ADVISOR BIO

Elizabeth Pille has been in the financial industry since 1982. Elizabeth is currently registered as an Investment Advisor Representative with Morgan Stanley in California and Texas. Elizabeth has been associated with Morgan Stanley since June 2009. Previous employers include Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lebenthal & Co., Inc. Elizabeth has passed the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and Series 53 exams. Elizabeth has also passed the SIE exam. Elizabeth has been registered with the states of Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virgin Islands, Virginia, Washington and Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Elizabeth Jewell is a financial advisor with Western International Securities, Inc. She has been in the financial industry since June 12, 2001 and is registered in 45 states and two Canadian provinces. Elizabeth specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Elizabeth Rahn is an investment advisor representative at J.P. Morgan Securities LLC, with over 16 years of experience in the financial services industry. Elizabeth holds Series 7, 31, 63 and 66 licenses, and the SIE exam. Elizabeth is registered with the state of California as a both a broker and an investment advisor, and is also registered with the state of Texas as an investment advisor. In addition to her work at J.P. Morgan Securities LLC, Elizabeth also serves as a Trustee for Children's Hospital Los Angeles. Elizabeth specializes in providing financial planning, pension consulting, and portfolio management for both businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Elizabeth Bosworth is a financial advisor who specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Elizabeth has been in the financial services industry for over 9 years, with previous experience at Lakeview Capital Partners, LLC. Elizabeth is currently registered with Perigon Wealth Management, LLC in North Carolina and Texas.

SPECIALIZATIONS

ADVISOR BIO

Elizabeth Keshishian is a registered representative with RBC Capital Markets, LLC. Elizabeth has been in the securities industry since February 5, 2019. Elizabeth is registered to conduct business in California. Prior to RBC Capital Markets, LLC, Elizabeth was a registered representative with J.P. Morgan Securities LLC. Elizabeth holds the Series 6, Series 63 and SIE licenses. Elizabeth is qualified to provide financial planning services, portfolio management for individuals and businesses, and selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

Elizabeth Chang is an investment advisor representative, active in both the broker-dealer and investment advisor channels. Elizabeth is registered with J.P. Morgan Securities LLC, with a branch office in Los Angeles, California. Elizabeth has been active in the financial industry since August 2021. Elizabeth holds the Series 66, Series 7TO and SIE securities licenses and has a current registration with FINRA. Elizabeth is registered with the state of California and 51 other states in the broker-dealer channel and with California and Texas in the investment advisor channel.

SPECIALIZATIONS

ADVISOR BIO

Elizabeth Gamez is an active investment advisor representative at Osaic Wealth, Inc. Elizabeth has been in the industry since July 7, 1997, and has experience with both brokerage and advisory services. Elizabeth is registered with the state of Texas as an Investment Advisor Representative, and California as an Investment Advisor Representative, and Broker. Elizabeth's primary business activities include portfolio management for individuals and businesses, as well as financial planning and educational seminars. Elizabeth provides services to individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Elizabeth Toscan is a financial advisor with Morgan Stanley. Elizabeth has been in the industry since 2015. Elizabeth has a wide range of experience in the financial industry and is dedicated to providing personalized financial advice and investment management services to clients. Elizabeth is registered to provide investment advice in 52 states and is also registered as an investment advisor representative.

SPECIALIZATIONS

ADVISOR BIO

Elizabeth Daffner is a registered investment advisor representative with Ameritas Advisory Services, LLC. Elizabeth has been in the industry since May 30, 2009, and is licensed in several states. Elizabeth has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Elizabeth is also a licensed insurance agent.

SPECIALIZATIONS

ADVISOR BIO

Elizabeth Brooks is an investment professional with Wells Fargo Clearing Services, LLC. Elizabeth is licensed in California. Elizabeth specializes in securities, variable contracts, mutual funds and ETFs. She is also a licensed securities agent in the state of California. Elizabeth is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS