ADVISOR BIO

Robert Hurley is a registered representative with J.P. Morgan Securities LLC. Robert is licensed in 53 states and the District of Columbia. Robert has been in the industry since September 25, 2012. Robert is a principal and specializes in investment banking, portfolio management, and retirement planning.

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ADVISOR BIO

Robert Lucas Breen has been active in the financial services industry since 1974 and is currently registered as a representative of Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC has offices in Newport Beach and Santa Ana, California. Robert is also registered as an Investment Advisor Representative in both California and Texas. Robert has experience with a variety of financial services firms including WELLS FARGO ADVISORS, LLC, CITIGROUP GLOBAL MARKETS INC., PRUDENTIAL SECURITIES INCORPORATED, PAINEWEBBER INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH, INC. Robert has passed several industry exams including the Series 7TO, SIE, Series 5, PC, and Series 1 exams. Robert's areas of expertise include Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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ADVISOR BIO

Robert John Francello is a financial advisor at Wedbush Securities Inc. Robert has been in the financial industry since October 1, 2019 and is registered in 7 states. Robert holds the Series 7, 63, and 57TO licenses and is a specialist in 6 areas. Wedbush Securities Inc. manages approximately $1 billion to $10 billion in client assets.

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ADVISOR BIO

Robert Glenn Torrie is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Planmember Securities Corp. in Carpinteria, CA. Robert has previously been registered with Lincoln Investment, Legend Equities Corporation, Legend Capital Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Robert holds a Series 6, 7, 24, and 63 license. Robert's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Robert Elwood Mohler has been in the financial industry since 1971. Robert is currently registered with Cetera Investment Advisers LLC and has worked at previous firms including Pension Planners Securities, Inc., Associated Securities Corp., Planned Investments Inc., Dave Fries and Associates, Equitec Securities Company, and Harrison Financial Corporation. Robert's certifications include Series 7TO, Series 24, Series 63, Series 1 and SIE. Robert provides financial planning, portfolio management for businesses and individuals, and pension consulting. Robert is a representative for Choice Financial Group and Choice Direct, providing online banking services.

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ADVISOR BIO

Robert Jacques is a financial advisor with Destination Wealth Management and has been working in the financial industry for over 20 years. Robert specializes in providing financial planning, portfolio management, and pension consulting services for a variety of clients, including individuals, families, and businesses. Robert is a Certified Financial Planner and holds both Series 63 and Series 65 licenses, as well as the Series 7 license. He is registered with the state of California and Texas to provide investment advisory services.

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ADVISOR BIO

Robert Gehlen is a financial advisor at Wells Fargo Clearing Services, LLC, in San Francisco, CA. Robert has been in the financial industry since 1993. He previously worked for First Republic Securities Company, LLC, UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, ING BARING FURMAN SELZ LLC, and Smith Barney Inc. Robert is registered with the state of California and Texas. He is a Certified Financial Planner (CFP).

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ADVISOR BIO

Robert Anthony Santoriello is a financial advisor with over 30 years of experience in the industry. He currently works with Osaic Wealth, Inc. and Osaic Advisory Services, LLC, providing investment advisory services to a variety of clients including individuals, businesses, and retirement plans. Robert has extensive experience in financial planning, portfolio management, and insurance sales.

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ADVISOR BIO

Robert Baldacci is an investment advisor representative with Cetera Investment Advisers LLC. Robert has over 20 years of experience in the financial industry. Robert is registered with the state of California and Texas. Robert's previous employment history includes positions with J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC of America Investment Services, Inc., Wachovia Securities, LLC, Atlas Securities, LLC, Citicorp Investment Services, WM Financial Services, Inc., Edward Jones, and Olde Discount Corporation.

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ADVISOR BIO

Robert Bradley Frederickson is a financial advisor with over 30 years of experience in the financial services industry. Robert has worked at various firms, including E. F. Hutton & Company Inc, Lehman Brothers Inc, Smith Barney Shearson Inc., and Wells Fargo Clearing Services, LLC. Robert joined UBS Financial Services Inc in 2018. Robert is a registered representative and investment advisor representative in multiple states including California, Nevada, Texas, and many others. Robert holds Series 3, 7, 63, and 65 licenses.

SPECIALIZATIONS