ADVISOR BIO

Gloria Rodriguez is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC, Gloria has been in the industry since April 2004. Gloria is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Gloria holds Series 7 and Series 66 licenses, and the SIE exam. Gloria works in Westlake Village, California and specializes in working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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ADVISOR BIO

Gloria Lou is a registered investment advisor representative with Citigroup Global Markets Inc. Gloria has been in the financial industry since May 2013. Gloria has experience with financial planning, asset allocation advice, selection of other advisers, and portfolio management for individuals and businesses. Gloria is licensed in California, Delaware, and Nevada.

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ADVISOR BIO

Gloria Liang ray Chang is an investment professional with over 20 years of experience in the financial services industry. Gloria is currently registered with J.p. Morgan Securities LLC as a Registered Representative and Investment Adviser Representative. Gloria has also previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gloria specializes in providing financial advice and portfolio management services to individuals, families, and businesses. Gloria is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Gloria R. Franz is a financial advisor with over 30 years of experience in the industry. Gloria is a Certified Financial Planner and holds Series 6, 7, 24, 63 and 65 licenses. Gloria is currently registered with The Wealth Consulting Group in California, New York and Texas. Gloria previously worked with National Planning Corporation, Citigroup Global Markets Inc., Sunamerica Securities, Inc., and Great Western Financial Securities Corporation. Gloria is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Gloria Hsinmei Chen is a financial advisor with LPL Financial LLC. Gloria has been in the financial industry since 2013 and has worked for a number of firms, including J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and BancWest Investment Services, Inc. Gloria is registered with the state of California to offer investment advice. Gloria is licensed to offer various financial products and services, including securities, investment company products, and variable contracts. Gloria is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Gloria Cuadra is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Gloria has been in the securities industry for over 17 years and has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans. Gloria is a Series 6, 7, 24 and 66 licensed professional. Gloria is also registered with the state of California as an investment advisor representative. Previously, Gloria has held positions at CITI PRIVATE ADVISORY, LLC, CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., LEHMAN BROTHERS INC., and BANC OF AMERICA INVESTMENT SERVICES, INC.

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ADVISOR BIO

Gloria Kay Ruuspakka is an investment advisor representative at LPL Financial LLC, registered in California. Gloria holds the Series 65 license, which is a Uniform Investment Adviser Law Examination, and the SIE (Securities Industry Essentials Examination) license. Gloria is also a licensed advisor in California, having obtained the license on June 26, 2023. Gloria has been in the financial services industry since October 2010, working with various companies, including Poway Unified School District, CETERA ADVISOR NETWORKS LLC, and Carson Wealth/Cetera Advisor Networks. Gloria specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Gloria is a member of Nautica Wealth Advisors, which is a DBA for LPL business.

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ADVISOR BIO

Glynis Colosimo is a financial advisor at Morgan Stanley. Glynis has been in the industry for over 20 years, having previously worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Glynis has a broad range of experience and is licensed to provide investment advice in multiple states. Glynis holds the Series 31, Series 66, and Series 7 licenses.

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ADVISOR BIO

Glynis Wineinger is a financial advisor with Edward Jones. Glynis is currently registered with the state of California and is a Series 66 and Series 63 license holder. She has worked in the securities industry since 1997 and is currently located in Saratoga, CA.

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ADVISOR BIO

G miguel Alves is a financial advisor with Vida Private Wealth LLC in Pasadena, California. G miguel has been working in the financial services industry since 2005. G miguel holds the Series 7, 31, and 66 securities licenses as well as the SIE examination and is a Certified Financial Planner. G miguel Alves has experience in portfolio management for individuals and selection of other advisers. G miguel specializes in providing financial advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS