Verified
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Li-Wei Chang is a financial advisor based in Los Angeles, CA. Li-Wei is a registered Investment Advisor Representative with 7summit Advisors, LLC. Li-Wei has been in the industry for over 20 years and has held previous positions at E*TRADE SECURITIES LLC, ASSENT LLC, SCHONFELD SECURITIES, LLC, CAMDEN SECURITIES, INC., WEDBUSH MORGAN SECURITIES INC., and J.B. OXFORD & COMPANY. Li-Wei holds Series 7, 55, 63, and 66 licenses. Li-Wei is a Certified Financial Planner and is a Registered Player Financial Advisor with the National Football League Player Association. Li-Wei specializes in providing financial guidance to individuals and high-net-worth individuals.
SPECIALIZATIONS
Verified
Los Angeles, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
David J. Levine is a registered representative of J.P. Morgan Securities LLC in Los Angeles, CA. David has been in the securities industry since 2010 and has a Series 7, Series 63, and Series 65 license. He is also a registered investment advisor. David specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. He offers services to a wide range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. David is committed to providing his clients with personalized advice and investment strategies that meet their individual needs.
SPECIALIZATIONS
Verified
Los Angeles, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Lance Polverini is a financial advisor with J.P. Morgan Securities LLC. Lance has been in the industry since October 2007. Lance holds the Series 7, Series 66 and SIE licenses. Lance is registered to conduct business in all 50 states. Lance has a history of working at both Bank of America and JPMorgan Chase Bank. Lance is also the owner of Orange Grove Capital Management, LLC. Lance's specializations include: Fixed Income, Mutual Funds, Variable Annuities, Equity Securities and Options.
SPECIALIZATIONS
Los Angeles, CA
29 Years Experience
2 Disclosures
ADVISOR BIO
Michael Thomas Aaron is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Wedbush Securities Inc. Michael is also registered with the state of California and Utah. In addition to his Series 7, 31, and 63 licenses, Michael also holds a Series 65 license. Previously, Michael was with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT. Michael's expertise lies in providing financial planning and investment management services to individuals and businesses. He is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
Los Angeles, CA
34 Years Experience
0 Disclosures
ADVISOR BIO
Tzvi Abaranok is a financial professional with over 30 years of experience in the industry. Tzvi is currently registered with Osaic Wealth, Inc. and has a strong track record of providing financial advice to a diverse range of clients, including high-net-worth individuals, families, and businesses. Tzvi has previously worked with Signator Investors, Inc., Transamerica Financial Advisors, Inc. and Allmerica Investments, Inc. Tzvi specializes in developing personalized financial plans, portfolio management, and wealth management strategies.
SPECIALIZATIONS
Los Angeles, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Mira Mamdoh Abas is a financial advisor registered with Madison Avenue Securities, LLC. Mira has been in the financial services industry since 2012. Mira holds FINRA Series 7, 63, and 65 licenses as well as the SIE exam. Mira also holds the Series 24 General Securities Principal Examination. Mira works with individual clients as well as high-net-worth individuals, businesses, and pension and profit-sharing plans. Mira offers financial planning, pension consulting, and portfolio management services. Mira has previously worked with J.K. Financial Services, Inc., Transamerica Financial Advisors, Inc., and ProEquities, Inc.
SPECIALIZATIONS
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Meagan Abbey is a financial advisor registered in California and Texas. Meagan currently works at Salem Partners Wealth Management, LLC, and has been in the financial industry since 2019. Meagan has Series 63, 65, and SIE licenses. Meagan specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
SPECIALIZATIONS
Los Angeles, CA
16 Years Experience
0 Disclosures
ADVISOR BIO
Dane Christopher Abbott is a financial advisor with UBS Financial Services Inc. Dane has been in the financial industry since April 20, 2009. Previously, Dane worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Dane holds Series 66, Series 7 and SIE licenses. Dane has worked with clients including high-net-worth individuals, corporations, charitable organizations, and retirement plans.
SPECIALIZATIONS
Los Angeles, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Altynai Abdilmanova is an investment advisor representative at Raymond James & Associates, Inc. Altynai has been in the industry for over 2 years and has a Series 66, Series 7TO and SIE license. Altynai has been registered with FINRA since 2022. Altynai specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management. Altynai is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Illinois, Iowa, Louisiana, Missouri, Montana, Nevada, New York, Ohio, Texas and Washington.
SPECIALIZATIONS
Los Angeles, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Marihah Asma Abdullah is a securities professional with a focus on investment banking. Marihah Abdullah is registered in California and is currently employed by Mufg Securities Americas Inc. Marihah Abdullah has passed the Series 63, Series 79TO, and SIE exams.
SPECIALIZATIONS
No specializations listed.
