ADVISOR BIO

Hugo Flores urbieta is a registered representative with J.p. Morgan Securities LLC. Hugo has been in the financial industry since 2024. Hugo has passed the SIE and Series 6TO exams and is currently licensed to provide investment advisory services to individuals and businesses. Hugo is affiliated with the branch office in Aptos, CA.

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ADVISOR BIO

Hui Do Kim is a financial advisor with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, with over 23 years of experience in the financial services industry. Hui is a CERTIFIED FINANCIAL PLANNER™ professional and holds licenses in several states, including California and Texas. Hui specializes in providing financial planning, investment consulting, and portfolio management services to individuals, businesses, and institutions. Hui's professional career has included experience with Citigroup Global Markets Inc. and T. Rowe Price Investment Services, Inc.

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ADVISOR BIO

Hui Xu is a financial advisor with over 25 years of experience in the industry. Hui has held various roles at financial institutions, including Morgan Stanley and Citigroup Global Markets Inc., where they have gained expertise in portfolio management and investment advisory services. Hui is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, Series 65, Series 7, and SIE licenses. They are currently registered in 22 states and the District of Columbia. Hui's areas of specialization include asset allocation, financial planning, and portfolio management for businesses and individuals. They are also a coordinator at the Stanford Financial and Risk Modeling Institute.

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ADVISOR BIO

Hui Zhang is a financial advisor with over nine years of experience in the industry. Hui is currently registered with Independent Financial Group, LLC. Prior to that, Hui was registered with CETERA INVESTMENT SERVICES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Hui offers a range of services including financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals. Hui also provides coaching and mentoring services through Crump Insurance Company and is an officer/director for SUNRISE LENDING INC.

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ADVISOR BIO

Hui Sin Wong is an active investment advisor representative with Morgan Stanley. Hui Sin Wong is registered in 53 states and has been in the industry for over 3 years. Hui Sin Wong specializes in financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Hui-chen Chen is a financial advisor who has been in the industry for over 20 years. Hui-chen currently works for Citigroup Global Markets Inc., where she is registered as a broker-dealer and investment advisor representative in California and Texas. Hui-chen has a strong track record of success and a deep understanding of the financial markets. She is committed to providing personalized advice and helping clients achieve their financial goals. Prior to working at Citigroup, Hui-chen worked at Wells Fargo Clearing Services, LLC and Primevest Financial Services, Inc.

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ADVISOR BIO

Hui fen Chang is a registered representative with J.p. Morgan Securities LLC. Hui fen has been in the financial services industry for a short period of time and is licensed in California. Hui fen's primary office is located in IRVINE, CA. Hui fen specializes in providing financial services to individuals and businesses. Hui fen's firm manages assets in excess of $50 Billion and is registered with FINRA.

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ADVISOR BIO

Huimin Jiang is an Investment Advisor Representative at Citigroup Global Markets Inc. Huimin has been in the securities industry since September 2015 and is currently registered with the state of California. Huimin holds the Series 6, 7, 63 and 65 licenses. Huimin is also registered in other states as an Investment Advisor Representative, and specializes in portfolio management for individuals, businesses, and other investment companies. Huimin has been associated with Citigroup Global Markets Inc. since September 2015. Before joining Citigroup Global Markets Inc., Huimin was a Financial Advisor at J.P. Morgan Securities LLC.

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ADVISOR BIO

Huiting Wang is a registered representative associated with J.P. Morgan Securities LLC. Huiting has been in the financial industry since June 3, 2019. Huiting holds Series 63, Series 6TO and SIE licenses and is registered in California.

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ADVISOR BIO

Hui-ting Chang is a financial advisor at Morgan Stanley. Hui-ting has over 10 years of experience in the financial services industry. Hui-ting holds the Series 7TO, Series 66, and SIE licenses. Hui-ting is registered with FINRA and the states of Texas and California. Hui-ting is also registered as an Investment Advisor Representative (IAR) in Texas and California. Hui-ting has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Hui-ting specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, investment companies, and charitable organizations.

SPECIALIZATIONS