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Financial Planning Services Advisors in Coral Gables, Florida
736 Results
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Coral Gables, FL

experience

35 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Adalberto Maulini is a financial advisor who has been in the industry since June 1990. Currently, Adalberto Maulini is registered with Raymond James Financial Services Advisors, Inc. based in Coral Gables, FL. Adalberto Maulini has a history of working for several other financial firms including MORGAN STANLEY and HSBC SECURITIES (USA) INC. Adalberto Maulini is a Certified Financial Planner, and holds Series 4, 7, 9, 10, 24, 52TO, 53, 63 and 65 licenses. Adalberto Maulini provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

Coral Gables, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Adam Carlin is a registered representative with Morgan Stanley and has been in the financial industry since September 1994. Adam Carlin is licensed to offer investment advice and securities services in 44 states and the District of Columbia. Adam Carlin has a broad range of experience working with various clients including individuals, high-net-worth individuals, institutions, and corporations. Adam Carlin is also a Board Member of the New World Symphony and the University of Miami.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Coral Gables, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Adrian Lorenzo is a financial advisor with over 25 years of experience in the industry. Adrian has a wide range of experience, having previously worked at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Adrian is currently registered with Raymond James Financial Services Advisors, Inc., and is licensed to provide investment advice in several states. Adrian specializes in working with high-net-worth individuals, corporations, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Raymond James & Associates, Inc.

location

CORAL GABLES, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Adrian Robert Tinoco is a financial advisor with Raymond James & Associates, Inc. located in CORAL GABLES, FL. Adrian Tinoco has been in the industry for over 6 years and has a combined 5 approved registrations. Adrian Tinoco is registered in FL as a Registered Representative and Investment Advisor Representative. Adrian Tinoco holds the Series 66, Series 7, and SIE exams. Adrian Tinoco provides financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CORAL GABLES, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Eppstein is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. She is registered to provide investment advice in Florida and Texas. Adriana has been in the financial services industry for 15 years. Before joining Merrill Lynch, Adriana was a financial advisor at WELLS FARGO CLEARING SERVICES, LLC. Adriana is also a registered representative with the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Raymond James & Associates, Inc.

location

CORAL GABLES, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Zeron duenas is a registered representative with Raymond James & Associates, Inc. with over 5 years of experience in the financial industry. Adriana has a Series 7 and a SIE license. Adriana currently holds active registrations in Florida. Before joining Raymond James & Associates, Inc. in 2022, Adriana worked at JANNEY MONTGOMERY SCOTT LLC in Palm Beach Gardens, Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Molina is a financial advisor with UBS Financial Services Inc. in Coral Gables, Florida. Adriana Molina has been in the financial industry since February 13, 2005. Adriana Molina has passed the Series 66, SIE and Series 7 exams and has been registered with FINRA since December 20, 2004. Adriana Molina is registered to provide investment advice in Florida, New York. Before joining UBS Financial Services Inc., Adriana Molina was registered with HSBC SECURITIES (USA) INC. and HSBC BROKERAGE (USA) INC..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

Coral Gables, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Adriana maria Da cruz is a financial advisor registered with UBS Financial Services Inc. Adriana maria Da cruz has been in the financial industry since 2017 and has been registered with UBS Financial Services Inc. since 2017. Adriana maria Da cruz is registered in 12 states and has passed the Series 3, 7, 9, 10, 66, and SIE exams. Adriana maria Da cruz is an active investment advisor representative and broker-dealer representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

Coral Gables, FL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adriano Conrado is an investment advisor representative with over 20 years of experience in the financial services industry. Conrado is currently registered with Morgan Stanley in Coral Gables, Florida. Prior to joining Morgan Stanley, Conrado was employed with WELLS FARGO ADVISORS, LLC in MIAMI, Florida and PRUDENTIAL SECURITIES INCORPORATED in NEW YORK, New York. Conrado holds Series 63, 65, 7, and SIE licenses, and has extensive experience in providing investment advice to individuals, families, and institutions. Conrado is also active in the community and is a member of various professional organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wells Fargo Clearing Services, LLC

location

CORAL GABLES, FL

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Agustin Enriquez cerice is a financial advisor with over 30 years of experience in the industry. Agustin has a Series 7, Series 63, and Series 65 license and is registered with Wells Fargo Clearing Services, LLC. Agustin's previous experience includes working for Prudential Securities Incorporated and American Government Certificates & Funds Corporation. Agustin specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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