ADVISOR BIO

Alexander Arvizu is an active Investment Advisor Representative with Edward Jones. He is licensed to offer investment advice in Florida and is also registered in 7 other states. Alexander has been in the financial industry since 2007 and has experience with various firms including Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alexander Arvizu's professional experience includes experience in portfolio management for businesses and individuals, financial planning and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Amanda McDougall is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Amanda has been working in the financial services industry since 2007 and is licensed to conduct business in California. Amanda has worked for Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and Wachovia Securities, LLC in the past. Amanda specializes in portfolio management for businesses, portfolio management for individuals, and investment consulting services to institutional clients. Amanda is also registered with the state of California as an Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

Amir Reza Enayati shariat panahi is a financial advisor at Wells Fargo Clearing Services, LLC with a branch office in TARPON SPRINGS, FL. Amir has been in the industry since 2023. Amir offers investment advisory services, portfolio management, and financial planning. Amir is registered with the state of California.

SPECIALIZATIONS

ADVISOR BIO

Andrew Sinclair is a financial advisor with over 15 years of experience in the industry. Andrew has held positions at several firms, including Cambridge Investment Research, Inc., Synovus Securities, Inc., and Fifth Third Securities, Inc. Andrew is currently registered with Wells Fargo Clearing Services, LLC. Andrew specializes in working with individuals, corporations, high net worth individuals, and charitable organizations. Andrew's areas of expertise include financial planning, portfolio management, and investment consulting.

SPECIALIZATIONS

ADVISOR BIO

Anh Thikim Dang is a financial advisor with Wells Fargo Clearing Services, LLC. Anh has been in the financial industry since 2009. Anh is registered with FINRA and has been licensed since 2009. Anh is also registered with the state of California as an investment advisor representative.

SPECIALIZATIONS

ADVISOR BIO

Anne Elizabeth Whelan is a registered representative with Wells Fargo Clearing Services, LLC. Anne has been working in the financial industry since 1985. Anne holds licenses in Florida and Texas, and is also registered with the Financial Industry Regulatory Authority (FINRA). Anne has worked for several firms during her career, including First Union Brokerage Services, Inc., Key Investments Inc., Zions Investment Securities, Inc., Marketing One Securities, Inc., Prudential Securities Incorporated, PaineWebber Incorporated, Dean Witter Reynolds Inc., Securities Settlement Corporation, Smith Barney, Harris Upham & Co., Incorporated, and Individual's Securities Ltd.

SPECIALIZATIONS

ADVISOR BIO

Anne Christine Peterson is a financial advisor with Ameriprise Financial Services, LLC. Anne has been in the industry since December 1999. Anne has a Series 7, Series 66, and SIE license. Anne is registered to provide investment advice in 13 states, including Florida, California, Connecticut, and Georgia. Anne has also been an advisor for IDS Life Insurance Company. Anne has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anne provides financial planning, investment advice, and asset allocation services. Anne is also a member of the Board of Directors for Peterson.

SPECIALIZATIONS

ADVISOR BIO

Asenath Rose Partee is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since 2013. Asenath Rose Partee has passed the Series 6, 7, 63, 65, and SIE exams and holds active registrations in Washington, California, Arizona, Georgia, and Virginia. Asenath Rose Partee has specializations in fixed income, equities, mutual funds, variable annuities, and investment advisory services. Asenath Rose Partee also has experience with Wells Fargo Bank NA and Wells Fargo Advisors LLC. Asenath Rose Partee is based out of the Wells Fargo Clearing Services, LLC's TARPON SPRINGS, FL branch office.

SPECIALIZATIONS

ADVISOR BIO

Barbara Erickson is an investment advisor representative with Wells Fargo Clearing Services, LLC. Barbara has been in the industry since 2000 and has a Series 63, Series 65, Series 7, and SIE license. Barbara has previously worked at Wells Fargo Investments, LLC and BANC OF AMERICA INVESTMENT SERVICES, INC. Barbara works in the Tarpon Springs, Florida office and has experience in portfolio management for individuals and businesses. Barbara is also a member of the investment committee for Grace Lutheran Church Endowment and the finance committee for Peninsula Symphony Orchestra of Northern California.

SPECIALIZATIONS

ADVISOR BIO

Basil Barouki is a financial advisor at Wells Fargo Clearing Services, LLC. Basil has been in the financial services industry since 2013. Basil has a Series 7 and Series 66 license. Basil previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS