ADVISOR BIO

Selena Coates is a registered investment advisor representative with Morgan Stanley. Selena is also registered in Texas and Arizona. Selena has been in the industry since March 2024 and is registered with FINRA. Selena has passed the Series 7TO, Series 66, and SIE exams. Selena is affiliated with Morgan Stanley.

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ADVISOR BIO

Selina Rojas is a financial advisor at Morgan Stanley. Selina has been in the industry since April 2013, holding both Series 7 and Series 66 licenses. Selina is registered as a Broker and an Investment Advisor Representative in Arizona and Texas. Selina also holds a number of other licenses and registrations in various states across the country. Selina’s areas of expertise include financial planning, asset allocation, portfolio management, and educational seminars. Selina is also the Sole Proprietor/Owner of MJS Rojas Properties LLC, which is an investment-related business.

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ADVISOR BIO

Semir Andelija is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Chandler, Arizona. Semir has been in the financial industry since 2014 and has earned their Series 66, Series 7TO and SIE licenses. Semir is licensed in 52 states and specializes in offering financial advice to individuals, businesses and corporations. Semir also provides portfolio management services, research reports and services, IPS, allocation modeling, and performance measurement reports.

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ADVISOR BIO

Serapio Alberto Oliveira is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Casa Grande, Arizona. Serapio has been in the financial industry since October 20, 2017. Serapio has Series 7 and Series 66 licenses and is registered in 53 states and the District of Columbia. In addition to working with Raymond James & Associates, Inc., Serapio previously worked with First Command Financial Planning, Inc. and the US Army. Serapio is also the owner of a small online business, "Three Old Guys Hobbies and Games." Serapio specializes in providing a variety of advisory services to individuals, businesses, and organizations including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.

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Sergio Andrade is a financial advisor registered with LPL Financial LLC and holds the Series 7TO and SIE licenses. Sergio has been in the industry since 2022. Sergio is based in Tucson, Arizona and has been with Aspire Wealth Partners since May of 2022. Aspire Wealth Partners is a DBA for LPL Financial LLC.

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ADVISOR BIO

Sergio Mejia is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Scottsdale, Arizona. Sergio has been in the industry since August 16, 2016. Sergio holds the Series 7, Series 66 and SIE licenses, and is registered in 44 states. Sergio works with clients of all types, including individuals, corporations, and institutions.

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ADVISOR BIO

Sergio A. Hernandez is a registered representative with Morgan Stanley. Sergio is located in Gilbert, AZ and has been in the industry since 2023. Sergio specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Sergio holds the Series 7TO and SIE licenses and has been with Morgan Stanley since 2024.

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Sergio Villa Ortiz is a financial advisor at Meridian Wealth Management, LLC. Sergio has been in the financial services industry since 2014 and has a strong background in the industry. Sergio is registered to provide investment advice in Arizona, Hawaii, Oregon, and Pennsylvania. Sergio holds the Series 66 and Series 7TO licenses and has experience with various investment services including financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Serida Fong is a financial advisor at Morgan Stanley, located in Tempe, Arizona. Serida has been in the financial services industry since 2011 and is registered with the state of Arizona. Serida specializes in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Setareh Barber is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since January 2023. Setareh holds Series 7, Series 66, and SIE licenses and is registered in 12 states. Setareh's areas of expertise include Retirement Planning, Investment Management, and Financial Planning.

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