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Anamelina Rios perez

IFB Wealth Management LLC

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About Anamelina Rios perez

Anamelina Rios perez is an Investment Advisor Representative registered in Florida, with over 10 years of experience in the financial services industry. Anamelina has held positions at several reputable firms, including Citigroup Global Markets Inc., Raymond James & Associates, Inc., and E.S. Financial Services, Inc., gaining a diverse range of experience. Anamelina is currently registered with IFB Wealth Management LLC, where Anamelina provides financial advisory services to both individuals and businesses.

Firm Information

Anamelina Rios perez is currently registered with IFB Wealth Management LLC. IFB Wealth Management LLC is a Miami, FL-based registered investment advisor with approximately $108.9 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. They have a team of 3 licensed agents, 6 investment advisor representatives, and 2 registered representatives.
IFB Wealth Management LLC

777 SW 37TH AVENUE

MIAMI, FL 33135

$108.90M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Anamelina Rios perez’s Registration & Firm History

FL

02/22/2024 - Present

IFB Wealth Management LLC (MIAMI FL)

FL

11/19/2019 - 01/16/2024

RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)

FL

10/27/2014 - 11/06/2019

CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)

FL

02/28/2013 - 10/10/2014

E.S. FINANCIAL SERVICES, INC. (MIAMI FL)

NY

12/04/2012 - 02/28/2013

GLOBAL STRATEGIC INVESTMENTS, LLC (BROOKLYN NY)

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Licenses & Designations

IA

Issued 08/07/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anamelina Rios perez.
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