ADVISOR BIO

Saul Alfonso Cuevas is a financial advisor registered with Wells Fargo Clearing Services, LLC. Saul is a licensed financial advisor with experience in the industry. Saul specializes in providing financial advice and services.

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ADVISOR BIO

Saul Abiel Palencia is a financial advisor with Secura Financial. Saul has been a registered investment advisor in California since June 2016 and has a Series 65 license. Saul holds a Series 65 and has experience with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Saul Jofre sanchez deloria is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Saul has been in the industry for 15 years and has a broad range of experience. He is a registered representative and investment advisor representative with licenses in California, Texas, Arizona, Florida, Nevada, Oregon, Washington. Saul also holds the Series 6, 7, and 66 securities licenses as well as the Series 63 license. He has specialized in working with individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Saul Obdiel Perez is an investment advisor representative with Portfolio Medics, LLC. Saul has been in the industry for over 5 years and has experience working with individual and high-net-worth clients. Saul holds the Series 63, 65, and SIE licenses. Saul has worked with various firms over the years including Mutual of Omaha Investor Services, Inc., Northwestern Mutual Investment Services, LLC, and J.P. Morgan Securities LLC. Saul also provides insurance and mortgage services through Revamp Financial. Saul's firm Portfolio Medics, LLC is a Registered Investment Advisor (RIA) based in Bonita Springs, FL. The firm provides financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Saul Eduardo Ochoa-campa is a registered representative with J.P. Morgan Securities LLC. Saul has been in the financial industry since January 2022 and holds the Series 63, Series 6TO, and SIE licenses. Saul's experience in the industry has led to a focus on the following specializations: 1, 2, 4, 5, and 6. Saul provides financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Sau man Fung is a registered representative with J.P. Morgan Securities LLC, holding a Series 63, Series 6TO, SIE and Series 6 license. Sau man Fung has been in the securities industry since 2015 and has previous experience with HSBC Securities (USA) INC. as well as J.P. Morgan Securities LLC. Sau man Fung is licensed to provide securities services in California. The firm Sau man Fung is registered with, J.P. Morgan Securities LLC, provides financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and selection of other advisers services.

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ADVISOR BIO

Saundra Gardner is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in ENCINO, CA. Saundra has been in the financial services industry since 1999. She is registered to provide investment advice in California and Texas. Saundra also has a Series 7, Series 24, Series 63, and Series 65 license. Saundra's experience includes working at BANC OF AMERICA INVESTMENT SERVICES, INC. and CITIGROUP GLOBAL MARKETS INC.

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ADVISOR BIO

Saurin Munshaw is a financial advisor with over 29 years of experience in the industry. Saurin is registered with Equitable Advisors, LLC and has branch offices in Chino, CA. Saurin is licensed to provide investment advisory services in Arizona, California, Colorado, District of Columbia, Florida, Texas, and Wisconsin. Saurin has been recognized as a specialist in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Savanah Janae Rodriguez is a registered representative with J.p. Morgan Securities LLC. Savanah is licensed to conduct business in California and Colorado. She has earned the Series 63, Series 6TO, and SIE licenses. Savanah's professional experience includes working with individuals, corporations, high-net-worth clients, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Savanja Tatum is a registered representative with J.P. Morgan Securities LLC and has been in the industry since January 9, 2018. Savanja is licensed in California, Nebraska, and New York. Savanja holds the Series 6, Series 63, and SIE licenses. Savanja specializes in providing financial advice to individuals, businesses, corporations, and charitable organizations.

SPECIALIZATIONS