ADVISOR BIO

Yen Chun Chen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Yen Chun has been in the industry since May 2020 and is registered to provide securities and investment advisory services in several states. Yen Chun has a bachelor's degree in Business Administration and Management from the University of California, Riverside. Yen Chun is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Yesenia Barajas Halub is a registered representative with J.p. Morgan Securities LLC. She is a Series 63, Series 6TO and SIE licensed individual. Yesenia has been in the industry since January 12, 2023. She is registered with the state of California. Yesenia provides financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.

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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.

SPECIALIZATIONS

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 Evaristo is a registered representative with J.p. Morgan Securities LLC and is licensed in California. Yesenia is a Series 63, Series 6TO, and SIE licensed individual who can help with a variety of financial needs. Yesenia specializes in investments, retirement planning, insurance, and financial planning. Yesenia has been in the industry since January 31, 2024.

SPECIALIZATIONS

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