ADVISOR BIO

Sergio Calderon is a financial advisor with Wells Fargo Clearing Services, LLC. Sergio is a registered representative with the firm and holds the Series 63, Series 6TO, and SIE licenses. Sergio has been in the financial services industry since December 2019. Sergio's previous experience includes roles at LPL Financial LLC and Wells Fargo Clearing Services, LLC.

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ADVISOR BIO

Sergio Villavicencio is a financial advisor with over 30 years of experience in the financial services industry. Sergio is currently registered with Evoke Advisors and holds the Series 63, 65, and 7 licenses, as well as the SIE exam. Sergio has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Sergio specializes in working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Sergio's services include financial planning, portfolio management, and educational seminars. Sergio's firm, Evoke Advisors, manages approximately $27.5 billion in assets.

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ADVISOR BIO

Sergio Chun is a financial advisor who has been in the industry since 2016. Sergio is registered with the state of California and is currently employed with J.P. Morgan Securities LLC. Sergio holds the Series 6, SIE, and Series 63 licenses. Sergio specializes in investment planning, financial planning, and pension consulting.

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ADVISOR BIO

Sergio Soto is a financial advisor at Wells Fargo Clearing Services, LLC. Sergio has been in the industry since June 2014 and holds a Series 6, 7TO, 63, and 66 license. Sergio is also a registered Investment Advisor representative in California. Sergio has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UnionBanc Investment Services, LLC, and J.P. Morgan Securities LLC. Sergio is dedicated to providing financial advice and planning to individuals, corporations, and institutions.

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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 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-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.

SPECIALIZATIONS