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
20 Years Experience
0 Disclosures
ADVISOR BIO
Jose Armando Landeros is a financial advisor currently working for Raymond James & Associates, Inc. Jose holds Series 7, Series 66 and SIE licenses. Jose has been in the industry since 2005. Prior to Raymond James & Associates, Inc. Jose worked for MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC. and CITIGROUP GLOBAL MARKETS INC. Jose has a strong background in providing financial advice to a variety of clients, including individuals, corporations, and institutions. Jose's focus is on helping clients reach their financial goals.
SPECIALIZATIONS
LOS ANGELES, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Jeremy Booker is a registered representative with Wells Fargo Clearing Services, LLC. Jeremy has been in the industry for over 16 years and is licensed in over 30 states. Jeremy has a variety of experience in the financial industry, including working with Oaktree Capital Management, LP. Jeremy is committed to providing clients with personalized financial advice and services.
SPECIALIZATIONS
Los Angeles, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Toregas is a financial advisor with over 13 years of experience in the industry. Christopher is currently registered with UBS Financial Services Inc. and holds Series 7, Series 66 and SIE licenses. Previously, Christopher was registered with MORGAN STANLEY in Santa Monica, CA. Christopher specializes in providing financial advice to individuals and families, businesses, high-net-worth individuals, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and corporations or other businesses.
SPECIALIZATIONS
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Ruth melody Chukwunyere is a registered investment advisor representative with Mariner Wealth. Ruth melody Chukwunyere has a Series 65 license and has been active in the financial services industry since 2013. Ruth melody Chukwunyere has a background in hospitality, working in the industry since 2017. Ruth melody Chukwunyere is licensed in California and Georgia.
SPECIALIZATIONS
LOS ANGELES, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Christine Park Peterson is a financial professional with over 20 years of experience in the industry. Christine has held various positions at prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Deutsche Bank Securities Inc. and BT Alex. Brown Incorporated. Currently, Christine is a registered representative with J.P. Morgan Securities LLC, where she is based in the Century City office. Christine is a Series 7, 24, 27, 63, 79TO, and SIE licensed professional and is registered in California and New York.
SPECIALIZATIONS
LOS ANGELES, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Barry Cleveland Peterson is a financial advisor registered with UBS Financial Services Inc. in California and Texas. Barry has been in the financial services industry since 2011. Barry has a Series 63, Series 65, Series 7 and SIE licenses and holds several industry designations. Barry is a member of the Charitable Board of QueensCare and a member of the Board of Directors for Volunteers of America Los Angeles. Barry has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Barry's specialties include financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS
