ADVISOR BIO

Sofian Haikal is an active Registered Representative with Edward Jones. Sofian has been in the industry since 2013. Sofian is registered in several states and has a Series 66, Series 7, and SIE license. Sofian also provides financial planning, pension consulting, and selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

Sogol Behrouz is a financial advisor currently working with Morgan Stanley. Sogol has been in the financial services industry since June 2013. Previously, Sogol was affiliated with Waddell & Reed. Sogol is licensed to offer securities advice in 47 states. Sogol specializes in portfolio management for individuals, investment companies, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Sogol Danaei is a financial advisor currently working at Morgan Stanley. Sogol has been in the financial services industry since May 2017. Sogol is licensed in 39 states. Sogol previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Sohail Mehrasa is a financial professional with experience in the securities industry. Sohail is a registered representative of J.P. Morgan Securities LLC, holding a Series 63, Series 6TO, and SIE license. Sohail specializes in providing investment advice and financial planning services to individuals, businesses, and institutions. Sohail's current office location is in Fairfield, California.

SPECIALIZATIONS

ADVISOR BIO

Sohail Naji is an active investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc., with offices in San Francisco, CA, Pasadena, CA, and Alamo, CA. Sohail is a licensed investment advisor representative with expertise in securities. Sohail has a strong track record in providing portfolio management services for both individuals and businesses. Sohail has previously worked at Citigroup Global Markets Inc. and CitiCorp Investment Services.

SPECIALIZATIONS

ADVISOR BIO

Soheil Zamanianpour is a registered representative of Wells Fargo Clearing Services, LLC. Soheil is a financial professional in the Novato, CA area and has been in the industry since March 14, 2019. Soheil holds the Series 7TO and SIE licenses and the Series 66 state license. Soheil is also registered with the state of California as a broker and an investment advisor.

SPECIALIZATIONS

ADVISOR BIO

Sohrob Tehrani is an Investment Advisor Representative associated with J.p. Morgan Securities LLC. Sohrob is based in Walnut Creek, California and has been working in the financial services industry since 2019. Sohrob has been registered with FINRA since 2022. Sohrob is a licensed advisor and has experience with AIG Capital Services, Inc. and JPMorgan Chase Bank. Sohrob is a dedicated advisor committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Sok Fenn Loh is an investment advisor with Morgan Stanley. Sok Fenn Loh has been in the financial services industry since 2005. Sok Fenn Loh is registered with the state of California, Texas and Utah. Sok Fenn Loh specializes in various areas including investments, retirement planning, insurance, and estate planning. Sok Fenn Loh also holds Series 31, Series 7 and SIE licenses. Sok Fenn Loh can assist with various financial needs including long-term investment goals, retirement planning, college planning, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Sokha Sin-mcvay is a registered representative with Wells Fargo Clearing Services, LLC. Sokha has been in the industry since April 2016 and holds the Series 6, Series 63, and SIE licenses. Sokha is licensed in California, Idaho, and Texas. Sokha's firm provides investment consulting services to institutional clients and offers financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Sol Tran is an experienced financial professional with over seven years in the industry. Currently, Sol works as a registered representative at J.P. Morgan Securities LLC, where they are licensed to offer investment advice and sell securities. Sol's credentials include the Series 6 and 63 licenses, as well as the SIE exam. In addition to their experience with securities, Sol specializes in financial planning, pension consulting, and selection of other advisors. Sol is registered with the state of California and Pennsylvania.

SPECIALIZATIONS