ADVISOR BIO

Robert Ramirez is a registered investment advisor with Stifel, Nicolaus & Company, Inc. Robert has been in the financial industry for over 25 years. Robert has a wide range of experience and expertise in the financial industry, including investment management, financial planning, and pension consulting. Robert has been registered with Stifel, Nicolaus & Company, Inc. since 2011. Previously, Robert was employed at STONE & YOUNGBERG LLC and PACIFIC GENESIS GROUP, INC.

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ADVISOR BIO

Robert Kulle is a financial professional with over 24 years of experience in the industry. Robert is currently registered with M Holdings Securities, Inc. in California. Robert's previous roles have included positions at NFP Advisor Services, LLC, American General Securities Incorporated, and Lincoln Financial Advisors Corporation. Robert is a licensed agent in several states. He holds the Series 63, Series 66, Series 7, and SIE licenses. Robert specializes in financial planning, pension consulting, educational seminars, and portfolio management.

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ADVISOR BIO

Robert Charles Levin is a financial advisor with over 20 years of experience in the industry. Robert currently works at UBS Financial Services Inc. Robert has experience working for several large financial institutions. Prior to joining UBS, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities Inc. Robert holds the Series 7, Series 63, and Series 65 licenses.

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ADVISOR BIO

Robert Warren is an active investment advisor representative, registered with Osaic Wealth, Inc. Robert has over 40 years of experience in the financial services industry. Robert specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Robert is registered in Arizona, California, Nevada, Oklahoma, Tennessee, Texas, and Utah. Robert has a Series 6, Series 22, Series 26, and Series 63 license.

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ADVISOR BIO

Robert Porter is a financial advisor with over 36 years of experience in the industry. Robert is currently registered with Morgan Stanley and has been with the firm since June 2009. Before that, Robert was with CITIGROUP GLOBAL MARKETS INC. for 15 years and Lehman Brothers Inc. for 7 years. Robert holds a Series 3, Series 7, Series 63, and Series 65 licenses. Robert specializes in providing financial advice to individuals, corporations, charitable organizations, insurance companies, investment companies, and pooled investment vehicles.

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Robert R. Luce is a financial advisor registered with J.p. Morgan Securities LLC. Robert Luce holds the Series 79TO, Series 63, and SIE licenses and has been in the industry since February 2019. Robert Luce specializes in investment banking, financial planning, and portfolio management for businesses and individuals. Robert Luce is registered with the state of California and New York.

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ADVISOR BIO

Robert Glenn Packin is an investment advisor representative with Wells Fargo Clearing Services, LLC. Robert is a registered representative with over 25 years of experience in the financial services industry. Robert is also licensed to provide investment advisory services in California and Texas. Robert previously held positions at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert's areas of expertise include financial planning, portfolio management, investment consulting and pension consulting. Robert specializes in providing investment advice to individuals, businesses and institutional clients.

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Robert Henry Jones is a registered Investment Advisor Representative with Victus Capital Wealth. Robert Henry Jones is licensed in California and has been in the financial industry since 2005. Robert Henry Jones has also previously worked at Mutual Securities, Inc., Purshe Kaplan Sterling Investments, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc..

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ADVISOR BIO

Robert Shih-chung Min is a registered representative with LPL Financial LLC. Robert has been in the financial services industry since 1991, and is currently registered with the state of California. Robert's previous experience includes roles with PRUCO Securities Corporation and The Prudential Insurance Company of America. Robert holds Series 6, 7TO, 63, and 66 securities licenses.

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ADVISOR BIO

Robert Elliott Mummey is a financial advisor registered with Osaic Wealth, Inc. in Westlake Village, CA and has been in the financial services industry since 1974. Robert's focus is to provide financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans. Robert has a strong track record of success in the financial services industry and is committed to providing his clients with the highest quality of service.

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