ADVISOR BIO

Usman Bajwa is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Usman has been in the industry since 2008 and has experience working with clients in a variety of areas, including retirement planning, college savings, and estate planning. Usman holds a Series 66 license as well as the Series 7 and SIE exams. Usman is a registered advisor in several states, including California, New York, Texas, and others. In addition to his work with Merrill Lynch, Usman also owns and operates a restaurant group.

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ADVISOR BIO

Ute Scott-smith is a financial advisor registered with Western International Securities, Inc. and The Social Equity Group, Inc.. Ute has been in the industry since November 19, 2003, and holds a Series 66, SIE, and Series 7 license. Ute is a Chartered Financial Consultant and provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors. Ute is licensed to provide financial services in California, Idaho, Illinois, Iowa, Massachusetts, Minnesota, New York, and Pennsylvania.

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ADVISOR BIO

Utkarsh Vasa is an investment advisor representative with Morgan Stanley and has been in the industry since 2013. Utkarsh is registered with the state of California and Texas. Utkarsh holds the Series 66, Series 7, and SIE licenses. Utkarsh is also registered with the state of Texas as an investment advisor representative. Utkarsh is a member of the Financial Industry Regulatory Authority (FINRA). Utkarsh has a wide range of experience working with individuals, families, and businesses to help them meet their financial goals. Utkarsh offers a variety of investment services, including asset allocation, financial planning, pension consulting, and portfolio management. Utkarsh is committed to providing his clients with the highest quality of service and helping them achieve their financial objectives.

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ADVISOR BIO

Uziel Gomez is a financial advisor with Avise Financial. Uziel is a Certified Financial Planner and has been in the industry for over 10 years. Uziel has experience working with individuals, high-net-worth individuals, and businesses. Avise Financial is a firm that provides financial planning, portfolio management, and pension consulting services. They also offer services to help clients select other advisors.

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ADVISOR BIO

Uzziel Zepeda is a registered representative and investment advisor with Wells Fargo Clearing Services, LLC. Uzziel has been in the industry since 2024 and is licensed in California. Uzziel holds the Series 63, Series 6TO, and SIE licenses. Uzziel specializes in a variety of services, including investment advisory, portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Vadim Kravchuk is a financial advisor associated with Wells Fargo Clearing Services, LLC. Vadim is licensed to provide investment advice and products in California. Vadim specializes in providing financial planning, portfolio management, and other advisory services to individuals and businesses.

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ADVISOR BIO

Vahe Baban is a registered representative with Morgan Stanley. Vahe has been in the industry for 9 years and is licensed in 27 states. Vahe is a Series 7 and Series 66 licensed representative and has the SIE exam. Vahe specializes in working with individuals, families, and businesses to help them achieve their financial goals. Vahe is committed to providing personalized financial advice and services. Vahe's clients are located in the United States and the United States.

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ADVISOR BIO

Vahe Nazarian is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. in Beverly Hills, CA and Los Angeles, CA. Vahe specializes in financial planning, portfolio management, investment advisory services, and provides educational seminars.

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ADVISOR BIO

Vahe Movsesyan is a registered representative with Wells Fargo Clearing Services, LLC. Vahe has been in the financial services industry since 2015 and holds Series 6, 7, 63, and 66 licenses. Vahe Movsesyan has worked with a variety of clients including individuals, corporations, and charitable organizations.

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ADVISOR BIO

Vahe Patatanyan is a registered representative with HSBC Securities (USA) Inc. and has been in the financial services industry since November 2020. Vahe holds a Series 63, Series 6TO, and SIE licenses and is registered in California. Vahe specializes in providing asset allocation recommendations, selecting other advisors, and portfolio management for pooled investment vehicles and businesses.

SPECIALIZATIONS