Years of Experience
5-20+ Years
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
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
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
18 Years Experience
0 Disclosures
ADVISOR BIO
Casey Edgar is a financial professional with over 15 years of experience in the industry. Casey is currently registered with Barclays Capital Inc. and has a Series 7, Series 63, Series 24 and SIE. Casey was previously registered with UBS Securities LLC. Casey is registered in 53 states and the District of Columbia.
SPECIALIZATIONS
No specializations listed.
LOS ANGELES, CA
39 Years Experience
0 Disclosures
ADVISOR BIO
Lawrence Smoller is a financial advisor with over 35 years of experience in the financial services industry. Lawrence is currently registered with Cambridge Investment Research Advisors, Inc. in California. Previously, Lawrence was affiliated with LPL FINANCIAL LLC and UBS FINANCIAL SERVICES INC. Lawrence holds Series 7, Series 63, Series 65, and Series 24 licenses. Lawrence specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations.
SPECIALIZATIONS
LOS ANGELES, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Tatyana Shlyk is a financial advisor with over 1 years of experience in the industry. Tatyana is currently registered with Goldman Sachs & Co. LLC. Tatyana has previously been registered with a variety of firms over their career. Tatyana has passed the Series 63, Series 7TO, SIE exams. Tatyana also holds the no known designation. Tatyana specializes in 1, 10, 3, 4, 5, 6, 9 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
SPECIALIZATIONS
LOS ANGELES, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Charles H. Hutchinson is a financial advisor with over 20 years of experience in the industry. Charles has been registered with Wells Fargo Clearing Services, LLC since 2009 and previously worked for Citigroup Global Markets Inc. from 2000 to 2007. Charles holds a Series 66 license and has passed the SIE and Series 7 exams. Charles is licensed in 32 states and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Charles offers a range of services, including investment management, financial planning, and investment consulting.
SPECIALIZATIONS
LOS ANGELES, CA
0 Disclosures
ADVISOR BIO
Eli Jeremy Rosenthal is an investment advisor representative (IAR) registered with the state of California. Eli Rosenthal's firm, Eli Jeremy Rosenthal, is a registered investment advisor (RIA) that provides financial planning, educational seminars and portfolio management for individuals. The firm has been operating for over a year. Eli Rosenthal has over 10 years of experience in the financial industry, including experience with financial services firms, software development companies, and educational institutions. Eli Rosenthal has a Series 65 license.
SPECIALIZATIONS
LOS ANGELES, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
RaLPh Reinfrank is a financial advisor with over 14 years of experience in the industry. RaLPh is currently registered with Transnational Capital Corp.. RaLPh has previously been registered with a variety of firms over their career. RaLPh has passed the Series 62, Series 63, Series 7, Series 79TO, SIE exams. RaLPh also holds the no known designation. RaLPh specializes in brokerage services, assisting clients with investment strategies and market analysis.
SPECIALIZATIONS
No specializations listed.
LOS ANGELES, CA
0 Disclosures
ADVISOR BIO
Jason Kolker is a Registered Investment Advisor (IA) and has been in the industry since December 1999. Jason is associated with Mapleton Capital Management, LLC and Ocean Park Capital Management, LLC, both located in Los Angeles, California. Jason is currently registered with the state of California. Jason's primary specializations are in Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles. Jason has held both firm registrations since 2001.
SPECIALIZATIONS
