ADVISOR BIO

Serena Davis is a financial advisor with over 20 years of experience in the financial services industry. Serena has worked with United Planners' Financial Services of America since 2018 and previously worked with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Serena offers financial planning, portfolio management and selection of other advisors. Serena is registered with the states of Arizona, California, Colorado, Florida, Hawaii, Idaho, Indiana, Kansas, Louisiana, Maine, Michigan, Mississippi, Missouri, Nevada, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, and Wyoming.

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ADVISOR BIO

Serena Muh is an active Registered Representative with Wells Fargo Clearing Services, LLC. Serena has a strong understanding of the financial services industry and has been active in the industry since 2022. Serena is a highly skilled financial professional with licenses including Series 7, Series 63 and Series 6. Serena has a proven track record of providing clients with a wide range of financial services, including investment advice, retirement planning, and estate planning. Serena is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Serena Tobias is a registered representative with Morgan Stanley. Serena has been in the securities industry for over 30 years and has been with Morgan Stanley since 2008. Serena is licensed to provide investment advice in the states of California and Texas and holds a Series 7 and Series 65 license. Serena has a strong background in investment management and is committed to providing her clients with personalized financial planning and investment advice. Serena has been with Morgan Stanley since 2008 and has a strong record of success in helping her clients achieve their financial goals.

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ADVISOR BIO

Serena Truong is a financial advisor with Morgan Stanley. Serena has been in the financial industry for over 10 years and has a strong track record of helping clients achieve their financial goals. Serena holds the Series 7, 66, and SIE licenses and is registered in 53 states. Serena is committed to providing her clients with personalized financial advice and guidance, and she is dedicated to helping them build a secure financial future. Serena also has experience working at Pantheon Wealth Planning and Starbucks. Serena is a graduate of the University of California, Irvine.

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ADVISOR BIO

Serge Melkizian is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Pasadena, California. Serge has been in the financial services industry for over 20 years. Serge has a broad range of experience, including working with high-net-worth individuals, corporations, and retirement plans. Serge is also a licensed insurance agent, offering a variety of insurance products to meet the needs of their clients.

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ADVISOR BIO

Serge Srecko Barbir is a financial advisor with over 20 years of experience in the industry. Serge currently holds a Series 6, 26, and 63 license. Serge is registered with Western International Securities, Inc. in Campbell, California. Serge has previously worked with Raymond James Financial Services, Inc. and Fortis Investors, Inc.

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ADVISOR BIO

Sergey Gevorgyan is a registered representative with Fifth Third Securities, Inc., a broker-dealer headquartered in Cincinnati, Ohio. Sergey is a Series 63 and Series 79TO licensed professional, specializing in investments for individuals, corporations, and businesses. Sergey has a strong focus on portfolio management, financial planning, and selecting other financial advisors for clients.

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ADVISOR BIO

Sergey Lyubyatinskiy is a financial professional with over 3 years of experience in the financial industry. Sergey is currently registered with GWN Securities Inc. and holds Series 7 and Series 66 securities licenses. Sergey's experience also includes time with Equitable Advisors, LLC and AXA Advisors, LLC. Sergey provides financial planning, market timing services, and selection of other advisors to clients. Sergey specializes in providing services to high-net-worth individuals, businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Sergio Godinez is an investment advisor representative with J.p. Morgan Securities LLC. Sergio has been in the industry since 2003. Sergio is licensed to provide investment advice in multiple states and holds licenses for Series 66, Series 7, and the Securities Industry Essentials Examination. Sergio's professional experience includes roles with Chase Investment Services Corp. and Citigroup Global Markets Inc..

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ADVISOR BIO

Sergio Calderon is a financial advisor with Wells Fargo Clearing Services, LLC. Sergio is a registered representative with the firm and holds the Series 63, Series 6TO, and SIE licenses. Sergio has been in the financial services industry since December 2019. Sergio's previous experience includes roles at LPL Financial LLC and Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS