ADVISOR BIO

Jose Chiriboga is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jose has been in the securities industry since August 12, 2014, and holds the Series 66, Series 7, and SIE licenses. Jose is registered in 53 states and the District of Columbia, as well as in Puerto Rico and the Virgin Islands. Jose specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Jose Rivera is a registered representative with MML Investors Services, LLC and is currently licensed in Arizona and Ohio. Jose has been in the industry for over 2 years. Jose offers a range of services to individuals, businesses, corporations, charitable organizations, trusts, and insurance companies. Jose can help with portfolio management, financial planning, pension consulting, educational seminars, selection of other advisors, and asset allocation programs.

SPECIALIZATIONS

ADVISOR BIO

Jose Martin Rodriguez osuna is an Investment Advisor Representative with Cooper Financial Investments, LLC. Jose Martin Rodriguez osuna has been in the industry since 2023. Jose Martin Rodriguez osuna has passed the Series 66, Series 7TO and SIE exams. Jose Martin Rodriguez osuna is registered with the states of Arizona and Louisiana. Jose Martin Rodriguez osuna has also worked for Morgan Stanley. Jose Martin Rodriguez osuna specializes in providing financial planning and educational seminars to individuals and other investment advisers. Jose Martin Rodriguez osuna also assists with estate planning, trusts and wills.

SPECIALIZATIONS

ADVISOR BIO

Jose Aun is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jose has been in the securities industry for over a year. Jose has passed the Series 7TO, Series 63, Series 66, and SIE exams. Prior to joining Merrill Lynch, Jose worked with the Vanguard Marketing Corporation and the Vanguard Group. Jose is registered to provide securities related services in 53 states and districts, and investment advisory services in 2 states and districts.

SPECIALIZATIONS

ADVISOR BIO

Jose Manuel Verasgonzalez is a registered representative with Morgan Stanley. Jose Manuel is licensed in 53 states, including Texas and Arizona. Jose Manuel has been in the industry for over 2 years. Previous to joining Morgan Stanley, Jose Manuel was with CHARLES SCHWAB & CO., INC.. Jose Manuel specializes in various areas including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management. Jose Manuel is also licensed to provide investment advisory services for individuals, businesses, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Jose Andres Meza is an investment advisor representative with Equitable Advisors, LLC. Jose holds Series 7TO, Series 66, and SIE licenses and is registered with the states of Arizona and California. Jose's current role is located in Scottsdale, Arizona. Jose has a strong background in the financial services industry and has held various positions, including roles at Flagstaff Chevrolet, Lumio, Northern Arizona University, and Herling Construction.

SPECIALIZATIONS

ADVISOR BIO

Joseline Clua is a financial professional with over 16 years of experience in the industry. Joseline is a Registered Representative, a General Securities Principal and a Registered Investment Advisor, holding the Series 7, 24, 79, and 99 licenses. Joseline is currently registered with Osaic Wealth, Inc., and previously worked for Securities America, Inc. and Investcorp, Inc. Joseline is a dedicated professional who specializes in Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors. Joseline's experience and expertise allow her to provide comprehensive financial services for individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Jose luis Bufanda is an Investment Advisor Representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since July 2019. Jose luis is registered in 13 states for both Broker-Dealer and Investment Advisor activities. Jose luis has obtained the Series 7TO, SIE, and Series 66 licenses.

SPECIALIZATIONS

ADVISOR BIO

Joseph B Chesney is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 20 years of experience in the industry. Joseph has worked with various financial institutions, including Morgan Stanley DW Inc. and Robert W. Baird & Co. Incorporated. Joseph is a Registered Representative and Investment Advisor Representative with the firm. Joseph has a strong track record of success in providing financial advice and investment management services to a diverse range of clients, including individuals, families, businesses, and institutions. Joseph holds licenses in multiple states, including California, Colorado, and Texas.

SPECIALIZATIONS

ADVISOR BIO

Joseph Babicke is a registered representative with MML Investors Services, LLC. Joseph has been in the financial services industry since July 2019. Joseph has passed the Series 6, Series 63 and SIE exams. Joseph is registered to sell securities in Arizona. Joseph works out of the Tucson, Arizona office of MML Investors Services, LLC.

SPECIALIZATIONS