ADVISOR BIO

Aaron Liu is a financial advisor with Morgan Stanley. Aaron has been in the financial industry since 2012. Aaron is registered with FINRA and the state of California. Aaron is currently registered in 47 states and has passed several industry exams, including the Series 7, Series 7TO, Series 66, and SIE exams. Prior to joining Morgan Stanley, Aaron worked at JBT Capital and Quad Capital, LLC. Aaron is specialized in providing advisory services including: financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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ADVISOR BIO

Aaron Werner is a financial advisor with over 17 years of experience in the industry. Aaron has been associated with Raymond James & Associates, Inc. since 2005, and has held various roles within the firm. Aaron is registered with FINRA and holds a Series 7, Series 66, and Series 79TO license. Aaron is also registered as an investment advisor representative in several states, including California, Texas and others.

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ADVISOR BIO

Aaron Huang is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Pasadena, CA. Aaron Huang holds multiple licenses and registrations including Series 7, Series 66, and the SIE. Aaron Huang has been in the industry since 2017. Aaron Huang has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since July 2017. Aaron Huang is a board member for the Asian American Professional Association.

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ADVISOR BIO

Ace S. Chan is an active investment advisor representative with LPL Financial LLC. Ace has been in the financial services industry since October 1996 and is registered with the state of California. Ace has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANCWEST INVESTMENT SERVICES, INC. Ace's professional licenses include Series 63, 65, 66, 7, 24, and SIE.

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ADVISOR BIO

Adalberto Padilla is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Adalberto has been in the financial industry for over 10 years and is licensed to provide financial advice in California and North Carolina. He is also a registered representative with FINRA. Adalberto holds the Series 6, 7 and 63 licenses, as well as the SIE. His areas of specialization include portfolio management for individuals, financial planning, and the selection of other advisors.

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ADVISOR BIO

Adam Chuckrow is a registered representative at PFS Investments Inc., and has been in the securities industry since 2010. Adam has passed the Series 6, SIE and Series 63 exams and is currently registered in California, Kansas, Maryland, Nevada, New Jersey, New Mexico, New York and Washington. Adam is a licensed individual who has been serving investors in the Pasadena area since 2022.

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ADVISOR BIO

Adrian Cajanding is a financial professional with PFS Investments Inc. Adrian is registered with FINRA, and has a Series 6, 63, 26, and SIE licenses. Adrian is a financial professional with experience in investments and financial planning. Adrian currently works out of PFS Investments Inc.'s Pasadena, CA office.

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ADVISOR BIO

Aekawin Vongasavarit is a financial advisor registered with Transamerica Financial Advisors, Inc. in Pasadena, California. Aekawin has been in the industry since June 24, 2018 and holds Series 6, SIE and Series 63 licenses. Aekawin specializes in providing financial planning and portfolio management for individuals.

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ADVISOR BIO

Ahmad Mehaidly is a financial advisor with Fidelity Personal and Workplace Advisors. Ahmad has been in the financial services industry since November 16, 2014. Ahmad is registered with FINRA and holds Series 6, 7, 63 and 66 licenses. Ahmad specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Ahmad is also registered to provide investment advisory services in California and Texas. Previous firms Ahmad was associated with include Citigroup Global Markets Inc and J.P. Morgan Securities LLC.

SPECIALIZATIONS

ADVISOR BIO

Ahmed Razi is a registered representative with Wells Fargo Clearing Services, LLC. Ahmed has been in the industry since 2014 and holds multiple licenses including the Series 6, 7, 63 and 65. Ahmed's areas of expertise include investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Ahmed is registered in California and has been with Wells Fargo Clearing Services, LLC since 2016.

SPECIALIZATIONS