ADVISOR BIO

Cory M Bloom is a financial advisor currently registered with Morgan Stanley. Cory has been in the financial industry since 2017 and has obtained the Series 66, Series 7 and SIE licenses. Cory is currently registered with the state of California as both a broker-dealer and an investment advisor.

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ADVISOR BIO

Cosimo Favaloro is an investment advisor representative with Wells Fargo Clearing Services, LLC. Cosimo Favaloro has been in the industry since September 2020. Cosimo Favaloro is registered with FINRA and the state of California. Prior to joining Wells Fargo Clearing Services, LLC, Cosimo Favaloro was with Hilltop Securities Inc. and PFS Investments Inc. Cosimo Favaloro holds a Series 66, Series 7, and Series 6 license.

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ADVISOR BIO

Cosmin George Serban is a registered representative with Morgan Stanley in Beverly Hills, California. Cosmin has been in the industry since 2009 and has held previous positions with WELLS FARGO ADVISORS, LLC, CHASE INVESTMENT SERVICES CORP., and WELLS FARGO INVESTMENTS, LLC. Cosmin has a Series 66, Series 7, and SIE licenses and specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, and institutional clients.

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ADVISOR BIO

Cosmo Charles Gould is a registered representative with Global Retirement Partners LLC and RPA Financial, LLC. Cosmo has been in the financial services industry since 2005. Cosmo holds the Series 7, 9, 10, 14, 23, 24, 63, 66, 99TO, and SIE licenses. Cosmo specializes in financial planning, retirement planning, and portfolio management. Cosmo provides financial services to a variety of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Courtland Mulliken is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Roseville, CA. Courtland has been in the financial services industry since 2004. Courtland is a registered representative and investment advisor in several states.

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ADVISOR BIO

Courtland Blake Alex is a financial advisor with over 28 years of experience in the industry. Courtland is currently registered with McManus Cooper in Irvine, CA. Prior to joining McManus Cooper, Courtland was registered with Securities America, Inc. and State Farm VP Management Corp. Courtland has a broad range of experience working with individuals, corporations, charitable organizations, and pension plans.

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ADVISOR BIO

Courtney Kershaw is a financial advisor with over 10 years of experience in the financial services industry. Courtney is currently registered with UBS Financial Services Inc. and has held previous positions with Raymond James & Associates, Inc., Wedbush Securities Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Courtney is a Series 66, 9 and 10 licensed advisor and is registered to provide financial advice in Arizona, California, Colorado, Florida, Georgia, Idaho, Iowa, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, and Texas.

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ADVISOR BIO

Courtney Elizabeth McHarg is a financial advisor with over 20 years of experience in the industry. Courtney currently works with LPL Financial LLC, and previously worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Courtney holds the Series 66, SIE and Series 7 licenses. Courtney works with a wide range of clients, including individuals, families, businesses and retirement plans. Courtney specializes in providing financial planning, investment management, and retirement planning services. Courtney is committed to providing personalized advice and helping clients achieve their financial goals.

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ADVISOR BIO

Courtney Hershberger is a financial advisor working with Morgan Stanley. Courtney has been in the financial services industry since May 18, 2000. Courtney has worked at several firms in the past, including RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, INC. Courtney is licensed in 53 states and is registered with both FINRA and the SEC. Courtney has a number of specialties including asset allocation advice, financial planning, pension consulting and portfolio management for individuals, businesses and investment companies.

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ADVISOR BIO

Courtney J. Demars is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2006. Courtney holds multiple securities licenses including Series 66, Series 7 and SIE. Courtney has been active in the securities industry since June 2011. Courtney is registered to offer investment advice in 36 states and is currently registered in California and Texas. Courtney's firm manages over $1 trillion in assets and offers a wide range of investment services, including portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisers, and performance measurement reports.

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