Years of Experience
5-20+ Years
ANAHEIM, CA
6 Years Experience
6 Disclosures
ADVISOR BIO
Wilmer Ricardo Cordoba is a financial advisor with over 3 years of experience in the financial industry. Wilmer Ricardo Cordoba is currently registered with Centaurus Financial, Inc. and Nestyield Etfs. Wilmer Ricardo Cordoba is also registered with the state of California as both a Broker-Dealer and an Investment Advisor. Previously, Wilmer Ricardo Cordoba was employed with Morgan Stanley. Wilmer Ricardo Cordoba holds Series 66, SIE, and Series 7 licenses. Wilmer Ricardo Cordoba specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Wilmer Ricardo Cordoba is committed to providing clients with personalized financial advice and services.
SPECIALIZATIONS
ANAHEIM, CA
32 Years Experience
1 Disclosures
ADVISOR BIO
Winfield James Western is a financial advisor with Wells Fargo Clearing Services, LLC. Winfield has been in the financial services industry since 1993. Previously, Winfield worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. Winfield specializes in providing financial advice to individuals and businesses. Winfield holds Series 63, 65, 7, and 8 licenses as well as SIE designation and is registered to offer financial advice in 30 states.
SPECIALIZATIONS
ANAHEIM, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Yang Wang is a registered representative with J.P. Morgan Securities LLC in Anaheim, California. Yang holds the Series 63, Series 6TO, and SIE licenses. Yang Wang's areas of expertise include investment advisory services for individuals and businesses, financial planning, and pension consulting.
SPECIALIZATIONS