ADVISOR BIO

Charlotte Huang is a Registered Representative with Citigroup Global Markets Inc. Charlotte is licensed to provide investment advice in California, Florida, Oregon, Texas, and Washington. Charlotte has been in the financial services industry since January 21, 2019. Previously, Charlotte was associated with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO BANK.

SPECIALIZATIONS

ADVISOR BIO

Charlotte Rietdyk is a registered representative of Citigroup Global Markets Inc. and is licensed to provide investment advice in California. Charlotte has been in the securities industry since September 2021 and holds the Series 66, Series 7TO and Series 31 licenses. Charlotte has experience in working with insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Charlotte specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals. Charlotte is registered with Citigroup Global Markets Inc. to provide investment advice in various states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Charlotte Lowe is a financial advisor with over 25 years of experience in the industry. Charlotte is currently registered with Morgan Stanley and has a proven track record of providing comprehensive financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, and businesses. Charlotte specializes in asset allocation, retirement planning, and estate planning. Prior to joining Morgan Stanley, Charlotte worked at Wells Fargo Advisors and Merrill Lynch.

SPECIALIZATIONS

ADVISOR BIO

Charlotte Patton is a registered investment advisor representative with Osaic Wealth, Inc. Charlotte has been in the financial services industry since 2014. Charlotte has licenses to provide securities and investment advice in California and Maryland. Charlotte also holds Series 63, Series 66 and Series 7 licenses.

SPECIALIZATIONS

ADVISOR BIO

Charlotte Marie MacKelvey is a financial professional with over 26 years of experience in the securities industry. Charlotte is currently registered with Principal Securities, Inc., in Bakersfield, CA. Prior to joining Principal Securities, Inc., Charlotte was employed by ING Financial Partners, Inc., InterSecurities, Inc., Associated Securities Corp., and Walnut Street Securities, Inc. Charlotte holds several securities licenses, including Series 6, Series 26, and Series 63. Charlotte specializes in a range of financial services, including portfolio management for individuals and financial planning.

SPECIALIZATIONS

ADVISOR BIO

Charlotte Yiu wai Lee is a registered investment advisor with Wells Fargo Clearing Services, LLC, and has been in the financial services industry since 2006. Charlotte has a strong background in the investment industry, having worked with several firms prior to Wells Fargo Clearing Services, LLC. Her experience includes roles at Carillon Investments, Inc., NI Advisors, and Wells Fargo Investments, LLC. She holds Series 66, Series 7, and SIE licenses, and is currently registered in 14 states and two states for Investment Advisory. Charlotte specializes in providing investment advice to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Charlotte Ann Sloan is a financial professional with over 30 years of experience in the financial services industry. Charlotte is currently registered with Equitable Advisors, LLC as a Registered Representative and Investment Advisor Representative. Charlotte previously worked with The Equitable Life Assurance Society of the United States in New York, NY. Charlotte holds Series 6, 7, 24, 26, 63, and 65 licenses and has earned the Chartered Financial Consultant designation. Charlotte is also licensed to sell securities in Alabama, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Missouri, Nevada, New Mexico, Oregon, Texas, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Charlotte Dubey is a financial advisor with over 15 years of experience in the industry. Charlotte is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at Wells Fargo Advisors, Wells Fargo Investments, LLC, Wells Fargo Securities Inc., and Salomon Smith Barney Inc.. Charlotte offers a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Charmain Diane Valencia is a licensed and registered securities professional. Charmain is currently employed by Charles Schwab & CO., Inc. in San Francisco, CA. Charmain previously worked for TD Ameritrade, Inc. in San Diego, CA. Charmain has a combined total of 2 exams: 1 state exam and 2 product exams. These include the Series 63, SIE, and Series 7. Charmain is a registered representative in the state of California.

SPECIALIZATIONS

ADVISOR BIO

Charmaine Chow is a financial advisor with over 17 years of experience in the financial services industry. Currently, Charmaine works with J.P. Morgan Securities LLC and has held prior positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UnionBanc Investment Services, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Charles Schwab & Co., Inc., and CitiCorp Investment Services. Charmaine has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Charmaine is registered with FINRA and holds the Series 6, 7, 63, and 66 licenses. She also holds the SIE exam.

SPECIALIZATIONS