ADVISOR BIO

Steven John Mobberley is an Investment Advisor Representative associated with Morgan Stanley. Steven has been in the industry since January 1990. Steven has been registered with Morgan Stanley since June 2009 and was previously registered with CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Steven is licensed to sell securities in 33 states and holds the Series 3, 7, 63 and 65 licenses. Steven is also registered as an Investment Advisor Representative in Texas. Steven has been with Morgan Stanley since June 2009.

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ADVISOR BIO

Steven Martinez is a financial professional with over 8 years of experience in the financial services industry. Steven is a registered representative and investment advisor representative with State Farm Investment Management Corp. Steven offers a variety of financial services, including portfolio management for individuals and investment companies. Steven is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Steven Michal Summerhays is a registered investment advisor representative with Alliancebernstein LP. Steven has been in the financial services industry for over 5 years. Steven holds Series 63, 66 and 7 securities licenses and the SIE exam. Steven is registered to offer investment advisory services in multiple states. Alliancebernstein LP is a financial services company that provides investment management, research, and advisory services to clients.

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ADVISOR BIO

Steven Stachowski is a financial advisor registered with Morgan Stanley. Steven is licensed to provide investment advice in 30 states and is active in both Broker-Dealer and Investment Advisor capacities. Steven has been in the industry for over 8 years and specializes in financial planning, pension consulting, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Steven has a deep understanding of the financial markets and a commitment to providing clients with personalized financial advice.

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ADVISOR BIO

Steven William Norin is a registered representative with Morgan Stanley, with over 35 years of experience in the financial services industry. Steven has held a variety of roles at previous firms including CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Steven is also a registered investment advisor, and holds a Series 63 and Series 65 license. Steven specializes in financial planning, asset allocation advice, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Steven Kregg Reegler is a financial advisor at Morgan Stanley and has over 30 years of experience in the financial industry. Steven has a broad range of experience including securities, commodities and investment advisory. Steven has been registered with the Securities and Exchange Commission (SEC) since 2009 and is licensed in 28 states.

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ADVISOR BIO

Steven Evensen is a financial advisor and is registered with Gerber Kawasaki Wealth & Investment Management, located in Santa Monica, CA. Steven has experience with Northwestern Mutual Investment Services, LLC, Charles Schwab & Co., INC, and Vanguard Marketing Corporation. Steven holds the Series 7 and Series 63 licenses.

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ADVISOR BIO

Steven Schuknecht is a registered representative at Morgan Stanley in Rancho Santa Fe, CA. Steven has been active in the financial services industry since 2022. Steven is registered with FINRA as well as with the state of California and Texas. Steven is a Series 66, 7TO, and SIE licensed professional. Steven specializes in a variety of financial products and services.

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ADVISOR BIO

Steven Singleton is an investment advisor representative at Raymond James Investment Management. Steven has been in the financial industry since 1993. Steven is registered to offer investment advice in California and Florida. Steven previously worked at Blaylock Van, LLC, Robert Van Securities, Inc., First Montauk Securities Corp., Transglobal Investments Inc. and FactSet Data Systems, Inc.. Steven is also a licensed broker and holds the Series 63, Series 65, Series 7, Series 24, Series 86, and Series 87 licenses.

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ADVISOR BIO

Steven Kern is an investment advisor with over 25 years of experience in the financial services industry. Steven began his career at Smith Barney Inc. in 1994 and has since worked for several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, CITICORP INVESTMENT SERVICES, and UBS FINANCIAL SERVICES INC. Steven is currently registered with Morgan Stanley and offers a variety of services including portfolio management, financial planning, and asset allocation advice.

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