ADVISOR BIO

Rawan Abdeljaber is a financial professional registered with LPL Financial LLC. Rawan has passed the Series 7TO and the SIE exams. Rawan specializes in providing financial advice to a variety of clients, including individuals, corporations, and charitable organizations. Rawan has a strong track record of success and is committed to providing her clients with the highest level of service.

SPECIALIZATIONS

ADVISOR BIO

Ray Jimenez is a financial professional with over 19 years of experience in the industry. Ray is currently registered with Planmember Securities Corp. and holds Series 6, SIE and Series 99TO licenses. Ray has a strong track record of providing financial planning, investment supervisory services and portfolio management for individuals, businesses and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Ray Ramos Bartolome is an investment advisor representative who has been in the industry since December 2000. Ray has a variety of licenses and certifications, including Series 63, 66, 7, 9 and 10. Ray is currently registered as an Investment Advisor Representative with Falcon Wealth Planning, Inc. in Ontario, California. Ray has previously worked at TD Ameritrade, Inc., and Charles Schwab & Co., Inc.

SPECIALIZATIONS

ADVISOR BIO

Ray Yiu Sum is a financial professional with over 30 years of experience in the industry. Ray is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked with Stone & Youngberg LLC, Banc of America Securities LLC, Fahnestock & Co., Inc., and Gruntal & Co. Incorporated. Ray is a Series 7, 24, 63, and SIE licensed professional. Ray specializes in a variety of services including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Ray Lombardo is a registered investment advisor representative with Clearview Investment Partners, LLC. Ray has been in the financial services industry since 1988 and is licensed to provide financial advice in the state of California. The advisor has a specialization in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. The advisor's prior work experience is with UBS Financial Services Inc. in Newport Beach, CA, and Clearview Investment Partners, LLC.

SPECIALIZATIONS

ADVISOR BIO

Ray Garnica is a financial advisor currently registered with Morgan Stanley. Ray has been in the financial industry since 2006. Ray has passed numerous exams and holds a variety of licenses, including Series 6, 7, 24, 63, and 66. Ray has experience with multiple firms in the industry including StanChart Securities International, Inc. and LINSCO/Private Ledger Corp. Ray specializes in investment advice for individuals, businesses, pooled investment vehicles, investment companies, insurance companies, charitable organizations, state or municipal government entities, and other investment advisors. Ray is also a sole proprietor and owner of a rental condo.

SPECIALIZATIONS

ADVISOR BIO

Ray Wook Kim is a financial advisor with over 17 years of experience. Ray is currently registered with Westpark Capital, Inc. and has previously been registered with several other firms including Newport Coast Securities, Inc. Ray has experience providing financial planning, selection of other advisors, and portfolio management services to individuals. Ray is a licensed insurance agent and has served on the advisory committee for the University of California, Irvine Personal Financial Planning Certificate Program.

SPECIALIZATIONS

ADVISOR BIO

Ray Liu is a financial advisor affiliated with J.P. Morgan Securities LLC. Ray has been in the industry since June 2019. Ray holds the Series 63, Series 6TO, and SIE licenses. Ray specializes in investment management, financial planning, and pension consulting. Ray is registered in California. Ray was previously affiliated with Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Ray Anthony McGinnis is a financial advisor with Planmember Securities Corp. Ray has over 30 years of experience in the financial industry and is licensed to provide investment advice in several states. Ray specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ray's previous experience includes working for MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, Walnut Street Securities, Inc., and Franklin Financial Services Corporation. Ray has a strong commitment to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Ray Vincent Pearl is a financial advisor with Wells Fargo Clearing Services, LLC. Ray has been in the financial services industry since August 4, 2004. Ray is registered with the state of California and Texas as an investment advisor representative. Ray is a Certified Financial Planner. Ray works with a wide range of clients, including individuals, corporations, and charitable organizations. The services Ray provides include financial planning, portfolio management, investment consulting, and selection of other advisors. Ray's current employment with Wells Fargo Clearing Services, LLC began in November 2016, and Ray's prior employment was with WELLS FARGO INVESTMENTS, LLC in Alhambra, California.

SPECIALIZATIONS