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Wendy O
Series 65, Series 63
Gleneden Beach, OR
Wedbush Securities Inc.
Wendy Olson is a financial advisor with Wedbush Securities Inc., holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. She has worked at Wedbush Securities since 2021, previously serving at StanCorp Equities, Inc./StanCorp Investment Advisers and NYSE Chicago, Inc. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets.
Donald S
Series 63, Series 65
Scottsdale, AZ
Wedbush Securities Inc.
Donald Scott is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wedbush Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, clearing, and prime services with a range of managed account solutions.
April Y
Series 63, Series 66
Pasadena, CA
Wedbush Securities Inc.
April Young is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has been with Wedbush Securities since 2011. April is also a partner in DELZIO YOUNG FINANCIAL GROUP, a wealth management business affiliated with Wedbush Securities. Wedbush Securities serves a wide range of clients, including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across various asset classes and account types. The firm combines broker-dealer, capital markets, custody, clearing, and prime services, including commodities and derivatives, supported by multiple managed account and wrap fee programs.
Eleanor P
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Eleanor Pascalide is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Wedbush Morgan Securities since 2000. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and platforms. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.
Jerry Y
Series 66, Series 63, Series 65
Seattle, WA
Wedbush Securities Inc.
Jerry Yoon is a financial advisor at Wedbush Securities Inc. with five years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Wedbush Securities in 2023, he worked at BNP Paribas, Deutsche Bank, and Citigroup. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, clearing, and prime services with both discretionary and non-discretionary managed account solutions.
Bradley S
Series 63, Series 65
San Diego, CA
Wedbush Securities Inc.
Bradley Swain is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Wedbush Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, clearing, and prime services.
Tami B
Series 66
Denver, CO
Wedbush Securities Inc.
Tami Babylon is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and 14 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 12 years. Outside of her advisory role, she serves as Vice President on the Board of Directors for the East Maloney Home Owner's Association in North Platte, NE. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering both brokerage and SEC-registered advisory services. The firm provides a range of managed account solutions along with clearing, custodial, and prime services, combining broker-dealer functions with capital markets and commodities activities.
Richard L
Series 66
New York, NY
Wedbush Securities Inc.
Richard Lovett is a financial advisor with Wedbush Securities Inc. in New York, NY, holding a Series 66 designation and with 20 years of industry experience. He worked at RBC Capital Markets Corporation for 12 years before joining Wedbush Securities in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and brokerage solutions.
Paul A
CFP®, Series 63
Los Osos, CA
Wedbush Securities Inc.
Paul Arthur is a CFP® professional with 38 years of industry experience, currently serving at Wedbush Securities Inc. since 2011. He holds a Series 63 license and is based in Los Osos, CA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining broker-dealer functions with capital markets, custody, clearing, and prime services across multiple asset classes.
Anthony L
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Anthony Lee is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wedbush Securities since 2010. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.
William M
Series 66
Pasadena, CA
Wedbush Securities Inc.
William Mcintosh is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 66 designation and has 19 years of industry experience, including a brief tenure at the Securities and Exchange Commission in 2017. He has been with Wedbush Securities since 2017. Wedbush Securities serves a diverse client base that includes individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, covering wealth management, fixed income, commodities, securities lending, capital markets, and prime services.
Case W
Series 66
Pasadena, CA
Wedbush Securities Inc.
Case Wagstaff is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and various real estate advisory firms. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes and investment solutions. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.
Michael C
Series 63, Series 66
Pasadena, CA
Wedbush Securities Inc.
Michael Cuddihy is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 12 years at Citigroup Global Markets and a period of unemployment in 2020 before joining Wedbush Securities in the same year. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across various asset classes and operates managed account and wrap fee programs alongside commission-based brokerage arrangements.
Jean K
Series 63
Pasadena, CA
Wedbush Securities Inc.
Jean Kent is a financial advisor with Wedbush Securities Inc. in Santa Rosa, CA, holding a Series 63 designation and 32 years of industry experience. She has been with Wedbush Securities since 2005. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer, capital markets, and prime services functions, managing approximately $5.68 billion in regulatory assets.
Hugo S
Series 66, Series 63
Pasadena, CA
Wedbush Securities Inc.
Hugo Silva is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. His prior roles include positions at Ally Invest Securities LLC, Cetera Adviser Networks LLC, TD Ameritrade, and JP Morgan Chase Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm manages approximately $5.68 billion in regulatory assets and provides a mix of discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.
James W
Series 63, Series 65
Federal Way, WA
Wedbush Securities Inc.
James Ward is a financial advisor with Wedbush Securities Inc. in Federal Way, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Wedbush Securities since 2006. Outside of his advisory role, he is involved in small business consulting through WARDDEN LLC and serves as owner and president of Northtown Auto Clinic, an automotive repair business. He also acts as a director for Barclay Place Homeowners, a nonprofit homeowners association. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and registered investment advisory services. The firm provides discretionary and non-discretionary managed accounts along with clearing, custodial, and prime services, with a notable integration of broker-dealer, capital markets, and commodities activities.
Tuan T
Series 66
Newport Beach, CA
Wedbush Securities Inc.
Tuan Tran is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Wedbush Securities since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services, combining wealth management with fixed income, commodities, securities lending, capital markets, and prime services.
Stefano S
Series 63, Series 66
Armonk, NY
Wedbush Securities Inc.
Stefano Safaei is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Wedbush Securities since 2007. Outside of his advisory role, he is a partner and shareholder in Skyarch Capital Advisors, LLC, which provides tax planning services to small and mid-size businesses and high-income individuals. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services, combining capital markets, fixed income, commodities, and clearing services with managed account solutions.
John G
Series 63
Pasadena, CA
Wedbush Securities Inc.
John Goodman is a financial advisor at Wedbush Securities Inc. with 40 years of industry experience. He holds a Series 63 designation and previously worked for McDonald Partners LLC for 13 years. Outside of his advisory role, he serves on the boards of the Playhouse Square theater district and the Greater Cleveland Film Commission. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm combines broker-dealer functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.
Robert K
Series 66
Pasadena, CA
Wedbush Securities Inc.
Robert Kennally is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining Wedbush in 2019, he worked at Morgan Stanley, Oakmont Builders, and Arthur J Gallagher. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer, capital markets, custody, and prime services with operations in commodities and derivatives.
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