ADVISOR BIO

Diep Le is a financial advisor with over 17 years of experience in the financial services industry. Diep holds the Series 6, 7, and 63 licenses, and has also passed the Series 65 and SIE exams. Diep is a Certified Financial Planner (CFP) and has previously worked for Citigroup Global Markets Inc. and National Planning Corporation. Diep currently works at Morgan Stanley, where they provide financial planning, asset allocation advice, and portfolio management services to a wide range of clients, including individuals, businesses, high-net-worth individuals, and institutions.

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ADVISOR BIO

Dierra Lynne Morrow Bean has been an active investment advisor for over 20 years and is currently registered with Transamerica Financial Advisors, Inc. in California, New Jersey, North Carolina, and Texas. Dierra is a Series 6, 63 and 65 licensed professional. Dierra has held previous positions with World Group Securities, Inc. and Robert Half International, Inc. Dierra has experience in the insurance industry and provides a variety of services, including portfolio management for individuals and selection of other advisors. Dierra is also a licensed Medicare Representative and assists clients with choosing the best Medicare plans.

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ADVISOR BIO

Dieter Thurow is a registered investment advisor representative with Emerson Equity LLC, a firm with offices in San Mateo, California and Healdsburg, California. Dieter has been in the financial industry since June 22, 1986. Dieter holds licenses in California, New Jersey and New York. Dieter has experience with clients of various types including high-net-worth individuals, individuals other than high-net-worth, and pension and profit sharing plans. Dieter specializes in providing financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Dieter Ramaekers is a financial advisor with over 20 years of experience in the industry. Dieter currently works with Raymond James Financial Services Advisors, Inc., where Dieter is registered as a Registered Representative and Investment Advisor Representative. Prior to this, Dieter worked with Morgan Stanley for seven years. Dieter is a Certified Financial Planner and has several professional designations. Dieter has experience in portfolio management, financial planning, and pension consulting. Dieter works with a wide variety of clients including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Dieter has a strong track record of providing financial advice to clients.

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ADVISOR BIO

Diksha Annapurna is a registered representative with J.p. Morgan Securities LLC, licensed in California. Diksha has been in the industry since 2023 and holds Series 63, Series 6TO, and SIE licenses. Diksha specializes in financial planning, pension consulting, and selection of other advisors. J.p. Morgan Securities LLC is a well-established firm with over $50 billion in assets under management.

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ADVISOR BIO

Dilanthie Harshinie Jayasekara is a financial advisor with Charles Schwab & CO., Inc. Dilanthie has been in the industry since 1996 and has a wide range of experience in providing financial advice to individuals and businesses. Dilanthie holds multiple licenses and registrations, including Series 7, 9, 10, 63, and 66. Before joining Charles Schwab, Dilanthie worked with CITICORP INVESTMENT SERVICES and TD WATERHOUSE INVESTOR SERVICES, INC.

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ADVISOR BIO

Dilina Isho is a financial advisor registered with Morgan Stanley. Dilina is registered in 44 states and has been in the financial services industry since 1999. Dilina holds Series 7, 9, 10, 66 and SIE licenses. In addition to working as a financial advisor, Dilina is also a notary public. Dilina Isho has experience with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Dilip Kumar Gupta has been a registered investment advisor representative for over 30 years and has been with Wells Fargo Advisors Financial Network, LLC since November 2021. Prior to that, Gupta worked at Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Hemet Securities & Financial Corp. Gupta specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Gupta holds Series 7, 24, 27, 31, 53 and 63 licenses as well as the SIE and Series 65 licenses. Gupta is also a Certified Financial Planner.

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ADVISOR BIO

Dillan Thomas Keck is a registered representative with J.p. Morgan Securities LLC in Los Angeles, CA. Dillan Keck has 5 years of experience in the financial services industry and has been registered with the firm since December 2018. Dillan Keck is licensed to sell securities in 53 states and has passed exams covering securities, investment advisory, and other related fields.

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ADVISOR BIO

Dillion Galdi is a financial advisor with Key Investment Services LLC. Dillion is registered with the state of California. Dillion has been in the industry since 2023 and has a Series 63, Series 65, and Series 6TO licenses. Dillion specializes in providing investment advisory services for individuals and helping clients select other advisors.

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