ADVISOR BIO

Aabhas Agarwal is a financial advisor who has been in the industry for over 2 months. Aabhas is currently registered with J.p. Morgan Securities LLC in San Francisco, CA. Aabhas has passed the Series 63, Series 79TO and SIE exams. Aabhas is licensed in 53 states and is an active broker-dealer. J.p. Morgan Securities LLC is a large financial firm with more than $50 billion in assets under management. The firm provides financial planning, pension consulting and portfolio management services to individuals, businesses, and investment companies. Aabhas specializes in a variety of areas including stocks, bonds, mutual funds, ETFs, and options.

SPECIALIZATIONS

ADVISOR BIO

Aaron Pence is a financial advisor registered with Morgan Stanley and has been in the industry since May 2004. Aaron has a series of licenses and holds registrations in several states including California, Texas, Alabama, Arizona, Colorado, Florida, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, Nevada, New York, Ohio, Oregon, Pennsylvania, Tennessee, Virginia, Washington and Wisconsin. Aaron's previous experience includes working at Morgan Stanley & Co. Incorporated and UBS Financial Services Inc. Prior to this, Aaron also worked as a Bartender. Aaron's specializations include a variety of financial services offerings.

SPECIALIZATIONS

ADVISOR BIO

Aaron Waxman is a financial advisor at Cerity Partners LLC, based in San Francisco, CA. Aaron has been working in the financial industry since May 2010. Aaron is registered with the state of California as an Investment Advisor Representative. Aaron is a Certified Financial Planner and has been in the financial industry for over 13 years. Aaron is also a member of the Board of Managers at G2 Insurance Services, Inc.

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ADVISOR BIO

Aaron Strand is a financial advisor with Citigroup Global Markets Inc., registered in the state of California. Aaron has been in the industry since September 3, 2020. Currently, Aaron is registered with the state of California for both securities and investment advisor activities. Previously, Aaron worked with First Republic Securities Company, LLC and First Republic Investment Management, LLC, both in San Francisco. Aaron holds Series 66, Series 31, Series 7TO and SIE licenses. Aaron works with high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and charitable organizations.

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ADVISOR BIO

Aaron Carl Dirusso is a financial professional with over 24 years of experience in the industry. Aaron is currently registered with Raymond James & Associates, Inc. Prior to joining Raymond James & Associates, Inc., Aaron was registered with Advest, Inc. in Hartford, Connecticut. Aaron holds Series 7, 63, 65 and SIE licenses as well as the Series 79TO. Aaron is a registered representative in California and New York.

SPECIALIZATIONS

ADVISOR BIO

Aaron Joseph Sisk is a financial advisor with Morgan Stanley. Aaron has been in the financial services industry since 1998. He is a Certified Financial Planner and holds a Series 7, Series 9, Series 31, Series 55, Series 63, and Series 65 licenses. Aaron has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., M.L. Stern & Co., LLC., D.A. Davidson & Co., and Preferred Capital Markets, Inc. Aaron is registered with the states of Arizona, California, Colorado, Florida, Illinois, Indiana, Missouri, Nevada, New Jersey, New York, Ohio, Oregon, Texas, Utah, and Washington.

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ADVISOR BIO

Aaron Robert Pine is a registered representative of Citigroup Global Markets Inc. Aaron has been in the securities industry for over 11 years. Aaron has experience in providing asset allocation advice, financial planning, pension consulting and portfolio management for both individuals and businesses. Aaron is licensed to provide securities advice in 53 states and the District of Columbia. Aaron is also licensed to provide investment banking advice through the Series 79 exam.

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ADVISOR BIO

Aaron Langston is a financial advisor with Mercer Global Advisors Inc. located in Walnut Creek, California. Aaron is a Certified Financial Planner™ professional with experience in the financial industry since January 2007. Aaron holds licenses in California, Louisiana and Texas. Aaron has been with Mercer Global Advisors Inc. since May 2015.

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ADVISOR BIO

Aaron Mendelson is an investment advisor representative with UBS Financial Services Inc. based in San Francisco, CA. Aaron is a registered investment advisor with a license in California. Aaron holds Series 7, 63, and 65 licenses as well as the SIE exam. Aaron began their financial career in 1988 and has worked for several firms including Lehman Brothers Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and Credit Suisse Securities (USA) LLC.

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ADVISOR BIO

Abbas Khoshnevissan is an Investment Advisor Representative at Rockefeller Financial LLC. Abbas has been in the financial industry for over 35 years and has worked with a variety of firms, including Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. Abbas holds the Series 7, Series 6, Series 22, Series 63 and Series 65 licenses. Abbas specializes in providing financial planning, portfolio management and selection of other advisers to individuals, businesses, and pension plans.

SPECIALIZATIONS