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Nancy Josefina Baquero de jimenez

Portfolio Resources Advisor Group, Inc.

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About Nancy Josefina Baquero de jimenez

Nancy Baquero de jimenez is a financial advisor at Portfolio Resources Advisor Group, Inc. with over 14 years of experience in the financial industry. She provides a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Nancy has earned her Series 65, Series 99TO, and Series 27 licenses, demonstrating her commitment to providing comprehensive and professional financial advice.

Firm Information

Nancy Baquero de jimenez 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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Nancy Baquero de jimenez’s Registration & Firm History

FL

12/07/2010 - Present

Portfolio Resources Advisor Group, Inc. (MIAMI FL)

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Licenses & Designations

IA

Issued 09/21/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/2013

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Josefina Baquero de jimenez.
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