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

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gustavo Civetta is a financial advisor who has been working in the financial industry since 1995. Gustavo has a long and varied career, having worked for several companies in the financial services industry. Currently, Gustavo is a registered representative with UBS Financial Services Inc., a firm that provides financial services to individual and institutional investors. Gustavo has also held a position with UBS International Inc., a subsidiary of UBS Financial Services Inc. Gustavo has a wide range of experience in the financial services industry. Some of the areas where Gustavo is specialized in include portfolio management for individuals and businesses. Gustavo is also a Registered Representative and Investment Advisor Representative, and has held licenses in various states.

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

Campbell Williams, Inc.

location

CORAL GABLES, FL

0 Disclosures

ADVISOR BIO

Hadley Cogswell Williams is a registered investment advisor representative. Hadley Williams is an active investment advisor with a Series 65 license. Hadley Williams is registered in Florida and Massachusetts. Hadley Williams is associated with Campbell Williams, Inc.. Hadley Williams has been with Campbell Williams, Inc. since 01/1995. Hadley Williams also holds the position of President at International Growth Resources Corp. Hadley Williams specializes in providing financial and investment advisory services to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Hadley Williams has a total of 47 client accounts and manages more than $52 million in assets.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Hamid Danmole is a financial advisor currently working with UBS Financial Services Inc. Hamid has been working in the financial industry since 2001 and holds various licenses and registrations, including Series 7, 9, 10, 24, 31, 63, 65, 99TO and SIE exams. Prior to joining UBS Financial Services Inc. Hamid Danmole was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James & Associates, Inc., Scottrade, Inc., National Planning Corporation, Chase Investment Services Corp., WAMU INVESTMENTS, INC., and Prudential Securities Incorporated. Hamid provides financial advice to a range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.

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

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Hani Mourad Henein is a financial advisor who has been in the industry since August 8, 2009. Hani is currently registered with Morgan Stanley and is licensed in Florida and Texas. Hani has a strong background in the financial industry and has held previous positions with EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Hani is committed to providing clients with personalized financial advice and guidance. Hani specializes in providing services for individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, investment companies, and banking or thrift institutions.

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 & Associates, Inc.

location

CORAL GABLES, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Hector Miguel Birriel is a financial advisor with Raymond James & Associates, Inc. based in Coral Gables, FL. Hector joined Raymond James in 2023, bringing over three years of experience in the financial services industry. Prior to that, Hector worked at J.P. Morgan Securities LLC in Pinecrest, FL and Wells Fargo Clearing Services, LLC in Norfolk, VA. Hector holds the Series 63, Series 6TO, and SIE licenses and is registered to provide securities advice in 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

Raymond James & Associates, Inc.

location

CORAL GABLES, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Heidy Seggio is a financial advisor at Raymond James & Associates, Inc. Heidy has been in the financial services industry since September 7, 2015, and has experience working with Morgan Stanley. Heidy is licensed to provide investment advice in Arizona, Delaware, Florida, New Mexico, Pennsylvania, Texas, and Washington.

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
location

Coral Gables, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Heidy Frank is a registered representative with Morgan Stanley and has been in the industry since August 2020. Heidy is licensed to provide investment advice in 22 states and has passed the Series 66, Series 7TO, and SIE exams. Heidy is a registered investment advisor representative in Florida and Texas. Prior to joining Morgan Stanley, Heidy worked at London Companies and BNY Mellon N.A.

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

UBS Financial Services Inc.

location

Coral Gables, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Helen Ann Henriques Cito is a financial advisor with UBS Financial Services Inc. Helen has been a financial advisor for over ten years and has experience in a variety of investment areas. Helen holds a Series 7 and Series 66 license and a SIE certification. Helen is also registered with the state of Florida and Texas.

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

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Hiram Bernal is a financial advisor at Morgan Stanley in Coral Gables, Florida. Hiram has been in the financial services industry since 2019 and has experience in both the insurance and investment sectors. Prior to joining Morgan Stanley, Hiram worked for Wells Fargo Clearing Services, LLC. Hiram is registered with both FINRA and the state of Florida. Hiram holds several licenses including the Series 63, Series 6TO, and the SIE. Hiram specializes in a wide range of financial services, including investment planning, retirement planning, and wealth management.

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

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ignacio Del carril is a financial advisor with UBS Financial Services Inc. in Coral Gables, Florida. Ignacio has been in the industry since December 7, 2009. Prior to joining UBS Financial Services Inc., Ignacio was employed by HSBC SECURITIES (USA) INC. in Miami, Florida.

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

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