ADVISOR BIO

Yen Truong is a financial advisor at Captrust. Yen has been in the financial services industry since 2017 and holds the Series 7TO and SIE licenses. Yen has a background in finance and has experience working with clients in the Sacramento area. Yen specializes in financial planning and investment management for individuals, families, and businesses. Yen also has experience working with clients who have retirement and estate planning needs. Yen is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

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ADVISOR BIO

Yenia Padilla is an investment advisor representative for Edward Jones. Yenia has been in the financial industry for over 6 years, having earned her Series 7, Series 66, and SIE licenses. Yenia has a broad knowledge base of investment strategies to help clients achieve their financial goals. Her areas of specialization include retirement planning, college savings, and estate planning. Yenia's experience and dedication to helping clients make informed financial decisions allow her to provide personalized advice.

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ADVISOR BIO

Yen ting Ashley Lu is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a broker-dealer, and an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Yen ting Ashley Lu is active in the industry since December 11, 2008, and holds a Series 7 license and a Series 66 license. Yen ting Ashley Lu has also previously worked at other firms such as J.P. Morgan Securities LLC, Citigroup Global Markets Inc., HSBC Securities (USA) Inc., and UBS Financial Services Inc. Yen ting Ashley Lu is based in the Palo Alto office of Merrill Lynch, Pierce, Fenner & Smith Inc.

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ADVISOR BIO

Yeonsook Annie Choi is a financial professional with over 6 years of experience in the industry. Yeonsook is registered with J.p. Morgan Securities LLC and is licensed in California. Yeonsook previously worked at MML Investors Services, LLC and NYLIFE Securities LLC. Yeonsook specializes in providing financial advice and portfolio management services to a variety of clients, including individuals, high net worth individuals, corporations and other businesses, and charitable organizations. Yeonsook holds the Series 6, Series 63 and SIE licenses.

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ADVISOR BIO

Yerel Saldivar Morales is a registered representative with J.P. Morgan Securities LLC, working in the Hesperia, CA office. Yerel has been in the financial services industry since 2013. Yerel holds Series 6, 7, 63, and 66 securities licenses, and is licensed to provide investment advice in California and Texas. Prior to working for J.P. Morgan Securities LLC, Yerel was previously employed by several other firms including Fortus Investors, Inc., RPA Wealth Management, RPA Insurance Services, Motiv8 Investments LLC, Legacy Investment Services, LLC, Legacy Financial & Insurance Services, and Diversified Wealth Group, LLC.

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ADVISOR BIO

Yesenia Madrigal is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Yesenia has been in the industry for over 2 years. Yesenia is licensed to offer a range of securities products. She is also licensed to provide investment advice.

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ADVISOR BIO

Yesenia Elizabeth Corral is a financial advisor who has been in the industry since 2015. She is currently registered with J.P. Morgan Securities LLC in Rancho Palos Verdes, California. Yesenia has a Series 6, Series 63 and SIE licenses. She has prior experience with Wells Fargo Clearing Services, LLC in Corona, California. Yesenia's areas of specialization include securities, mutual funds, variable contracts, fixed insurance products, and equity-indexed annuities.

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ADVISOR BIO

Yesenia Martinez is a financial professional with over 4 years of experience in the industry. She is currently registered with J.p. Morgan Securities LLC in California. Yesenia is a Series 6 and Series 63 licensed representative and has passed the SIE exam. She is also registered as an Investment Advisor Representative in California. Yesenia specializes in various financial services, including investment management, retirement planning, and insurance.

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ADVISOR BIO

Yesenia Gil Elemary is a registered representative and investment advisor representative with Morgan Stanley. Yesenia is licensed to offer securities and advisory services in 50 states and the District of Columbia. Yesenia has been in the financial services industry for over 13 years and has a strong track record of success in providing investment advice to individual and institutional clients. Yesenia's areas of expertise include asset allocation, portfolio management, and financial planning. Yesenia is committed to providing her clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Yesenia Esquivel Martinez is a registered representative with Wells Fargo Clearing Services, LLC. Yesenia is licensed to provide investment advice in California. Yesenia has been in the financial services industry for over five years, and has experience working with individuals, high-net-worth individuals, corporations and other businesses, and charitable organizations. Yesenia offers a wide range of financial services including portfolio management, financial planning and selection of other advisers.

SPECIALIZATIONS