ADVISOR BIO

Karime Azar wabi is an Investment Advisor Representative with ONE Wealth Advisors, LLC. Karime Azar wabi is licensed in California and has been in the industry since May 2019. Karime Azar wabi specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Karime Azar wabi has passed the Series 65 examination.

SPECIALIZATIONS

ADVISOR BIO

Karina Teresa Chang Camacho is an investment advisor representative for Ameritas Advisory Services, LLC. Karina is a registered investment advisor in California, Massachusetts and Texas. Karina has been in the financial services industry since November 2010. Karina has experience in financial planning, portfolio management, and providing training and compliance services. Karina works with individuals, businesses, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Karina is committed to providing her clients with personalized financial advice and investment solutions.

SPECIALIZATIONS

ADVISOR BIO

Karl Christopher Von brockdorff is a financial advisor registered with Ameriprise Financial Services, LLC since March 2020. Karl has over 20 years of experience in the financial industry. Karl offers a variety of financial services, including financial planning, asset allocation, portfolio management, and educational seminars. Karl is a registered representative with Ameriprise Financial Services, LLC and a registered investment advisor representative with Ameriprise Financial Services, LLC. The firm provides financial advice to a variety of client types including individuals, trusts/estates, high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Karsten Jon Chin is an investment advisor representative with Morgan Stanley. Karsten has been in the industry since June 5, 1983. Karsten is registered with both FINRA and the state of California. Prior to joining Morgan Stanley, Karsten was with Citigroup Global Markets Inc. and Lehman Brothers Inc.

SPECIALIZATIONS

ADVISOR BIO

Katelyn Owen Giampaoli is an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Katelyn has over 10 years of experience in the financial services industry. Katelyn holds Series 6, 7, 9, 10, 63, 65, and SIE licenses. Katelyn is registered to provide investment advisory services in 51 states and the District of Columbia. Katelyn is also registered to provide securities brokerage services in 51 states and the District of Columbia.

SPECIALIZATIONS

ADVISOR BIO

Katelyn Kennedy is a registered investment advisor representative with UBS Financial Services Inc. Katelyn has been in the financial services industry since August 2019. Katelyn is registered with the state of California and Texas. Katelyn has passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE). Katelyn is also a licensed real estate investor and manages her own apartment rental business.

SPECIALIZATIONS

ADVISOR BIO

Katharine Hawkins is a registered representative with J.P. Morgan Securities LLC. Katharine has been in the industry since March 4, 2009. Katharine is a registered representative in California and New York. Katharine holds the Series 3, 7, 24, 63, 99TO, and SIE licenses. Katharine has expertise in various specializations.

SPECIALIZATIONS

ADVISOR BIO

Katherine Elizabeth Horn is a licensed securities professional with J.P. Morgan Securities LLC. Katherine is registered to provide investment advice and services in all 50 states and the District of Columbia. Katherine has been a licensed professional in the securities industry since May 2024. Katherine has passed the Series 7TO, SIE, and Series 63 exams. Katherine specializes in providing investment advice and services to individuals, corporations, and other business entities. Katherine has experience in providing financial planning, pension consulting, and portfolio management services. Katherine has a strong commitment to providing clients with personalized and comprehensive investment advice.

SPECIALIZATIONS

ADVISOR BIO

Katherine Mullen is a financial professional with a strong background in the securities industry. Katherine is currently a Registered Representative for J.p. Morgan Securities LLC, where she has worked since April 2024. She has a Series 63, Series 79TO, and SIE licenses. Katherine is registered in 53 states and is actively providing financial advisory services for a variety of clients.

SPECIALIZATIONS

ADVISOR BIO

Katherine Elizabeth Hamburger is a financial advisor with Stifel, Nicolaus & Company, Inc. based in SAN FRANCISCO, CA. Katherine is a registered representative of Stifel, Nicolaus & Company, Inc. and has been in the industry since January 7, 1992. Katherine has a total of 3 approved SRO registrations, including one with FINRA. Katherine has passed two exams: the Securities Industry Essentials Examination (SIE) and the Municipal Securities Representative Examination (Series 52). Katherine specializes in various investment areas including fixed income, equities, options, mutual funds, and other investment products.

SPECIALIZATIONS