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Portfolio Management for Individuals Advisors in California
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Morgan Stanley

location

San Francisco, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aneil Rai is an investment advisor representative with Morgan Stanley. Aneil is licensed to sell securities in 53 states, including California and Texas, as well as Puerto Rico and the Virgin Islands. Aneil is also a registered investment advisor in Texas. Aneil has been in the securities industry since June 2021. Prior to joining Morgan Stanley, Aneil worked at UBS Financial Services. Aneil Rai offers financial planning, portfolio management for businesses and individuals, as well as investment company portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Irvine, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Angel Nguyen is a financial advisor with Morgan Stanley. Angel has been in the financial services industry since 2007 and holds Series 7, Series 63, and Series 66 licenses. Angel is registered with the state of California, Nevada, and Texas. Angel has a strong background in portfolio management and financial planning. Angel provides financial advice to a wide range of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

San Francisco, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Angel Vidal Chavez is a financial advisor with Morgan Stanley. Angel has been in the financial services industry since 2002 and is licensed to provide investment advice in Arizona, California, Colorado, Delaware, Florida, Hawaii, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, New York, South Carolina, Texas, and Virginia. Angel also holds Series 63, 65, and 7 licenses, along with the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Cupertino, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Angela Mende is a financial advisor with Morgan Stanley. Angela has been in the financial industry since 1996 and has experience in providing financial planning and portfolio management services to individuals and businesses. Angela is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, Series 7, and Series 63 license. Angela's areas of specialization include investment management, retirement planning, and college savings.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Los Angeles, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Angela Jee young Crehan is a financial advisor registered with Morgan Stanley. Angela has been in the industry since 2018 and holds the Series 7, Series 66 and SIE licenses. Prior to joining Morgan Stanley, Angela was employed at UBS FINANCIAL SERVICES INC. Angela currently works in the Los Angeles branch office of Morgan Stanley. Angela specializes in providing financial planning, investment management, and pension consulting services for individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Menlo Park, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Angela Jean Marcheschi is a financial advisor at Morgan Stanley, with over 19 years of experience in the industry. Angela has a strong track record of providing personalized financial advice and portfolio management services to individuals, families, and businesses. Angela is registered to provide investment advice in 53 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Walnut Creek, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Angela Render is a financial advisor with Morgan Stanley, where Angela has been employed since April 2011. Angela is also registered as an investment advisor representative in Texas. Prior to her current role, Angela was employed by Citigroup Global Markets Inc. Angela has a variety of certifications, including the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) Examination. Angela has been in the financial services industry since January 18, 2007.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

BEVERLY HILLS, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Angela Alldredge is a financial advisor at Morgan Stanley. Angela has been working in the financial services industry since 1997 and has a variety of experience working with clients at different firms, including Merrill Lynch, HSBC Securities and Bank of America Investment Services. Angela holds several industry licenses and certifications, including Series 6, 7, 26, 63 and 66. She offers a variety of financial services including asset allocation advice, financial planning, pension consulting, educational seminars, portfolio management for individuals, businesses and investment companies and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Long Beach, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Angela Susanne Schlafke is a registered representative with Morgan Stanley, a leading global financial services firm. Angela has been in the financial industry since 2008 and holds the Series 66, Series 7 and SIE licenses. She has been registered in multiple states and has previously worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Angela's areas of expertise include investment management, financial planning, and asset allocation advice. She has a long history of serving a wide range of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

San Francisco, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Angela Kiriakopoulos is a registered representative with Morgan Stanley. She is a licensed investment advisor representative in California and Texas. Angela has been in the industry since November 2019, and specializes in providing financial planning, portfolio management, and asset allocation advice. She provides advice to a wide range of clients including high net worth individuals, corporations, charitable organizations, and retirement plans. Angela has worked with clients in all 50 states, and has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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