ADVISOR BIO

Aaron Stevens is a financial advisor with over 14 years of experience in the industry. Aaron Stevens has a broad range of experience, having worked with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS LLC before joining LPL Financial LLC in 2021. Aaron Stevens is a registered representative in Florida and Texas. Aaron Stevens specializes in providing a variety of financial services including financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.

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ADVISOR BIO

Aaron King is a financial advisor with J.p. Morgan Securities LLC. Aaron has been working in the financial industry since 2016 and holds licenses for both brokerage and investment advisory services. Aaron is registered to offer securities and investment advisory services in 53 states and the District of Columbia. Aaron has experience working with a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Previous employers include Morgan Stanley and WELLS FARGO CLEARING SERVICES, LLC. Aaron is based in Boynton Beach, Florida and can be contacted at the local branch office located at 5000 W. BOYNTON BEACH BLVD in Boynton Beach, Florida.

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ADVISOR BIO

Adelle Tan is an investment advisor representative with J.p. Morgan Securities LLC. Adelle has been in the industry since April 20, 2006 and is currently registered in California, Florida, Rhode Island and Texas. Adelle is a Certified Financial Planner. Adelle is also a freelance singer who works in Palm Beach County.

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ADVISOR BIO

Alan Kenneth Modest is a financial advisor with over 40 years of experience in the financial services industry. Alan Kenneth Modest is currently registered with LPL Financial LLC and holds licenses to provide financial services in Florida and Massachusetts. Alan Kenneth Modest has held previous registrations with a variety of firms, including LINSCO FINANCIAL GROUP, INC., PETRON SECURITIES, LTD., GUARDIAN INVESTOR SERVICES CORPORATION, FINANCIAL CONSULTANTS, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Alan Kenneth Modest specializes in investment management for individuals and businesses. Alan Kenneth Modest is also a Certified Financial Planner.

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ADVISOR BIO

Alan Howard Fryman is a registered investment advisor representative. Alan has been in the financial services industry since January 30, 2000, and has been a registered representative since December 9, 1991. Alan is currently employed by Latitude Advisors, LLC and is registered with the state of Florida. Alan has previously worked at LPL FINANCIAL LLC, SIGNATOR INVESTORS, INC., ROYAL ALLIANCE ASSOCIATES, INC., HIGH MARK SECURITIES, INC., AXA ADVISORS, LLC, and MIMLIC SALES CORPORATION.

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ADVISOR BIO

Alberto Elias is a financial advisor with over 11 years of experience in the industry. Alberto is currently registered with J.P. Morgan Securities LLC in Florida and New Jersey. Alberto has a Series 6 and a SIE licenses. Prior to joining J.P. Morgan Securities LLC, Alberto worked at CHASE INVESTMENT SERVICES CORP. Alberto has a broad range of specializations including 1, 2, 4, 5 and 6.

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ADVISOR BIO

Alfonso Reda is an investment advisor representative with Park Avenue Securities LLC. Alfonso has been in the securities industry since February 1999. Alfonso is registered with the following states: Arizona, Connecticut, Florida, Georgia, New Jersey, New York, Pennsylvania, and South Carolina. Alfonso is also licensed as an investment advisor representative and holds Series 6, 7, 63, and 65 licenses. Alfonso provides financial planning, educational seminars, and portfolio management for individuals. Alfonso also holds the position of Volunteer Committee member - Golf Club, and provides accounting services through Reda, Romano & Co., LLP.

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ADVISOR BIO

Amiben Patel is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Amiben has been working in the financial services industry since December 2017. Amiben holds the Series 66, Series 7 and SIE licenses. Previously, Amiben worked at Equitable Advisors, LLC and Bankers Life Securities, Inc. Amiben works with individual and business clients, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Amiben's areas of specialization include retirement planning, college savings, estate planning, and insurance planning.

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ADVISOR BIO

Ann Petersen is a financial advisor with Private Client Services, LLC. Ann has been working in the financial industry since 1988 and is licensed to provide investment advice in Florida and New York. Ann specializes in providing financial planning, educational seminars, and portfolio management services to individuals, corporations, and other businesses. Ann has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Anthony Coniglio is a financial advisor with Morgan Stanley, based in Boynton Beach, FL. Anthony has been in the financial services industry since 1994. Anthony has a broad range of experience working with individual investors, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Anthony is registered to provide investment advice in several states including Florida, New Jersey, Ohio, and Texas.

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