ADVISOR BIO

Abel Pirozko is a financial advisor at J.P. Morgan Securities LLC. Abel has been in the industry since 2010 and has a Series 6, Series 63, and SIE licenses. Abel is registered to provide investment advisory services in Arizona, Arkansas, California, Colorado, Nevada, Tennessee, and Texas. J.P. Morgan Securities LLC is a large firm with a broad range of services, including financial planning, portfolio management, and pension consulting. The firm manages over $249 billion in assets.

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ADVISOR BIO

Ahmad Husami is a financial advisor with over 30 years of experience in the industry. Ahmad is a Registered Representative and Investment Advisor Representative. Ahmad is registered with Avantax Advisory Services and Husami & Associates. Ahmad has a CFP designation and specializes in financial planning, retirement planning, insurance, and estate planning. Ahmad has experience working with individuals, families, and businesses.

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ADVISOR BIO

Aimee E. Calderon is a registered Investment Advisor Representative with Eclectic Associates, Inc. Aimee has been in the industry since 2014, specializing in providing financial planning services to individuals, families, and businesses. Aimee also provides portfolio management services. Aimee is a Certified Financial Planner.

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ADVISOR BIO

Alanna P Moreno gomez is a registered representative with J.P. Morgan Securities LLC, and holds Series 6, SIE, and Series 6TO licenses. Alanna has been in the industry since 2018, working primarily with individual and high net worth clients. Alanna is also licensed in California, and works from a branch office located in Fullerton.

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ADVISOR BIO

Alexander Folken is a financial advisor with Avantax Advisory Services in Fullerton, CA. Alexander is a registered representative and investment advisor representative with over 9 years of experience in the financial services industry. Alexander holds Series 6, 7, 26, 63, and 66 licenses as well as the SIE.

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ADVISOR BIO

Amber Michelle Shrosbree is a Certified Financial Planner and has been in the industry since September 2018. She is currently registered with Eclectic Associates, Inc. in California and Texas. Amber has experience working with a variety of clients including high net worth individuals, charitable organizations and corporations. She provides financial planning, portfolio management for individuals and businesses.

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ADVISOR BIO

Arthur Gatsby is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Arthur has been in the industry since August 20, 2021 and has experience with a variety of financial products and services. Arthur is a registered representative and holds the Series 63, Series 6TO, and SIE licenses. Arthur was previously registered with J.P. MORGAN SECURITIES LLC.

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ADVISOR BIO

Basheer Rexford Husami is a financial advisor with over 10 years of experience in the industry. Basheer is currently registered with Avantax Advisory Services and holds a Series 7, Series 66 and SIE licenses. Basheer is also a Certified Financial Planner. Basheer has experience working with 1ST GLOBAL CAPITAL CORP. and 1ST GLOBAL ADVISORS, INC. Basheer provides a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Basheer is registered in California.

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Betty Ludeke is a registered representative with Money Concepts Capital Corp. based in Fullerton, CA. She is licensed to provide financial services in California and has been working in the financial industry since September 19, 2018. Betty Ludeke holds the Series 66, Series 7 and SIE licenses. Betty Ludeke is also a CPA and tax accountant working at NorthPoint Tax, Wealth & Business Advisory, LLP, where she prepares and files tax returns and resolves client tax issues. Betty Ludeke specializes in providing financial planning services, portfolio management for businesses and individuals, and general consulting services.

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ADVISOR BIO

Brittney Montes is a financial advisor registered with J.p. Morgan Securities LLC. Brittney holds the Series 63, Series 6TO, and SIE licenses. Brittney is registered in California and has been in the industry since April 16, 2023.

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