ADVISOR BIO

Alissa Kroeger is a financial advisor with McManus Cooper and has been in the industry since 2011. Alissa has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Alissa Kroeger is also a Certified Financial Planner. In addition to Alissa Kroeger's current role with McManus Cooper, Alissa has also worked with a number of other financial firms, including Securities America, Inc., Fidelity Brokerage Services LLC, and SC Distributors, LLC. Alissa Kroeger holds the Series 3, 7, and 66 licenses. Alissa Kroeger is registered to provide investment advice in Arizona, California, Colorado, Florida, Hawaii, Idaho, Maryland, Minnesota, Nevada, New York, North Carolina, North Dakota, Oklahoma, Oregon, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin.

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ADVISOR BIO

Aliyu Ahmed is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Aliyu has been in the securities industry since November 2005. Aliyu is registered with the state of California as a broker-dealer and an investment advisor representative. Aliyu has passed the Series 66, Series 7TO, and SIE exams. Aliyu Ahmed has experience working with 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

Alka Kumar is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Alka has been in the industry since June 4, 2004. Alka has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Chase Investment Services Corp., and WAMU Investments, Inc. Alka is currently registered in California and Texas. Alka is a Series 6, 7, 63, and 65 licensed advisor, and has also passed the SIE exam.

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ADVISOR BIO

Alla Kravtsov is an investment professional registered with J.P. Morgan Securities LLC. Alla has been in the financial services industry since June 19, 2024. Alla is licensed to provide investment advisory services in 53 states and the District of Columbia. Alla has a Series 79TO and SIE license.

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ADVISOR BIO

Allan L. Herzog is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Allan has been working in the financial industry since 1970. Allan's practice is based in Rancho Mirage, CA. Allan holds various licenses and certifications, including the Series 7, Series 63, Series 65, and Series 24.

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ADVISOR BIO

Allan William Moskowitz is a financial advisor with Transformative Wealth Management LLC. Allan has been in the financial services industry since 1991 and holds Series 7, 24 and 63 licenses. Allan is also a Certified Financial Planner. Allan is based in El Cerrito, California. Allan’s current registrations are with the states of California and New Mexico. The advisory firm manages assets for high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. The firm’s advisory services include financial planning, pension consulting, portfolio management for individuals, and selection of other advisors.

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ADVISOR BIO

Allan Leo Tentler is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Allan has been in the industry since March 13, 2009. Allan works in the SAN DIEGO, CA office of Merrill Lynch, Pierce, Fenner & Smith Inc.. Allan is licensed to offer securities advice in 30 states.

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ADVISOR BIO

Allan Abrams is a financial advisor with LPL Financial LLC. Allan has been in the industry since 1988 and is registered in 14 states. Allan is a Series 6, 7, 63, and 65 licensed professional, with extensive experience in financial planning, portfolio management, and retirement planning. Allan is passionate about helping clients achieve their financial goals.

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ADVISOR BIO

Allan Alcayde is an Investment Advisor Representative with LPL Financial LLC, a firm with over 1900000 accounts and more than $50 billion in regulatory assets under management. Allan has been in the financial services industry since 1997, providing investment advisory and financial planning services to individuals, businesses, and institutions.

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ADVISOR BIO

Allan Yuan Dong is a registered investment advisor in California. Allan Dong is a Registered Representative of Equitable Advisors, LLC, a wholly owned subsidiary of Equitable Holdings, Inc. Allan Dong has been working in the financial services industry since 2006. Allan Dong has experience with Ameriprise Financial Services, Inc. and AXA Advisors, LLC. Allan Dong is licensed to sell insurance and has experience with various outside insurance companies.

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