Years of Experience
5-20+ Years
Roseville, CA
19 Years Experience
1 Disclosures
ADVISOR BIO
Lindsay Aaron Key is a financial advisor currently registered with Morgan Stanley. Lindsay has been in the financial services industry since 2005. Lindsay holds the Series 7, Series 66 and SIE securities licenses. Lindsay is registered to provide investment advice in 28 states. Previously, Lindsay worked for E*TRADE SECURITIES LLC, TD AMERITRADE, INC. and AMERIPRISE FINANCIAL SERVICES, INC.
SPECIALIZATIONS
EAST PALO ALTO, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Lindsay Hutter is a financial advisor at Morgan Stanley. Lindsay has been in the industry since December 2022 and holds a Series 66 license. Lindsay is registered in 28 states, including California, Texas, Alaska, Arizona, Colorado, Delaware, Florida, Idaho, Illinois, Indiana, Maine, Michigan, Minnesota, Mississippi, Montana, Nevada, New Jersey, New Mexico, Oklahoma, Oregon, Pennsylvania, South Carolina, Utah, Virginia, Washington, West Virginia, and Wisconsin. Lindsay also holds a Series 7 and SIE license. Lindsay has a history of working in the financial services industry, previously working at Wells Fargo Clearing Services, LLC, Cloudmed, an R1 Company (fka Triage Consulting Group), and Morgan Stanley Smith Barney LLC.
SPECIALIZATIONS
SAN FRANCISCO, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Lindsay Zentner is a financial advisor with BlackRock Investment Management, LLC. Lindsay has been in the financial services industry since 2016 and is registered with the state of California as a Registered Representative. Lindsay holds the Series 7 and 66 securities licenses as well as the SIE exam. Lindsay is also a Chartered Financial Analyst. Before joining BlackRock Investment Management, LLC, Lindsay worked for FSC Securities Corporation. Lindsay's firm primarily serves individuals, high-net-worth individuals, corporations, and other businesses, investment companies, insurance companies, pension and profit-sharing plans, charitable organizations, other investment advisers, pooled investment vehicles, and state or municipal government entities.
SPECIALIZATIONS
Orinda, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Lindsay Abrams is a financial advisor with Morgan Stanley, where she has been working since November 2022. Lindsay has a Series 7TO and Series 66 license and is registered with FINRA and in 38 states, including California and Texas. Lindsay has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Lindsay's specialties include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers.
SPECIALIZATIONS
San Francisco, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Lindsey Wetzel is an investment advisor representative with Morgan Stanley. Lindsey has been in the financial services industry since 2004. Lindsey has a wide range of experience in the industry. Lindsey holds Series 3, 7, 24, 52, 53, 63, 65, and 79 licenses. Lindsey is also registered to provide investment advisory services in all 50 states. Lindsey provides a variety of financial services, including financial planning, portfolio management, and asset allocation advice. Lindsey is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
Palo Alto, CA
17 Years Experience
1 Disclosures
ADVISOR BIO
Linh T. Tran is a registered representative with Morgan Stanley. Linh has been in the industry since July 2007 and is registered with the state of California. Linh has experience in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers. Linh is also a board member of Little Builders' Day Care and a board member of Alkal Franz LLC and Little Builders International Academy LLC. The firm's main office is located in Purchase, New York. The firm has approximately $10 billion to $50 billion in assets under management. The firm's client types include corporations or other businesses, individuals other than high-net-worth, investment companies, insurance companies, state or municipal government entities, charitable organizations, and high-net-worth individuals.
SPECIALIZATIONS
Palo Alto, CA
16 Years Experience
0 Disclosures
ADVISOR BIO
Linh L Hoang is a registered investment advisor representative with Morgan Stanley. Linh L Hoang has over 15 years of experience in the financial services industry. Linh L Hoang is licensed to offer securities and investment advisory services in California. Linh L Hoang specializes in providing financial planning, asset allocation advice, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Linh L Hoang has previously worked for Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc.
SPECIALIZATIONS
Pinole, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Lino Manuel Amaral is a financial professional with over 20 years of experience in the financial services industry. Currently, Lino is registered with State Farm Investment Management Corp. and is located in Pinole, CA. Lino has a diverse background in financial services, including experience with Morgan Stanley DW Inc. and Luso-American Financial. Lino holds a variety of licenses and certifications, including Series 7, Series 63, Series 66, Series 31, and SIE. In addition to his role at State Farm Investment Management Corp., Lino is also the owner and agent of Lino Amaral's Insurance Agency, providing insurance services to clients in the Pinole area. Lino is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
Beverly Hills, CA
39 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Behar is a financial advisor with Morgan Stanley. Lisa has been in the financial services industry since 1986, working with individuals and institutions in the Beverly Hills area. Lisa has a diverse background in the financial services industry, having worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. before joining Morgan Stanley. Lisa is licensed to provide financial advice in multiple states, including California, Texas and others.
SPECIALIZATIONS
Sacramento, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Haygood is a financial advisor registered with Morgan Stanley. Lisa has over 20 years of experience in the financial services industry. She has a wide range of experience, having previously worked with firms such as Wells Fargo Advisors, LLC, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and UBS Financial Services Inc. Lisa is also a registered investment advisor in California and Texas. Her specializations include retirement planning, investment strategies, estate planning, and college savings. Lisa is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
SPECIALIZATIONS