ADVISOR BIO

Irwin Mazur is a financial advisor with over 30 years of experience in the industry. Irwin is currently registered with Oppenheimer & Co. Inc. and has held previous positions with Morgan Stanley DW Inc., DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, Bear, Stearns & Co. Inc. and Baraban Securities, Inc. Irwin is a registered representative in 14 states and has passed both the Series 7 and Series 65 exams. Irwin specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Irwin also provides portfolio management for pooled investment vehicles and pension consulting.

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ADVISOR BIO

Irwin Gordon Persaud is a financial advisor with over 10 years of experience in the financial services industry. Irwin is currently registered with Morgan Stanley and has been with the firm since July 2015. Before joining Morgan Stanley, Irwin worked at Ameriprise Financial Services. Irwin is licensed to provide investment advice in 17 states. Irwin specializes in providing financial advice to individuals, high net worth individuals, businesses, investment companies, pension and profit sharing plans, and charitable organizations. Irwin's services include financial planning, asset allocation advice, portfolio management, and selection of other advisors.

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ADVISOR BIO

Irwin James Soria is a financial advisor associated with J.p. Morgan Securities LLC. Soria is registered to provide investment advice in California and Nevada. The advisor has been in the industry since July 2022.

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ADVISOR BIO

Irwin Noah Lowi has been a financial advisor for over 27 years. Irwin is currently registered with LPL Financial LLC as an Investment Advisor Representative in California and Texas. Prior to joining LPL Financial LLC, Irwin was a registered representative with SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Irwin holds the Series 6, 7, 24, 26, 52, 53, 63, and 65 licenses. Irwin is a Chartered Financial Consultant and is registered to provide financial advice in 45 states. Irwin also has over 30 years of experience as a real estate investor, with a focus on rental properties.

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Irwin Israel Salas is a financial advisor currently registered with U.S. Bancorp Investments, Inc. in Hacienda Heights, CA. Irwin has been in the industry since 2014 and holds the Series 6, Series 63 and SIE licenses. Irwin has been registered with U.S. Bancorp Investments, Inc. since May 2024. Prior to that Irwin was registered with J.P. Morgan Securities LLC in San Dimas, CA. Irwin's areas of specialization include: Investment Company Products/Variable Contracts Representative, Securities Industry Essentials, Mutual Funds, Fixed Annuities, Variable Annuities, Variable Life Insurance, and Retirement Planning.

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ADVISOR BIO

Isaac Romero is an investment advisor representative with Fidelity Personal and Workplace Advisors. Isaac has been in the industry since 2022. Isaac has a Series 63 and Series 66 licenses. Isaac is registered to provide investment advice in 43 states and Washington, D.C. Fidelity Personal And Workplace Advisors is a large firm with over $818 billion in assets under management. The firm's main office is located in Boston, MA. Fidelity Personal And Workplace Advisors offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisers.

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Isaac Morales-osuna is a financial advisor registered with Morgan Stanley. Isaac has been in the industry since 2018. Isaac holds Series 6, 7, 63, and 66 licenses and has previous experience with Wells Fargo Clearing Services. Isaac is registered to provide investment advice in 38 states.

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ADVISOR BIO

Isaac James Nam is a financial advisor affiliated with LPL Financial LLC. He is registered with FINRA and has been in the industry since 2014. Isaac Nam is a licensed Series 7 and Series 66 representative and holds the SIE and Operations Professional Examination certifications. Isaac James Nam can provide financial planning and investment advice and has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and charitable organizations.

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ADVISOR BIO

Isaac Maximiliano Garcia is a financial advisor at MWA Financial Services Inc., with over 2 years of experience in the industry. Isaac is registered with the state of Arizona, California, Nevada, Oregon and Washington. Isaac specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Isaac has also obtained the Series 6TO and SIE licenses, along with the Series 63. Isaac has a passion for helping clients achieve their financial goals.

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ADVISOR BIO

Isaac Chan is a financial advisor who is registered with J.p. Morgan Securities LLC in California. Isaac Chan has been in the industry for 23 years, and has held licenses in numerous states. Isaac Chan has a Series 6, 7, 10, 24, 52, and 66 licenses, as well as a SIE exam. Isaac Chan has also been previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cetera Investment Services LLC, and Banc of America Investment Services, Inc.

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