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Mark K

Series 63, Series 65

Radnor, PA

Wedbush Securities Inc.

Mark Kaskey is a financial advisor with Wedbush Securities Inc. in Radnor, PA, holding Series 63 and Series 65 credentials with 39 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Stifel Nicolaus & Co., Janney Montgomery Scott, and Ameriprise Advisor Services. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, and capital markets services through discretionary and non-discretionary portfolio management and extensive operational capabilities.

Wealth management Founder/Business Owner Executive
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David H

Series 63, Series 66

San Diego, CA

Wedbush Securities Inc.

David Hirons is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior positions include roles at RBC Capital Markets, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. Outside of advising, he works as an independent contractor and retail marketing consultant. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets services along with portfolio management tailored to client objectives.

Wealth management Founder/Business Owner Executive
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Thomas P

Series 63

Anchorage, AK

Wedbush Securities Inc.

Thomas Packer is a financial advisor with Wedbush Securities Inc. in Anchorage, Alaska, holding a Series 63 designation and 38 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 1988. Wedbush Securities Inc. offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital market services tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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Patrick L

Series 63

Modesto, CA

Wedbush Securities Inc.

Patrick Lettice is a financial advisor with Wedbush Securities Inc. in Modesto, CA, holding a Series 63 designation and 42 years of industry experience. He has been with Wedbush Securities since 2013 and also maintains a long-term affiliation with Vulcan Securities LLC since 2002. Wedbush Securities provides both investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and securities lending, utilizing both discretionary and non-discretionary portfolio management strategies.

Wealth management Founder/Business Owner Executive
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Dwayne M

Series 63, Series 65, Series 66

Honolulu, HI

Wedbush Securities Inc.

Dwayne Maki is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at institutions including Bank of America, Merrill, and CUSO Financial Services. Outside of his advisory role, he works as a freelance service technician for a body contouring machine through Artemis Distribution LLC. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm delivers both discretionary and non-discretionary portfolio management, as well as institutional research and clearing services.

Wealth management Founder/Business Owner Executive
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Cole P

Series 66

Denver, CO

Wedbush Securities Inc.

Cole Petersen is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Brokers Guild. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital market solutions.

Wealth management Founder/Business Owner Executive
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Jonathan N

Series 66

Newport Beach, CA

Wedbush Securities Inc.

Jonathan Norberg is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Wedbush Securities since 2017, following five years at Standard Investment Chartered. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm also delivers discretionary and non-discretionary portfolio management, research services, and clearing and prime broker services.

Wealth management Founder/Business Owner Executive
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Lawrence B

Series 63

Pasadena, CA

Wedbush Securities Inc.

Lawrence Brown is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He holds a Series 63 designation and has worked at Wedbush Morgan Securities since 2002, following four years at Morgan Stanley DW Inc. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers a range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio strategies tailored to client objectives.

Wealth management Founder/Business Owner Executive
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Michael K

Series 63, Series 65

Pasadena, CA

Wedbush Securities Inc.

Michael Krmpotich is a financial advisor at Wedbush Securities Inc. with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel Nicolaus, RBC Capital Markets, and Wells Fargo Investments. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, with portfolio management tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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Kevin J

Series 63, Series 65

Lake Oswego, OR

Wedbush Securities Inc.

Kevin Jordan is a financial advisor at Wedbush Securities Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Securities since 2009, following previous roles at UBS Financial Services and Piper Sandler & Co. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and securities lending, and manages both discretionary and non-discretionary portfolios tailored to client objectives.

Wealth management Founder/Business Owner Executive
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Collin M

Series 63, Series 65

Denver, CO

Wedbush Securities Inc.

Collin Mc Kenzie is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work history includes roles at Charles Schwab and McKenzie & Snyder LLP, as well as experience in service and hospitality sectors such as The Woodcreek Club and Four Bridges Country Club. Wedbush Securities serves individual, high-net-worth, and institutional clients through a range of services including wealth management, fixed income, commodities, and capital markets. The firm offers both advisory and broker-dealer services, employing a portfolio management approach tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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Andrew E

Series 63

Pasadena, CA

Wedbush Securities Inc.

Andrew Eismont is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 2007 and has worked at Brookstreet Securities since 1999. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of asset classes and strategies, including wealth management, fixed income, commodities, and capital markets. The firm offers discretionary and non-discretionary portfolio management and support services such as custodial, clearing, and prime services.

Wealth management Founder/Business Owner Executive
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William B

Series 63

Radnor, PA

Wedbush Securities Inc.

William Beard is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Beard operates MJB Wealth Management Group as a marketing name for his Wedbush Securities business. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, with customized portfolio management strategies tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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Jacqueline C

Series 66

Pasadena, CA

Wedbush Securities Inc.

Jacqueline Cortez is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with nine years of industry experience. She has been with Wedbush Securities since 2016. Outside of her advisory role, she is a part-time real estate agent with Berkshire Hathaway Home Services in Downey, CA. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm’s services include discretionary and non-discretionary portfolio management, institutional research, and clearing and prime brokerage capabilities.

Wealth management Founder/Business Owner Executive
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Charles H

Series 63, Series 65

Pasadena, CA

Wedbush Securities Inc.

Charles Hilliard II is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His prior roles include positions at Kestra Investment Services, Merrill, Banc of America Investment Services, Morgan Stanley, and Ameriprise Advisor Services. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management and capital markets services including discretionary and non-discretionary portfolio management, fixed income, commodities, and securities lending.

Wealth management Founder/Business Owner Executive
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Eliza F

Series 66

Jersey City, NJ

Wedbush Securities Inc.

Eliza Forastieri Pitsikalis is a financial advisor with Wedbush Securities Inc. in Jersey City, NJ, holding a Series 66 designation and 15 years of industry experience. She previously worked at UBS Financial Services and Merrill. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions, offering a range of wealth management, fixed income, commodities, and capital markets services.

Wealth management Founder/Business Owner Executive
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James H

Series 63, Series 65

Pasadena, CA

Wedbush Securities Inc.

James Hennessy is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 36 years of industry experience. He has held roles at Wedbush Morgan Securities since 2007 and previously worked at RBC Capital Markets from 2002 to 2007. Hennessy holds Series 63 and Series 65 licenses. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services including portfolio management, fixed income, commodities, and research. The firm is noted for its dual registration as both an adviser and broker-dealer and provides custodial, clearing, and prime services.

Wealth management Founder/Business Owner Executive
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Michael D

Series 63

Carlsbad, CA

Wedbush Securities Inc.

Michael Deluca is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds a Series 63 designation and has worked with Wedbush Morgan Securities since 2009. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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Rodney G

Series 63, Series 65

Middleburg, VA

Wedbush Securities Inc.

Rodney Gray is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, Fidelity, Edward Jones, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory role, he owns and operates Fiddlers Green Farm, where he sells hay to a local farmer. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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Ali M

Series 66

Pasadena, CA

Wedbush Securities Inc.

Ali Matin is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Wedbush Securities since 2015 and previously spent a year with Wells Fargo Clearing. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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