ADVISOR BIO

Sherry Huang is a financial advisor at UBS Financial Services Inc. based in SAN FRANCISCO, CA. Sherry has been in the industry since 2022 and has earned the Series 7TO and SIE licenses. Sherry has experience in various financial areas, including investment management for both individuals and businesses, financial planning, and pension consulting.

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ADVISOR BIO

Suzy Shin is an active investment advisor representative with Morgan Stanley. Shin has been in the industry since August 2014 and has passed the Series 7, Series 66, and SIE exams. Shin is registered to provide investment advice in over 50 states and the District of Columbia. In addition to investment advice, Shin may offer financial planning, pension consulting, and educational seminars. Shin is also an active investment advisor representative in Texas.

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ADVISOR BIO

Shiela Hingorani is a financial advisor with over 25 years of experience in the industry. She is currently registered with Morgan Stanley in San Francisco, CA and has previously been registered with UBS Financial Services Inc., UBS Warburg LLC, and Morgan Stanley & Co., Incorporated. Shiela has a broad range of experience, including securities, commodities, and investment advisory services. Shiela has a strong track record of providing investment advice to a diverse clientele, including individuals, businesses, and institutions.

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ADVISOR BIO

Shih-wei Tao is a financial advisor with over 20 years of experience in the industry. Shih-wei is registered with Morgan Stanley and is licensed to provide investment advice in California, Illinois, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania, and Washington. Shih-wei previously worked at UBS Financial Services Inc. and UBS International Inc. Shih-wei holds Series 7, Series 31, Series 66, and SIE licenses.

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ADVISOR BIO

Shikha Goyal-allain is an active investment advisor representative who has been in the industry for less than a year. Shikha is currently registered with J.p. Morgan Securities LLC and has been with the firm since September 2023. Shikha is registered with the Securities Industry Essentials Examination (SIE) and has taken the Uniform Securities Agent State Law Examination (Series 63) and General Securities Principal Examination (Series 24). Shikha is registered with the firm in all 50 states and the District of Columbia. J.p. Morgan Securities LLC manages over $249 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension funds. The firm provides a wide range of investment services, including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Shirley Jean Larry is a financial professional with over 23 years of experience in the industry. Shirley is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Shirley has been with Merrill Lynch since 2009, prior to that Shirley worked at BANC OF AMERICA INVESTMENT SERVICES, INC. Shirley has a wide range of experience, holding registrations in 44 states. Shirley holds multiple securities licenses, including Series 63, 66, 7 and 24.

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ADVISOR BIO

Shirley Chan is a financial advisor with UBS Financial Services Inc.. Shirley is registered with the state of New Jersey. Shirley has been in the industry for over 20 years and has experience working with a variety of clients, including individuals, businesses, and institutions. Shirley is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Shirley Chu is a financial advisor at UBS Financial Services Inc., with over 15 years of experience in the industry. Shirley holds a Series 7, 9, 10, 66 licenses, and has earned the SIE designation. Prior to joining UBS, Shirley worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Shirley specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Shrenik Kothari is a financial advisor at Robert W. Baird & Co. Inc. Shrenik specializes in providing financial advice and investment management services to individuals, businesses, and institutions. Shrenik has been in the financial industry since July 2021 and holds a Series 7TO, Series 86, Series 87, and Series 63 licenses. Shrenik is registered in California and Wisconsin.

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ADVISOR BIO

Shreya Mantha is a financial advisor registered in California and New York. Shreya works with J.P. Morgan Securities LLC. Shreya's specialties include portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Shreya obtained her Series 63, Series 79TO, and SIE licenses.

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