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 Cabrera is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since September 2015. Carlos has a Series 6, 7, 63, and 66 license and has a branch office in Westlake Village, CA. Carlos is a licensed investment adviser representative in California. Carlos also has a Series SIE license. The advisor is associated with Wells Fargo Clearing Services, LLC which has approximately $10 billion - $50 billion in regulatory assets under management. Carlos can provide portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Carlos Hector Garcia is a financial advisor registered with Morgan Stanley. Carlos is licensed to provide financial and investment advice in California and Texas. Carlos has been working in the financial services industry since February 8, 2017. Carlos holds the Series 66, Series 7, and SIE licenses.

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ADVISOR BIO

Carlos Miranda is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Carlos has been in the industry since June 4, 2004. Carlos is currently registered with the state of California and Texas. Carlos has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Carlos is a member of the Financial Industry Regulatory Authority (FINRA) and has an active advisory registration. Carlos Miranda is based in REDDING, CA.

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ADVISOR BIO

Carlos Carrillo is an Investment Advisor Representative with over 30 years of experience in the financial services industry. Carlos is registered to provide investment advice in Arizona, California, Florida, Idaho, Iowa, Louisiana, Michigan, Minnesota, Montana, Nebraska, Nevada, New Mexico, New York, North Carolina, Oregon, Texas, Utah, Virginia and Washington. Carlos is also registered as a Registered Representative with LPL Financial LLC. Carlos holds FINRA Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Carlos is committed to providing personalized financial advice to his clients.

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ADVISOR BIO

Carlos Escobar is a Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial industry. Carlos has held positions at several firms, including Bank of America Investment Services, Inc. and Lehman Brothers Inc. Carlos is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and offers a variety of services, including portfolio management, investment advisory services, and financial planning. Carlos is licensed in several states, including California, Georgia, and Texas.

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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.

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ADVISOR BIO

Carlos Eduardo Salazar ramirez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Carlos has been in the industry since July 29, 2019. Carlos is licensed in multiple states including California, Arizona, Nevada, Oregon, Washington, Florida, and Texas. Carlos has experience at Wells Fargo Clearing Services, LLC and is currently working at Merrill Lynch.

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ADVISOR BIO

Carlos Andres Suarez is a registered representative with Wells Fargo Clearing Services, LLC. Carlos has been in the financial industry since April 14, 2015. Carlos is a Series 6, 7, and 66 licensed advisor and has previously worked with Citigroup Global Markets Inc., Scottrade, Inc. and Wells Fargo Advisors, LLC.

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ADVISOR BIO

Carlos Eduardo Mladineo is a financial advisor with over 16 years of experience in the industry. Carlos is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in several states. Prior to joining Merrill Lynch, Carlos worked for Mutual of America Life Insurance Company, Mutual of America Securities Corporation, TIAA-CREF Individual & Institutional Services, LLC, J. P. MORGAN INVEST, LLC, and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

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