ADVISOR BIO

Bopha Lim is a financial professional with over 5 years of experience in the industry. Bopha is currently registered with Wells Fargo Clearing Services, LLC and holds multiple licenses and certifications, including Series 6, 7, 63, and 66. Bopha is committed to providing personalized financial guidance to individuals, families, and businesses. Bopha's areas of expertise include financial planning, portfolio management, and investment consulting services.

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ADVISOR BIO

Bora Onat Yucekul is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bora has been in the industry since December 11, 2019 and is registered in 42 states. Bora has passed the Series 7TO, SIE, and Series 66 exams. Bora's experience includes working for Allegiant Partners and the University of Oregon. Bora provides portfolio management for individuals and businesses, as well as pension consulting, educational seminars and selection of other advisors. Bora has specialized in working with insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.

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ADVISOR BIO

Bo Ram Lim is an investment advisor representative associated with Equitable Advisors, LLC. Bo Ram is licensed to conduct business in California and Florida. Bo Ram has a strong background in finance, having worked as a Certified Public Accountant in Los Angeles, California for over a decade. Bo Ram currently serves clients with Equitable Advisors, LLC in Los Angeles.

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ADVISOR BIO

Borami Yoon is an investment advisor representative with Morgan Stanley, based out of their Menlo Park, California office. Borami has been active in the industry since December 2017 and holds registrations in 23 states, including California, Texas, and New York.

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ADVISOR BIO

Boris Mogilevskiy is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 17 years of experience in the financial industry. Boris is licensed to provide investment advice and securities trading in 41 states and the District of Columbia. Boris's current practice focuses on providing financial and investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Boris Melamud is a financial advisor registered with Morgan Stanley. Boris has been in the securities industry since May 18, 2001 and has been registered with Morgan Stanley since June 1, 2009. Boris is licensed in 28 states and holds Series 7, 31, and 66 licenses, as well as the SIE. Boris has previously worked at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC.

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ADVISOR BIO

Boriss Bikosvili is an investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with approximately $10 billion - $50 billion in assets under management. Boriss has been in the financial services industry since 2013 and has a broad range of experience working for different firms. Boriss also holds the Series 7 and Series 66 securities licenses. Boriss's primary focus is on serving high-net-worth individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Boulos Gouda Michael is a financial advisor with Stewardship Wealth Management Solutions, based in Huntington Beach, CA. Boulos has been in the financial industry since October 18, 2001, and has a strong track record of providing financial advice to individuals, high-net-worth individuals, and charitable organizations. Boulos's specializations include financial planning, investment management, and insurance products.

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ADVISOR BIO

Boyuan Zhou is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 5 years of experience in the financial services industry. Boyuan Zhou holds Series 7TO, SIE, and Series 66 licenses. Boyuan Zhou has a strong background in providing financial advice to a wide range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Boyuan Zhou specializes in portfolio management, financial planning, pension consulting, and educational seminars. Boyuan Zhou provides his clients with comprehensive financial planning services including investment management, retirement planning, education planning, and estate planning.

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