ADVISOR BIO

Sergio Tirado arreola is a financial advisor with J.P. Morgan Securities LLC. Sergio has been in the financial industry since 2016 and is registered with the state of California as both a broker and an investment advisor. Sergio is a Series 7, 6, and 63 licensed professional and has passed the Series 65 exam. Sergio holds licenses for several product categories including Variable Annuities, Mutual Funds, and Fixed Annuities. Sergio has also held a position at Wells Fargo Clearing Services, LLC in the past.

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ADVISOR BIO

Sergio Francisco Rivera is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sergio has been in the securities industry for over 4 years. Sergio holds a Series 66, Series 7TO and SIE licenses and is registered in Arizona, California, Florida, Nevada, New York, Oregon, Texas, and Washington. Sergio's current employment is with Merrill Lynch, Pierce, Fenner & Smith Inc. and they have been with the firm since February 2016.

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ADVISOR BIO

Sergio Rivera Vazquez is an investment advisor representative at Edward Jones, a firm with over 20,000 licensed agents, registered representatives, and investment advisor representatives. Sergio has been in the financial industry for over 10 years, working in roles at various companies including MORGAN STANLEY, CP CAPITAL SECURITIES, and ACTINVER SECURITIES. Sergio has been registered with Edward Jones since April 26, 2024, and is currently registered in California, Florida, and Texas. Sergio holds several licenses including Series 66, Series 65, and Series 63, as well as Series 7, Series 9, and Series 10. Sergio's services include financial planning, pension consulting, portfolio management, and selection of other advisors for businesses and individuals. Edward Jones offers a variety of advisory services, including financial planning, pension consulting, and portfolio management.

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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 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 Garcia is a financial advisor with J.p. Morgan Securities LLC. Sergio has been a financial advisor for over ten years. Sergio's background includes experience at both JPMorgan Chase Bank and Quality Furniture Inc. Sergio is registered to provide financial advice in California, Indiana, Massachusetts, Nevada, New Mexico, New York, and Puerto Rico. Sergio has passed several industry exams including Series 6, 7TO, 63, and 66 exams.

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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