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Marianne O
Series 66
Los Angeles, CA
Wells Fargo Advisors
Marianne O'Neill is a financial advisor at Wells Fargo Advisors in Los Angeles, CA, holding a Series 66 designation with 22 years of industry experience. Her prior roles include positions at Merrill, Citigroup Global Markets, and KeyBanc Capital Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.
David H
Series 66
Los Angeles, CA
Wells Fargo Advisors
David Hoffman is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Wells Fargo Advisors since 2015, with prior experience at Morgan Stanley from 2010 to 2015. He is currently based in Los Angeles, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche needs. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible implementation options through brokerage or advisory programs.
Brian B
Series 66
Los Angeles, CA
Wells Fargo Advisors
Brian Blass is a financial advisor with Wells Fargo Advisors in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Merrill and various entities within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and planning tools.
Patricia G
Series 66
Los Angeles, CA
Wells Fargo Advisors
Patricia Gonzalez is a financial advisor at Wells Fargo Advisors in Los Angeles, CA, with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Banc of America Investment Services before joining Wells Fargo in 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis, using proprietary research and planning tools.
Jack H
Series 66
Los Angeles, CA
Wells Fargo Advisors
Jack Hsia is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Banc of America Investment Services, and Ameriprise. Outside of advising, he is a part-owner of a manufacturing company based in Houston, Texas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.
Demitri H
Series 63, Series 65
Los Angeles, CA
Wells Fargo Advisors
Demitri Hollevoet is a financial advisor with Wells Fargo Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Clearing. He serves as treasurer for a nonprofit focused on supporting art created by children in war-torn countries. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm’s approach includes tailored recommendations supported by in-house research and planning tools, with optional implementation through various brokerage and advisory programs.
Daniel F
CFP®, Series 66
Los Angeles, CA
Wells Fargo Advisors
Daniel Fienberg is a CFP® professional with 22 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2013, including a decade at Wells Fargo Clearing and nine years at Merrill. Outside of his advisory role, he serves on the finance committee of the Beverly Hills Unified School District and is involved in several family investment-related ventures, including real estate management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by Wells Fargo research and offers a broad planning menu, including specialized services for business owners and other niche client needs.
Jenny Y
CFP®, Series 63, Series 66
Los Angeles, CA
Wells Fargo Advisors
Jenny Yuen is a financial advisor with Wells Fargo Advisors in Los Angeles, CA, holding a CFP® designation and Series 63 and 66 licenses. She has 19 years of industry experience, previously working at Merrill for eight years and with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and planning tools to develop personalized recommendations.
April S
Series 66
Los Angeles, CA
Wells Fargo Advisors
April Sandoval is a financial advisor with Wells Fargo Advisors in Los Angeles, CA, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Advisors since 2015, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, business-owner transition, and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.
Richard S
Series 63, Series 66
Los Angeles, CA
Wells Fargo Advisors
Richard Simenhoff is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning options tailored to clients meeting certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.
Arthur H
Series 63, Series 65
Los Angeles, CA
Wells Fargo Advisors
Arthur Horner is a financial advisor at Wells Fargo Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses with 40 years of industry experience. His career includes 16 years at Merrill and over a decade with Wells Fargo-affiliated firms in various roles since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research, planning tools, and simulation models to develop client recommendations.
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