ADVISOR BIO

Carlos Ismael Hernandez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Carlos has been in the industry since 2022 and has experience in the areas of financial planning and portfolio management. Carlos holds the Series 66, Series 7TO, and SIE exams. Carlos has a diverse clientele, including individuals, corporations, and charitable organizations. Carlos is based in Vacaville, California, and is licensed to offer investment advice in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Carlos Tseng is a financial advisor with J.P. Morgan Securities LLC. Carlos has been working in the industry since February 5, 2015. Carlos is registered with FINRA and the state of Texas. Carlos is licensed to sell securities and provide investment advice in California and Texas. Carlos has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, HSBC Securities (USA) Inc., and J.P. Morgan Securities LLC.

SPECIALIZATIONS

ADVISOR BIO

Carlos Alfredo Reyes is a registered representative with Wells Fargo Clearing Services, LLC. Carlos has been in the financial services industry since November 2018. Carlos's office is located in SAN ANSELMO, CA. Carlos is licensed to provide investment advice in California. The firm provides investment consulting services to institutional clients and provides financial planning, pension consulting and selection of other advisers. Carlos has specializations in various areas such as providing investment advice and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Carlos Eduardo Vasquez is a financial professional who has been in the industry since 2006. Carlos is currently registered with Principal Securities, Inc. in California and Hawaii. Carlos's experience includes working as a Bank/Trust Officer at Principal Bank and Principal Trust Company, where he provides financial advisory services and manages Principal retirement plan accounts. Carlos also has experience with Essex National Securities, Inc. in California.

SPECIALIZATIONS

ADVISOR BIO

Carlos Rodriguez is a financial advisor with J.p. Morgan Securities LLC, with over six years of experience in the financial services industry. Carlos is registered with the state of California. Carlos's experience includes working with individuals, businesses, and institutions. Carlos is a highly motivated and experienced financial advisor committed to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Carlos Abraham Corona is a financial professional registered with Wells Fargo Clearing Services, LLC. Carlos has been in the financial services industry since August 7, 2018. Carlos holds the Series 6, Series 63, and SIE licenses and is registered in California. Carlos specializes in various areas, including investments, insurance, retirement planning, and more.

SPECIALIZATIONS

ADVISOR BIO

Carlos Alberto Perez is an investment advisor representative associated with Evart, Young & Hobbs Investment Management. Carlos has been in the industry since August 1996 and has a Series 65 license. Carlos has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. In addition to his work as an investment advisor representative, Carlos also owns and manages real estate properties.

SPECIALIZATIONS

ADVISOR BIO

Carlos Manuel Hernandez is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Carlos has been in the industry since 2021 and holds a Series 63, Series 65 and Series 6TO license. Carlos specializes in retirement planning, financial planning, and investment management. He is also an investment advisor representative with Wealth Enhancement Group, a DBA for LPL Business. Carlos is a registered representative for both Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group. Carlos is committed to providing his clients with personalized advice and guidance to help them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Carlos O Gallardo is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since January 14, 2021. Carlos is licensed in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Carlos O Gallardo is also registered as an Investment Advisor Representative in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Carlos Calcagno Lluch is a financial advisor with over 30 years of experience in the financial services industry. Carlos is a Certified Financial Planner and holds Series 6, 7, 24, and 63 licenses. Carlos is currently registered with Perennial Financial Services and provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Carlos has previously worked for Grattan Financial Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Transamerica Financial Resources, Inc., and Fortress Securities, Inc. Carlos has been with Perennial Financial Services since June 2017, where Carlos is registered as an Investment Advisor Representative (IAR) and provides investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. Carlos is also registered with the state of California as an investment advisor representative (IAR) and has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS