Years of Experience
5-20+ Years
EL PASO, TX
21 Years Experience
0 Disclosures
ADVISOR BIO
Kyong Yu Peterson is a financial advisor with Raymond James & Associates, Inc. Kyong has been in the industry since July 2004 and has a diverse background in investment management. Kyong holds licenses in multiple states and has a strong understanding of the financial markets. Prior to joining Raymond James & Associates, Inc. Kyong held positions with Morgan Stanley and Morgan Stanley Smith Barney. Kyong is committed to helping clients reach their financial goals.
SPECIALIZATIONS
EL PASO, TX
10 Years Experience
0 Disclosures
ADVISOR BIO
Laura Jasso is a financial advisor associated with Wells Fargo Clearing Services, LLC. Laura has been working in the financial services industry since March 15, 2015. Laura is registered in Texas and New Mexico and holds the Series 6, Series 63, and SIE exams. Laura's previous experience includes working at J.P. Morgan Securities LLC.
SPECIALIZATIONS
El Paso, TX
2 Years Experience
0 Disclosures
ADVISOR BIO
Lauren Melissa Jiron is a registered representative and investment advisor representative with Charles Schwab & Co., Inc. based in El Paso, TX. Lauren is a licensed financial professional with experience in the financial services industry. Lauren's credentials include passing the Series 7, Series 10, Series 9, Series 63, and SIE exams. Lauren is able to offer a range of financial services including securities products, investment advisory services, and financial planning.
SPECIALIZATIONS
EL PASO, TX
26 Years Experience
0 Disclosures
ADVISOR BIO
Lee Wayne Loper is an investment advisor representative with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Lee has been in the financial services industry since 1998. Lee's previous experience includes working for VOYA FINANCIAL ADVISORS, INC. and LINCOLN FINANCIAL ADVISORS CORPORATION. Lee holds Series 6, 63 and 65 licenses. Cetera Investment Advisers LLC has offices in El Paso, Texas and other locations. The firm offers a range of investment advisory services, including portfolio management, financial planning and pension consulting.
SPECIALIZATIONS
EL PASO, TX
26 Years Experience
0 Disclosures
ADVISOR BIO
Leigh Bloss is a financial advisor with Voya Financial Advisors, Inc. based in EL PASO, Texas. Leigh has been working in the financial services industry since 1999. Leigh has held various roles within the industry, including positions with ING FINANCIAL ADVISERS, LLC, VALIC FINANCIAL ADVISORS, INC., and THE VARIABLE ANNUITY MARKETING COMPANY. Leigh is registered to offer securities in Arizona, New Mexico, Pennsylvania, and Texas. Leigh also holds Series 6, Series 63, Series 65, and SIE licenses.
SPECIALIZATIONS
EL PASO, TX
44 Years Experience
8 Disclosures
ADVISOR BIO
Leonard Goodman is a financial advisor with Osaic Wealth, Inc. based in El Paso, TX. Leonard has been in the financial services industry since 1981. Leonard holds Series 6, 7, 22, 24, 26, 63, and 65 licenses. Leonard's experience spans multiple firms, including SIGNATOR INVESTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Leonard specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
SPECIALIZATIONS
EL PASO, TX
28 Years Experience
3 Disclosures
ADVISOR BIO
Leonard Martin is a financial advisor who has been in the industry since 1996. Leonard is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since April 2022. Leonard has a diverse background in financial services and has previously worked with firms such as PNC Investments, BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, UVEST Financial Services Group, Inc., AFS Brokerage, Inc., New England Securities, Signator Investors, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Leonard holds a Series 6, 7, 24, 63 and 65 license. Leonard has experience providing financial advice to individuals, corporations, and charitable organizations. Leonard's primary focus is providing financial planning and portfolio management services.
SPECIALIZATIONS
EL PASO, TX
15 Years Experience
0 Disclosures
ADVISOR BIO
Liliana Nunez is a financial advisor with Wells Fargo Clearing Services, LLC. Liliana has been in the industry since 2010 and is registered in Texas and New Mexico as an investment advisor representative (IAR) and broker. Liliana offers portfolio management for businesses and individuals, and financial planning. She also provides investment consulting services to institutional clients. Previously, Liliana worked at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.
SPECIALIZATIONS
El Paso, TX
16 Years Experience
1 Disclosures
ADVISOR BIO
Lilly Ann Cuaron castro is a financial advisor currently registered with Morgan Stanley. Lilly Ann Cuaron castro has been in the industry since January 12, 2009 and has previously worked at BBVA SECURITIES INC. and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Lilly Ann Cuaron castro is registered with the Securities and Exchange Commission as a Registered Representative in Texas. Lilly Ann Cuaron castro is also registered with the State of Texas as an Investment Advisor Representative.
SPECIALIZATIONS
El Paso, TX
9 Years Experience
0 Disclosures
ADVISOR BIO
Lily Balboa is a registered representative with Charles Schwab & Co., Inc. Lily is licensed to provide financial services in California and Texas. Lily has been in the financial services industry since February 2016.
SPECIALIZATIONS
