ADVISOR BIO

Alia Mitchell is a registered investment advisor with Charles Schwab & CO., Inc. Alia has been in the financial services industry since 2006 and has held previous roles at Fidelity Brokerage Services LLC and Ameriprise Financial Services, Inc. Alia holds a Series 66, Series 7, and SIE license. Alia is registered in 25 states and has been with Charles Schwab & CO., Inc. since 2011. Alia specializes in providing financial planning services and selection of other advisors.

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ADVISOR BIO

Alia Davariar is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Alia has been in the industry since 2019. Alia Davariar is registered in 53 states for both securities and investment advisory services. Alia Davariar holds the Series 7, 9, 10, and 66 licenses. Alia Davariar also holds the SIE exam. Alia Davariar specializes in providing services to insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Ali Akbar Hasta is an investment advisor representative, registered with Wells Fargo Clearing Services, LLC. Ali Akbar Hasta has been in the industry for over 10 years. Ali Akbar Hasta is also registered with the state of California as an investment advisor representative. The firm is headquartered in St. Louis, MO and has offices in SANTA CLARA, CA and SAN JOSE, CA. Ali Akbar Hasta previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, TD AMERITRADE, INC., SCOTTRADE, INC., LEGEND SECURITIES, INC., FOUR POINTS CAPITAL PARTNERS LLC, NATIONAL SECURITIES CORPORATION and NSM SECURITIES, INC. Ali Akbar Hasta has passed the Series 63, Series 66, SIE and Series 7 exams. Ali Akbar Hasta specializes in investment management for individuals, businesses and institutions.

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ADVISOR BIO

Alias Masudi is a financial advisor with UBS Financial Services Inc. located in Walnut Creek, CA. Alias has been in the financial services industry since June 13, 2011. They are registered with the state of California as a broker-dealer and investment advisor. Alias is also a Series 7, Series 6, Series 63, Series 9, Series 10, and SIE licensed professional. Alias has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, and other institutions. They provide a variety of financial services, including portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Aliasghar Niakan is a financial professional with experience in the securities industry. Aliasghar Niakan is registered with J.p. Morgan Securities LLC and is licensed to provide investment advice in California. Aliasghar Niakan has successfully passed the Series 63, Series 6TO, and SIE exams, demonstrating a commitment to professional development.

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ADVISOR BIO

Alice Chu is a financial advisor registered with J.P. Morgan Securities LLC. Alice has been in the industry for 6 years. She has passed the Series 66, Series 7 and SIE exams and is registered in 53 states. Alice is a financial advisor with a strong background in providing personalized financial planning and portfolio management services. She can assist you with all aspects of your financial life, from investing to retirement planning to estate planning. Alice also has experience working with individuals and businesses. She is committed to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Alice Katz is a financial advisor with over 30 years of experience in the industry. Alice is currently registered with Morgan Stanley and is licensed to provide investment advice and securities services in multiple states. Prior to joining Morgan Stanley, Alice has held positions at Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Alice specializes in portfolio management and financial planning for a range of clients including individuals, families, and businesses. She is committed to helping clients achieve their financial goals and objectives. Alice holds the Series 7, Series 63 and Series 65 licenses.

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ADVISOR BIO

Alice Guo is a financial advisor at Morgan Stanley. Alice Guo has been in the industry since 2018 and is registered with both FINRA and the states of Texas and California. Alice Guo is licensed to offer securities products and investment advisory services. Alice Guo has expertise in investment planning, retirement planning, and portfolio management.

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ADVISOR BIO

Alice Kay Hibbs is a financial advisor at Edward Jones. Alice is licensed to provide financial advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Minnesota, Montana, Nevada, New Mexico, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. Alice has been in the industry since 2002. She has passed the Series 66, Series 7TO, and SIE exams.

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ADVISOR BIO

Alice Yu-hwa Yu is a financial advisor at Transamerica Financial Advisors, Inc. with over 20 years of experience in the industry. Alice is registered with the state of California and holds Series 6, 26, and 63 licenses, as well as the SIE. Previously, Alice was a financial advisor at WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC., before joining Transamerica Financial Advisors, Inc. Alice has a proven track record of providing investment advice and financial planning services to individuals, corporations, and other entities. Alice specializes in investment management and financial planning.

SPECIALIZATIONS