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Dru G

Series 63, Series 65

Vancouver, WA

Wedbush Securities Inc.

Dru Gilbert is a financial advisor with Wedbush Securities Inc. in Vancouver, Washington, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has worked at Wedbush Morgan Securities since 2008 and previously at M.L. Stern & Co., LLC from 2004 to 2008. 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 tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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Daniel S

Series 63, Series 66

Pasadena, CA

Wedbush Securities Inc.

Daniel Stieff is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at LPL Financial and Financial West Group. Outside of his advisory role, he serves as president of Daniel Stieff, Inc., a corporation established to manage his real estate holdings and tax matters. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a broad range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio management strategies tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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Michael P

Series 63, Series 65

Denver, CO

Wedbush Securities Inc.

Michael Penton is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 1990. 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 manages tailored portfolio strategies and conducts institutional research while also providing custodial, clearing, and prime services.

Wealth management Founder/Business Owner Executive
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John A

Series 63, Series 66

Pasadena, CA

Wedbush Securities Inc.

John Arnold is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, and Citigroup Global Markets. He is also the founder and portfolio manager of Arnold Wealth Advisors. 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, capital markets, and prime services. The firm supports discretionary and non-discretionary portfolio management with a range of institutional research and operational capabilities.

Wealth management Founder/Business Owner Executive
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John D

Series 63, Series 65, Series 66

Pasadena, CA

Wedbush Securities Inc.

John Drevon is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Wedbush Morgan Securities, Raymond James Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers a range of wealth management services, fixed income, commodities, securities lending, and capital markets solutions, combining discretionary portfolio management with institutional research and prime services.

Wealth management Founder/Business Owner Executive
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Randy G

Series 66

Seattle, WA

Wedbush Securities Inc.

Randy Greene is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding a Series 66 designation and 44 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2009 and has been with Wedbush Morgan Securities since 2009. Outside of his role at Wedbush, Greene is Vice President of Investments at Nautics Wealth Management, a securities business based in Seattle. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts and pension plans. The firm offers a range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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Michael G

Series 63

Pasadena, CA

Wedbush Securities Inc.

Michael Gladstone is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and 34 years of industry experience. He has worked at Wedbush Securities since 2002 and was previously with UBS Financial Services from 1997 to 2002. 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 supports both discretionary and non-discretionary portfolio management and maintains operational capabilities including custodial, clearing, and prime services.

Wealth management Founder/Business Owner Executive
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Lori C

Series 63, Series 66

Scottsdale, AZ

Wedbush Securities Inc.

Lori Callahan is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wedbush Securities since 2009. 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 supports both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services.

Wealth management Founder/Business Owner Executive
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Charles L

Series 63, Series 66

Pasadena, CA

Wedbush Securities Inc.

Charles Lazzaro is a financial advisor at Wedbush Securities Inc. with 55 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wedbush Morgan Securities since 2008, following an 11-year tenure at First Wall Street Corp. 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’s dual registration allows it to provide portfolio management, research, and prime brokerage services tailored to diverse client needs.

Wealth management Founder/Business Owner Executive
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Joanne G

Series 63, Series 65, Series 66

Lake Oswego, OR

Wedbush Securities Inc.

Joanne Galligan is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. She holds Series 63, Series 65, and Series 66 registrations and has been with Wedbush Securities since 2011. 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 market solutions including discretionary and non-discretionary portfolio management and institutional research.

Wealth management Founder/Business Owner Executive
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Jessica M

Series 66

Denver, CO

Wedbush Securities Inc.

Jessica Mcqueen is a financial advisor with Wedbush Securities Inc. in Denver, CO. She holds the Series 66 designation and has 11 years of industry experience. She has been with Wedbush Securities since 2011. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, securities lending, and capital markets. The firm serves various client types with tailored portfolio management strategies and also offers custodial, clearing, and prime services.

Wealth management Founder/Business Owner Executive
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Kenneth H

Series 66

Anchorage, AK

Wedbush Securities Inc.

Kenneth Hazen is a financial advisor at Wedbush Securities Inc. with nine years of industry experience. He holds a Series 66 designation and has been with Wedbush Securities since 2015. 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, supporting both discretionary and non-discretionary portfolio management.

Wealth management Founder/Business Owner Executive
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Christopher H

Series 63, Series 65

Phoenix, AZ

Wedbush Securities Inc.

Christopher Henderson is a financial advisor with Wedbush Securities Inc. in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously spent seven years at Banc of America Investment Services, Inc. Outside of his advisory role, Henderson serves as an assistant coach for a travel hockey team in Scottsdale, AZ. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management and research services along with custodial, clearing, and prime services.

Wealth management Founder/Business Owner Executive
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Sherry M

Series 66

Greensboro, NC

Wedbush Securities Inc.

Sherry Malone is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. 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 solutions. The firm offers both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services alongside commodities and securities lending activities.

Wealth management Founder/Business Owner Executive
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Edward S

Series 63, Series 65

Jersey City, NJ

Wedbush Securities Inc.

Edward Spiegel is a financial advisor at Wedbush Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including E*TRADE Capital Management and Banc of America Investment Services. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of services including discretionary and non-discretionary portfolio management, wealth management, fixed income, commodities, and capital markets.

Wealth management Founder/Business Owner Executive
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Gianluca T

Series 66

Denver, CO

Wedbush Securities Inc.

Gianluca Triennese is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and having 13 years of industry experience. His prior work includes positions at Charles Schwab, TD Ameritrade, and BBVA Wealth Solutions. Outside of financial services, he was involved with Paninomania LLC, operating a business called Sweets of Italy from 2013 to 2016. Wedbush Securities provides investment advisory and broker-dealer services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm offers wealth management, fixed income, commodities, securities lending, capital markets services, and portfolio management tailored to client objectives and risk tolerances.

Wealth management Founder/Business Owner Executive
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James S

Series 63, Series 65

Pasadena, CA

Wedbush Securities Inc.

James Stephan is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wedbush Securities since 2009 and previously worked at First Wall Street Corp. from 2001 to 2008. 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, capital markets, and prime services among its offerings. The firm manages both discretionary and non-discretionary portfolio strategies tailored to client objectives and risk profiles.

Wealth management Founder/Business Owner Executive
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Jonathan B

Series 66

Pasadena, CA

Wedbush Securities Inc.

Jonathan Bates Jr. is a financial consultant at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at GABA Corporation and Poke Rainbow. 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 prime brokerage functions.

Wealth management Founder/Business Owner Executive
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Joel C

Series 63, Series 66

Chattanooga, TN

Wedbush Securities Inc.

Joel Cochran is a financial advisor with Wedbush Securities Inc. in Chattanooga, TN, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has worked at Wedbush Securities since 2018 and previously spent three years with Avondale Partners. 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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Makenna K

Series 66

Pasadena, CA

Wedbush Securities Inc.

Makenna Kelly is a financial advisor at Wedbush Securities Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at FuelPositive Corporation and Moen Incorporated. 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.

Wealth management Founder/Business Owner Executive
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