Years of Experience
5-20+ Years
SIMI VALLEY, CA
0 Disclosures
ADVISOR BIO
Steven Roll is an investment advisor representative currently associated with HBW Advisory Services LLC. Steven Roll has been in the industry since 2001 and is licensed to provide financial advice in Idaho. Steven Roll specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
SIMI VALLEY, CA
36 Years Experience
1 Disclosures
ADVISOR BIO
Sunil Dutt Prabhakar is a financial advisor registered with Ameriprise Financial Services, LLC. Sunil has been in the financial industry since October 1988. Sunil is registered in California and has been with Ameriprise since September 2005. Sunil's specializations include portfolio management, financial planning, asset allocation services, and educational seminars. Sunil is also a registered representative with Ameriprise Financial Services, LLC.
SPECIALIZATIONS
SIMI VALLEY, CA
0 Disclosures
ADVISOR BIO
Taylor Randall Davis is a registered investment advisor representative with HBW Advisory Services LLC and is based in Simi Valley, CA. Taylor has been active in the industry for over 10 years and has worked in various positions before joining HBW Advisory Services LLC in May 2022. Taylor holds a Series 65 license, has passed the Uniform Investment Adviser Law Examination, and specializes in providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Taylor is also a licensed notary and provides heritage living trust services.
SPECIALIZATIONS
SIMI VALLEY, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Thomas Marvin Kaufman is an Investment Advisor Representative at HBW Advisory Services LLC and has been in the financial services industry since 1998. The firm provides portfolio management, financial planning, estate planning, and additional advisory services. Thomas has experience in both securities and investment advisory roles. Thomas is registered as an Investment Advisor Representative in Michigan. Thomas is also registered as a Broker/Dealer in Florida and Michigan.
SPECIALIZATIONS
SIMI VALLEY, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Timothy McInnis is a financial advisor with over 15 years of experience in the industry. Timothy has held a variety of roles at different firms, including Commonwealth Financial Network, where Timothy is currently registered. Timothy holds a Series 7, Series 66, and SIE licenses, and is registered to provide financial advice in several states. Timothy is committed to helping clients reach their financial goals, offering a range of services including financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS
SIMI VALLEY, CA
0 Disclosures
ADVISOR BIO
Todd Arthur Penrod is a Registered Investment Advisor representative with HBW Advisory Services LLC in SIMI VALLEY, CA. Todd has been in the financial services industry for over 20 years. Todd has experience working with individuals, families, and small businesses. Todd specializes in financial planning, investment management, and retirement planning. He holds Series 7, 24, 51, 63, and 65 securities licenses. Todd is also the Chief Compliance Officer for HBW Advisory Services LLC.
SPECIALIZATIONS
SIMI VALLEY, CA
12 Years Experience
1 Disclosures
ADVISOR BIO
Tony Padilla is a financial advisor with J.P. Morgan Securities LLC. Tony has been in the financial industry since 2012, and holds a Series 6, 7TO, 63 and 66. Tony specializes in providing financial advice to individuals, businesses and institutions. Tony is licensed to provide financial advice in Arizona, California, Colorado, Indiana, Kentucky, Minnesota, Missouri, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Texas, and Washington. Tony's firm, J.P. Morgan Securities LLC, is a full-service investment firm with over 7,400 advisors. The firm provides financial advice to a variety of clients, including individuals, families, corporations, and institutions. Tony is committed to providing his clients with personalized financial advice that meets their individual needs.
SPECIALIZATIONS
SIMI VALLEY, CA
0 Disclosures
ADVISOR BIO
Trenton Gene Banwart is an investment advisor representative registered with HBW Advisory Services LLC. Trenton is a licensed and experienced investment advisor with over 20 years of experience in the financial services industry. Trenton has expertise in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Trenton has held previous positions at HBW Securities LLC, American General Securities Incorporated, Great American Advisors, Inc., and PFS Investments Inc. Trenton is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
SIMI VALLEY, CA
0 Disclosures
ADVISOR BIO
Tyson Kunst is an investment advisor representative with HBW Advisory Services LLC. Tyson has over 15 years of experience in the financial industry. Tyson is registered in California. Tyson has passed the Series 6, 63, and 65 exams. Tyson offers financial planning, educational seminars, and selection of other advisors.
SPECIALIZATIONS
Simi Valley, CA
40 Years Experience
2 Disclosures
ADVISOR BIO
William Fuentes is a financial advisor registered with Centaurus Financial, Inc. William has been in the financial services industry since 1985. William currently holds registrations in Arizona, California, Colorado, Florida, and Nevada. William has been registered with Centaurus Financial, Inc. since January 2019. Before that, William was registered with Questar Capital Corporation and First Allied Securities, Inc.. William holds the Series 6, 7, 22, 24, 63, and 66 licenses and the SIE designation. William provides portfolio management for individuals and businesses. William's specializations include providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
SPECIALIZATIONS