ADVISOR BIO

Enri D. Santee is an Investment Advisor Representative registered in California and is affiliated with Portfolio Medics, LLC. Enri D. Santee has been in the industry since 2012. Enri D. Santee has passed the Series 65 and SIE exams. Enri D. Santee provides financial planning and portfolio management services for individuals. In addition to their work with Portfolio Medics, LLC, Enri D. Santee is also an Operating Engineer through International Union of Operating Engineers Local 12.

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ADVISOR BIO

Enrique Riveros-valle is an investment advisor representative with Wells Fargo Clearing Services, LLC. Enrique is registered with FINRA and has been in the industry for over 3 years. Enrique is a registered representative of Wells Fargo Clearing Services, LLC and is a member of the Financial Industry Regulatory Authority (FINRA). Enrique has passed Series 7TO, SIE and Series 66 exams, and holds active registrations in several states. Prior to joining Wells Fargo Clearing Services, LLC, Enrique worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA. Enrique's experience and qualifications make him a valuable asset to the Wells Fargo Clearing Services, LLC team.

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ADVISOR BIO

Enrique Vera is a registered representative with J.p. Morgan Securities LLC. Enrique has passed the Series 63, Series 6TO, and SIE exams and is registered in California, Nevada, and Oregon. Enrique has been in the financial services industry for less than a year. Enrique specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Enrique Jesus Zavala is a registered representative with J.p. Morgan Securities LLC. Enrique has been in the financial industry since June 2018. Enrique is licensed to sell securities in California. Enrique holds the Series 6, Series 63, and SIE licenses. Enrique works at the Rancho Cucamonga branch of J.p. Morgan Securities LLC.

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ADVISOR BIO

Enrique Ulloa is a financial advisor who has been in the industry since 1999. Currently, Enrique is a registered representative with Citigroup Global Markets Inc. where they have been employed since 2011. Enrique has been registered in multiple states for both Broker-Dealer and Investment Advisor capacities. Enrique provides services like financial planning, portfolio management for businesses and individuals and educational seminars.

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ADVISOR BIO

Enrique Diaz Lomelin is a financial advisor registered with Morgan Stanley. Enrique has been in the securities industry since 1986. Prior to joining Morgan Stanley, Enrique worked at Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, Prudential Securities Incorporated, Smith Barney Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc.. Enrique holds the Series 3, Series 7, and Series 63 licenses. Enrique Diaz Lomelin is registered in 13 states, including Alaska, Arizona, California, District of Columbia, Idaho, Iowa, Michigan, Nebraska, Nevada, Ohio, Oregon, and Washington. Enrique specializes in providing financial advice to high-net-worth individuals, insurance companies, investment companies, charitable organizations, and other businesses.

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ADVISOR BIO

Enrique Constantino Mendoza is a financial advisor registered with Wells Fargo Clearing Services, LLC in Santa Ana, CA. Enrique has been in the financial industry since May 2010, holding a Series 6, Series 63 and SIE license. He specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Previously, Enrique worked for WELLS FARGO INVESTMENTS, LLC. He is licensed in California.

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ADVISOR BIO

Enrique Jesus Perez has been in the financial services industry since 1999. Enrique is a Registered Representative and Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo Clearing Services, LLC, Enrique was with Wells Fargo Advisors LLC and Wells Fargo Securities Inc. Enrique is licensed in several states and has a wide range of experience in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Enrique Isaac Valadez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Enrique has been in the securities industry since January 17, 2017 and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since May 16, 2017. Enrique has passed the Series 7, Series 66 and SIE exams. Enrique specializes in working with corporations, individuals, insurance companies and charitable organizations.

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ADVISOR BIO

Enriquez G. Sanchez is a financial advisor with Kestra Private Wealth Services, LLC in San Diego, CA. Enriquez has over 23 years of experience in the financial services industry. He has been with Kestra Private Wealth Services, LLC since June 2023. Enriquez holds the Series 65 and Series 2 licenses. Enriquez specializes in providing financial planning, pension consulting, and selection of other advisors services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS