ADVISOR BIO

Sophia Oh-nguyen is a financial advisor who has been in the industry since January 2010. Sophia currently works at Morgan Stanley and has held previous positions at Wells Fargo Advisors, LLC, Woodbury Financial Services, Inc., and Morgan Stanley & Co. Incorporated. Sophia is licensed to provide financial advice in 44 states and the District of Columbia. Sophia specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. Sophia is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Sophia Liu is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Sophia is a registered representative with FINRA, holding Series 7 and Series 66 licenses. Sophia also holds Series 31 and SIE licenses, demonstrating her expertise in a variety of financial products and services. Sophia has been working in the financial industry for over 17 years, with experience at Morgan Stanley, UBS Financial Services Inc, and Merrill Lynch, Pierce, Fenner & Smith Inc. Sophia specializes in advising a range of clients, including individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. Sophia provides a range of services, including portfolio management, financial planning, and investment research and analysis.

SPECIALIZATIONS

ADVISOR BIO

Sophia Lin is a registered investment advisor representative, licensed to provide financial advice in California and Texas. Sophia Lin is affiliated with J.P. Morgan Securities LLC. Sophia Lin has been in the financial services industry since 2017. Sophia Lin has Series 7, 79, 63 and 66 licenses. Sophia Lin's areas of specialization include financial planning, pension consulting and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Sophia Pires Ramalho is a financial advisor with Morgan Stanley. Sophia is based in Palo Alto, CA, and has been working in the financial services industry since May 2007. Sophia has Series 7 and 66 registrations. In addition to Morgan Stanley, Sophia has previously worked for Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Sophia is registered with FINRA, and holds licenses in 33 states and 2 other jurisdictions. Sophia's focus is on providing financial planning, portfolio management, and pension consulting services to individual clients, as well as businesses, investment companies, and charitable organizations. Sophia and her team at Morgan Stanley are committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Sophia Marie Malko is a registered representative with J.p. Morgan Securities LLC. Sophia holds Series 63, Series 6TO and SIE licenses. Sophia has been in the securities industry since January 6, 2019 and has a current active registration in California. Sophia specializes in providing investment advice and portfolio management services.

SPECIALIZATIONS

ADVISOR BIO

Sophia Tou is a registered representative with Charles Schwab & Co., Inc. Sophia's career in the financial services industry began in September 1997. Sophia holds Series 63, Series 7 and SIE licenses. Sophia is registered to offer securities in California.

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ADVISOR BIO

Sophia Liu is a financial advisor with Benefit Financial Services Group in Irvine, CA. Sophia has been a registered representative for over 6 years and holds Series 6, 7, 63 and 66 licenses. Sophia has a strong background in financial services, having worked with companies such as ADP LLC, Irvine Company, Minnesota Life and Merrill Lynch. Sophia's specialties include financial planning, insurance solutions and credit and cash management.

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ADVISOR BIO

Sophia Sun is a financial advisor with Charles Schwab & Co., Inc. Sophia Sun has been in the industry since April 23, 2010 and is registered with both FINRA and the state of California. Sophia Sun specializes in Financial Planning and provides advisory services for individuals.

SPECIALIZATIONS

ADVISOR BIO

Sophia Szeto is a registered representative with Morgan Stanley. Sophia is licensed to provide investment advice in California. Sophia has been in the financial services industry since 2013. Sophia holds the Series 7TO and SIE licenses. Sophia has a history of working in the insurance industry before joining Morgan Stanley.

SPECIALIZATIONS

ADVISOR BIO

Sophia Laohasongkram is an investment advisor representative with Transamerica Financial Advisors, Inc. Sophia is registered with the state of California and is also licensed in Georgia, Hawaii and New York. Sophia has been in the securities industry since 2019 and has experience in both investment advisory and broker-dealer roles. Sophia's current employer, Transamerica Financial Advisors, Inc, is a large financial services firm with over $1 billion in assets under management. The firm provides a variety of financial products and services to individuals, businesses and institutions.

SPECIALIZATIONS