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Maria elizabeth Lacasa

IFB Wealth Management LLC

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About Maria elizabeth Lacasa

Maria elizabeth Lacasa is a registered investment advisor representative with Ifb Wealth Management Llc in Miami, Florida. Maria elizabeth Lacasa has been in the securities industry for 17 years, most recently at Amerant Investments, Inc. Maria elizabeth Lacasa has Series 7 and Series 66 licenses and has passed the Securities Industry Essentials Exam. Maria elizabeth Lacasa's current employment began in 2022. Maria elizabeth Lacasa is a part-time adjunct professor at Miami-Dade College. Maria elizabeth Lacasa specializes in portfolio management for individuals and businesses. Maria elizabeth Lacasa also offers selection of other advisors and pension consulting services.

Firm Information

Maria elizabeth Lacasa 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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Maria elizabeth Lacasa’s Registration & Firm History

FL

09/23/2022 - Present

IFB Wealth Management LLC (MIAMI FL)

FL

02/01/2006 - 09/09/2022

AMERANT INVESTMENTS, INC. (CORAL GABLES FL)

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Licenses & Designations

BOTH

Issued 08/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria elizabeth Lacasa.
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