ADVISOR BIO

Carlos Octoman is a financial advisor with Transamerica Financial Advisors, Inc. in Los Alamitos, CA. Carlos has over 10 years of experience in the financial services industry. Carlos is licensed to sell securities in California. Carlos holds the Series 6 and Series 63 licenses. Carlos specializes in providing financial planning and portfolio management services to individuals.

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ADVISOR BIO

Carlos Fuentes is an investment advisor representative associated with LPL Financial LLC. Carlos is a registered representative in California and Texas. They have been in the industry since August 16, 2001. They have a Series 7 and Series 66 licenses as well as a Series 24. Carlos has experience working with a wide variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Carlota Bjork Venegas is an investment advisor representative with Clifford Swan Investment Counselors in PASADENA, CA. Carlota has been in the industry since 2004 and has experience with Ameriprise Financial Services, LLC, LPL Financial Corporation, and IDS Life Insurance Company. Carlota is licensed in California and holds Series 7, Series 66, and SIE licenses. Carlota specializes in providing financial planning, publication of periodicals, and selection of other advisers for individuals, businesses, and investment companies.

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ADVISOR BIO

Carlton Brien Pace is a financial advisor with RBC Capital Markets, LLC. Carlton has been in the financial services industry since February 20, 1991 and has a long history of experience with other firms, including Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated and PaineWebber Incorporated. Carlton holds licenses and certifications in a variety of areas, including Series 65, Series 63, Series 31, Series 7 and the SIE. Carlton has a broad range of experience in providing financial advice and investment management for individuals and businesses.

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ADVISOR BIO

Carly Marie Jeavons is a financial advisor with Root Financial Partners, registered in California. Carly has been in the industry since June 2016 and has experience with Raymond James Financial Services, Inc. and LPL Financial LLC. Carly holds the Series 66, Series 7 and SIE licenses. Carly specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

Carly Maya Peck is a financial advisor at Fidelity Personal and Workplace Advisors. Carly has been in the financial services industry since 2019 and holds the Series 7TO, Series 63, Series 65, and Series 9 licenses. Carly is registered to provide investment advice in 18 states and is a Certified Financial Planner. Carly specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Carly Grabowski Roddy is a financial advisor who has been in the industry since March 2010. Carly is a registered representative of J.P. Morgan Securities LLC and is licensed to provide financial advice in all 50 states. Carly specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Carly has a strong track record of success and is committed to providing her clients with the highest level of service.

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ADVISOR BIO

Carly Christine Gold is a registered investment advisor representative with Stratos Wealth Partners, Ltd. Carly has been in the financial services industry since 2022. She is licensed in California. Carly holds the Series 66, Series 7TO, and SIE licenses. Carly is also a registered investment advisor representative with Stratos Wealth Partners and Rooted Advisory Group.

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ADVISOR BIO

Carmel John Spiteri is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. in San Diego, California. Carmel has been in the financial services industry since 2009. Carmel is registered with the state of California. Carmel offers financial planning and portfolio management services to individuals and businesses. Carmel is also a licensed instructor for the California Association of Realtors.

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ADVISOR BIO

Carmela Maureen Bombay is a financial advisor at Transamerica Financial Advisors, Inc. Carmela has been in the financial services industry since September 1, 2005. She holds the Series 6, Series 63, Series 26 and SIE licenses. Carmela is a registered investment advisor in California. Carmela works with individuals and families, and specializes in retirement planning, college savings, and insurance. Carmela is also a volunteer at the Archdiocese of Los Angeles.

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