ADVISOR BIO

Efrain Vera is a registered representative of Wells Fargo Clearing Services, LLC, with over 10 years of experience in the financial services industry. Efrain is registered to offer securities and investment advisory services in multiple states including California, Nevada, Tennessee, Arizona, Arkansas and Washington. Efrain is licensed to provide investment advisory services as a registered investment advisor representative in California. Efrain is committed to helping clients reach their financial goals through a variety of services, including financial planning, portfolio management, and investment consulting.

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ADVISOR BIO

Efrain Alejandro Vega is a financial professional with Wells Fargo Clearing Services, LLC. Efrain holds the Series 63, Series 6TO and SIE licenses. Efrain is registered in California. Efrain has been in the financial industry for over 12 months.

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ADVISOR BIO

Efrain Gonzalez is a registered representative with J.p. Morgan Securities LLC. Efrain has been in the industry since September 2021 and holds the Series 63, Series 6TO and SIE licenses. Efrain is registered in California. Efrain is located at 251 E Compton Blvd, Compton, CA 90220.

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ADVISOR BIO

Efrain D. Reynoso is a registered representative with J.P. Morgan Securities LLC. Efrain has been in the securities industry since July 2014. Efrain is licensed in California and has passed the Series 6, Series 63 and SIE exams. Efrain has specializations in 1, 2, 4, 5 and 6.

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ADVISOR BIO

Efren Fernando Garcia is a financial professional with a proven track record in the financial services industry. Efren has been working in the industry since March 19, 2020, holding various roles with notable firms such as Empower Financial Services, Inc. and J.P. Morgan Securities LLC. Currently, Efren is registered with J.P. Morgan Securities LLC and holds a Series 63, Series 6TO and SIE licenses.

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ADVISOR BIO

Efren Martinez is an investment professional with over 30 years of experience in the financial industry. Efren has been registered with the Securities and Exchange Commission (SEC) since 1990. Efren currently works with Osaic Wealth, Inc. and has experience working with clients in a variety of financial services, including: financial planning, pension consulting, and portfolio management. Efren is a Registered Representative with the Financial Industry Regulatory Authority (FINRA), and is licensed to provide financial services in over 20 states. Efren holds several professional designations and has passed the Series 7, Series 6, Series 63, Series 24, Series 51 and SIE exams.

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ADVISOR BIO

Egan Yamamura is an investment advisor representative with Ameriprise Financial Services, LLC. Egan Yamamura has been in the securities industry for over 20 years, with experience in investment advisory and broker-dealer activities. Egan Yamamura holds Series 6, 7, 63 and 65 licenses, as well as the SIE exam. They are registered in 26 states and the District of Columbia. Ameriprise Financial Services, LLC is a registered investment advisor with over 140,000 clients and over $479 billion in assets under management. The firm provides a variety of services including financial planning, portfolio management, and asset allocation.

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Egan Brown is a financial advisor registered with Morgan Stanley. Egan has been in the financial services industry since October 2017. Egan is licensed in 43 states and holds the Series 7 and Series 66 licenses, as well as the SIE exam. Egan is registered to offer investment advice in California and Texas, and is an active member of the financial services industry. Egan's current firm is Morgan Stanley and Egan is also engaged in other business activities related to real estate.

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ADVISOR BIO

Eh Midgard is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Eh Midgard has been in the financial services industry since 1986 and is licensed in California, Florida, and Massachusetts. Eh Midgard has a strong background in investments, with experience in portfolio management, financial planning, and retirement planning. Eh Midgard works with a wide range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Ehsan Gorjizadeh is a financial advisor who has been working in the industry since 2018. Ehsan Gorjizadeh is currently registered with Wells Fargo Clearing Services, LLC and holds licenses in California. Ehsan Gorjizadeh provides investment consulting services to institutional clients as well as financial planning and portfolio management services for both businesses and individuals. Ehsan Gorjizadeh has experience working with a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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