ADVISOR BIO

Sergio Perez is a financial advisor registered with Morgan Stanley. Sergio is based in Los Angeles, CA and has been in the industry since April 2017. Sergio is licensed to provide securities advice in California. Sergio holds the Series 7 and SIE licenses. Sergio works out of the Los Angeles, CA branch of Morgan Stanley.

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ADVISOR BIO

Sergio Del Puerto is a financial advisor with Ameriprise Financial Services, LLC. Sergio has been in the financial services industry since 2011. Sergio holds a Series 66 and Series 24 license. Sergio is registered in California. Sergio has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Sergio John Lazzara is a financial advisor with Morgan Stanley and has been in the industry since February 3, 1994. Sergio is registered with FINRA as well as in 53 states, including California and Texas. Sergio has extensive experience in the financial services industry, previously working for MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Sergio holds Series 3, 7, 9, 10, 31, 63, and 65 licenses, as well as the SIE exam. Sergio's firm, Morgan Stanley, provides advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Sergio G Avalos zavala is a financial professional registered with J.p. Morgan Securities LLC. Sergio G Avalos zavala has been in the industry since March 6, 2022, and currently holds Series 63, Series 6TO, and SIE licenses. Sergio G Avalos zavala is registered in California as a Broker/Dealer.

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ADVISOR BIO

Sergio Gonzalez is a registered representative with J.P. Morgan Securities LLC and has been in the industry since August 2015. Sergio has been active in the securities industry and investment advisory business in California since September 2015. Sergio is licensed with FINRA Series 6, 63, and SIE.

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ADVISOR BIO

Sergio Huizar is a financial advisor at J.P. Morgan Securities LLC. Sergio has been in the financial industry since 2014 and has a strong background in providing investment advice to a wide range of clients. Sergio holds the Series 6, Series 63 and SIE licenses and is registered to offer investment advice in California. Sergio specializes in helping clients achieve their financial goals by providing personalized financial planning, portfolio management and retirement planning.

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ADVISOR BIO

Sergio-pedro Perez is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 5 years of experience in the financial services industry. Sergio-pedro Perez is licensed to conduct securities business in 53 states and 2 jurisdictions and holds Series 6, 7, 63, 66 and SIE licenses. Sergio-pedro Perez has experience working with clients including high-net-worth individuals, corporations, charitable organizations, pension plans and insurance companies.

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ADVISOR BIO

Serina Yuan is a financial advisor who has been working in the financial services industry since January 2008. Serina Yuan is currently registered with UBS Financial Services Inc. and holds the Series 63, Series 7TO, and SIE licenses. Serina Yuan is also a Chartered Financial Analyst. Serina Yuan has been employed by UBS Financial Services Inc. since October 2021. Serina Yuan specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

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ADVISOR BIO

Serina Foster is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC in Long Beach, CA. Serina has been in the financial services industry since 1998. Serina has a strong background in the financial industry with prior experience at UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Serina specializes in portfolio management, financial planning and investment consulting services to institutional clients.

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ADVISOR BIO

Serineh Farhadianmaragheh is a registered representative associated with Wells Fargo Clearing Services, LLC. Serineh Farhadianmaragheh holds Series 63, Series 6TO and SIE licenses and is registered to conduct business in California. Serineh Farhadianmaragheh has been in the industry since October 20, 2022.

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