ADVISOR BIO

Amirala Ashton Rashidi is a financial professional with Wells Fargo Clearing Services, LLC and has been in the industry since February 2017. Amirala has a Series 6, Series 63 and SIE licenses. Amirala has been registered with the state of California since March 2017.

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ADVISOR BIO

Amirhessam Zakeri is a registered representative with Wells Fargo Clearing Services, LLC in Palo Alto, California. Amirhessam has been in the financial services industry since 2019 and previously worked for J.P. Morgan Securities LLC and Charles Schwab & Co., Inc. Amirhessam holds the Series 6, Series 63 and SIE licenses. Amirhessam specializes in providing financial advice to individuals, corporations and charitable organizations.

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ADVISOR BIO

Amir Jon Eskandari is a registered representative with J.P. Morgan Securities LLC in Los Angeles, CA. Amir has a Series 63, Series 6TO, and SIE license and is registered in California and Virginia. Amir has been in the industry since November 16, 2022, and is active in providing financial planning, pension consulting, and selection of other advisers to clients. Amir Jon Eskandari also specializes in portfolio management for individuals and businesses.

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ADVISOR BIO

Amit Rathod is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amit has been in the securities industry since May 2010. Amit holds the Series 66, Series 7 and SIE licenses. Amit is registered in Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Amit has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2017.

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ADVISOR BIO

Amit Raz Stavinsky is a financial advisor with over 30 years of experience in the industry. Amit is registered with Tamar Securities, LLC and has a broad range of expertise, having worked with Oppenheimer & Co. Inc., CIBC World Markets Corp., and Prudential Securities Incorporated. Amit is a Registered Representative and Investment Advisor Representative holding the Series 7, Series 63, Series 65, Series 99TO, and SIE licenses. Amit specializes in financial planning, portfolio management for individuals and businesses, and alternative investments. Amit's current firm, Tamar Securities, LLC is a registered investment advisor with a focus on providing investment advice pertaining to fixed income and equity securities.

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ADVISOR BIO

Amit Patel is a financial advisor with Principal Securities, Inc. Amit has over 15 years of experience in the financial services industry. Amit is a registered investment advisor and is licensed to sell securities in several states. Amit has a Series 7, Series 6, Series 31, Series 63 and Series 65 license. Amit is also a licensed life insurance agent. Amit has a passion for helping clients reach their financial goals. Amit specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Amit's previous employers include Morgan Stanley and Wells Fargo Advisors, LLC.

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ADVISOR BIO

Amit Rasik Patel is a financial advisor with over 24 years of experience in the industry. Amit is registered to provide financial advice in multiple states, including California, Texas, Arizona, Colorado, Hawaii, New York, Oregon, and Washington. Amit holds Series 7, Series 63, and SIE licenses. Amit is associated with Ameriprise Financial Services, LLC, a firm with over 12,000 financial advisors and over $479 billion in assets under management. Amit provides investment advisory services including asset allocation, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals. Amit specializes in providing services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, trusts/estates, and insurance companies.

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ADVISOR BIO

Amit Shah is a financial advisor at Edward Jones. Amit has been in the financial industry since October 27, 2006. Amit is registered with FINRA as a Registered Representative and with the state of California as an Investment Advisor Representative. Amit is a Series 7 and Series 66 licensed professional and has a strong track record of success in helping clients achieve their financial goals. Prior to joining Edward Jones, Amit was a financial advisor at TIAA-CREF Individual & Institutional Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., NatCity Investments, Inc., and Pruco Securities, LLC. Amit is committed to providing personalized financial advice to help clients achieve their goals.

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ADVISOR BIO

Amit Jain is a registered representative with Wells Fargo Clearing Services, LLC. Amit has been in the financial services industry for over 20 years. Amit specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Amit has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BBVA Compass Investment Solutions, Inc, NYLIFE Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and MONY Securities Corporation. Amit is registered with the following states: California, Georgia, Illinois, Montana, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, and Vermont.

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ADVISOR BIO

Amit Josef is a financial advisor with Avitas Wealth Management, LLC. Amit has been in the industry since 2014. Amit is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66, and SIE licenses. Amit has previous experience with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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