ADVISOR BIO

Felicity Di pisa is a financial advisor with over 9 years of experience in the financial industry. Felicity holds Series 7 and Series 66 licenses and is registered with Pruco Securities, LLC. Felicity offers investment advice and guidance to a range of clients, including individuals, businesses, and trusts. Felicity also holds a Health Insurance license and is registered with several health insurance companies, including Dickerson Health Insurance, Anthem Blue Cross of California and Aetna Health Insurance. Felicity has experience in the areas of health insurance sales, investment advice and financial planning, and has helped clients achieve their financial goals.

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ADVISOR BIO

Feliks Reytblat is a financial advisor with LPL Financial LLC, a firm that manages more than $50 billion in assets and has over 168,000 clients. Feliks has been a registered financial advisor since 2000 and holds Series 7 and Series 66 licenses. Feliks has worked with several financial firms and is experienced in providing financial advice to individuals, businesses, and charitable organizations. Besides his advisory role, Feliks also provides tax preparation services.

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ADVISOR BIO

Felipe Angeles is a financial advisor currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Felipe has been working in the financial services industry since 2016 and holds Series 66, SIE, and Series 7 licenses. Felipe has experience working with a variety of clients, including individuals, businesses, and institutions. Felipe specializes in providing financial planning, portfolio management, and pension consulting services. Felipe has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Felipe Sebastian is a financial advisor with J.p. Morgan Securities LLC. Felipe has been in the securities industry since 2013. Felipe holds Series 6, 7TO, 63 and 66 licenses. Felipe is registered to provide investment advisory services in Arizona, California, Delaware, Nevada, North Carolina and Pennsylvania. Felipe is also licensed in the state of California to provide securities products. Felipe has previously worked for JPMorgan Chase Bank, N.A. and JPMorgan Chase Bank.

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ADVISOR BIO

Felipe Sanchez is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Felipe has been in the financial services industry since April 2016. He has Series 6, 7, 63, and 65 licenses. Felipe is registered in Arizona, California, Montana, Nevada, Ohio, Oregon, and Texas. Felipe's office is located at 1045 W MARCH LN in Stockton, CA.

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ADVISOR BIO

Felipe Sanchez is a financial advisor with UBS Financial Services Inc., and has been in the industry for 20 years. Felipe is licensed to provide securities advice in 45 states. Felipe has been registered with the Securities and Exchange Commission (SEC) since 2022. He holds FINRA Series 7, 66, and SIE licenses. Felipe is based out of the UBS Financial Services Inc. office in Los Angeles, CA.

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ADVISOR BIO

Felix Torres is a registered representative with J.p. Morgan Securities LLC. Felix has been in the securities industry since April 2018, working with clients in Murrieta, CA. Previously, Felix worked at WELLS FARGO CLEARING SERVICES, LLC in Hemet, CA. Felix has passed the Series 63, 6, 7TO and SIE exams as well as the Uniform Combined State Law Examination (Series 66). Felix is currently registered in 42 states and the District of Columbia.

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ADVISOR BIO

Felix Ting-wey Ling is a registered investment advisor representative with UBS Financial Services Inc. Felix is licensed in California and Texas. Felix is also an active Investment Advisor Representative in California. Felix has been in the industry since October 8, 2018. Felix specializes in financial planning, portfolio management for businesses and individuals and selection of other advisors. Felix provides services to high net worth individuals, corporations or other businesses, individuals other than high net worth, pension and profit sharing plans, charitable organizations and other types of clients. UBS Financial Services Inc. is a large firm with over $50 billion in assets under management and provides services to individuals, businesses and institutions.

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ADVISOR BIO

Felix Tser-chun Lin is a registered Investment Advisor Representative with Beacon Pointe Advisors, LLC. Felix has been with Beacon Pointe Advisors, LLC since March 2002. Felix holds a Series 65 license, is a Chartered Financial Analyst and has been in the industry since October 2001. Felix specializes in providing financial planning, pension consulting, portfolio management for individuals, businesses and investment companies, and portfolio management for pooled investment vehicles. Felix is also a volunteer member of the executive council at Mariners Church.

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ADVISOR BIO

Felix Yan is a registered investment advisor representative at J.p. Morgan Securities LLC. Felix Yan is active in the securities industry since July 13, 2021. Felix Yan holds Series 66, Series 7TO, and SIE licenses and is registered in 53 states. J.p. Morgan Securities LLC is a registered investment advisor firm with over 1,034,000 accounts and over $249 billion in assets under management. Felix Yan specializes in providing financial planning, pension consulting, and selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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