ADVISOR BIO

Luke-huan Bao Nguyen is a registered representative with Hsbc Securities (usa) Inc. Luke-huan Nguyen is a registered representative with Hsbc Securities (usa) Inc. in Beverly Hills, California. Luke-huan Nguyen has been in the industry since February 26, 2017, and has extensive experience in the financial services industry. Luke-huan Nguyen is licensed in all 50 states, the District of Columbia and Puerto Rico. Luke-huan Nguyen specializes in providing investment advice and portfolio management services for businesses, pooled investment vehicles, and high-net-worth individuals.

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ADVISOR BIO

Lulu Lo is a financial professional with J.P. Morgan Securities LLC. Lulu Lo is a registered representative with the state of California and Florida and is also a registered investment advisor representative. Lulu Lo has a Series 63, Series 6TO and SIE license and has been in the industry since October 2019.

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ADVISOR BIO

Lulu Xiong is a registered investment advisor with J.P. Morgan Securities LLC. Lulu has been in the securities industry since 2014 and holds the Series 7TO, Series 6, and Series 63 securities licenses. Lulu has experience working for both Citigroup Global Markets Inc and J.P. Morgan Securities LLC. Lulu has a special focus on providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Luminita Mora is a registered Investment Advisor Representative with Cetera Investment Advisers LLC in Redlands, CA. Luminita has been in the financial industry since May 2007 and is registered with the state of California. Luminita also holds the position of CEO at Dennis G Phillips & Associates Inc. in Redlands, CA, where Luminita has been working since September 2020. Luminita provides advisory services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and government entities.

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ADVISOR BIO

Luna Xu is a registered representative with RBC Capital Markets, LLC. Luna has been in the securities industry since 2015, previously working for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Luna is registered in California, Maryland, Massachusetts, New York, Ohio, Puerto Rico, Texas, Washington, and Wyoming. Luna has passed the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

Lunar Balanza is a financial advisor with Transamerica Financial Advisors, Inc. Lunar has been in the financial industry since February 2013. Lunar has a Series 6 and Series 63 license, and is registered in California and Hawaii. Lunar's specializations include investment advisory services and portfolio management.

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ADVISOR BIO

Lun she Chang is a registered representative with Park Avenue Securities LLC. Lun she has been in the financial services industry for over 2 years. Lun she holds the Series 63, Series 6TO, and SIE licenses. Lun she is registered in California. Lun she is associated with the Park Avenue Securities LLC branch office located in Los Angeles, CA.

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ADVISOR BIO

Lupe Ledezma Sanchez is a financial advisor with Wells Fargo Clearing Services, LLC in Visalia, CA. Lupe has been in the financial services industry since 1989, and has a strong track record of providing financial guidance to individuals and families. Lupe is licensed to offer securities and investment advisory services in the state of California. Lupe has a strong commitment to helping her clients achieve their financial goals, and is dedicated to providing personalized financial advice and guidance.

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ADVISOR BIO

Lupita Fernandez is a financial advisor with Fidelity Personal And Workplace Advisors. Lupita has been in the financial industry since 2014. Lupita is registered with FINRA and the state of California. Lupita has a Series 6, Series 7, Series 63 and Series 66 license. Lupita specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Lupita Chrystal Duenas is a financial advisor who has been in the industry since 2018. Lupita is currently registered with Wells Fargo Clearing Services, LLC. Lupita is a registered representative and investment advisor representative. Lupita holds Series 6, 7, 63, and 66 licenses and the SIE exam. Lupita has specializations in the areas of investment consulting services to institutional clients.

SPECIALIZATIONS