ADVISOR BIO

Samuel Ramos is a financial advisor at LPL Financial LLC. Samuel has been in the financial services industry since 2000. Samuel has a broad range of experience, including working with clients on their financial planning, investment management, and retirement planning needs. Samuel is committed to helping clients reach their financial goals. Samuel has a Series 7 and Series 66 license, and has a Certified Financial Planner designation. Samuel is also registered with the state of California as a Registered Investment Advisor.

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ADVISOR BIO

Samuel Than Myint is a financial professional with over 3 years of experience in the financial services industry. Samuel is currently registered with Charles Schwab & CO., Inc. and has previously been registered with TD AMERITRADE, INC. Samuel has a Series 7TO, SIE and Series 63 licenses, demonstrating expertise in securities trading and regulatory compliance. Samuel's areas of specialization include financial planning and portfolio management.

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ADVISOR BIO

Samuel De jesus Castro is a financial advisor at Wells Fargo Clearing Services, LLC in San Diego, CA. Samuel has been a registered representative for over six months. Samuel holds a Series 63 license in California, as well as the Series 6TO and SIE exams.

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ADVISOR BIO

Samuel Kagan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Samuel has been working in the financial industry since May 1983 and has a wide range of experience in investments, including portfolio management for individuals and businesses, and financial planning. Samuel is registered as a broker-dealer and investment advisor, and holds the following licenses: Series 3, 7, 63, and 65. Samuel has previously worked with Prudential Securities Incorporated, Morgan Stanley & Co., Incorporated and Shearson Lehman/American Express Inc. Samuel is currently licensed in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Washington, and Wyoming.

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ADVISOR BIO

Samuel Williams is a registered representative with J.p. Morgan Securities LLC. Samuel is based out of DEL MAR, CA and has been in the industry since 2024. Samuel Williams is licensed to sell securities in the state of California. Samuel Williams holds Series 63, SIE, and Series 6TO licenses and has a background in various specializations including investment company products, variable contracts, fixed income, and equity.

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ADVISOR BIO

Samuel Spotswood Britton is a financial professional with over 25 years of experience in the industry. Samuel is a Principal at Goldman Sachs & Co. LLC and has extensive experience in Investment Banking. Samuel is based in San Francisco, California and has a broad range of certifications including Series 7, Series 24, Series 79, and Series 10.

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ADVISOR BIO

Samuel Mora is a registered representative with J.P. Morgan Securities LLC, a firm that manages over $249.7 billion in assets. Samuel is licensed in California and Indiana. Samuel is currently employed by J.P. Morgan Securities LLC, working out of the Moorpark, California office. Samuel has been in the securities industry since November 25, 2013, and is licensed to offer securities products and services.

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ADVISOR BIO

Samuel Morales is a registered representative with Morgan Stanley. Samuel has been in the financial services industry since 2010. Samuel is licensed to conduct business in Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Samuel also holds the Series 7, Series 66, and SIE licenses. Samuel's previous employment includes roles at CITIGROUP GLOBAL MARKETS INC., J.P. MORGAN SECURITIES LLC, and METLIFE SECURITIES INC.

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ADVISOR BIO

Samuel Dan Hong is an Investment Advisor Representative with Asia Global Asset Management, Inc. Samuel is licensed in California and has been working in the industry since 2013. Samuel holds a Series 65 license and has a background in both finance and business operations. In addition to Samuel's role with Asia Global Asset Management, Samuel also holds a part-time license in fixed insurance sales and is the business operations lead for a digital media company. Samuel has a diverse background and offers a variety of services to clients.

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ADVISOR BIO

Samuel Clarke is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Samuel has 2 years of experience in the financial industry. Samuel's primary office is in Newport Beach, California, and they also have a branch office in Mission Viejo, California. They are registered in California and Texas, and are also licensed to conduct business in Arizona, Florida, Nevada, Oregon, Texas, and Washington. Samuel has a broad range of expertise in financial planning, portfolio management, and investment services. They have a reputation for delivering personalized financial solutions to a diverse clientele, including individuals, families, businesses, and institutions. Samuel's focus is on building long-term relationships with clients and helping them achieve their financial goals.

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