ADVISOR BIO

Maria klarisse Nicolas Castillo is a registered representative with J.p. Morgan Securities LLC. Maria klarisse Nicolas Castillo is registered in California and has passed the Series 63, Series 6TO, and SIE exams. Maria klarisse Nicolas Castillo has been in the industry since 2022.

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ADVISOR BIO

Maria leilani Reyes Perez is a Registered Investment Advisor representative with Atlantic Investments A Registered Investment Advisor, Inc. based in Los Angeles, CA. Maria leilani Reyes Perez has been a Registered Nurse since 1994 and became a Registered Investment Advisor representative in 2021. Maria leilani Reyes Perez provides financial planning and selection of other advisers services to her clients.

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ADVISOR BIO

Maria Lourdes de Lourdes Echaide is a financial advisor at Morgan Stanley. Maria Lourdes has been in the industry since July 2019 and has experience with a variety of financial products and services. Maria Lourdes is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and holds a Series 66 license. Morgan Stanley is a leading financial services firm providing a wide range of investment products and services.

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ADVISOR BIO

Mariam Mkhitaryan is a financial advisor with Citigroup Global Markets Inc. based in LOS ANGELES, CA. Mariam has been in the industry since 2019 and holds Series 63, Series 7TO and SIE licenses. Previously, Mariam worked at HSBC Securities (USA) INC. in Beverly Hills, CA. Mariam specializes in investment advice, financial planning, asset allocation, and portfolio management for individuals and businesses.

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ADVISOR BIO

Mariame Pierce is an Investment Advisor Representative with The Advisory Group Of San Francisco, LLC. Mariame has been in the industry since 2014 and is registered in both California and Virginia. Mariame holds the Certified Financial Planner designation.

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ADVISOR BIO

Marian Wellman is a registered investment advisor representative with International Asset Management, based in San Mateo, CA. Marian has been in the financial services industry since 1983 and holds a Series 7, 6, 22, 24, 63, and 65 license. Marian has worked with a variety of clients throughout their career, including high net worth individuals, corporations, and individuals other than high net worth individuals. Marian provides portfolio management for individuals, selection of other advisors, and portfolio analysis.

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ADVISOR BIO

Marian Lenz is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Marian is currently licensed to provide investment advice in 25 states. Marian has been in the securities industry for 24 years, and is also registered with FINRA. Marian has passed the Series 66, Series 7, and SIE exams. Marian's office is located at 3075A HANSEN WAY in PALO ALTO, CA.

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ADVISOR BIO

Marian Martin Deering is a financial advisor with over 20 years of experience in the industry. Marian has a strong background in providing financial advice to individuals, families, and businesses. She has been registered with the Securities and Exchange Commission (SEC) since 1999 and currently holds Series 7, 9, 10, 63, and 65 licenses. Marian is also a Certified Financial Planner (CFP®). Marian's experience includes working with UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Currently, Marian is associated with Commonwealth Financial Network. Marian is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Marian Morcos is a financial advisor registered with Morgan Stanley in Newport Beach, California. Marian has been working in the financial services industry since June 5, 2017. Marian holds the Series 7, Series 9, Series 10, and Series 66 licenses. Marian is registered to provide investment advisory services in 55 states and jurisdictions.

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ADVISOR BIO

Marian Jung is an investment advisor representative with Aspirean Wealth, LLC, a firm registered with the state of California. Marian has been working in the financial services industry since 1988 and has been with Aspirean Wealth, LLC since 2015. Marian holds a Series 65 license and a Series 22 license. Marian specializes in providing financial planning, portfolio management, and selection of other advisors. Marian has experience working with a variety of clients, including individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.

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