ADVISOR BIO

Victor Karidakes is a financial advisor currently registered with Morgan Stanley. Victor has been in the financial services industry since 1983. Before joining Morgan Stanley, Victor worked for UBS Financial Services Inc. and Citigroup Global Markets Inc. Victor holds several licenses, including Series 7, Series 63 and Series 65.

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ADVISOR BIO

Vida Marie Flores is a registered representative with J.p. Morgan Securities LLC. Vida has been in the industry for over a year and is licensed in California. Vida holds the Series 6TO, Series 63, and SIE licenses. Vida is registered with FINRA and the state of California. Vida specializes in investment advisory services, portfolio management for individuals and businesses, and financial planning.

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ADVISOR BIO

Vivian Dimson is an investment advisor representative registered with Transamerica Financial Advisors, Inc. in Riverside, CA. Vivian has been in the industry since 2005, holding previous positions at MetLife Securities Inc. and Metropolitan Life Insurance Company. Vivian is a licensed Series 6 and Series 63 representative and has experience with investment company products, variable contracts, and financial planning.

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ADVISOR BIO

Whitney K Zick is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Whitney has been working in the financial industry for over 13 years and has passed the Series 7 and Series 66 exams. Whitney is licensed in 28 states and specializes in portfolio management for both individuals and businesses.

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ADVISOR BIO

William Herrera is a financial advisor with pfs investments inc. based in Riverside, CA. William has been in the industry since March 2018 and has a Series 6, Series 63, and SIE license. William can provide portfolio management for individuals.

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ADVISOR BIO

Xavier Zamora is a financial advisor with LPL Financial LLC. Xavier has been in the financial services industry since 2024. Xavier holds a Series 66 license and a Series 7TO and SIE license. Xavier specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Yanely Cervantes is a financial advisor affiliated with PFS Investments Inc. in RIVERSIDE, CA. Yanely Cervantes is registered with FINRA and has been in the industry since July 2020. Yanely Cervantes is Series 63, 6TO, SIE, and 26 licensed.

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ADVISOR BIO

Yemil Aponte is a financial advisor at Fidelity Personal and Workplace Advisors. Yemil has over eight years of experience in the financial services industry. Previously, Yemil was a financial advisor at Wells Fargo Clearing Services, LLC. Yemil is registered to provide investment advice in 52 states, as well as Puerto Rico. Yemil holds a Series 6, Series 7, Series 63, and Series 66 license. Yemil's specializations include retirement planning, college savings, and investment management. Yemil is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Yvette Marie Giove is an Investment Advisor Representative with Morgan Stanley in Riverside, California. Yvette has been in the financial services industry since December 2005. She has passed the Series 7, Series 9, Series 10, Series 63 and Series 65 exams. Prior to her current role at Morgan Stanley, Yvette was registered with CITIGROUP GLOBAL MARKETS INC. in New York.

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ADVISOR BIO

Zeina Massoud is a financial advisor with PFS Investments Inc. and is licensed in California, North Carolina, Ohio and Pennsylvania. Zeina specializes in providing portfolio management services for individuals. Zeina obtained her Series 63, Series 6TO and SIE licenses and has been in the financial industry since October 5, 2023. Zeina is located in Riverside, California, and can be reached at PFS Investments Inc.

SPECIALIZATIONS