ADVISOR BIO

Angel Uriel Velasquez siqueiros is a financial advisor currently registered with U.S. Bancorp Investments, Inc. Angel has been in the financial services industry since May 5, 2004. Angel is registered to provide investment advice in California and Texas. Angel also holds the Series 6, 7, 63, and 66 securities licenses. Angel's experience includes previous employment with Chase Investment Services Corp. and WAMU INVESTMENTS, INC.

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ADVISOR BIO

Benjamin Popescu is a financial professional with over 6 years of experience in the industry. Benjamin is a registered representative with J.p. Morgan Securities LLC, and holds the Series 6, Series 63 and SIE licenses. Benjamin is registered in Arizona, California, New York, and Wisconsin. Benjamin's current location is at the J.p. Morgan Securities LLC office in Rancho Palos Verdes, CA.

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ADVISOR BIO

Bruce Colin is a Certified Financial Planner and has been in the financial industry since 1997. Bruce Colin AND Co. is based in Rancho Palos Verdes, CA and is a registered investment adviser. The firm provides financial planning, portfolio management for individuals and selection of other advisers.

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ADVISOR BIO

Cecilia Maria Tenner is an investment advisor representative who is currently registered with Western International Securities, Inc.. Cecilia is also registered as an investment advisor in the state of California and Texas. Cecilia is currently based in Rancho Palos Verdes, CA, but also has an office in Crystal Bay, NV. Cecilia has been in the financial services industry since August of 2004 and has a Series 65 license. Cecilia has worked for Alliance 360 Insurance Solutions and Brink Financial Group, Inc. in the past. In addition to her current registrations, Cecilia is also associated with Brink Financial Group, Inc. through her other business.

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ADVISOR BIO

Charles Prince is a financial professional licensed in California. Charles is associated with Wells Fargo Clearing Services, LLC. Charles holds the Series 63, Series 6TO, and SIE licenses and has been in the industry for over 2 years.

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ADVISOR BIO

Christopher Heckenkamp is a financial advisor associated with LPL Financial LLC. Christopher has been in the financial industry for a number of years, and has passed the Series 7TO, SIE and Series 66 exams. Christopher is currently registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Arizona, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Massachusetts, Mississippi, Missouri, Nebraska, Nevada, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, and Virginia. Christopher is also registered as an Investment Advisor Representative (IAR) in California and Texas.

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ADVISOR BIO

Conrad Badillo is a financial advisor with J.P. Morgan Securities LLC. Conrad has been in the industry since 2013. Conrad is registered with the state of California as a Registered Investment Advisor. Conrad is also a registered representative in Texas. Conrad has a Series 6, 7TO, 63, and 66 licenses. Conrad specializes in providing investment advice to individuals, businesses, and institutions. Conrad has a track record of success in helping clients achieve their financial goals. Conrad has a strong understanding of the financial markets and a commitment to providing clients with personalized service.

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ADVISOR BIO

Denise Islas is a financial advisor with over 15 years of experience in the industry. Denise is currently registered with U.S. Bancorp Investments, Inc. in Rancho Palos Verdes, CA. Denise has been registered with U.S. Bancorp Investments, Inc. since 2010. Previously, Denise worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in San Pedro, CA from 2003 to 2009. Denise holds the Series 6, Series 63, and SIE licenses. Denise specializes in investment advisory services for individuals, businesses, and charitable organizations.

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ADVISOR BIO

Dianne Shumway is a registered representative and investment advisor representative with MML Investors Services, LLC. Dianne is a registered professional with over 20 years of experience in the financial services industry. Dianne holds a Series 66, Series 7TO and SIE licenses. Dianne provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Iris Pereira is a financial advisor with J.p. Morgan Securities LLC, a firm with more than $50 billion in assets under management and over 262,000 clients. Iris is licensed to provide financial advice in California and Florida. Iris has been working in the financial industry since 2021. Iris holds Series 63, Series 6TO, and SIE licenses.

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