Years of Experience
5-20+ Years
SEAL BEACH, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Volen is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Aaron Volen has been in the industry since November 17, 2014. The advisor works out of the SEAL BEACH, CA branch office location. Aaron Volen is licensed to offer securities and investment advisory services in several states.
SPECIALIZATIONS
SEAL BEACH, CA
57 Years Experience
2 Disclosures
ADVISOR BIO
Allen Roy Mellow is a financial advisor at UBS Financial Services Inc. Allen has been in the industry since December 7, 1967. Allen has extensive experience in the financial industry and holds a variety of licenses and certifications, including Series 7TO, SIE, Series 15, Series 53, Series 24, Series 4 and Series 12. Allen is also registered with the state of Texas and California, and has a strong track record of success. Prior to joining UBS Financial Services Inc, Allen worked at WEDBUSH, NOBLE, COOKE, INC and DEAN WITTER REYNOLDS INC.. Allen specializes in providing investment advice to individuals, families, and businesses.
SPECIALIZATIONS
SEAL BEACH, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Alyssa Salas is a financial advisor with UBS Financial Services Inc., based in Seal Beach, CA. Alyssa has been in the financial services industry for over 5 years and has a strong track record of success. She is a registered representative and investment advisor representative, and holds the Series 7, Series 66, Series 9, Series 10, and Series 99TO licenses. Alyssa specializes in working with a variety of clients, including individuals, families, businesses, and institutions. She is passionate about helping her clients achieve their financial goals, and she takes a personalized approach to financial planning. Alyssa Salas is committed to providing her clients with the highest level of service and expertise.
SPECIALIZATIONS
Seal Beach, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Amanda Klein is a registered representative with Newedge Advisors. Amanda has been in the financial services industry since June 9, 2017. Amanda is licensed in 16 states and holds Series 66, Series 7, and SIE exams. Amanda has experience working with individual investors, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
SPECIALIZATIONS
SEAL BEACH, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Amber Renee Mears is a financial advisor who has been in the industry since 2001. Amber is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2016. She is also registered in several states, including California, Texas, and Florida. Amber has a Series 7 and Series 66 license and has a strong track record of providing investment advice and financial planning services to her clients. Amber has experience working with a variety of clients, including individuals, families, and businesses. Amber also has experience working with charitable organizations, insurance companies, and pension and profit sharing plans. She has been a co-executor for her father's estate and co-trustee for his trust.
SPECIALIZATIONS
SEAL BEACH, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Bailey is a financial advisor with RBC Capital Markets, LLC. Andrew has been working in the financial services industry since December 2014. Andrew has a Series 66 license and a Series 7 license. Andrew has a current registration with RBC Capital Markets, LLC in California and Texas. Andrew has previously worked with Morgan Stanley. Andrew is currently registered with RBC Capital Markets, LLC in California. Andrew's specialties are in investment advisory services, portfolio management, and financial planning.
SPECIALIZATIONS
SEAL BEACH, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Arthur Jackson is a financial advisor with Wells Fargo Clearing Services, LLC. Andrew has been a registered representative in the financial services industry since 2016. Andrew has Series 7TO, Series 6, SIE, and Series 63 licenses and holds a state license as an Investment Advisor Representative in California and Colorado. Prior to joining Wells Fargo Clearing Services, LLC, Andrew was employed by Nuveen Securities, LLC. Andrew offers a variety of financial services, including portfolio management, investment consulting, and financial planning.
SPECIALIZATIONS
SEAL BEACH, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Anita Dougherty is a registered investment advisor with Wells Fargo Clearing Services, LLC. Anita has been working in the financial services industry since March 2005, and has a long history of experience with various firms including UBS Financial Services Inc., Wells Fargo Advisors, LLC and Morgan Stanley. Anita holds Series 7 and Series 66 licenses and is registered with the state of Texas. She has a strong reputation and is dedicated to providing her clients with comprehensive financial planning and investment advice.
SPECIALIZATIONS
SEAL BEACH, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Annie Johnson is a financial advisor with Wells Fargo Clearing Services, LLC. Annie has been in the industry since May 2006 and is registered in 31 states and two provinces. Annie holds Series 63, 66, and 7 licenses as well as the SIE exam. Annie has experience providing financial planning, investment consulting services, and portfolio management to individuals, businesses, and institutional clients. Annie can also help with the selection of other advisors and pension consulting.
SPECIALIZATIONS
SEAL BEACH, CA
22 Years Experience
0 Disclosures
ADVISOR BIO
Arnold Garcia is a financial advisor with over 20 years of experience in the financial services industry. Arnold Garcia currently works at Wells Fargo Clearing Services, LLC. Arnold Garcia is registered in 37 states and is a Series 66, Series 7, and SIE license holder. Arnold Garcia is a registered representative of Wells Fargo Clearing Services, LLC, and a financial advisor with Wells Fargo Advisors, LLC. Arnold Garcia is a financial advisor that specializes in providing services to corporations or businesses, high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS