Years of Experience
5-20+ Years
CARMEL, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Issareeya Johnson is a financial advisor with J.P. Morgan Securities LLC. Issareeya specializes in providing a variety of investment advice services, including financial planning, portfolio management, and pension consulting. Issareeya is licensed to conduct business in California. Issareeya has been in the financial industry since 2015.
SPECIALIZATIONS
SAN DIEGO, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Itamar Erster is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Itamar has been in the securities industry since January 20, 2018. Itamar has passed the Series 66, Series 7 and SIE exams and has been registered in Arizona, California, Connecticut, Florida, Nevada, Oregon, Tennessee, Texas, and Washington. Itamar has previously worked at J.P. Morgan Securities LLC and AXA Advisors, LLC.
SPECIALIZATIONS
LIVERMORE, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Itzel Elodia Escalante sandoval is a licensed securities agent with J.P. Morgan Securities LLC, a firm with offices in Livermore, California. Itzel Elodia Escalante sandoval has been in the financial services industry since March 30, 2023. Itzel Elodia Escalante sandoval holds Series 63, Series 6TO, and SIE licenses. J.P. Morgan Securities LLC specializes in providing financial planning, pension consulting, portfolio management, and selection of other advisors services.
SPECIALIZATIONS
Roseville, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Itzel Esmeralda Gonzalez diaz is a registered representative with Ameriprise Financial Services, LLC, and is currently licensed as a Registered Representative (RA) in California. Itzel has been in the securities industry for over 2 years, and has been with Ameriprise Financial Services, LLC since July 2020. Itzel holds Series 66, Series 7TO and SIE securities licenses.
SPECIALIZATIONS
Los Angeles, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Itziar Ramos is a financial professional with over 20 years of experience in the industry. Itziar is currently registered with Gold Coast Securities, Inc. in California. Itziar is also registered with the state of California as an Investment Advisor Representative. Prior to her current role, Itziar has held positions with PEAK BROKERAGE SERVICES, LLC, NEBS FINANCIAL SERVICES, INC., and SUNAMERICA SECURITIES, INC. Itziar has a wide range of experience and holds several securities licenses. Itziar's areas of expertise include financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.
SPECIALIZATIONS
SAN FRANCISCO, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Iuliia Malysheva is a financial advisor with Equitable Advisors, LLC, registered with the state of California. Iuliia has been in the financial industry since 2023. Prior to joining Equitable Advisors, LLC, Iuliia was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Iuliia holds a Series 66, Series 7 and SIE licenses.
SPECIALIZATIONS
PALO ALTO, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Iuliia Omelchuk is a financial advisor with J.P. Morgan Securities LLC. Iuliia has been in the industry since 2022. Iuliia is licensed in California and holds the Series 63, SIE and Series 6TO licenses. Iuliia specializes in financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.
SPECIALIZATIONS
FRESNO, CA
28 Years Experience
1 Disclosures
ADVISOR BIO
Iva Goodwin is a financial advisor with LPL Financial LLC. Iva has been in the financial services industry since 1997 and is registered in California. Iva is licensed to offer securities products and services through LPL Financial LLC. The firm offers financial planning services to individuals and corporations. LPL Financial LLC also offers a variety of other investment products and services, including mutual funds, variable annuities, and retirement planning.
SPECIALIZATIONS
SAN JOSE, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Iva Kordes is a registered representative with J.p. Morgan Securities LLC in San Jose, California. Iva has been in the industry since January 6, 2017, and has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Iva also provides financial planning and portfolio management services. Iva has passed the Series 6, Series 7, and Series 63 exams and has earned the Series 65 license. Iva was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC.
SPECIALIZATIONS
NEWPORT BEACH, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Ivan Flores is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ivan has been in the securities industry since December 2017. Ivan is registered in 53 states and holds the Series 7, 9, 10, 66 licenses. Ivan works at the Newport Beach, CA branch of Merrill Lynch.
SPECIALIZATIONS