ADVISOR BIO

Annie Toy is a financial advisor with Cetera Investment Advisers LLC. Annie has been in the financial services industry since February 17, 2003, and has a wealth of experience in helping clients achieve their financial goals. Annie holds a Series 7 and Series 66 license, as well as the Securities Industry Essentials (SIE) exam. Annie is registered to provide investment advice in California. In addition to her work with Cetera Investment Advisers LLC, Annie also serves as a retail bank branch manager at Cathay Bank. Annie has previously worked with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Annie has a strong commitment to providing her clients with personalized financial guidance and is dedicated to helping them build a secure financial future.

SPECIALIZATIONS

ADVISOR BIO

Annie Johnson is a financial advisor with Wells Fargo Clearing Services, LLC. Annie has been in the industry since May 2006 and is registered in 31 states and two provinces. Annie holds Series 63, 66, and 7 licenses as well as the SIE exam. Annie has experience providing financial planning, investment consulting services, and portfolio management to individuals, businesses, and institutional clients. Annie can also help with the selection of other advisors and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Annie Yu is a financial advisor with Morgan Stanley. Annie has been in the industry since June 2008 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as a Registered Representative. Annie has earned the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Annie is currently licensed to provide investment advice in 41 states. Prior to joining Morgan Stanley, Annie was registered with Morgan Stanley & Co. Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Annie duyen-an Mai Ngoc is an Investment Advisor Representative, licensed in California. Annie is a registered representative with U.s. Bancorp Investments, Inc. and has been in the financial industry since 2018. Annie's specializations include investment advisory services, portfolio management for individuals and businesses, financial planning and selection of other advisers. Annie provides investment advisory services to individuals, high-net-worth individuals, corporations and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Annika Maria Polanco is a registered representative with LPL Financial LLC in San Diego, CA. Annika is a Series 7TO, SIE, and Series 99 licensed professional with over a decade of experience in the financial industry. Annika is a part of the LPL Financial LLC team that provides a wide range of financial services, including financial planning, portfolio management, and pension consulting, to individuals, businesses, and institutions.

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ADVISOR BIO

Annjanette Varela is a financial professional with J.P. Morgan Securities LLC. Annjanette has been in the industry for over 2 years and has a Series 63, Series 6TO and SIE. Annjanette is registered in California and New York. Annjanette specializes in providing financial advice to individuals, corporations and other businesses, insurance companies, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Ann Margaret Bishop is a financial advisor who has been in the industry since 2008. Currently, Ann Margaret is a Registered Representative at Fidelity Personal And Workplace Advisors in Campbell, CA. Ann Margaret has previously worked at First Republic Securities Company, LLC, Natixis Distribution, LLC, Wells Fargo Advisors Financial Network, LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated and Ameriprise Financial Services, Inc. Ann Margaret has passed the Series 66, Series 7 and SIE exams.

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ADVISOR BIO

Ann marie Tyrrell is a financial advisor who has been in the industry since 2007. Ann marie is currently registered with LPL Financial LLC and has a Series 7, 9, 10, 65 and 66 license. Ann marie is also a Certified Financial Planner. Ann marie has previous experience with STIFEL, NICOLAUS & COMPANY, INCORPORATED.

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ADVISOR BIO

Ann-marie Neighbors is a financial advisor with UBS Financial Services Inc. Ann-marie has been in the industry since 1999. Ann-marie has experience working with clients in a variety of industries, including individuals, families, and businesses. Ann-marie holds a Series 7, Series 9, Series 63 and SIE licenses. Ann-marie is registered to conduct business in California. Ann-marie is committed to providing her clients with personalized financial advice and services that help them achieve their financial goals.

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ADVISOR BIO

Annrose Nmn Isaac is a financial advisor registered with Wade Financial Advisory, Inc. based in Campbell, CA. Annrose is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial industry since 2011. Annrose provides a variety of financial planning services to clients, including financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS