ADVISOR BIO

Herbert Wu is a financial advisor with Wells Fargo Clearing Services, LLC. Herbert has been in the industry since 2016 and holds Series 3, 6, 7, 63 and 65 licenses. Herbert is registered in Arizona, California, Florida, Nevada, Oregon, Tennessee, and Texas. Herbert specializes in providing investment consulting services to institutional clients, as well as financial planning and pension consulting.

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ADVISOR BIO

Herbert Merritt Harrison is an investment advisor representative with Wells Fargo Clearing Services, LLC. Herbert has been in the industry since 1981 and is registered in 14 states. Herbert holds Series 7, 63, and SIE licenses. Herbert's previous experience includes time with Prudential Securities Incorporated and M.L. Stern & Co. Inc. Herbert specializes in working with a variety of clients, including individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies.

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ADVISOR BIO

Herbert Wood is a financial advisor with Edward Jones. He is a Certified Financial Planner and has been in the industry since 1998. Herbert has experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

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ADVISOR BIO

Herbert Kaplan is an investment advisor representative with Cetera Investment Advisers LLC. Herbert has been in the financial services industry since November 1984. Herbert holds a Series 6, 7, 22, 63 and 65 license. He has a current registration with the state of California as both a broker-dealer and an investment advisor. Herbert previously worked for FIRST INVESTORS CORPORATION. Herbert Kaplan specializes in providing financial planning, pension consulting, educational seminars and portfolio management services to individuals, corporations and charitable organizations.

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ADVISOR BIO

Herbert Nealy is a financial advisor with RMR Wealth Builders, Inc. in Bakersfield, CA. Herbert has been in the financial industry since 1987 and has experience in investment advisory services for individuals and businesses. He is also a registered representative and provides insurance services.

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ADVISOR BIO

Herbert Goodrich has been in the financial services industry since September 14, 1995. Herbert is currently registered with Equitable Advisors, LLC in California and Arizona as a registered representative and investment advisor representative. Herbert is also registered in Nevada as a registered representative. Before Herbert joined Equitable Advisors, LLC, he worked for The Equitable Life Assurance Society of the United States. Herbert has a Series 6, Series 7, Series 63 and Series 65 license. Herbert specializes in providing financial planning services, pension consulting, educational seminars and portfolio management for individuals and businesses.

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ADVISOR BIO

Herbert Perez is a financial professional with over 290 days of experience in the industry. Herbert is registered with J.p. Morgan Securities LLC in California and has passed the Series 63, Series 6TO and SIE exams. Herbert is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Herbert is currently licensed in California.

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ADVISOR BIO

Herbert Ross Hein is an investment advisor representative at Gold Coast Securities, Inc., and has been in the industry since October 20, 1991. Herbert holds both Series 63 and 65 licenses and specializes in providing a range of financial services including portfolio management, financial planning, and pension consulting. Herbert is committed to helping clients achieve their financial goals. He is also an independent salesperson of Medicare supplement insurance for United Healthcare Secure Horizons.

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ADVISOR BIO

Herbert Pease is a financial advisor at Mariner Wealth with over 10 years of experience in the industry. Herbert holds the Series 6, 7, 9, 10, 63, and 65 licenses, and is a Certified Financial Planner. Herbert has previously worked at HSBC Securities, Charles Schwab & Co., Inc., and J.P. Morgan Securities LLC.

SPECIALIZATIONS

ADVISOR BIO

Herbert J Gebhart is a Certified Financial Planner® with over 20 years of experience in the financial industry. Herbert has a strong background in financial planning and investment management. Herbert currently works at Mission Wealth Management, LP. Herbert is also a registered Investment Advisor in Washington and has a Series 65 license.

SPECIALIZATIONS