Years of Experience
5-20+ Years
New York, NY
1 Years in Business
0 Disclosures
ADVISOR BIO
Isabella Brown is a registered investment advisor with Wealthpenn.comllc, offering a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Isabella has a broad range of experience in the financial industry, having previously worked at Morgan Stanley and Bacardi Limited, and has a strong understanding of the market. Isabella is also a licensed securities agent in New York.
SPECIALIZATIONS
New York, NY
6 Years in Business
2 Disclosures
ABOUT FIRM
Amerivet Securities, Inc. is a Corporation registered in the state of Florida and with the SEC. The firm was formed on November 13, 2018 and offers financial planning and portfolio management services to individuals. They are registered to provide advisory services in 53 states and have 1 registered representative and 1 investment adviser representative.
SPECIALIZATIONS
New York, NY
16 Years Experience
0 Disclosures
ADVISOR BIO
Jose Alejandro Leopando is a financial advisor at UBS Financial Services Inc. Jose Alejandro Leopando has been in the financial services industry since 2008 and has a Series 7, Series 66 and SIE license. Jose Alejandro Leopando has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and is currently registered with UBS Financial Services Inc.. Jose Alejandro Leopando's office is located in New York, NY.
SPECIALIZATIONS
New York, NY
25 Years Experience
0 Disclosures
ADVISOR BIO
Enrico Lomonaco is an investment advisor representative with UBS Financial Services Inc. He is licensed in multiple states, including New Jersey, New York, and Texas, and has been working in the securities industry since March 1998. Enrico has a broad range of experience, specializing in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. He is also an investment advisor representative in New Jersey, New York, and Texas.
SPECIALIZATIONS
New York, NY
4 Years Experience
0 Disclosures
ADVISOR BIO
Briana Marie Iannaccone is a financial advisor currently registered with Steward Partners Investment Advisory, LLC. She is a CERTIFIED FINANCIAL PLANNER™ professional with over five years of experience in the financial services industry. Briana previously worked at Raymond James Financial Services, Inc. and has a diverse work history in several fields. Briana is licensed in 25 states and holds a Series 7TO, Series 66, and SIE licenses. She specializes in providing financial planning, portfolio management, and financial consulting services for individuals, families, and businesses. Briana is committed to helping her clients achieve their financial goals through personalized strategies and comprehensive financial planning.
SPECIALIZATIONS
