Years of Experience
5-20+ Years
VALLEJO, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Alejandra Lucia Calderon gomez is a registered representative with J.p. Morgan Securities LLC and has been in the financial industry since November 2023. Alejandra is licensed in California and holds the Series 63, Series 6TO and SIE exams. Alejandra specializes in providing financial planning, pension consulting, and portfolio management services to individual and business clients. Alejandra's primary office is located in Vallejo, CA.
SPECIALIZATIONS
VALLEJO, CA
1 Years Experience
2 Disclosures
ADVISOR BIO
Anthony Allen Le grande is a financial advisor with J.p. Morgan Securities LLC. Anthony is registered to provide securities advice and services in the state of California. Anthony is Series 63, Series 6TO and SIE licensed. Anthony holds a Series 63 license, which allows him to sell securities in the state of California. Anthony also holds a Series 6TO license, which allows him to sell variable contracts and investment company products. Anthony has been in the financial industry for less than a year. Anthony specializes in providing investment advice to a variety of clients, including individuals, corporations, and institutions.
SPECIALIZATIONS
VALLEJO, CA
0 Disclosures
ADVISOR BIO
Arnie Cabiles is a financial advisor at Achievable Wealth, LLC. Arnie is a Certified Financial Planner® professional with over 25 years of experience in the financial services industry. Arnie has worked with a variety of clients, including individuals, families, and businesses. Arnie provides financial planning, investment management, and retirement planning services. Arnie is committed to helping clients achieve their financial goals. Arnie is registered with the state of California and has a Series 66 license. Arnie is also a member of the Financial Planning Association.
SPECIALIZATIONS
VALLEJO, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Cassandra Hudley is a financial advisor with Fidelity Personal And Workplace Advisors. Cassandra has been working in the financial industry since December 2020. Cassandra is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses for Series 66, Series 7TO, Series 9, Series 10 and SIE exams. Cassandra has an active registration in 54 states and the District of Columbia. Cassandra specializes in providing financial planning, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and investment services.
SPECIALIZATIONS
VALLEJO, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Fadila Hamidat is a registered representative with J.p. Morgan Securities LLC, and holds a Series 63, Series 6TO, and SIE license. Fadila has been in the industry since December 31, 2019, and is currently registered in California. Fadila is located in Vallejo, California and can be reached at J.p. Morgan Securities LLC's Vallejo, California branch office.
SPECIALIZATIONS
VALLEJO, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Gemma Secoquian-wu is a financial advisor with J.p. Morgan Securities LLC. Gemma has been in the financial services industry since 1999 and is registered with the state of California as both a broker-dealer and an investment advisor. Gemma has worked at various firms, including Chase Investment Services Corp., WAMU Investments, Inc., Wells Fargo Investments, LLC, and Wells Fargo Securities Inc., before joining J.p. Morgan Securities LLC. Gemma holds a Series 7, Series 63, Series 65, and SIE license. Gemma's current registrations include California and other states. Gemma specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
SPECIALIZATIONS
VALLEJO, CA
0 Disclosures
ADVISOR BIO
Jack Douglas Miller is a registered Investment Advisor Representative with JD Miller CPA, A Professional Corp. Jack has been in the industry since December 2009 and holds a Series 7 General Securities Representative Examination. Jack is registered to provide advisory services in the state of California and has a specialization in providing financial planning, pension consulting, and selection of other advisers. Jack has over 25 clients and manages over $45 million in assets.
SPECIALIZATIONS
VALLEJO, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Ngo is a registered representative with Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since October 2014 and holds Series 7, 63, and 66 licenses. Jeffrey is a Registered Representative and Investment Advisor Representative and specializes in the following areas: Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Investment Consulting Services to Institutional Clients. Previously, Jeffrey was affiliated with JPMorgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Scottrade, Inc..
SPECIALIZATIONS
Vallejo, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Karimah Karah is a financial advisor with Ameriprise Financial Services, LLC. Karimah has been in the industry since 2002. Karimah has a Series 7, Series 24, Series 63, and Series 65 license. Karimah's previous experience includes roles at MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Karimah's expertise includes asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
SPECIALIZATIONS
Vallejo, CA
28 Years Experience
0 Disclosures
ADVISOR BIO
Lawrance Malone Johnson is a financial advisor with Kestra Investment Services, LLC. Lawrance has been working in the financial services industry since 1996, and currently holds registrations in California and Texas. Lawrance specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth individuals. Lawrance's previous experience includes roles with Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., Securities America, Inc., Brecek & Young Advisors, Inc., and Money Concepts Capital Corp. Lawrance is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS