ADVISOR BIO

Sylvia Rodriguez is a financial advisor who has been working in the industry since September 2005. Sylvia is currently registered with Morgan Stanley in California and Texas and holds a Series 7, 9, 10, 66, and SIE license. Sylvia is also a licensed real estate agent and has been actively involved in real estate investments since September 2020. Prior to joining Morgan Stanley, Sylvia was employed by UBS Financial Services Inc.

SPECIALIZATIONS

ADVISOR BIO

Sylvia Yoonhee Ahn is a registered investment advisor representative with Principal Securities, Inc. Sylvia has been in the financial services industry since December 16, 2014. Sylvia is licensed to sell securities in California, Colorado, and Hawaii. Sylvia offers investment advisory services to individuals, businesses, and pension and profit-sharing plans. Sylvia is also a licensed insurance agent, selling life, disability, annuity, health, long-term care, dental, Medicare, and medical insurance through various carriers. Sylvia's previous experience includes working at MML Investors Services, LLC and Securian Financial Services, Inc. Sylvia holds the following licenses: Series 6, Series 7, Series 24, Series 63, and Series 65.

SPECIALIZATIONS

ADVISOR BIO

Sylvia Guinan is a financial advisor with Wells Fargo Clearing Services, LLC. Sylvia is based in NEWPORT BEACH, CA and has been in the industry since December 1998. Sylvia has been a registered representative of Wells Fargo Clearing Services, LLC since November 2016. She has earned both Series 7 and Series 63 licenses, as well as the Series 65 license for Investment Advisor Representatives. In addition to financial services, Sylvia is involved with a variety of other business endeavors and is the author of a book.

SPECIALIZATIONS

ADVISOR BIO

Sylvia Jeanette Gamez is a registered representative with J.P. Morgan Securities LLC. Sylvia has been in the financial services industry since May 2023. Sylvia holds the Series 63, Series 6TO, and SIE licenses. Sylvia is registered with the state of California. Sylvia specializes in 1, 2, 4, 5, and 6.

SPECIALIZATIONS

ADVISOR BIO

Sylvia Garcia is an investment advisor representative with City National Securities, Inc. with over 20 years of experience in the industry. Sylvia has a Series 7, 24, 31, and 66 license and is also a Certified Financial Planner. Sylvia is registered to provide investment advice in 21 states. Sylvia provides a wide range of investment services to individuals, businesses, and organizations. Sylvia's prior employment includes working for Morgan Stanley DW Inc.

SPECIALIZATIONS

ADVISOR BIO

Sylvie Leon is a registered representative with Fidelity Personal And Workplace Advisors. Sylvie has been in the financial services industry since 2015, and has worked with Wells Fargo Advisors, LLC, and Raymond James Financial Services, Inc. Sylvie holds Series 7 and Series 63 licenses and is a registered representative in California. Sylvie specializes in providing financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Symon Davis is a financial advisor with over 10 years of experience in the industry. Symon is currently registered with J.P. Morgan Securities LLC and holds licenses in California, Texas, and several other states. Symon offers financial planning and portfolio management services for both individuals and businesses. Symon has experience working with clients such as corporations, insurance companies, and charitable organizations. Prior to joining J.P. Morgan Securities LLC, Symon was employed by Chase Investment Services Corp. Symon is committed to providing clients with personalized financial advice to help them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Syvil Rizo is a registered representative with J.p. Morgan Securities LLC. Syvil holds the Series 63, Series 6TO, and SIE licenses and is registered in California. Syvil has been in the financial services industry since February 2022.

SPECIALIZATIONS

ADVISOR BIO

Sze cheung Albert Leung is a registered representative with UBS Financial Services Inc. Sze cheung Albert Leung has been in the financial services industry since November 17, 1999 and is currently registered with UBS Financial Services Inc. Sze cheung Albert Leung specializes in providing investment advice and services to individuals, corporations, and other businesses. Sze cheung Albert Leung also has experience in financial planning, pension consulting, and educational seminars. Sze cheung Albert Leung has a strong track record of success in the financial services industry and is committed to providing their clients with the highest level of service and expertise.

SPECIALIZATIONS

ADVISOR BIO

Sze min Sim is a financial advisor with Transamerica Financial Advisors, Inc. Sze min has been in the industry since September 2020 and is licensed in Arizona, California, New York, Texas and Washington. Sze min has a strong focus on investments and specializes in insurance and annuities.

SPECIALIZATIONS