ADVISOR BIO

Irene Carter is an investment advisor representative with Morgan Stanley. Irene has been in the financial services industry since June 2008 and has a combined state license (Series 66) along with the Series 7 and Series 31 licenses. Irene is registered to provide investment advice in 44 states including California, Texas, Hawaii, Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin. Irene also holds a Series SIE license. Irene has previously worked at Morgan Stanley & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Irene is a registered representative of Morgan Stanley Smith Barney and specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and investment companies.

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ADVISOR BIO

Irene Kogan is a financial advisor with over 30 years of experience in the financial services industry. Irene is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2023. Previously, Irene worked for Cetera Advisor Networks LLC in El Segundo, CA from 2013 to 2023 and Financial Network Advisory Corp. in Torrance, CA from 1992 to 2013. Irene holds the Series 7, 26, and 63 licenses. Irene is dedicated to providing personalized financial advice and helping clients reach their financial goals.

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ADVISOR BIO

Irene Paredes Murguia is a registered representative with Wells Fargo Clearing Services, LLC. Irene has a Series 63 license and has passed the Series 6TO and SIE exams. Irene is registered in California.

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ADVISOR BIO

Irene Mao is an investment advisor representative, licensed in 24 states. Irene has been in the industry since 2013. Irene is currently registered with Wells Fargo Clearing Services, LLC and has previously been employed by CITI PRIVATE ALTERNATIVES, LLC, CITIGROUP GLOBAL MARKETS INC., and J.P. MORGAN SECURITIES LLC. Irene has experience with the following: Investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Irene Allen is a financial advisor with over 20 years of experience in the industry. Irene is currently registered with Morgan Stanley and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Irene has previously worked for Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Charles Schwab & Co., Inc. Irene provides a wide range of financial services to individuals, families, and businesses, including investment management, financial planning, and retirement planning. Irene is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Ireneo Abot is a financial advisor with Wells Fargo Clearing Services, LLC. Ireneo is registered in California and has been active in the industry since 2013. Ireneo holds the Series 6, 7, 63, and 65 licenses. Ireneo offers investment consulting services to institutional clients and also provides financial planning, pension consulting and portfolio management for businesses and individuals.

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ADVISOR BIO

Iriana Belen Lee hung is a registered representative with J.p. Morgan Securities LLC, a firm with a strong track record of financial services and a diverse client base. Iriana holds the Series 63, Series 6TO and SIE licenses, demonstrating her commitment to providing comprehensive financial solutions. She specializes in various areas, including investment strategies, financial planning, and portfolio management. With a registration date of February 20, 2024, Iriana is dedicated to building lasting relationships with clients, providing personalized guidance, and helping them achieve their financial goals.

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ADVISOR BIO

Irina Vazquez is a registered representative with UBS Financial Services Inc. Irina has been in the industry since April 19, 2008. Irina is licensed in California. Irina is affiliated with the Beverly Hills branch of UBS Financial Services Inc. Irina has passed the Series 66, Series 7, and SIE exams. Previously, Irina was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and UBS Financial Services Inc.. Irina has a specialization in 1, 2, 3, 4, 5, 6, and 9.

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ADVISOR BIO

Irina Ludkovski is a registered Investment Advisor Representative with Albourne America LLC. Irina is a Chartered Financial Analyst and has over 13 years of experience in the industry. Irina specializes in research and non-discretionary investment advice on hedge funds, private markets funds (PE, PC, RA, RE), and dynamic beta products. Irina is based in San Francisco, California.

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ADVISOR BIO

Irina Zaydenberg is a financial advisor with over 20 years of experience in the financial services industry. Irina is currently registered with MML Investors Services, LLC and has been with the firm since 2009. Previously, Irina worked for WORLD GROUP SECURITIES, INC., ROYAL ALLIANCE ASSOCIATES, INC., and PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC. Irina specializes in providing financial planning, asset allocation programs, educational seminars, and portfolio management services to a variety of clients. Irina holds both Series 6 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam.

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