Years of Experience
5-20+ Years
San Jose, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Miuccia Kyla Halim is an active investment advisor representative with Morgan Stanley. Miuccia has been in the industry since 2022 and is registered in multiple states including California, Texas, and others. Miuccia offers financial planning, portfolio management for individuals, businesses and investment companies, pension consulting, and educational seminars. Miuccia is committed to providing clients with personalized investment advice and strategies to help them reach their financial goals.
SPECIALIZATIONS
OXNARD, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Moaniala Valdez is a registered investment advisor representative at Morgan Stanley. Moaniala has been in the industry since 2006, and is licensed to provide investment advice in 48 states. Moaniala's previous employers include Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
SPECIALIZATIONS
NEWPORT BEACH, CA
1 Disclosures
ADVISOR BIO
Mollie Taylor is an investment advisor representative with Beacon Pointe Advisors, LLC. Mollie has been in the industry since 2011 and has held previous roles at Commonwealth Financial Network, Capital One Investing, LLC, Stifel, Nicolaus & Company, Incorporated, and Sterne, Agee & Leach, Inc. Mollie is licensed in Louisiana and Texas and holds Series 7, 7TO, 66, and SIE licenses. Mollie specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. She is also experienced in providing financial planning, consulting, and portfolio management services. Mollie is committed to helping her clients achieve their financial goals.
SPECIALIZATIONS
Menlo Park, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Molly Galasso is an Investment Advisor Representative at Morgan Stanley. Molly is licensed to offer investment advice and securities in 53 states, including Texas and California. Molly has been a licensed professional in the financial industry since 2019. Molly has a broad background with prior experience working as a fitness professional.
SPECIALIZATIONS
Los Angeles, CA
26 Years Experience
1 Disclosures
ADVISOR BIO
Molly My Sakahara is an Investment Advisor Representative at Morgan Stanley. Molly has been in the financial industry since 1999. Before joining Morgan Stanley, Molly worked at HSBC Securities (USA) Inc. and Credit Suisse First Boston LLC. Molly holds Series 6, 7, 63, and 65 licenses. Molly is registered in 28 states and offers financial planning, portfolio management for businesses, individuals, and investment companies, and pension consulting.
SPECIALIZATIONS
Oakland, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Molly McKenna is a registered investment advisor representative with Morgan Stanley. Molly is a Series 7 and 66 licensed advisor with experience in financial planning, portfolio management, and pension consulting. Molly has worked in the financial services industry since 2017 and has a strong track record of providing clients with personalized advice and services.
SPECIALIZATIONS
CONCORD, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Monessa Cruz Santiago is a financial advisor with over 20 years of experience in the industry. Monessa is registered with Assetmark, Inc. and is based in Concord, CA. Monessa also has experience with Capital Brokerage Corporation, Genworth Financial Securities Corporation, and Assante Capital Management Inc. Monessa holds a Series 63, Series 65, Series 7, Series 24, and Series 4 license. Monessa specializes in working with individuals, investment companies, and pension plans. Monessa is a senior strategic accounts manager for Assetmark, Inc. and is affiliated with Assetmark Brokerage, LLC.
SPECIALIZATIONS
Los Angeles, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Monica Moreno Nagami is a financial advisor registered with Nuveen Asset Management, LLC. Monica has been in the industry since October 31, 2016. Monica is licensed in 53 states and holds the Series 66, Series 7 and SIE licenses. Monica is registered with FINRA and is a registered investment advisor in California and Illinois.
SPECIALIZATIONS
San Francisco, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Monica Bunawan is a financial advisor registered with Morgan Stanley. Monica has been in the financial services industry since 2002. Monica is a Series 7, 63, and 65 licensed professional. Monica is also registered with the state of California and Texas. Monica specializes in providing financial advice to individuals, families, and businesses.
SPECIALIZATIONS
Santa Cruz, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Monica Marie Carney is a financial advisor with Morgan Stanley. Monica has been in the financial industry since December 4, 2007. Monica is licensed to provide investment advice in 39 states. Monica is also a registered representative of Morgan Stanley. Monica has a Series 7, Series 66, and SIE licenses. Monica is currently licensed in California and Texas. Monica can provide advice on investment, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.
SPECIALIZATIONS