ADVISOR BIO

Pei-ti Chao is a financial advisor with over 10 years of experience in the financial industry. Chao is currently registered with Morgan Stanley and has Series 7, 66 and SIE licenses. Chao is licensed in 28 states, and is a member of the Taiwanese American Scholarship Fund. Pei-ti Chao is a dedicated financial advisor who can help clients develop and achieve their financial goals.

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ADVISOR BIO

Perla Mena is a registered representative with J.p. Morgan Securities LLC. Perla has been in the industry since 2018. She is registered in California, Massachusetts, and Texas. Perla has passed the Series 6, Series 63, and SIE exams. Perla specializes in investments in stocks, bonds, mutual funds, variable contracts, and other financial products.

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ADVISOR BIO

Peter Coulon is a financial advisor at Western International Securities, Inc. Peter is a seasoned professional with over 20 years of experience in the financial services industry. He is dedicated to providing personalized financial guidance and investment strategies tailored to the unique needs of each client. Peter's expertise spans various financial areas, including financial planning, investment management, and retirement planning. He is committed to building long-term relationships with clients based on trust, transparency, and a deep understanding of their financial goals. Peter holds several professional designations and has extensive experience working with individuals, families, and businesses.

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ADVISOR BIO

Peter Pin Chen is a financial advisor with over 20 years of experience in the industry. Peter Chen is currently registered with Stonemark Wealth Management in Pasadena, California. Peter Chen is also registered with the state of Texas as an Investment Advisor Representative. Prior to joining Stonemark Wealth Management, Peter Chen has held positions at several other firms including Key West Investments, Girard Securities, Sentinel Securities, Southwest Securities and M.L. Stern & Co. Peter Chen specializes in providing financial planning, portfolio management, and selection of other advisors to both individual and business clients. Peter Chen holds Series 7 and 63 licenses, as well as the SIE and Series 65 exams.

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ADVISOR BIO

Peter James Boyle is an Investment Advisor Representative with Clifford Swan Investment Counselors, licensed in Arizona, California, Idaho, New York, North Carolina, Texas and Washington. Peter has been with Clifford Swan Investment Counselors since January 2010. He is a Chartered Financial Analyst and has been in the securities industry since September 1992. Peter specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals for individuals, high net worth individuals, charitable organizations, corporations and other businesses.

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ADVISOR BIO

Peter David Barash is a registered representative with Morgan Stanley in Pasadena, California. Peter has been in the securities industry since September 2010. Peter is registered in California and has passed the Series 63, Series 7 and SIE exams. Peter is also a Registered Representative with FINRA.

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ADVISOR BIO

Peter J. Hyan is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Peter has been in the industry since 1986 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Peter has a strong track record of success and is committed to providing his clients with personalized financial advice and investment management services.

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ADVISOR BIO

Peter Lawrence Viehl is a Chartered Financial Analyst and an Investment Advisor Representative registered with Cerity Partners LLC. Peter has been in the industry since January 2013 and is currently based in Pasadena, CA. Peter's areas of specialization include Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals. Peter is also registered in California to provide Investment Advisory services.

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ADVISOR BIO

Petik Petrosyan is a financial professional with over 8 years of experience in the financial services industry. Petik is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Petik has held previous positions at Citigroup Global Markets Inc. and UnionBanc Investment Services, LLC.

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ADVISOR BIO

Petra Frisina is a financial advisor with over 25 years of experience in the industry. Petra is currently registered with Wells Fargo Clearing Services, LLC and holds a Series 6, 7, 63, and 65 licenses. Petra has previously worked with several firms including WELLS FARGO INVESTMENTS, LLC, ESSEX NATIONAL SECURITIES, INC., CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, and GLENFED BROKERAGE SERVICES. Petra is committed to providing personalized financial advice and services to her clients. She works with a variety of client types including individuals, businesses, corporations, and retirement plans. Petra's expertise covers a wide range of investment strategies, including stock and bond selection, mutual funds, and alternative investments. Petra is committed to providing her clients with the information and resources they need to make informed financial decisions.

SPECIALIZATIONS