ADVISOR BIO

Callie Sue Taylor is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in San Diego, California. Callie has been in the financial industry since June 2013. Prior to joining Merrill Lynch, Callie worked for Union Banc Investment Services, LLC and J.P. Morgan Securities LLC. Callie holds Series 6, 7, 63, and 66 licenses. Callie is also registered to provide investment advisory services in Arizona, California, Iowa, Nevada, Texas, Utah and Washington. Callie specializes in working with high-net-worth individuals, corporations, insurance companies, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Callie Marie Thiesen is a financial advisor working at LPL Financial LLC. Callie is registered with FINRA and has passed the Series 7TO, SIE and Series 66 exams. Callie has been active in the financial industry since 2023. Callie provides financial planning services for individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Callie is also a coach for Clovis High School.

SPECIALIZATIONS

ADVISOR BIO

Callum Harris is a registered Investment Advisor Representative in the state of Texas. Callum has been in the industry since 2013 and has experience working with a variety of clients. Callum's firm, Allworth Financial, LP, offers a variety of financial services, including financial planning, pension consulting, and portfolio management. The firm has offices in both Folsom, California, and Addison, Texas. Callum is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Calvin Shiu is a financial advisor with over 20 years of experience in the industry. Calvin is registered with Morgan Stanley and has a strong background in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Calvin is also a Chartered Financial Consultant and has a comprehensive understanding of financial planning and investment strategies. Calvin is committed to providing personalized and tailored financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Calvin J. Hong is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Walnut Creek, CA. Calvin has been in the financial industry since 2018. Calvin is registered with the state of California and Texas. Calvin holds the Series 7TO, Series 66 and SIE licenses. Calvin specializes in providing financial advice to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Calvin Jay Cox is a registered representative with J.p. Morgan Securities LLC. Calvin has passed the Series 63, Series 6TO and SIE exams. Calvin is currently registered in California and has been in the industry since July 4, 2024. Calvin's primary office location is at 1500 POLK STREET in SAN FRANCISCO, CA. J.p. Morgan Securities LLC is a registered investment advisor with offices in New York, NY.

SPECIALIZATIONS

ADVISOR BIO

Calvin Lau is a financial advisor at J.P. Morgan Securities LLC, a large financial services firm with a strong presence in the industry. Calvin is registered with the state of California. His experience encompasses various areas, including financial planning and portfolio management for individuals and businesses. He is also knowledgeable about investment company products and variable contracts.

SPECIALIZATIONS

ADVISOR BIO

Calvin Jacobs is a registered representative with Morgan Stanley, located in Long Beach, California. Calvin has been in the industry since June 2013 and holds Series 7, Series 66, and SIE licenses. Calvin is registered in 37 states. Calvin also holds a current registration as an investment advisor representative in California and Texas. Calvin's specializations include financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Calvin Wu is a financial advisor with over six years of experience in the industry. Calvin is registered with Citigroup Global Markets Inc. and holds the Series 6, 7TO, and 66 licenses. Calvin has previously worked with HSBC Securities (USA) Inc. The firm, Citigroup Global Markets Inc., has a long history of serving a broad range of clients, including high-net-worth individuals, corporations, and institutions. The firm offers a wide range of financial services, including investment management, financial planning, and asset allocation advice. Calvin is dedicated to helping clients achieve their financial goals and works closely with them to develop personalized financial plans.

SPECIALIZATIONS

ADVISOR BIO

Calvin Joseph Park is a registered representative with LPL Financial LLC. Calvin has been in the securities industry since May 2011. Calvin's primary business location is in Sacramento, CA. Calvin is also a registered investment advisor representative with the firm, and their advisory services include financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS