ADVISOR BIO

Steven Uy is a registered representative of Eagle Strategies LLC, with an active state of California, and has been working in the financial industry since 2016. Steven has a series of licenses including Series 6, 7, 63, and 66, which enables Steven to provide financial services, including portfolio management for individuals and financial planning. Steven also has experience working with Forester Financial Services, INC. and New York Life Insurance Co. Steven can work with a variety of client types such as high-net-worth individuals, corporations or other businesses, charitable organizations, and individuals other than high-net-worth.

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ADVISOR BIO

Steven Li is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has been in the securities industry since March 16, 2016. Steven holds Series 7, SIE, and Series 66 licenses. Steven is registered to provide securities services in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Steven also provides investment advisory services in California and Texas. Steven previously worked with MML Investors Services, LLC and MSI Financial Services, Inc.

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ADVISOR BIO

Steven Van houten is a financial advisor with over 40 years of experience in the financial services industry. Steven is registered with LPL Financial LLC and Lifetime Financial Advisors Inc. and holds licenses in 45 states. Steven specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and corporations.

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ADVISOR BIO

Steven Dauglash is an investment advisor representative registered with MML Investors Services, LLC. Steven is a Series 66, Series 7TO and SIE licensed professional. Steven has over 10 years of experience in the financial services industry. Steven provides financial planning, portfolio management and asset allocation services. Steven is also registered in 15 states. Steven holds a bachelor's degree from the University of California, Irvine. Steven is a relationship manager with Lenox Advisors, Inc.

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ADVISOR BIO

Steven Eric Schwimmer is a registered investment advisor with Morgan Stanley. Steven has been working in the financial industry since October 1980. Steven has worked for several firms over the years, including Citigroup Global Markets Inc. and Shearson Lehman Hutton Inc. Steven is licensed to provide investment advice in 28 states, including California, Texas, New York, and Florida. Steven is a Series 7, 9, 10, 63, and 65 licensed professional with experience providing financial advice and portfolio management services to high-net-worth individuals, families, and corporations. Steven is also a registered principal with Morgan Stanley, which means he has a supervisory role within the firm.

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ADVISOR BIO

Steven Cline is an active Investment Advisor Representative with Morgan Stanley. Steven is registered with the state of California and Texas as a registered representative and Investment Advisor Representative, and has been in the securities industry for over 1 year. Steven specializes in providing investment advice and services to a variety of clients, including individuals, corporations, and institutions. Steven is also a music composer and provides music composition services outside of his role at Morgan Stanley. Steven's background includes experience at several firms, including De La Salle High School, Texas Christian University, and Starbucks Coffee Company.

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Steven Warren Lease is a registered investment advisor representative with Morgan Stanley. Lease has been in the industry since January 22, 2010, and has experience with Stifel, Nicolaus & Company, Incorporated. Steven Lease holds Series 66, Series 7 and SIE licenses and is registered in 19 states. Lease's firm Morgan Stanley provides a wide range of investment services to individuals, businesses, and institutions. The firm has approximately $10 billion - $50 billion in assets under management and serves over 335,000 clients.

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ADVISOR BIO

Steven Barrett is a financial advisor with over 20 years of experience in the industry. Steven has a strong background in financial planning and investment management. Steven is registered with the Securities and Exchange Commission (SEC) and is a Registered Representative with FINRA. Steven also holds the Series 6, 7, 63, and 65 licenses. Steven is a registered Investment Advisor Representative with Osaic Wealth, Inc. Steven is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Steven Talia is a financial advisor with Morgan Stanley. Steven has been in the financial services industry since 2011 and holds the Series 7 and Series 66 licenses. Steven Talia has been registered with FINRA since 2011 and currently has registrations in 36 states and 2 Investment Advisor states. Steven Talia is a licensed Investment Advisor Representative for Morgan Stanley in California and Texas. Steven Talia's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Investment Companies.

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ADVISOR BIO

Steven L. Reed is a registered representative with J.p. Morgan Securities LLC, working out of the Santa Ana, CA office. Steven has been in the financial services industry since 1993. Previously, Steven was registered with Chase Investment Services Corp., WAMU Investments, Inc., LINSCO/PRIVATE LEDGER CORP., WM FINANCIAL SERVICES, INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, and FORTIS INVESTORS, INC.. Steven L. Reed holds licenses for Series 6, Series 7, and Series 63 exams.

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