Years of Experience
5-20+ Years
PALO ALTO, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Anushree Dave is a financial advisor currently working for Merrill Lynch, Pierce, Fenner & Smith Inc. Anushree is registered to provide investment advice in 24 states and has been active in the financial industry since 2016. She previously worked at PRUCO SECURITIES, LLC. Anushree holds licenses for Series 6, 7, 63 and 66 and is licensed as an Investment Advisor Representative in California. Anushree provides investment advice to a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anushree specializes in portfolio management for businesses and individuals, as well as pension consulting and educational seminars. She works out of Merrill Lynch's office in Palo Alto, California.
SPECIALIZATIONS
ROSEVILLE, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Anya Bilivsky is a financial advisor with LPL Financial LLC in ROSEVILLE, CA. Anya is licensed to provide financial advice and products in the state of California. Anya has been in the industry for a short time, having joined LPL Financial LLC on 4/4/2024. Anya has successfully passed the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). Anya specializes in providing a variety of financial services, including investing, retirement planning, and insurance.
SPECIALIZATIONS
LONG BEACH, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Apolonia Villela is a registered representative with J.P. Morgan Securities LLC. Apolonia is currently licensed in California and Florida. Apolonia holds the Series 63, SIE and Series 6TO licenses and has been in the industry since 2022. Apolonia specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
SPECIALIZATIONS
SAN JOSE, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Apostolos Kiriazis is an investment advisor representative with J.p. Morgan Securities LLC, based in San Jose, California. Apostolos is licensed to provide securities and investment advisory services in California and Texas. Apostolos has been in the financial services industry since 2020 and has a Series 7, Series 66, and SIE license. Apostolos specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
LINCOLN, CA
14 Years Experience
2 Disclosures
ADVISOR BIO
April Lyn Manley is a registered representative with Wells Fargo Clearing Services, LLC in Lincoln, California. April has been in the financial services industry since September 2010. April has Series 6 and Series 63 licenses, as well as the SIE. April's previous role was with WELLS FARGO INVESTMENTS, LLC.
SPECIALIZATIONS
Oakland, CA
16 Years Experience
0 Disclosures
ADVISOR BIO
April Burchard MacHado is an active advisor registered with the state of California and Texas, associated with Morgan Stanley. April has been in the financial industry since 2009 and specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. April holds various licenses and certifications, including Series 7, 9, 10, 63, and 66. April has a strong track record of success in providing investment advice and helping clients achieve their financial goals.
SPECIALIZATIONS
SAN FRANCISCO, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
April Lahoma Thompson is an investment advisor representative with Wells Fargo Clearing Services, LLC. April has been in the industry since 1998. April is registered with FINRA, and holds several securities licenses, including Series 7, Series 31, Series 63, and Series 65. April is also registered with the states of California, Colorado, Florida, Georgia, Idaho, Maryland, Michigan, Nevada, New Mexico, New York, Oregon, Texas, Virginia, and Washington.
SPECIALIZATIONS
EL SEGUNDO, CA
0 Disclosures
ADVISOR BIO
April Lynn Charles is a financial advisor with over 20 years of experience in the financial services industry. April has a strong background in investment management and financial planning. April currently works at Urban Wealth Management, a firm that provides a variety of financial services to individual and institutional clients. April has a passion for helping clients achieve their financial goals. Prior to joining Urban Wealth Management, April worked for several other firms, including TRUTORO, PURSHE KAPLAN STERLING INVESTMENTS, MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.
SPECIALIZATIONS
ANAHEIM, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
April Kristi Martinez is a financial professional registered with LPL Financial LLC. April has been in the industry since August 2022. April is licensed in California and holds the Series 63, 6TO, and SIE licenses. April has been registered with LPL Financial LLC since August 2022.
SPECIALIZATIONS
Los Angeles, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
April Joy Johnson is a registered representative with Morgan Stanley. April has been in the industry since 1999 and has been registered with the state of California since June 2016. She is also registered with the state of Texas. Previously, April was a registered representative with WELLS FARGO ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. April has a Series 7, Series 66 and SIE license. She holds a Uniform Combined State Law Examination. April provides advisory services including financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS
