p. Morgan Securities LLC. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and other businesses. Previously, Jonathan worked as a registered representative at Morgan Stanley & Co. LLC. Jonathan is licensed in all 50 states and the District of Columbia. Jonathan is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
SPECIALIZATIONS
