ADVISOR BIO

Alec Patel Rael is a registered representative with Wells Fargo Clearing Services, LLC. Alec is licensed in California. Alec has been in the financial services industry since January 12, 2023. Alec holds the Series 63, Series 6TO and SIE licenses.

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ADVISOR BIO

Alec Lance is a financial advisor registered in California with West Coast Financial, LLC. Alec specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Alec also has a designation as a Chartered Financial Analyst. West Coast Financial, LLC, was founded in 2018 and is a registered investment advisor headquartered in Santa Barbara, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services.

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Alecsander Bertok is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Alecsander is registered to provide investment advice in California and Texas. Alecsander has been in the industry for a short period of time, having joined Merrill Lynch in September 2022. Before that, Alecsander worked in a variety of roles, including at a mortgage company, a grocery store, and a university athletic department. Alecsander holds Series 66, Series 7TO, and SIE licenses. Alecsander is able to provide a range of services to clients, including portfolio management for individuals and businesses, pension consulting, and educational seminars.

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Aleea McGuire is a financial advisor with over 37 years of experience in the industry. Aleea has a Series 7, Series 63 and SIE licenses. Aleea has been associated with Osaic Wealth, Inc. since November 2023, and previously with Financial Services Group, FSC Securities Corporation and CIGNA Securities, Inc.. Aleea is a Certified Financial Planner (CFP) and is registered with the state of California.

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Aleese Peterson-Cotton is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Aleese has been in the industry since 2015 and has held various roles at Bank of America, NA and Merrill Lynch, Pierce, Fenner & Smith Inc. in San Diego, CA; Golub Group, LLC in San Mateo, CA; and AlphaFlow Advisor LLC in San Francisco, CA. Aleese holds the Series 7, Series 63, Series 65 and Series 66 licenses. Aleese is currently registered with the state of California in both the Broker-Dealer and Investment Advisor capacities.

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Aleia Coate is an active registered representative with Edward Jones in Sebastopol, California. Aleia has been in the financial services industry since 1998 and holds Series 6, 7, 63 and 66 securities licenses. Aleia has experience working with individuals, businesses, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans.

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Aleisha Anne Bemis is a financial advisor with Morgan Stanley. Aleisha has been in the financial services industry since 2004. Aleisha has experience working with a range of clients, including individuals, high-net-worth individuals, businesses, investment clubs, charitable organizations, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. Aleisha has a wide range of experience working with different clients, including individuals, high-net-worth individuals, businesses, investment clubs, charitable organizations, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. Aleisha offers a variety of financial services, including financial planning, portfolio management, and asset allocation advice.

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ADVISOR BIO

Alejandra Lucia Calderon gomez is a registered representative with J.p. Morgan Securities LLC and has been in the financial industry since November 2023. Alejandra is licensed in California and holds the Series 63, Series 6TO and SIE exams. Alejandra specializes in providing financial planning, pension consulting, and portfolio management services to individual and business clients. Alejandra's primary office is located in Vallejo, CA.

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Alejandra Alvarado is a registered representative with J.p. Morgan Securities LLC. Alejandra has been in the industry since January 2022 and holds the Series 63, Series 6TO, and SIE exams. Alejandra specializes in various areas including retirement planning, mutual funds, stocks, bonds and options. Alejandra is also a registered representative in California and Washington.

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Alejandra Karina Garcia is a registered representative at Wells Fargo Clearing Services, LLC. Alejandra is licensed in California and has been working in the financial services industry since March 2020. Alejandra has passed the Series 63, Series 6TO and SIE exams. Alejandra has experience providing investment advice to individuals, businesses, and charitable organizations.

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