ADVISOR BIO

Doris Dong Wang is a financial professional with over 25 years of experience in the financial industry. Currently, Doris Wang is a Registered Representative at Planmember Securities Corp. Doris Wang's professional experience includes roles at FINANCIAL NETWORK INVESTMENT CORPORATION, PENSION PLANNERS SECURITIES, INC., WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC. Doris Wang holds licenses for Series 6, Series 63, Series 26, and SIE exams. Doris Wang is registered with the state of California and Washington. Doris Wang specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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ADVISOR BIO

Doris Caramello is a Registered Representative and Investment Advisor Representative with Cuso Financial Services, LP and Sorrento Pacific Financial, LLC. Doris has been working in the financial industry since 2005 and has experience with a variety of financial products and services, including financial planning, portfolio management, and investment advisory services. Doris is a highly qualified professional with a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Doris J. Cortes is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Doris has been in the financial services industry since 2018. Doris holds a Series 66, Series 7 and SIE license. Doris is registered with the state of California, Texas, Arizona, Florida, Illinois, Nevada, Oregon, Washington and has a total of 7 approved SRO registrations. Doris also provides financial advising services to individuals, corporations or businesses, insurance companies, charitable organizations, pension and profit-sharing plans and state or municipal government entities.

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ADVISOR BIO

Doris Meihsu Chen is a registered investment advisor with Packerland Brokerage Services, Inc. and has been in the industry since June 2010. Doris has a strong background in financial services and has held previous positions with Foresters Equity Services, Inc. and First Street Advisors. Doris is a licensed broker and has a Series 7, Series 63, and Series 65 license. Doris also specializes in providing financial planning and educational seminars.

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ADVISOR BIO

Doroteo Cabral is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Doroteo Cabral has been in the securities industry since May 2011. Doroteo Cabral is licensed in 27 states and has experience working with individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. Doroteo Cabral has specialized expertise in retirement planning, college savings, and estate planning. Doroteo Cabral has experience working with a variety of investment products, including stocks, bonds, mutual funds, and variable annuities.

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ADVISOR BIO

Dorothy Tse Lee is an investment advisor representative at LPL Financial LLC. Dorothy has been in the financial services industry since 2004. Dorothy has registrations with the following states: California, Massachusetts, New Mexico, and New York. Dorothy has passed the Series 63, Series 66, Series 7, Series 86 and Series 87 exams. Dorothy has previous experience with National Planning Corporation and Oppenheimer & Co. Inc.

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ADVISOR BIO

Dorothy Hundrieser is an Investment Advisor Representative at Rice Financial Consulting, Inc. in Los Gatos, California. Dorothy has been a registered Investment Advisor for over 10 years and has a strong understanding of the financial markets. She is committed to providing personalized financial advice to help her clients achieve their financial goals. Dorothy holds the Series 6, 7, 63 and 65 licenses and is a Registered Representative in California, Hawaii and Texas. Prior to joining Rice Financial Consulting, Inc., Dorothy was employed at PARK AVENUE SECURITIES LLC in Los Gatos, California. Dorothy is passionate about helping her clients build a secure financial future and is dedicated to providing them with the highest level of service.

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ADVISOR BIO

Dorothy Marguerite Belville is a financial advisor with over 40 years of experience in the industry. Dorothy is currently registered with Cetera Investment Advisers LLC and Belville Financial Advisors. Dorothy has held previous positions at Pacific West Securities, Inc., Partnervest Securities, Inc. and Associated Securities Corp. Dorothy holds a Series 63, Series 65, Series 7, Series 1 and Series 24 licenses and has a designation as a Certified Financial Planner.

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ADVISOR BIO

Dorothy Zabala is an investment advisor representative for Wells Fargo Clearing Services, LLC. Dorothy has been in the securities industry for over 10 years. Dorothy has a Series 6, Series 7, Series 63 and Series 65 licenses and is registered with the state of California. Dorothy specializes in providing investment advice and portfolio management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Dorothy Santiago is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Dorothy has been in the industry since 1988, and has been registered with the state of California since 2009. Dorothy is also registered with the state of Texas as an Investment Advisor Representative. Dorothy has a wide range of experience and expertise, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Dorothy is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS