ADVISOR BIO

Phoebe Jaramillo is a registered representative with Stifel, Nicolaus & Company, Inc. in Irvine, California. Phoebe has been in the industry since 2000 and is licensed to provide investment advice and securities products in California. Phoebe is also licensed as a life and health insurance agent in California. Phoebe has been a registered representative with Finance 500, Inc., and Securities America, Inc. in the past. Phoebe specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Phoebe Uribe is a registered representative of LPL Financial LLC. Phoebe has been in the securities industry since May 31, 2014 and has experience in securities and investment advisory services. Phoebe is registered in California and has Series 7, 24, and 66 licenses. Phoebe has previously worked with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc.

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ADVISOR BIO

Phoebe Jiawen Lee is a registered representative with Citigroup Global Markets Inc. Phoebe is licensed in 53 states. She has been active in the industry since October 24, 2021. Her professional designations include Series 63, Series 79TO and SIE.

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ADVISOR BIO

Phoebe Huynh is a registered representative with LPL Financial LLC. Phoebe is licensed in California. Phoebe has been in the financial services industry since 2023. Phoebe's experience includes working with Target, UC San Diego and El Camino College. Phoebe is a Series 66, Series 7TO and SIE licensed professional.

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ADVISOR BIO

Phong Quoc Nguyen is a registered representative with Wells Fargo Clearing Services, LLC in San Jose, California. Phong has over 13 years of experience in the securities industry. Phong is also a registered investment advisor representative. Phong holds the Series 7, Series 66, and SIE licenses. Phong has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Phong has specializations in Fixed Income, Equities, Mutual Funds, Annuities, and Variable Products. Phong is also a landlord for rental property.

SPECIALIZATIONS

ADVISOR BIO

Phong Nguyen is a financial advisor with over 24 years of experience in the financial services industry. Phong is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 securities licenses. Phong Nguyen is currently registered with Osaic Wealth, Inc. and is located in their Irvine, CA office. Phong is also registered as an Investment Advisor Representative in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Phong Ly is an investment advisor representative with J.p. Morgan Securities LLC. Phong has been in the industry since July 4, 2017. Phong has a Series 66, Series 7, and SIE license. Phong has been registered with FINRA since August 31, 2017. Phong is also registered with the states of California, Delaware, Georgia, Massachusetts, Nevada, Oklahoma, Pennsylvania, Texas, and Washington. Phong is active in both broker-dealer and investment advisor roles. Phong's current firm has over $50 billion in assets under management.

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ADVISOR BIO

Phong Trang is a financial advisor with over 17 years of experience in the industry. Phong is currently registered with Morgan Stanley in Beverly Hills, California. Phong is also registered with the state of Texas as an Investment Advisor Representative. Phong has a strong track record of success in helping clients achieve their financial goals. Phong has a Series 7, Series 66, and SIE licenses, as well as registration in over 30 states. Prior to joining Morgan Stanley, Phong worked at Comerica Securities and Ameriprise Financial Services, Inc.

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ADVISOR BIO

Phong Nguyen Trangia is a financial advisor in the Alviso, California office of Transamerica Financial Advisors, Inc. Phong has been in the financial services industry since February 18, 2016 and is a licensed Series 6 and Series 63 representative. Phong has a state registration in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Phu Phan is a financial professional licensed in California and Texas. Phu Phan is a registered representative with Pruco Securities, LLC. Phu Phan joined Pruco Securities, LLC on 04/24/2019. Phu Phan works out of the Orange, CA branch of Pruco Securities, LLC.

SPECIALIZATIONS