ADVISOR BIO

Amon Allahyari is a financial professional with over 20 years of experience in the industry. Amon is registered as a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC and holds licenses for Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Uniform Combined State Law Examination (Series 66). Amon has worked with a number of firms in the past, including J.P. Morgan Securities LLC, Chase Investment Services Corp., PRUCO Securities, LLC., First Allied Securities, Inc., LPL Financial Corporation, Charles Schwab & Co., Inc., H&R Block Financial Advisors, Inc., Stone & Youngberg LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Amorita Shambulia is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Amorita has been in the industry since December 2020 and is licensed to conduct business in several states, including California and Texas. Amorita has a strong focus on providing investment advice and portfolio management services for individuals and businesses.

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ADVISOR BIO

Amorvivo Campos is a financial professional registered with Wedbush Securities Inc. Amorvivo has been in the financial services industry since 2000. Amorvivo is registered with the state of California. They have a Series 7, Series 63, Series 99TO and SIE license. Amorvivo Campos has worked with firms like Wedbush Securities Inc., Wedbush Morgan Securities Inc. and Dreyfus Brokerage Services, Inc.

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ADVISOR BIO

Amos Webster Robinson is a financial advisor with over 20 years of experience in the industry. Amos has a broad range of experience, having worked at Charles Schwab & CO., Inc., Salomon Smith Barney Inc. and Windhaven Investment Management. Amos currently holds Series 7, 9, 10, 24, 63, 65, and 66 licenses. Amos has a strong background in financial planning and investment management, and is committed to providing clients with personalized advice and service. Amos is dedicated to understanding the unique needs of each client and working with them to develop a financial plan that meets their specific goals. In addition to working with clients, Amos is also active in the community, serving as a member of the investment committee for Saint Michael’s College.

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ADVISOR BIO

Amparo Lopez is a registered representative with J.p. Morgan Securities LLC and has been in the industry since November 2013. Amparo is licensed in California and holds the Series 6, Series 63, and SIE licenses. Amparo specializes in providing financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Amr Nada is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amr has been in the industry since December 2014. Amr has licenses in California, Maryland and Texas. Amr has passed the Series 7, Series 66, and SIE exams. Amr is registered in 53 states and the District of Columbia as a broker and in 3 states as an investment advisor. Amr's firm Merrill Lynch, Pierce, Fenner & Smith Inc. has approximately $10 billion to $50 billion in assets under management and has over 16,000 clients.

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ADVISOR BIO

Amr Elgamal is a financial advisor with Ameriprise Financial Services, LLC. Amr has been in the industry since 2008. Amr's previous experience includes roles at BANCWEST INVESTMENT SERVICES, INC., WELLS FARGO CLEARING SERVICES, LLC, and WELLS FARGO INVESTMENTS, LLC. Amr is licensed to provide investment advice in Arizona and California. Amr's specializations include asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Amrinder Singh Dhaliwal is a financial advisor with Wells Fargo Clearing Services, LLC, located in Lodi, California. Amrinder is a registered representative with FINRA and a Registered Investment Advisor in California. Amrinder has been in the financial industry for over 13 years and has worked with a variety of clients, including individuals, families, businesses, and institutions. Amrinder is committed to providing clients with personalized financial advice and services that help them achieve their financial goals.

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ADVISOR BIO

Amrish Kurani is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amrish has been in the industry since 2015 and holds the Series 66, Series 7 and SIE licenses. Amrish has experience providing investment advice to a variety of clients, including individuals, high net worth individuals, corporations, and institutions. Previously Amrish was with Raymond James & Associates, Inc.. Amrish is registered with the state of California and Texas, and has been active in the industry since 2015.

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ADVISOR BIO

Amrit Mathur is a financial advisor with RBC Capital Markets, LLC. Amrit has been in the industry since 2015 and is registered in California and Texas. Amrit has passed the Series 66, Series 7 and SIE exams. Amrit previously worked at WELLS FARGO ADVISORS, LLC and WELLS FARGO CLEARING SERVICES, LLC. RBC Capital Markets, LLC is a large firm with offices across the United States. They provide a variety of financial services, including financial planning, investment management and retirement planning.

SPECIALIZATIONS