ADVISOR BIO

David Varela is a financial advisor registered with J.P. Morgan Securities LLC and is licensed in California. David has been working in the financial services industry since July 31, 2014. David is a Series 6, Series 63 and SIE licensed individual. David's current location is 330 EAST H STREET, CHULA VISTA, CA 91910 and has been at that location since April 21, 2014.

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ADVISOR BIO

David Widor is an investment advisor representative at Morgan Stanley, a firm with over 10 billion to 50 billion dollars in assets under management. David is registered with the Securities and Exchange Commission as an Investment Advisor Representative and holds both a Series 65 and Series 63 license. David has over 25 years of experience in the financial services industry and has worked at several firms in the past, including GT Global, Inc. and CITIGROUP GLOBAL MARKETS INC. David is also a registered representative with the Financial Industry Regulatory Authority, Inc.

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ADVISOR BIO

David Dwayne Westerfeld is a financial advisor with over 30 years of experience in the industry. David is currently registered with Stifel, Nicolaus & Company, Inc. in California and Texas. Prior to joining Stifel, Nicolaus & Company, Inc., David was a registered representative with Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. David holds a Series 3, 7, 8, 9, 10, 63 and SIE licenses, along with a Series 80 registration. David specializes in a wide range of investment services, including portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and pension consulting. David serves a diverse clientele, including individuals, high-net-worth individuals, corporations, trusts, estates, pension and profit-sharing plans, insurance companies, and charitable organizations.

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ADVISOR BIO

David Eagle is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Westlake Village, California. David has been a registered representative since October 1999 and has experience in both the broker-dealer and investment advisory fields. His certifications include Series 7, Series 63, and Series 65 licenses. David Eagle's expertise is in providing financial guidance to individuals, businesses, and institutions, focusing on portfolio management, pension consulting, and educational seminars. He also offers research reports and services, allocation modeling, and investment policy statements (IPS).

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ADVISOR BIO

David Leitao is an Investment Advisor Representative with CGN Advisors, LLC. David Leitao is registered in California and Texas. David Leitao has been in the industry since August 1995. David Leitao has passed the Series 65 exam and holds the designation of Certified Financial Planner. David Leitao specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

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ADVISOR BIO

David James Bassett-parkins has been in the financial services industry since June 23, 2012. David is registered with Edward Jones and holds the Series 63, Series 66, Series 7, Series 8 and SIE licenses. David is licensed in 13 states and the District of Columbia. David has been with Edward Jones since September 2014 and previously worked at Wedbush Morgan Securities Inc. David's professional focus includes providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

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ADVISOR BIO

David Glienke is an investment advisor representative at Western International Securities, Inc. with over 15 years of experience in the industry. David specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. David is also a licensed pilot for American Airlines.

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ADVISOR BIO

David W. Smith is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2008. David is registered in California, Rhode Island, Texas, and has held previous positions at Fidelity Brokerage Services LLC, and Ameriprise Financial Services, Inc. David specializes in providing financial services to individuals, businesses, and high-net-worth clients. David also offers services such as performance measurement reports, allocation modeling, IPS, research reports and services, and portfolio management for both businesses and individuals.

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ADVISOR BIO

David Rodriguezcruz is a registered representative with Wells Fargo Clearing Services, LLC. David has been in the securities industry for 3 years and has a Series 63, Series 6TO and SIE license. David is also a registered representative in the state of California. David has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. David's office is located at 2001 N MAIN ST STE 410 in WALNUT CREEK, CA.

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ADVISOR BIO

David Gomez is a registered representative with J.P. Morgan Securities LLC. David is licensed in California and Oregon. David has been working in the securities industry since April 11, 2016. David specializes in helping clients with their financial planning, retirement planning, and investment management needs.

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