ADVISOR BIO

Strauss Elliot Cooperstein is an active financial advisor with J.P. Morgan Securities LLC, registered in both California and Texas. Cooperstein has been in the industry since August 2015 and holds Series 66, Series 7TO and SIE licenses.

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ADVISOR BIO

Stuart Tweedie is a registered representative at J.p. Morgan Securities LLC. Stuart holds a Series 63, Series 79TO, and SIE license. Stuart is a registered representative in 53 states and has been in the industry since August 4, 2023.

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ADVISOR BIO

Stuart Tsujimoto is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor. Stuart has been in the financial services industry since July 29, 1968. Stuart holds Series 63, Series 24, Series 51, Series 7, SIE, and Series 1 licenses. Stuart is also a Certified Financial Planner. Stuart has worked with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Stuart provides a range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Stuart's previous experience includes positions at American Pacific Securities Corporation and Universal Heritage Investments Corporation.

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ADVISOR BIO

Stuart Blaine Shim is a financial advisor registered with LPL Financial LLC, with over 28 years of experience in the financial industry. Stuart has been with LPL Financial LLC since March 2009, and before that, they were with Citigroup Global Markets Inc. from 1998 to 2009. Stuart is licensed in California, Florida, Hawaii, Idaho, Nevada and Tennessee. They hold Series 63, 65, 7, 24, and 31 licenses, as well as the SIE exam. Stuart provides investment advice to clients, including financial planning, portfolio management for businesses and individuals, and other advisory services.

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ADVISOR BIO

Stuart Tamotsu Iritani has been in the financial services industry since 1994. Stuart is currently registered with Osaic Wealth, Inc. in California. Stuart has a strong track record of providing investment advice to individuals, families, and businesses. Prior to joining Osaic Wealth, Inc. Stuart worked for Woodbury Financial Services, Inc., LPL Financial LLC, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stuart is committed to providing clients with personalized financial planning and investment management services that meet their individual needs.

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ADVISOR BIO

Stuart Pollard is a financial advisor registered with Equitable Advisors, LLC. Stuart has been in the industry since 2024 and holds a Series 7TO, Series 63 and SIE license. Stuart is located in IRVINE, CA and has a history of providing financial advice to individuals and families. Stuart specializes in providing financial planning, portfolio management and educational seminars.

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ADVISOR BIO

Stuart Quinn Hoshide is an investment advisor representative currently associated with Cetera Investment Advisers LLC. Stuart Quinn Hoshide has been in the industry since January 22, 1989 and has licenses in 16 states. Stuart Quinn Hoshide has worked at several firms before Cetera Investment Advisers LLC including First Allied Securities, Inc. and FFP Securities, Inc. Stuart Quinn Hoshide has experience providing advisory services for individuals and businesses.

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ADVISOR BIO

Stuart Reilly is an investment professional with over 35 years of experience in the financial services industry. Stuart is currently a registered representative with RBC Capital Markets, LLC. Stuart has held various roles in the financial services industry including serving as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to that Stuart was an advisor at Citigroup Global Markets Inc. Stuart holds Series 3, 7, and 63 securities licenses as well as a Series 65 investment advisor license. Stuart specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Stuart is dedicated to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Stuart Michael Laba is a financial advisor with Edward Jones. Stuart has been in the industry since 2002 and is registered with both FINRA and the states of California and Texas. Stuart holds the Series 7, Series 63 and Series 66 licenses. Stuart specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses and retirement plans.

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ADVISOR BIO

Stuart Epstein is a financial advisor with over 30 years of experience in the industry. Stuart is currently registered with Morgan Stanley in California and Texas and has previously worked with CITIGROUP GLOBAL MARKETS INC., Lehman Brothers Inc., and Venture Funding. Stuart holds a variety of licenses including Series 3, 4, 5, 7, 10, 15, 22, 24, 27, 53, 63, 65, 99TO, and SIE. Stuart provides financial planning, portfolio management, and asset allocation advice to individuals, families, businesses, investment companies, charitable organizations, and insurance companies.

SPECIALIZATIONS