ADVISOR BIO

Michel Bertin Garcia is a financial professional registered with J.P. Morgan Securities LLC. Michel is licensed in California, and holds the Series 63, Series 6TO and SIE licenses.

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ADVISOR BIO

Michele Pemberton is a financial advisor who has been in the industry since 1989. Michele is registered with the Securities and Exchange Commission (SEC) and is currently employed by The Wealth Consulting Group. Michele holds Series 7, 63, and 65 licenses and has experience with a variety of financial products and services. Michele has a strong background in investment advisory services, as well as experience with non-variable insurance, and real estate rental. Michele is dedicated to providing clients with personalized financial advice that meets their individual needs.

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ADVISOR BIO

Michele Lyford Sine is a registered Investment Advisor Representative with Impactadvisor LLC. Michele has a California Real Estate Sales License and is an Agent with Berkshire Hathaway HomeServices Drysdale Properties. Michele has been in the financial services industry since 1996 and has a wide range of experience in the financial services industry. Michele's professional experience includes roles with FORESIDE FUNDS DISTRIBUTORS LLC, CITICORP INVESTMENT SERVICES, and MONTGOMERY SECURITIES.

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ADVISOR BIO

Michele Mendiola is a registered representative with Morgan Stanley. Michele has been in the industry since February 24, 2021. Michele holds Series 7TO, Series 66 and SIE licenses. Michele is registered in 23 states and is licensed to offer investment advisory services in 2 states.

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ADVISOR BIO

Michele Martinez is a registered representative with J.P. Morgan Securities LLC. Michele has been working in the financial industry since December 2014. Michele holds the Series 63, Series 66 and Series 7 licenses and has experience with both individual and business clients.

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ADVISOR BIO

Michele Colon is a financial advisor with UBS Financial Services Inc. Michele is registered with FINRA and is licensed to provide investment advice in multiple areas. Michele has been in the financial industry for over 2 years and has a strong track record of success. Michele is committed to providing her clients with personalized financial advice and guidance. Michele specializes in helping individuals and families achieve their financial goals.

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ADVISOR BIO

Michele Reddy is a financial advisor with over 4 years of experience in the industry. Michele is currently registered with Osaic Wealth, Inc. and holds a Series 7TO, Series 66, and SIE licenses. Michele previously worked for SagePoint Financial, Inc. and has experience providing accounting, bookkeeping, and property management services. Michele is also an agent for ICM and works with clients to determine their insurance needs. Michele is a dedicated and experienced financial advisor committed to providing clients with the guidance and support they need to achieve their financial goals.

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ADVISOR BIO

Michele Chanut Young is a financial advisor with Osaic Wealth, Inc. in TUSTIN, CA. Michele has been working in the financial industry since 1992. Michele is registered with the state of California as an investment advisor representative. In addition to providing financial advice, Michele also offers insurance sales as an agent.

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ADVISOR BIO

Michele Rodriguez is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Michele has been working in the securities industry since November 14, 1996. Michele has been registered with Wells Fargo Advisors Financial Network, LLC since August 2023. Previously, Michele worked at UBS Financial Services Inc. from November 2008 to September 2023 and Morgan Stanley & Co. Incorporated from April 2007 to November 2008. Michele has been registered with the state of California as an investment advisor representative since August 31, 2023 and with the state of Texas as an investment advisor representative since August 31, 2023.

SPECIALIZATIONS

ADVISOR BIO

Michele Valdivia is a financial advisor with over 10 years of experience in the industry. Michele is currently registered with J.P. Morgan Securities LLC and is licensed to provide investment advice in California. Michele is also Series 6 and Series 63 licensed and holds the SIE designation. Prior to joining J.P. Morgan Securities LLC, Michele was registered with CHASE INVESTMENT SERVICES CORP. Michele specializes in investment advice for individuals, high-net-worth individuals, businesses, pension and profit sharing plans, charitable organizations and insurance companies.

SPECIALIZATIONS