ADVISOR BIO

Anil Chandrakant Patel is a registered representative with HSBC Securities (USA) Inc. Anil has been in the financial industry since 2001. Anil is currently registered in 14 states with HSBC Securities (USA) Inc. in their Irvine, California office. Previously, Anil was registered with BANC OF AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC. Anil has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, the Futures Managed Funds Examination and the General Securities Representative Examination. Anil is also a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc. Anil is licensed to provide asset allocation recommendations and manage assets based on client approval. Anil also provides portfolio management for businesses and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Anil Churiwala is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Anil has been in the industry since 2003. Anil has a Series 66, 65, and 63 licenses. Anil also has the SIE, Series 7, and Series 31 exams. Anil is registered in Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Nevada, New Hampshire, New Jersey, New York, Texas, and Washington. Anil previously worked at MORGAN STANLEY DW INC.

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ADVISOR BIO

Anil R Patel is a financial advisor with over 39 years of experience. Anil is currently registered with Osaic FS, Inc. in Cerritos, California. Anil's experience includes offering financial planning and portfolio management services for individuals and businesses. Anil is also registered in California, Georgia, Minnesota, Ohio, Oklahoma and Texas. Anil is able to assist clients with investments, financial planning, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Anil Kumar Madhyanam is a financial advisor registered with Ameriprise Financial Services, LLC, based in Riverside, CA. Anil has been in the industry since 2017 and holds Series 66, Series 7 and SIE licenses. Anil provides a variety of services including asset allocation, financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Anil Daryani is a financial advisor with over 13 years of experience in the financial services industry. Anil currently works as a financial advisor at Citigroup Global Markets Inc., where Anil is registered as a Registered Representative and Investment Advisor Representative. Anil has previously worked at HSBC Securities (USA) Inc. and UBS Financial Services Inc., as well as Auriga Corporation, an engineering firm. Anil holds the Series 66, Series 7 and SIE licenses, and is also a Chartered Financial Analyst (CFA). Anil specializes in offering financial planning, asset allocation, investment advice, and portfolio management services to high-net-worth individuals, corporations, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Anil Ratnani is a financial professional with over 13 years of experience in the financial services industry. Anil is currently registered with LPL Financial LLC in San Jose, California. Previously, Anil worked with Ameriprise Financial Services, LLC in San Mateo, California, and NYLIFE Securities LLC in Sunnyvale, California. Anil is a Series 6, 7, 63, and 66 licensed professional and holds a Series SIE designation. Anil specializes in providing financial advice to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Anil Kapoor is an investment advisor representative associated with Clifford Swan Investment Counselors in Pasadena, California. Anil has been in the industry since April 2008. Anil is licensed to provide investment advice in California. Anil holds a Series 65 license and is a Chartered Financial Analyst.

SPECIALIZATIONS

ADVISOR BIO

Anil Bhushan Chachra is an investment advisor representative with Morgan Stanley. Anil has been in the securities industry since March 2010. Anil has a Series 66 license and a Series 7 license. Anil has been registered with Morgan Stanley since August 2011. Anil also worked at GABELLI & COMPANY, INC. from September 2006 to April 2008. Anil has also been registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Anil has been registered as an investment advisor in California and Texas.

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ADVISOR BIO

Anis Salah is a financial advisor registered with Rockefeller Financial LLC and Rockefeller Capital Management. Anis Salah has been in the industry since 2017. Anis Salah is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in several states. Anis Salah is also a Series 7 and Series 66 licensed holder.

SPECIALIZATIONS

ADVISOR BIO

Anissa Attard is a financial advisor with Centaurus Financial, Inc. Anissa has been in the industry since April 2001. Anissa has a Series 6, Series 63, and Series 65 licenses and has been registered with FINRA since October 2012. Anissa is also registered as an Investment Advisor Representative in Arizona, California, Hawaii, Michigan, Texas, and Virginia. Anissa works with a variety of clients including high-net-worth individuals, corporations, and individuals. Anissa provides a range of services, including financial planning, portfolio management, pension consulting, educational seminars, and market timing services. Anissa is committed to providing her clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS