ADVISOR BIO

Reny vessela Greenleaf has been in the securities industry since March 2008. Reny vessela Greenleaf is currently registered with J.derek Lewis & Associates, Inc. as an Investment Advisor Representative. Reny vessela Greenleaf is also registered as an Investment Advisor Representative in Texas. Reny vessela Greenleaf has passed the Series 7, Series 24, Series 27, Series 66 and Series 99TO exams. Reny vessela Greenleaf is also the Chief Financial Officer of J. Derek Lewis & Associates, Inc. Reny vessela Greenleaf is the owner of Greenleaf & Associates DBA, a bookkeeping and financial statement preparation firm.

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ADVISOR BIO

Renzie Villavicencio Del pilar is a licensed securities agent with J.p. Morgan Securities LLC. Renzie has been in the industry since February 2022. Renzie is registered to sell securities in California. Renzie holds the Series 63, Series 6TO, and SIE licenses.

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ADVISOR BIO

Reuel Chang is a financial advisor with J.P. Morgan Securities LLC. Reuel has been in the financial services industry since 2003. Reuel is registered with the state of California and Texas. Reuel's firm, J.P. Morgan Securities LLC, is a registered broker-dealer and investment advisor. J.P. Morgan Securities LLC is a large firm with over $50 billion in assets under management. The firm provides a wide range of financial services to individuals, businesses, and institutions. Reuel has experience in financial planning, portfolio management, and retirement planning. Reuel is committed to providing clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Reva Shakkottai is an active investment advisor representative with RBC Capital Markets, LLC, since 2009. Reva has been in the industry since 2001. Reva has professional experience in providing investment advice to various clients, including high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Reva also provides financial planning, pension consulting, selection of other advisors, and portfolio management services. Reva is registered in 41 states and the Virgin Islands.

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ADVISOR BIO

Revital Alon is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry since October 2002. Revital Alon is also a registered investment advisor representative with the state of Texas. Revital Alon's office is located in Redwood City, California. Revital Alon previously worked at UBS Financial Services Inc. in Menlo Park, California.

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ADVISOR BIO

Rex B. Peterson is an Investment Advisor Representative with Morgan Stanley. Rex has been in the financial services industry since 2007. Rex is registered with the Securities and Exchange Commission and is also registered with the state of Texas. Rex is currently located in Newport Beach, California and is associated with the Morgan Stanley branch office.

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ADVISOR BIO

Rex Barton Jones is a financial advisor with Wells Fargo Clearing Services, LLC. Rex has been in the industry since 2001 and is registered with the Securities and Exchange Commission and the state of Texas. Rex is licensed to sell securities in 37 states. Rex has worked for Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. in the past. Rex has a variety of specializations in investment advisory services including investment consulting, financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Rex Stevens is a financial advisor registered with LPL Financial LLC. Rex Stevens has been in the industry for over 30 years. Rex Stevens has experience in investment management, financial planning, and consulting. Rex Stevens specializes in working with high-net-worth individuals, families, and small businesses. Rex Stevens also has experience in serving as a trustee for clients. Rex Stevens has passed the Series 66, Series 7, and SIE exams. Rex Stevens is based in Los Angeles, California and is also registered to conduct business in California.

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ADVISOR BIO

Rex Kim is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Rex has been in the securities industry since 2002. Rex holds Series 4, 7, 9, 10, 24, 52TO, 53, 63, and 66 licenses. Rex also has registrations in 53 states and 2 jurisdictions. Rex Kim is a registered principal with Merrill Lynch, Pierce, Fenner & Smith Inc. In the past, Rex Kim has been employed by BANC OF AMERICA INVESTMENT SERVICES, INC. and COUNTRYWIDE INVESTMENT SERVICES, INC.

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ADVISOR BIO

Rex Moar is an investment advisor representative with Equitable Advisors, LLC, based in SAN FRANCISCO, CA. Rex has been in the industry since 2006 and has experience with a variety of firms, including Money Concepts Capital Corp, Ferris, Baker Watts Incorporated, and Volpe Brown Whelan & Company, LLC. Rex is registered with the state of California and Maryland. Rex holds the following licenses: Series 7, Series 63, Series 65 and SIE.

SPECIALIZATIONS