ADVISOR BIO

Mai Thanh Liu is a registered Investment Advisor Representative with Charles Schwab & CO., Inc. Mai has been in the industry since 2015 and holds the Series 7, Series 63 and Series 65 licenses. Mai has experience working with Morgan Stanley and Fidelity Brokerage Services LLC. Mai also holds the SIE license. Mai's work experience includes positions at Fidelity Investments, Technology Credit Union, Morgan Stanley Private Bank N.A. and Charles Schwab & Co., Inc.. Prior to joining Charles Schwab & CO., Inc., Mai Thanh Liu was registered with MORGAN STANLEY.

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ADVISOR BIO

Mai Thi Le is a financial advisor with over 14 years of experience in the industry. Mai is currently registered with U.S. Bancorp Investments, Inc. in Bakersfield, CA. Mai has previously held positions at UnionBanc Investment Services, LLC and Wells Fargo Advisors, LLC. Mai has a Series 66 license and a Series 7 license. Mai is a highly experienced advisor with expertise in a variety of investment strategies. Mai is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Mai Ngoc Le is a registered representative and investment advisor representative with over 25 years of experience in the financial services industry. Mai has a broad background, with prior experience at firms like SunAmerica Securities, Inc., World Group Securities, Inc., and Sagepoint Financial, Inc. Mai currently works with Osaic Wealth, Inc. where Mai provides a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Mai specializes in helping clients reach their financial goals.

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ADVISOR BIO

Mai Quynh Vu is an investment advisor representative with LPL Financial LLC. Mai has been in the financial services industry since August 2005. Mai holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Mai is registered to offer investment advisory services in California and Texas. Mai has experience working with individual clients, corporations, and charitable organizations. Mai is committed to providing her clients with personalized financial advice and investment strategies. Mai also provides other non-discretionary advisory services in addition to financial planning.

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ADVISOR BIO

Mai Nguyen is a financial advisor with Morgan Stanley. Mai has been in the financial industry for over 14 years and is registered to provide investment advice in 24 states. Mai holds the Series 66, Series 7, Series 31, and SIE licenses. Mai has previously worked at UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. The advisor specializes in portfolio management for individuals, businesses, and investment companies. Mai also provides financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Mai Bui Gigliotti is an investment advisor representative with Wells Fargo Clearing Services, LLC. Mai is a registered representative in California and Texas, and she has been in the industry since 2012. Mai holds the Series 6, 7, 63, and 65 licenses.

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ADVISOR BIO

Mai Nghiem is a registered investment advisor representative with Citigroup Global Markets Inc. Mai has been in the financial services industry since 2016. Mai is registered with the state of California to provide investment advice and brokerage services. Mai holds the Series 6, Series 7, Series 63, and Series 65 licenses. Mai is experienced in providing financial planning, asset allocation advice, and portfolio management services to individuals and businesses. Mai has also provided portfolio management services for pension plans.

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ADVISOR BIO

Mai Thi Park is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Mai Thi Park has been in the industry since 2003 and holds Series 7, 10, 9, 63, 31, 65 and SIE licenses. Mai Thi Park provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Mai Le Nguyen is an investment advisor representative with Cetera Investment Advisers LLC, located in Newport Beach, CA. Mai has over 25 years of experience in the financial services industry and is a Certified Financial Planner. Mai offers a range of services to individuals and businesses, including financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Maida Talens is a financial advisor at LPL Financial LLC. Maida has been in the industry since April 2019 and holds the Series 63, SIE, and Series 6TO licenses. Maida is registered with the state of California and is active in both the broker-dealer and investment advisor space. Maida has experience with Transamerica Financial Advisors, Inc. before joining LPL Financial.

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