ADVISOR BIO

Nathaniel Byram is an investment advisor representative with Morgan Stanley. Nathaniel is licensed to offer securities and advisory services in several states including California, Texas and others. Nathaniel is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 63 and Series 65 licenses. Nathaniel has been in the industry since 2023 and has a strong background in financial services and client service.

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ADVISOR BIO

Nicholas Alexander Del Junco is a registered investment advisor representative associated with Liberty Wealth Management, LLC. Nicholas has been licensed in California as an insurance producer/agent since 2017. Nicholas' primary registration is in California, and he is also registered in Texas. Nicholas has passed the Uniform Investment Adviser Law Examination (Series 65). Nicholas is a financial advisor with over 6 years of experience. Nicholas and Liberty Wealth Management provide a variety of advisory services to individuals, corporations and businesses, and pension and profit sharing plans.

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ADVISOR BIO

Nicholas Harvey Gums is an investment advisor representative with LPL Financial LLC. Nicholas has been in the industry since 2009 and holds the Series 7, Series 9, and Series 66 securities licenses. Nicholas has experience working with clients of all types, including individuals, families, businesses, trusts, and estates. Nicholas provides a wide range of financial services, including financial planning, investment management, retirement planning, and insurance planning. Nicholas is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Prior to joining LPL Financial LLC, Nicholas worked for TD Ameritrade, Inc., Charles Schwab & Co., Inc., and UnionBanc Investment Services, LLC.

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ADVISOR BIO

Nicholas Levinson is an Investment Advisor Representative with Park Piedmont Advisors LLC and has been with the firm since October 2003. Nicholas has been a Registered Investment Advisor since December 2003, with a current registration in California and Texas. Nicholas has a Series 7 and Series 65 license and is a Certified Financial Planner. Nicholas has experience working in the financial services industry since November 1999. Nicholas provides portfolio management for individuals and pension consulting services.

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ADVISOR BIO

Nicholas Baxter Bell is an investment advisor representative with Dunvegan Associates Inc. Nicholas has been in the industry since July 2010. Nicholas holds a Series 65 license and is registered to provide investment advisory services in California, North Carolina and Texas. The advisor has a history of working at Dunvegan Associates Inc in Santa Barbara, CA. Nicholas is currently working for Dunvegan Associates Inc. and is registered with the firm in Oakland, CA and SANTA BARBARA, CA. Dunvegan Associates Inc. provides portfolio management for individuals.

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ADVISOR BIO

Nicole Hindin is a financial advisor at Morgan Stanley, with an active license in both broker-dealer and investment advisor capacities. Nicole has been in the industry since 2017 and is registered in 50 states. Nicole specializes in a variety of financial services including asset allocation, financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Nicole Middleton Holloway is a financial advisor with Natural Investments. Nicole has over 10 years of experience in the financial services industry. Nicole is registered with the state of California. Nicole's specialties include financial planning and portfolio management. Nicole is committed to providing personalized financial advice to individuals and families.

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ADVISOR BIO

Nikita Adhikari is a financial professional with experience in the securities industry. Nikita is registered with Wells Fargo Clearing Services, LLC and holds Series 63, Series 6TO and SIE licenses. Nikita was previously registered with J.P. Morgan Securities LLC in Corte Madera, California.

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ADVISOR BIO

Norine Rensch is a registered representative with PFS Investments Inc. in Oakland, CA. Norine has been in the industry since 1995 and has held a variety of licenses including Series 6, Series 26, and Series 63. Norine has a broad experience in the securities industry, with a specialization in providing portfolio management services for individuals. Norine works out of the PFS Investments Inc. branch office in Oakland, CA.

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ADVISOR BIO

Oliver Gregorio Orzal is a financial advisor with Equity Services, Inc., in Oakland, CA. Oliver has been in the financial industry since 1999, working with a variety of clients, including individuals, businesses, and pension plans. He has a broad range of experience, including financial planning, portfolio management, and investment advisory services. Oliver is licensed and registered in several states and holds a Series 6, 7, 63, and 65 licenses.

SPECIALIZATIONS