ADVISOR BIO

Carlos Curiel is a financial advisor at LPL Financial LLC, located in SAN JOSE, CA. Carlos has been in the financial industry since January 2003 and has held previous positions with Foresters Financial Services, Inc. and UBS PaineWebber Inc.. Carlos is registered to provide investment advice and securities services in 14 states, including Arizona, California, Colorado, Florida, Hawaii, Idaho, Louisiana, Michigan, Nevada, Oregon, Texas, and Washington. Carlos holds the Series 63, 66, 7 and SIE licenses and is also a registered Investment Advisor Representative in California and Texas. Carlos specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Carlos A. Fullen is a registered representative with J.p. Morgan Securities LLC in Salinas, CA. Carlos has been in the industry since 2012 and holds Series 6, 7, 63 and 66 licenses. Carlos specializes in providing investment advice and financial planning services for individuals, businesses and institutional clients. Carlos is committed to providing personalized service and helping clients achieve their financial goals.

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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.

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ADVISOR BIO

Carlos Javier Torres is a registered representative with J.p. Morgan Securities LLC, licensed in California. Carlos has over 12 years of experience in the financial services industry. Carlos is currently located at the firm's branch office in Westminster, California. Prior to joining J.p. Morgan Securities LLC, Carlos was a registered representative with CHASE INVESTMENT SERVICES CORP. Carlos holds the Series 6, Series 63 and SIE licenses.

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ADVISOR BIO

Carlos Bolanos is an Investment Advisor Representative with Avantax Advisory Services. Carlos has been working in the financial services industry since 1988. Carlos is registered with FINRA and is licensed to sell securities in 12 states. Carlos is a Series 6, 7, 22, 63, and SIE licensed representative. Carlos provides financial planning, portfolio management and pension consulting to individuals, corporations, and businesses. Carlos also offers educational seminars.

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ADVISOR BIO

Carlos Alcaine has been an active financial professional since 1984. Carlos is a registered representative of D.a. Davidson & Co. Previously, Carlos worked at Robert W. Baird & Co. Incorporated and Wachovia Securities, LLC. Carlos holds a Series 7, 63, 65, 3, 8, 9, 10, and SIE. Carlos is licensed to sell securities in Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Kansas, Louisiana, Maine, Massachusetts, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Washington, Wisconsin, and Wyoming.

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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.

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ADVISOR BIO

Carlos Kilpatrick is a financial advisor with J.p. Morgan Securities LLC. Carlos is registered in California, Arizona, Delaware, Michigan, Nevada, North Carolina, and Oregon. Carlos has over 7 years of experience in the financial services industry. Carlos holds the Series 6, 7, 63, and 66 licenses. Carlos specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Carlos is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Carlos Alberto Vasquez is a registered representative with Morgan Stanley. Carlos has been working in the financial services industry since 2007 and has a broad range of experience in securities and investment advisory services. Carlos has held previous roles with WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Carlos holds the Series 66, Series 7, and SIE licenses.

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ADVISOR BIO

Carlos Abel Velis is a financial advisor registered with Morgan Stanley. Carlos has been in the industry since 2023 and holds licenses in both California and Texas. Carlos also has prior experience with Equitable Advisors, LLC. Carlos is committed to providing financial planning and investment advice to individuals, businesses, and institutions. Carlos is also an active volunteer in the community.

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