ADVISOR BIO

Adam Christian Field is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc.. Adam has been in the securities industry since 2012. Adam holds the Series 6, 7, 63, and 65 licenses and the SIE. Previously, Adam was associated with WELLS FARGO CLEARING SERVICES, LLC. Adam has 37 state registrations in various states including Texas, California, Florida, Georgia, and Illinois.

SPECIALIZATIONS

ADVISOR BIO

Ahmad Abdelmajid is a registered representative with Edward Jones, having joined the firm in September 2023. Ahmad is based in Sugar Land, Texas. Ahmad has been in the financial services industry since October 2023. Ahmad has a Series 7TO, Series 66 and SIE licenses and is currently registered in Texas.

SPECIALIZATIONS

ADVISOR BIO

Akash Gupta is a registered representative with Ameriprise Financial Services, LLC, and has been in the industry since 2020. Akash is based in Sugar Land, TX and is registered with the state of Texas. Ameriprise Financial Services, LLC provides a wide range of investment advisory services, including financial planning, portfolio management, and asset allocation services. They specialize in working with high net worth individuals, pension and profit-sharing plans, corporations, and other businesses. Akash has experience in various industries, including real estate, consulting, and law. Akash has a strong background in finance and is committed to providing clients with personalized financial advice.

SPECIALIZATIONS

ADVISOR BIO

Alan McGuire Dawson is an active registered representative with Morgan Stanley. Alan has been in the industry since December 1996. Alan has 24 state licenses including Alaska, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, and West Virginia. Alan also holds several licenses and certifications including Series 63, 65, 66, 7, 9, 10, and SIE. Alan's previous experience includes positions with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Alan Charles Jaks is a financial advisor with over 30 years of experience in the financial services industry. Alan has a deep understanding of the markets and a commitment to providing personalized financial advice to his clients. Alan is a Registered Representative and Investment Advisor Representative and is licensed to provide investment advice and securities products in multiple states. Alan is registered with Ameriprise Financial Services, LLC. Alan has been working with Ameriprise Financial Services, LLC since 2009. Alan's previous affiliations include Ameriprise Advisor Services, Inc., MEMBERS INVESTMENT SERVICES, INC., FIDELITY BROKERAGE SERVICES, INC. and DEAN WITTER REYNOLDS INC.

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ADVISOR BIO

Alexander Updyke is a financial advisor with Wells Fargo Clearing Services, LLC. Alexander has been in the industry since 2014 and holds Series 7, 63, and 66 licenses. Alexander's previous experience includes working at Hines Securities, Inc. and Fidelity Brokerage Services LLC.

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ADVISOR BIO

Alireza S Hashemi is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Alireza S Hashemi has been in the industry since October 6, 2004. Alireza S Hashemi has a Series 66 license and a Series 7 license. Previously, Alireza S Hashemi was registered with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Alireza S Hashemi holds a Series 6TO license.

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ADVISOR BIO

Allison Schaberg is a financial advisor at Osaic Wealth, Inc. Allison has been in the industry since 1999 and holds a Series 6, 7, 24, 26, 63, and 65 licenses. Allison has experience working with high-net-worth individuals, corporations, and charitable organizations. Allison provides financial planning, portfolio management, and other services to individuals and businesses.

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ADVISOR BIO

Amad Owidi is a financial advisor with over 17 years of experience in the industry. Amad is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions at Morgan Stanley and Merrill Lynch. Amad is registered with the Securities and Exchange Commission and holds the Series 7, Series 66, and SIE licenses. Amad specializes in providing investment advisory services to individuals, businesses, and institutions. Amad is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Amy Tsang is a financial professional with over 10 years of experience in the industry. Amy has been registered with J.p. Morgan Securities LLC since 2012, and previously worked with CHASE INVESTMENT SERVICES CORP.. Amy holds the Series 6, Series 63, and SIE licenses. Amy is registered in Texas and California. Amy specializes in providing financial advice to individuals, businesses, and high-net-worth clients.

SPECIALIZATIONS