ADVISOR BIO

Sue Teng is an investment advisor representative with Morgan Stanley. Sue has been in the industry since April 2001 and has experience in various financial services firms. Sue holds Series 7 and 66 licenses and is registered in several states. Sue Teng has a strong track record of providing financial advice to individuals and families.

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Sue Cheung is a financial advisor with Brighton Jones LLC, based in San Francisco, California. Sue has been in the financial services industry since 2004 and holds the Series 7, Series 9, Series 10, and Series 66 licenses. Sue also has a CFP designation. Before joining Brighton Jones LLC, Sue worked for Morgan Stanley, Growth Capital Services, Inc, Independent Financial Group, LLC, Charles Schwab & Co., Inc, and USAA Financial Advisors, Inc. Sue is a certified financial planner, and offers a variety of financial planning services to individuals, businesses, and investment companies. Sue's primary focus is providing financial planning, portfolio management, and retirement planning services to her clients.

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Sue Kim is a financial advisor with Osaic Wealth, Inc. in Lafayette, CA. Sue has over 20 years of experience in the financial services industry. Sue is licensed to provide investment advice in California and Colorado. Sue specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Sue Sun is a registered representative with Morgan Stanley, working in the Torrance, CA office. Sue has been active in the industry since April 2011 and holds several licenses including Series 7, 66, 9, 10, SIE and 79TO. Sue has also been previously registered with UBS Financial Services Inc., Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Sue is also the owner of Sue Sun, Inc., a business management consulting and training services company.

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Sue Banas is a registered representative with Morgan Stanley and has been in the industry since 1982. Sue Banas holds multiple licenses, including Series 7, Series 3, Series 63, and Series 65. Sue Banas is also registered to conduct business in 53 states and has previously worked for J.P. MORGAN SECURITIES LLC, MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED, and BEAR, STEARNS & CO. INC. Sue Banas has extensive experience in financial planning, portfolio management, and providing educational seminars to clients.

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Suehyun Kim is an Investment Advisor Representative with Wilshire in Santa Monica, California. Suehyun has been in the financial industry for over 20 years and has held a Series 63, 65, and 7 license. Previously, Suehyun Kim was associated with MORGAN STANLEY DW INC. in PURCHASE, New York. Suehyun Kim is registered with the state of California.

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Sue kalena Tafao is a financial advisor at J.P. Morgan Securities LLC. Sue kalena is registered in California and has been in the industry since December 12, 2022. Sue kalena holds Series 63, 6TO, and SIE licenses. Sue kalena is able to provide services such as financial planning, pension consulting, and selection of other advisors.

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Suet Ling Wong is a registered representative with Charles Schwab & Co., Inc. Suet Ling Wong has been in the securities industry since August 2019. Suet Ling Wong holds a Series 7, Series 66, and SIE license. Suet Ling Wong has been registered with the state of California since November 23, 2020. Suet Ling Wong also holds a Series 66 license which allows Suet Ling Wong to provide investment advice. Suet Ling Wong is also a financial planner. Suet Ling Wong has a history of working with Charles Schwab Bank, SSB, Charles Schwab & Co., Inc. - Pro Unlimited, Guarmor, Daiso California LLC, San Francisco State University, and Skyline College.

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ADVISOR BIO

Sugyeong Yoo is a financial professional with over 12 years of experience in the industry. Sugyeong is currently registered with MML Investors Services, LLC and is located in Westlake Village, CA. Sugyeong has held previous roles with PARK AVENUE SECURITIES LLC in San Ramon, CA. Sugyeong is licensed to sell securities and investment products through MML Investors Services, LLC and holds the Series 6 and SIE licenses.

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Suhang Ji is an investment advisor representative, associated with Morgan Stanley. Suhang is licensed in 18 states and holds the Series 66, Series 7TO and SIE licenses. Suhang has been in the financial industry since 2024. The firm's main office is located in Purchase, New York. Morgan Stanley offers a range of advisory services including financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting.

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