ADVISOR BIO

Aaron Sanor is a financial advisor with Wells Fargo Clearing Services, LLC in Beverly Hills, CA. Aaron has been in the industry since 2004. Previously, Aaron worked at Morgan Stanley for almost 10 years, starting in 2009, and before that was with UBS Financial Services Inc. in Beverly Hills, CA. Aaron provides financial planning services to individuals and businesses.

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ADVISOR BIO

Abdollah Rais is a financial advisor registered with Wells Fargo Clearing Services, LLC. Abdollah is licensed in 16 states and is actively registered as both a Broker-Dealer (BC) and an Investment Advisor (IA) in California. Abdollah has been in the financial industry since February 3, 2011.

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ADVISOR BIO

Adam Lorimer is an Investment Advisor Representative at Morgan Stanley, a firm with over $1 trillion in assets under management. Adam holds the Series 7TO, Series 63, and Series 65 licenses and has been in the industry since September 2020. Adam is a dedicated financial professional with a background in education and finance. Adam has a strong commitment to helping clients achieve their financial goals, and is committed to providing personalized and comprehensive financial advice.

SPECIALIZATIONS

ADVISOR BIO

Adam Gourley is a financial advisor who has been in the industry since June 2014. Adam is registered with the state of California and has both a Series 7 and Series 66 license. Adam is also a Certified Financial Planner and a Chartered Financial Analyst. Adam is currently employed by City National Securities, Inc. and is located in the Beverly Hills, CA branch office. Adam's practice focuses on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Adam has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Adam's firm, City National Securities, Inc., manages over $1 billion in assets.

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ADVISOR BIO

Adam S. Kreutner is a financial advisor with RBC Capital Markets, LLC. Adam has been in the industry since 2007. Prior to joining RBC Capital Markets, LLC, Adam was a financial advisor with UBS Financial Services Inc. Adam's experience includes working with individuals, corporations, and institutions. Adam holds Series 7, 31, and 66 licenses.

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ADVISOR BIO

Adam Bashir Jarrah is a financial advisor at Charles Schwab & CO., Inc. Adam has been in the industry since November 2010 and is registered in several states, including California, Texas, Arizona, Colorado, and more. Adam is a Series 66 and Series 7 licensed professional. Adam offers financial planning services and serves as a referral source for financial planning.

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ADVISOR BIO

Adele Yael Mussry is a financial advisor at Morgan Stanley. Adele has been in the industry since July 30, 2002. Adele has a wide range of experience in the financial industry. Adele has worked at several firms, including J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and Bear, Stearns & Co. Inc. Adele is registered in 53 states and is a member of FINRA. Adele specializes in providing financial advice to a variety of clients, including individuals, corporations, and institutions.

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ADVISOR BIO

Adena Maureen Smith is a financial advisor with over 30 years of experience in the industry. Adena Smith is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in both California and Texas. Adena Maureen Smith has held previous positions with Morgan Stanley, Citigroup Global Markets Inc., and Lehman Brothers Inc. Adena Smith holds Series 63, 65, 7, 8, 9, 10, and SIE licenses and has a broad range of experience in the financial services industry. Adena Maureen Smith's areas of specialization include retirement planning, college savings, estate planning, and investment management.

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ADVISOR BIO

Adriana Luna is a financial advisor with Morgan Stanley. Adriana has been in the industry since 2019. Adriana is registered with the state of California as well as in other states and has experience with a range of financial services, including portfolio management, financial planning, and educational seminars. Adriana has worked with a variety of clients, including individuals, businesses, and institutions.

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ADVISOR BIO

Ahsoo Ahn is an investment advisor representative with Galliott Capital Advisors, LLC based in Beverly Hills, CA. Ahsoo has been in the industry since 2008 and has experience with Morgan Stanley, J.P. Morgan Securities LLC, and Deutsche Bank Securities Inc. Ahsoo holds Series 7 and 66 licenses. Galliott Capital Advisors, LLC is a registered investment advisor with the SEC, and they specialize in providing portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS