ADVISOR BIO

Seji Alexander is a registered investment advisor representative associated with Fisher Investments. Seji Alexander is active in California and Texas. Seji Alexander has been in the industry since January 2010. Seji Alexander has experience in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Semra Kiflom is a financial advisor with Morgan Stanley. Semra has been working in the financial services industry since 2001. Semra is registered to provide investment advice in 53 states and is also registered with FINRA as a Registered Representative. Semra has a strong background in providing investment advice to individuals, businesses, and institutions.

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ADVISOR BIO

Serena Tobias is a registered representative with Morgan Stanley. Serena has been in the securities industry for over 30 years and has been with Morgan Stanley since 2008. Serena is licensed to provide investment advice in the states of California and Texas and holds a Series 7 and Series 65 license. Serena has a strong background in investment management and is committed to providing her clients with personalized financial planning and investment advice. Serena has been with Morgan Stanley since 2008 and has a strong record of success in helping her clients achieve their financial goals.

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ADVISOR BIO

Serena Truong is a financial advisor with Morgan Stanley. Serena has been in the financial industry for over 10 years and has a strong track record of helping clients achieve their financial goals. Serena holds the Series 7, 66, and SIE licenses and is registered in 53 states. Serena is committed to providing her clients with personalized financial advice and guidance, and she is dedicated to helping them build a secure financial future. Serena also has experience working at Pantheon Wealth Planning and Starbucks. Serena is a graduate of the University of California, Irvine.

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ADVISOR BIO

Sergio Fernandez is a financial advisor with over 17 years of experience in the financial services industry. Sergio is registered with Valmark Advisers, Inc. and BPM Wealth Advisors, LLC. Sergio is also a Certified Financial Planner. Sergio is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

Sergio John Lazzara is a financial advisor with Morgan Stanley and has been in the industry since February 3, 1994. Sergio is registered with FINRA as well as in 53 states, including California and Texas. Sergio has extensive experience in the financial services industry, previously working for MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Sergio holds Series 3, 7, 9, 10, 31, 63, and 65 licenses, as well as the SIE exam. Sergio's firm, Morgan Stanley, provides advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Sergio Perez is a financial advisor registered with Morgan Stanley. Sergio is based in Los Angeles, CA and has been in the industry since April 2017. Sergio is licensed to provide securities advice in California. Sergio holds the Series 7 and SIE licenses. Sergio works out of the Los Angeles, CA branch of Morgan Stanley.

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ADVISOR BIO

Setareh Hedayati is an investment advisor representative at Morgan Stanley with over 20 years of experience in the industry. Setareh has held various positions at firms such as Citigroup Global Markets Inc. and Morgan Stanley Smith Barney. Setareh holds licenses to advise clients in California and Texas and is registered with FINRA and the state of California. Setareh is also licensed as an Investment Advisor Representative in 45 other states.

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ADVISOR BIO

Seth Levin Kaplan is a financial advisor with over 25 years of experience in the industry. Seth has a wide range of experience working with clients in various capacities, including high-net-worth individuals, corporations, and institutions. Seth is registered with the state of California as a broker-dealer and investment advisor representative. Seth currently works with Robert W. Baird & Co. Inc. Prior to joining Robert W. Baird & Co. Inc., Seth was with Wachovia Securities, LLC and Wells Fargo Investments, LLC. Seth holds several professional licenses including the Series 7, Series 63, Series 9 and Series 10. Seth currently serves as landlord of his rental property, and has a long history of community involvement.

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ADVISOR BIO

Seth Haye is a financial advisor with Morgan Stanley. Seth has been in the financial services industry for over 19 years and is registered in multiple states. Seth has a wide range of experience and expertise in financial planning, investment management, and portfolio management. Seth also has experience with real estate through Haye Properties, LLC.

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