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Andrea Mercedes Nogueroles

Portfolio Resources Advisor Group, Inc.

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About Andrea Mercedes Nogueroles

Andrea Nogueroles is a financial advisor with Portfolio Resources Advisor Group, Inc. based in Miami, Florida. Andrea has over 2 years of experience in the industry and is registered in Florida and Georgia. Andrea is a licensed representative who has passed the Series 7TO, Series 66, and SIE exams. Andrea offers financial planning, portfolio management for individuals, and portfolio management for businesses. Andrea also offers pension consulting and educational seminars.

Firm Information

Andrea Nogueroles is currently registered with Portfolio Resources Advisor Group, Inc.. Portfolio Resources Advisor Group, Inc. is an investment advisor registered with the SEC and based in Miami, Florida. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and high-net-worth individuals. They also offer selection of other advisers. The firm manages $115,963,278 in assets for 362 clients.
Portfolio Resources Advisor Group, Inc.

800 BRICKELL AVENUE, SUITE 903

MIAMI, FL 33131

$115.96M

Assets Under Management

9

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Andrea Nogueroles’s Registration & Firm History

NA

10/10/2022 - Present

Portfolio Resources Advisor Group, Inc. (Piso 10, Chacao Caracas )

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Licenses & Designations

BOTH

Issued 06/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Mercedes Nogueroles.
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