ADVISOR BIO

Trung Nhu Le is an investment advisor representative with J.P. Morgan Securities LLC. Trung has been in the industry since December 2020 and is licensed to provide investment advice in California. Trung specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Trung has worked for several financial institutions, including Wells Fargo Clearing Services, LLC and Unionbanc Investment Services, LLC. Trung is also registered with FINRA and the state of California.

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ADVISOR BIO

Trung Thua Lam is a financial advisor with J.p. Morgan Securities LLC. Trung has been in the financial services industry for over 11 years. Trung is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7, 63 and 66 licenses. Trung is also a Certified Financial Planner (CFP®). Trung is registered in California and Texas. Trung specializes in working with individual investors, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and insurance companies.

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ADVISOR BIO

Truong Thieu is an investment advisor representative with Cuso Financial Services, LP. Truong is licensed to provide securities and investment advisory services in Arkansas, California, Colorado, Florida, Hawaii, Illinois, Indiana, Maine, Missouri, Nevada, Oregon, Tennessee, and Texas. Truong has over 13 years of experience in the financial services industry. Truong has been registered with Cuso Financial Services, LP since January 2023. Previously, Truong was registered with WESCOM FINANCIAL SERVICES from November 2010 to February 2023, and with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC from April 2010 to October 2010.

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ADVISOR BIO

Tsanshiau Shawn Lin is a financial advisor with Independent Financial Group, LLC. Tsanshiau has been in the industry since 1998. Tsanshiau has worked at a number of firms including VOYA FINANCIAL ADVISORS, INC., GLOBALINK SECURITIES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., AXA ADVISORS, LLC, CITICORP INVESTMENT SERVICES, UBS INTERNATIONAL INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Tsanshiau is registered with FINRA and the state of California. Tsanshiau has licenses for Series 66, SIE, and Series 7 exams.

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ADVISOR BIO

Tsehay Asfaw is a registered representative at J.p. Morgan Securities LLC. Tsehay has been in the industry for 7 years and is currently registered in California and New York. Tsehay also holds Series 6, 7TO, 63 and 66 securities licenses. Tsehay has experience working with clients in the following areas: corporations, insurance companies, individuals, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Tsun Tat Wong is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Palo Alto, CA. Tsun Tat has been in the industry since June 2013. Tsun Tat has passed the Series 7, SIE and Series 66 exams. Tsun Tat offers portfolio management services for both businesses and individuals.

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ADVISOR BIO

Tsz chung Leung is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Sacramento, CA. Tsz chung has been in the financial industry since 2017 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Tsz chung holds a Series 7, Series 63, and Series 66 licenses, and is registered to provide investment advice in California and Texas. In addition to working with Merrill Lynch, Tsz chung has also worked with PFS Investments Inc. and U.S. Bancorp Investments, Inc.

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ADVISOR BIO

Tszho Lee is a financial professional licensed in California. Tszho is currently registered with Wells Fargo Clearing Services, LLC and has been in the industry since June 6, 2024. Tszho has passed the Series 63, Series 6TO, and SIE exams and has a wide range of specializations.

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ADVISOR BIO

Tsz Kwan Lau is an investment advisor representative with Cetera Investment Advisers LLC. Tsz Kwan Lau is a registered investment advisor and securities agent, and has been working in the industry since December 16, 2014. Tsz Kwan Lau is registered in 12 states and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC.

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ADVISOR BIO

Tsz ling Winnie Ho is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Tsz ling has been in the industry since June 2014 and holds a Series 7 and SIE license. Tsz ling is registered in the state of California and is currently active in both the broker-dealer and investment advisor capacities. Tsz ling specializes in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Tsz ling's experience and expertise make her a valuable resource for individuals and families seeking to achieve their financial goals.

SPECIALIZATIONS