ADVISOR BIO

Alexandria Otto is a registered representative of J.P. Morgan Securities LLC and is licensed to provide investment advice in both broker-dealer and investment advisor capacities in 53 states, including California and Texas. Alexandria has been in the industry since April 5, 2022. Alexandria has passed the Series 66, Series 7TO, and SIE exams. Alexandria provides financial planning services and portfolio management for individuals and businesses. Alexandria is also registered as an investment advisor representative in Texas and California.

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ADVISOR BIO

Alexandria Nguyen-kuwamoto is a financial advisor with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Alexandria has been in the industry since July 2016 and has a Series 7, 6, 9, 10, 63, and 66 license. Alexandria specializes in helping individuals, businesses, and charitable organizations.

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ADVISOR BIO

Alexandria Davis is a financial advisor with LPL Financial LLC, a large financial services firm based in Fort Mill, South Carolina. Alexandria is a Certified Financial Planner and is licensed to provide investment advice in California. Alexandria has been in the financial services industry for over 8 years and has experience with a variety of financial products and services, including financial planning, portfolio management, and retirement planning. Alexandria previously worked with Ameriprise Financial Services, Inc. and MetLife Securities Inc. Alexandria is also a tax preparer with Beyondtax in Rancho Cordova, CA. Alexandria has a strong commitment to providing her clients with personalized financial advice and helping them reach their financial goals.

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ADVISOR BIO

Alexandria Nicole Harris is a financial advisor registered with Hightower Advisors, LLC, based in San Diego, California. Alexandria has been in the industry since 2016 and has a Series 65 license for investment advisor representatives and a Series 63 license for securities agent representatives. Alexandria also holds the SIE and Series 6 licenses. Alexandria is a highly experienced financial advisor with a demonstrated history of working in the financial services industry.

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ADVISOR BIO

Alexandria Page is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Alexandria is registered with the state of California and Texas. Alexandria has 7 years of experience in the financial services industry. Alexandria holds the Series 7, 9, 10, 66 and SIE licenses. Alexandria is also registered as an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Alexandria has a total of 18 state registrations and is active in both the broker-dealer and investment advisor fields.

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ADVISOR BIO

Alexandria Adiutori is a financial advisor at UBS Financial Services Inc., a firm that manages over $700 billion in assets. Alexandria has been in the industry since 2018. Alexandria has a Series 66 license and has been registered with FINRA as well as in 33 states. Alexandria has a wide range of expertise and experience in financial planning, pension consulting, educational seminars and portfolio management.

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ADVISOR BIO

Alexandro Arista is a registered investment advisor representative with Snowden Capital Advisors LLC. Alexandro has been in the financial services industry for over 14 years and holds the Series 66, Series 7 and SIE licenses. Alexandro also holds an active investment advisor registration in California and Texas. Alexandro has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Prior to joining Snowden Capital Advisors LLC, Alexandro was a financial advisor at Snowden Lane Partners. Alexandro's specialties include financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Alexandros Mavrellis is a financial advisor with over 16 years of experience. Alexandros is a registered representative of Tiaa-cref Individual & Institutional Services, LLC and has offices in San Francisco. Alexandros has been with Tiaa-cref Individual & Institutional Services, LLC since 2018 and previously worked for TD Ameritrade, Inc. Alexandros holds licenses to provide financial services in a number of states. Alexandros specializes in retirement planning, financial planning, and selection of other advisers.

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ADVISOR BIO

Alexandru M. Ivan is a financial professional with J.P. Morgan Securities LLC. Alexandru has been working in the financial industry since 2022 and is registered with the state of California and Utah. Alexandru has experience in investment company products, variable contracts, and securities.

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ADVISOR BIO

Alexe Dimitrios Rodopoulos is a financial advisor with Assetmark, Inc. in CONCORD, CA. Alexe has been in the financial industry since 2005 and has a strong background in both investment advisory and brokerage services. Alexe works with a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth individuals. Alexe holds the Series 6, Series 63, Series 65 and SIE licenses. Alexe is a registered investment advisor in Georgia, and a registered representative in Alabama, Georgia, Mississippi, South Carolina, and Tennessee.

SPECIALIZATIONS