Years of Experience
5-20+ Years
NEWPORT BEACH, CA
2 Disclosures
ADVISOR BIO
Paul Duncan is a financial advisor with Beacon Pointe Advisors, LLC. Paul is a registered investment advisor with the state of California. Prior to joining Beacon Pointe Advisors, LLC, Paul was an advisor with Securities America, Inc., LPL Financial LLC and Purshe Kaplan Sterling Investments. Paul has a Series 7, Series 66 and SIE license.
SPECIALIZATIONS
Irvine, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Paul Anthony Loduca is a financial advisor with Morgan Stanley. Paul has been in the securities industry for over 13 years and has a Series 7, Series 66, and SIE license. Paul is registered with FINRA and holds registrations in 37 states, including California, Texas, and Arizona. In addition to his role at Morgan Stanley, Paul is a rental property owner in Torrance, CA. Paul provides a variety of investment services, including portfolio management, financial planning, asset allocation advice, and pension consulting.
SPECIALIZATIONS
Laguna Niguel, CA
3 Years Experience
1 Disclosures
ADVISOR BIO
Paul Taeseung Chung is a financial advisor currently working with Morgan Stanley. Paul has been in the industry since 2015, providing financial advice and investment guidance to individuals, families, and businesses. Paul holds both Series 7 and Series 66 licenses and has registered in multiple states. Paul specializes in providing financial planning services, asset allocation advice, portfolio management, and educational seminars.
SPECIALIZATIONS
San Diego, CA
0 Disclosures
ADVISOR BIO
Paul Joseph Hynes is a financial advisor registered with Aspiriant, LLC, and has been in the industry for over 30 years. Paul has experience with clients such as high-net-worth individuals, corporations, investment companies, and charitable organizations. Paul is a Certified Financial Planner and holds Series 3, 7, 8, 63, and 65 licenses. Previously, Paul worked with Cambridge Investment Research, Inc. and Citigroup Global Markets Inc.
SPECIALIZATIONS
LAGUNA BEACH, CA
0 Disclosures
ADVISOR BIO
Paul Black is an investment advisor representative associated with WCM Investment Management. Paul's areas of expertise include financial planning and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
SPECIALIZATIONS
Simi Valley, CA
21 Years Experience
1 Disclosures
ADVISOR BIO
Paula Alicia Miller is a registered investment advisor representative with State Farm Investment Management Corp. Paula has been in the financial services industry since 2000 and holds the Series 6, Series 63 and SIE licenses. Paula also has the Chartered Financial Consultant designation. In addition to being a registered investment advisor representative, Paula is also the owner and agent of Paula Miller's Insurance Agency. Paula is active in the Simi Valley community and is a member of the Simi Sunset Rotary and the Simi Valley Police Foundation.
SPECIALIZATIONS
Beverly Hills, CA
28 Years Experience
0 Disclosures
ADVISOR BIO
Paula Ann Kalandiak is a financial advisor with Morgan Stanley. Paula has been in the financial services industry since 1997. Paula holds Series 3, 7, 63 and 66 licenses as well as the Series 87, and the SIE exam. Paula is also a Chartered Financial Analyst. Previously, Paula worked for Wells Fargo Clearing Services, LLC, Wedbush Securities Inc., Broadpoint Capital, Inc., Roth Capital Partners, LLC, Wells Fargo Securities, LLC, Wedbush Morgan Securities Inc., ASB Financial Services and Kidder, Peabody & Co. Incorporated. Paula's current office is located in Beverly Hills, California. Paula is a member of the Board of Directors for WISH Forward in Los Angeles, California.
SPECIALIZATIONS
Los Angeles, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Paula Bai is a financial advisor with Morgan Stanley. Paula is a licensed registered representative and investment advisor. Paula has been in the securities industry since 2015 and holds a Series 66, Series 7, Series 9, and Series 10 licenses. Paula previously worked at RBC Capital Markets, LLC.
SPECIALIZATIONS
San Francisco, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Paulina Wong is a registered representative with Morgan Stanley. Paulina has been in the industry since 2011 and holds Series 7, Series 9, Series 10 and Series 66 licenses. Before joining Morgan Stanley, Paulina was previously registered with J.P. Morgan Securities LLC, Neuberger Berman BD LLC, UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC. Paulina is currently registered in 53 states and the District of Columbia.
SPECIALIZATIONS
Los Angeles, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Pauline Tina Chui is a registered investment advisor with Morgan Stanley. Pauline has been in the industry since 2000 and holds multiple licenses and certifications, including Series 3, 7, 9, 10, 66 and SIE. Pauline is registered in 53 states and the District of Columbia, including California, Texas and New York. Before joining Morgan Stanley, Pauline worked at CITIGROUP GLOBAL MARKETS INC. Pauline provides a variety of advisory services to individuals, businesses, investment companies, insurance companies, pension and profit sharing plans, charitable organizations and others.
SPECIALIZATIONS