ADVISOR BIO

Rodolfo Ruiz is an investment advisor representative with Western International Securities, Inc., Rodolfo has been in the industry since 2006. Rodolfo holds licenses in California, Florida, and Hawaii. Rodolfo is also a registered investment advisor in California.

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ADVISOR BIO

Rodolfo Calderon is an investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc. Rodolfo has been in the industry since 2012 and has worked for both Prudential Securities LLC and Bank of America in the past. He is registered in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Rodolfo has also passed the Series 7, Series 66, and SIE exams. Rodolfo specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Rodolfo Yanier Duran-chavez is a financial advisor with over 20 years of experience in the industry. Rodolfo is registered with Wells Fargo Clearing Services, LLC and has a strong track record of providing personalized financial advice to individuals and families. Rodolfo also holds the Series 7 and 66 licenses and the SIE exam. In addition to his current role, Rodolfo has previously worked for A. G. EDWARDS & SONS, INC., CITICORP INVESTMENT SERVICES, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and AMERICAN EXPRESS FINANCIAL ADVISORS INC.

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ADVISOR BIO

Rodolfo Valledor Aquino is a financial advisor with Fidelity Personal And Workplace Advisors in Brea, CA. Rodolfo is licensed to provide financial advice in several states and has experience working with various client types, including individuals, businesses, and charitable organizations. Rodolfo has been in the financial industry since 2009 and specializes in portfolio management and financial planning.

SPECIALIZATIONS

ADVISOR BIO

Rodolfo Paciente is a financial advisor with over 10 years of experience in the industry. He is currently registered with Transamerica Financial Advisors, Inc. in San Diego, CA. Rodolfo holds a Series 6 and Series 63 license, as well as the SIE exam. He specializes in providing financial planning and portfolio management services to individuals and businesses. He previously worked at WORLD GROUP SECURITIES, INC. in San Diego, CA.

SPECIALIZATIONS

ADVISOR BIO

Rodolfo G. De la riva is a registered investment advisor with Wells Fargo Clearing Services, LLC. Rodolfo has been in the industry since May 24, 2007 and is currently registered in California. Rodolfo has passed the Series 66, Series 7 and SIE exams. Rodolfo is also a registered representative of Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Rodolfo Munoz is a financial advisor at J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Rodolfo is registered with FINRA and has been in the industry since 2013. Rodolfo has a Series 7, Series 6, and Series 63 license as well as the SIE designation. Rodolfo specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

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ADVISOR BIO

Rodolfo Rodriguez is a financial advisor at Balboa Wealth Partners, Inc.. Rodriguez has been in the financial services industry for over 15 years and is registered with the state of California as an investment advisor representative. Rodriguez has experience with various financial products and services, including financial planning, portfolio management for individuals, and selection of other advisors. Rodriguez has held previous positions with Niagara International Capital Limited, Capello Capital Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Rodolfoallan Troy Argosino is a financial advisor with AE Wealth Management, LLC. Rodolfoallan has been in the industry since 1996. Previously, Rodolfoallan was registered with PRINCIPAL SECURITIES, INC., J.P. MORGAN SECURITIES LLC, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and SCHRODER & CO. INC. Rodolfoallan specializes in portfolio management for individuals, businesses, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Rodrigo Hanna is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., with over 10 years of experience in the industry. Rodrigo is currently licensed in 27 states and is a registered Investment Advisor in California and Texas. Rodrigo's area of expertise includes financial planning, portfolio management, and investment advisory services. Rodrigo specializes in working with individual clients, businesses, and institutional clients.

SPECIALIZATIONS