ADVISOR BIO

Wai teng Ho is a registered representative with J.p. Morgan Securities LLC. Wai teng has been in the securities industry since August 10, 2015. Wai teng Ho holds the Series 63, Series 7 and SIE licenses. Wai teng is registered to offer securities in 53 states.

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ADVISOR BIO

Wala Abudamous is an Investment Advisor Representative associated with Wells Fargo Clearing Services, LLC. Wala has been in the industry since June 1, 2014. Wala is licensed in California.

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Walter Zenarosa Santander is an investment advisor representative with Bingham Private Wealth, LLC. Walter has been in the financial industry since 2007 and has experience working with clients in the San Francisco area. He is licensed to provide investment advisory services in California. Walter has specialized expertise in helping high-net-worth individuals and individuals other than high-net-worth individuals with their financial planning, pension consulting, selection of other advisors, and portfolio management.

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ADVISOR BIO

Walter Chaing lay Lim is a financial advisor with over 30 years of experience in the industry. Walter is currently registered with Morgan Stanley in California and Texas, where he offers a range of services including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Walter was previously registered with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. In addition to his financial advisory work, Walter is also a rental property owner in Kapolei, Hawaii.

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Walter Lewis Cranford is a registered representative of Citigroup Global Markets Inc. based in San Francisco, CA. Walter has been in the industry since May 19, 1997. Previously, Walter was employed by Thomas Weisel Partners LLC, Offroad Securities, Inc., Banc of America Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Walter has obtained licenses including Series 6, 7, 8, 9, 10, 24, 51, 62, 63, and 65, and holds designations such as Series 6, 7, 8, 9, 10, 24, 51, 62, 63, and 65.

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Walter Davenport is a financial advisor with Equitable Advisors, LLC. Walter has been in the industry for over 10 years and is registered to offer investment advice in 10 states. Walter holds the Series 7TO, Series 66, and SIE licenses. Walter provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Wanda Wu is a registered investment advisor representative with J.P. Morgan Securities LLC and has been in the industry since 2015. Wanda has her Series 6, 7TO, 63 and 66 licenses. Wanda has also earned several state registrations and has a broad range of experience in the financial services industry. Wanda's specializations include Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals. Wanda's current employer, J.P. Morgan Securities LLC, is a full-service investment firm with over $50 billion in assets under management. The firm provides a variety of financial services, including investment management, financial planning, and wealth management.

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Wayne Wong is a financial advisor with over 23 years of experience in the industry. Wayne is a registered representative with Seacrest Wealth Management, LLC. and currently holds Series 7, Series 31, Series 63, and Series 65 licenses. Wayne has previously worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Discover Brokerage Direct, Inc., and Alamo Capital. Wayne is a Certified Financial Planner and holds a Bachelor of Science in Business Administration with a concentration in Finance. Wayne specializes in providing financial planning, portfolio management, pension consulting, and selection of other advisors.

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Wayne Zhong is a financial advisor with Oppenheimer & Co. Inc., a well-established firm managing over $10 billion in assets. Wayne has been in the industry for over 18 years, starting his career at World Group Securities, Inc. in 2004. Prior to joining Oppenheimer & Co. Inc., Wayne worked at J.P. MORGAN SECURITIES LLC and UBS FINANCIAL SERVICES INC. in California. Wayne is a Series 6, 7, 63, and 65 licensed financial advisor with a designation as a Chartered Financial Analyst. Wayne specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Wei Elaine Shen is a financial advisor registered with Morgan Stanley. Wei Elaine Shen has been in the financial industry since July 26, 2012. Wei Elaine Shen is registered with the following states: Arizona, California, Colorado, Connecticut, Idaho, Illinois, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington. Wei Elaine Shen has passed the following exams: Series 63, Series 66, Series 7, SIE. Wei Elaine Shen is also registered with FINRA. Wei Elaine Shen has previous experience with CLSA AMERICAS, LLC, MACQUARIE SECURITIES (USA) INC., MORGAN STANLEY & CO., INCORPORATED and J.P. MORGAN SECURITIES INC.

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