ADVISOR BIO

Stephen T. Tu is an investment advisor representative at Seacrest Wealth Management, LLC. Stephen Tu has been in the financial services industry since 2008. Stephen Tu is a registered investment advisor representative in California, Hawaii, North Carolina, and Oklahoma. Stephen Tu has passed the Series 6, 7, 63, and 65 exams. Stephen Tu has worked with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Stephen Tu provides portfolio management for individuals and businesses, financial planning, and pension consulting services.

SPECIALIZATIONS

ADVISOR BIO

Stephen MacIntosh is a financial advisor with Argyle Capital Partners, LLC. Stephen has been in the financial services industry since January 2015. He is registered with the state of California as an Investment Advisor Representative. Stephen also holds the Series 66, Series 7, and SIE licenses. Previously, Stephen worked at D.A. Davidson & Co. in Santa Barbara, California. Stephen is also a board member of the Sustainable Change Alliance Foundation and an authorized agent, president, and owner of ESG Capital Management, Inc.

SPECIALIZATIONS

ADVISOR BIO

Stephen Murdock is a financial advisor with over 48 years of experience in the industry. Stephen is currently registered with Cetera Investment Advisers LLC, which has its main office in Schaumburg, Illinois. Stephen has a Series 7TO, SIE, and Series 1 license, as well as a Series 63 license. He has received the Certified Financial Planner designation. Stephen provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Stephen is registered in 16 states. He previously worked with LINSCO FINANCIAL GROUP, INC., COOPERATIVE FINANCIAL PLANNERS, LTD., FINANCIAL NETWORK INVESTMENT CORPORATION, TRAVELERS EQUITIES SALES, INC., and UNIVERSITY SECURITIES CORPORATION.

SPECIALIZATIONS

ADVISOR BIO

Stephen Pitchkolan is a financial professional with over 40 years of experience in the industry. Stephen is a Managing Director at Wedbush Securities Inc. Stephen has a strong background in wealth management and has a wide range of experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Stephen holds multiple licenses and certifications, including Series 3, 7, 9, 63, 65, and 72.

SPECIALIZATIONS

ADVISOR BIO

Stephen Daniel Grimes is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen has been in the industry since 1999 and holds licenses to provide investment advice in 53 states. Stephen has a strong track record of success in the financial services industry, having worked with several reputable firms prior to joining Merrill Lynch. Stephen is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Stephen Duncan Home is an investment advisor representative with Mariner Independent. Stephen is registered with the state of California and has been in the industry for over 30 years. Stephen has a strong background in financial planning and portfolio management. Stephen also has experience in providing investment advisory services through Camino Advisors. Stephen's professional designations include the Series 6, 7, and 66 exams.

SPECIALIZATIONS

ADVISOR BIO

Stephen Grobecker is a financial advisor who has been in the industry since 1997. Stephen is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 2010. Prior to joining Merrill Lynch, Stephen worked at Fidelity Brokerage Services LLC and E*TRADE SECURITIES LLC. Stephen is registered to provide investment advice in 53 states and has passed the Series 7, Series 9, Series 10, Series 63 and Series 65 exams. Stephen's specializations include securities, insurance, mutual funds, variable annuities, and retirement planning. Stephen's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., manages over $1 trillion in assets and serves a wide range of clients, including high-net-worth individuals, corporations, and institutions. Stephen's focus is on providing personalized investment advice and financial planning services to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Stephen Damon Jang is a registered investment advisor representative with Morgan Stanley. Stephen has been in the financial services industry since 1984. Stephen is registered to provide investment advice and securities brokerage services in 32 states, including California, Texas, and New York. Stephen previously worked with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Charles Schwab & Co., Inc. Stephen holds several industry licenses including Series 7, Series 8, Series 3, Series 63, and Series 65. Stephen is also registered as a principal with Morgan Stanley. Stephen specializes in providing investment advice, financial planning, and portfolio management to individuals and families.

SPECIALIZATIONS

ADVISOR BIO

Stephen Mark Seewer is an advisor who has been in the industry since January 1996. Stephen is currently registered with LPL Financial LLC in San Francisco, California. Stephen has held previous registrations with several firms including CUSO Financial Services, L.P., Wells Fargo Investments, LLC, CITICORP INVESTMENT SERVICES, WELLS FARGO SECURITIES INC., MARKETING ONE SECURITIES, INC., and GREAT WESTERN FINANCIAL SECURITIES CORPORATION.

SPECIALIZATIONS

ADVISOR BIO

Stephen Andres is a financial advisor at UBS Financial Services Inc. He is registered with the Securities and Exchange Commission (SEC) and holds FINRA Series 63, 65, and 7 licenses. He is a registered investment advisor in California and Texas and also holds licenses to operate in other states. Stephen has been in the industry since 2007 and has experience with both individual and institutional clients. He has also been a partner in Empire MHP LLC, a real estate company, since 2016. Stephen provides financial planning, portfolio management, and other advisory services to his clients. He also specializes in pension consulting and educational seminars.

SPECIALIZATIONS