ADVISOR BIO

Christopher Sales-sorto is a financial advisor at UBS Financial Services Inc., located in San Francisco, California. Christopher has been in the financial services industry since June 6, 2018. Christopher holds the Series 7, Series 63, and Series 65 licenses.

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ADVISOR BIO

Chung yan Ho is a financial advisor with UBS Financial Services Inc. Chung yan Ho is registered with the state of California and Texas. Chung yan Ho has been in the financial industry for over 10 years. Chung yan Ho has a Series 7TO, Series 66, and SIE licenses.

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ADVISOR BIO

Chung yiu gareth Lam is an active investment advisor representative with J.p. Morgan Securities LLC. Chung yiu gareth Lam is registered in 53 states and has a total of 25 registrations with self-regulatory organizations and 2 registrations with investment advisor state agencies. Chung yiu gareth Lam's firm, J.p. Morgan Securities LLC, has a total of over 262,000 clients and manages over $249 Billion in assets. Chung yiu gareth Lam has been in the industry for over 1 year and has passed both the Series 7TO and Series 66 exams. Chung yiu gareth Lam has experience working with several firms including JPMorgan Chase Bank NA and JPMorgan Asset Management.

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ADVISOR BIO

Cicely Jones is a financial advisor at Equitable Advisors, LLC. Cicely is licensed in Alaska, California, Hawaii, Idaho, Illinois, Montana, New York, Ohio, and Oregon. Cicely provides financial planning and investment advice to individuals, families, and businesses. Cicely has been in the financial services industry since 2016 and has a strong understanding of the markets and investment strategies. Cicely is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Cindy Hawks is a financial advisor with over 23 years of experience in the industry. Cindy is currently registered with Morgan Stanley and has held previous positions at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley & Co. Incorporated. Cindy holds Series 6, 7, 10, 24, 31, 63, and 65 licenses. Cindy has experience in providing financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutions.

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ADVISOR BIO

Cindy Asano is a registered representative with J.p. Morgan Securities LLC and has been active in the industry since August 2019. Cindy is currently registered with the state of California and Texas. Cindy holds Series 63, 66, 7TO, and SIE licenses. Cindy also works for universalgiving as an employee. J.p. Morgan Securities LLC is a large broker-dealer with over $50 billion in assets under management. The firm has a wide range of client types, including individuals, corporations, and institutions. J.p. Morgan Securities LLC provides a variety of advisory services, including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Cindy Xiuchan Li is a registered representative with Citigroup Global Markets Inc. in San Francisco, CA. Cindy holds both Series 7TO and Series 66 licenses and is a registered Investment Advisor in California. Cindy is a licensed agent for Citigroup Global Markets Inc.

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ADVISOR BIO

Cinthia Sakar is a registered representative with J.P. Morgan Securities LLC. Cinthia is licensed to offer securities and investment advisory services in California. Cinthia has passed the Series 63, Series 6TO, and SIE exams. Cinthia has been active in the securities industry since November 4, 2022.

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ADVISOR BIO

Claire Marie Guido is a registered representative with UBS Financial Services Inc. Claire has been in the industry since 2013, and has passed the Series 66, Series 7 and the SIE exams. Claire has a total of 10 approved registrations with FINRA and the states. Claire's firm, UBS Financial Services Inc., is a large firm with over 9,000 investment adviser representatives and $702.4 billion in assets under management. Claire works in the San Francisco office.

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ADVISOR BIO

Clarence William Row is a financial advisor with Ameriprise Financial Services, LLC. Clarence has over 30 years of experience in the financial services industry, specializing in providing financial planning, asset allocation services, and investment management services to individuals, businesses, and charitable organizations. Clarence has been registered with Ameriprise Financial Services, LLC since 2005 and has also been registered with IDS LIFE INSURANCE COMPANY and WADDELL & REED, INC. in the past. Clarence is licensed to provide financial advice in Arizona, California, Hawaii, Illinois, Iowa, Minnesota, Nevada and Texas.

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