ADVISOR BIO

Michael Jeffrey Peters is a financial advisor with LPL Financial LLC, registered with FINRA and the state of California. Michael Peters has been in the financial services industry for over 20 years. Michael Peters previously worked for Waddell & Reed, Crowell, Weedon & Co., UBS Financial Services Inc., and Morgan Stanley DW Inc. Michael Peters offers a range of financial services, including financial planning, investment management, and retirement planning. Michael Peters is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Michael Gevorkian is a financial advisor with Wells Fargo Clearing Services, LLC, and has been in the industry since November 2001. Michael is registered with the state of California and Texas. Michael holds the Series 7, 31 and 66 licenses, and is also a CERTIFIED FINANCIAL PLANNER™.

SPECIALIZATIONS

ADVISOR BIO

Michael Gordon is an investment advisor representative at UBS Financial Services Inc. Michael is registered with the state of California as an investment advisor representative and also holds a Series 7 and Series 66 license. Michael has been in the financial services industry for over 10 years. Prior to joining UBS, Michael worked at Morgan Stanley.

SPECIALIZATIONS

ADVISOR BIO

Michael Hui is a financial advisor with J.p. Morgan Securities LLC. Michael has 2 approved state registrations and has been in the industry for 1 year. Michael also holds the Series 7TO, SIE, and Series 66 licenses. Michael previously worked for Edward Jones.

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ADVISOR BIO

Michael Gregg is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc., and has held previous positions with The Lincoln National Life Insurance Company and CIGNA Financial Advisors, Inc. Michael is licensed to offer financial and investment advice in California, Nevada, North Carolina and Oregon.

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ADVISOR BIO

Michael Ruttenberg is a financial advisor who has been active in the industry since 1987. Michael is registered with Raymond James & Associates, Inc. and has previous experience with UBS Financial Services Inc., Wachovia Securities, LLC, J.P. Morgan Securities Inc., Hambrecht & Quist LLC and First Union Securities, Inc. Michael holds licenses for Securities Industry Essentials Examination, National Commodity Futures Examination, General Securities Representative Examination, Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination and General Securities Sales Supervisor Examination. Michael has been working in the Walnut Creek, CA area since 2007.

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ADVISOR BIO

Michael Patrick Jordan is a financial advisor based in San Diego, California. Michael has been working in the financial services industry since 2003 and is currently registered with LPL Financial LLC. Michael holds Series 7, Series 63, and Series 65 licenses. Michael has prior experience with Kestra Investment Services, LLC, Charles Schwab & Co., Inc., DFA Securities LLC, ICAP Corporates LLC, Tradeweb L.L.C., Deutsche Bank Securities Inc., and Painewebber Incorporated. Michael is a specialist in providing financial advice to corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

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ADVISOR BIO

Michael Schipper is a financial advisor with RBC Capital Markets, LLC. Michael has been in the financial services industry since February 10, 1993. Michael is a registered representative and investment advisor representative in California and Texas. Michael is also registered in several other states. Michael has a wide range of experience in the financial services industry, including experience with investment companies, pooled investment vehicles, and business development companies. Michael is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Michael Byung-uk Ye is a financial advisor with New Insight Wealth Advisors. Michael has been in the industry since 2018. Michael is registered with the state of California and holds the Series 66, Series 7TO and SIE licenses. Michael specializes in providing financial planning, pension consulting and portfolio management services to high net worth individuals, individuals other than high net worth, charitable organizations and pension and profit sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Michael Blaise Kira is a financial advisor registered with UBS Financial Services Inc. and is licensed to provide financial services in California. Michael has been in the financial industry since 1998 and has held a Series 63, Series 7 and Series 65 licenses for over 20 years.

SPECIALIZATIONS