ADVISOR BIO

Aaron Loor is a financial advisor with Citigroup Global Markets Inc. based in Miami, FL. Aaron has been working in the financial industry since 2004, providing comprehensive financial planning and investment advice to individuals, businesses, and high-net-worth clients. Aaron's focus is on creating personalized strategies tailored to meet each client's unique needs and goals. Aaron holds Series 7, 63, and 66 licenses, demonstrating a dedication to staying up-to-date with industry standards and regulations. Prior to joining Citigroup Global Markets Inc., Aaron worked at J.P. Morgan Securities LLC and HSBC Securities (USA) INC.

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ADVISOR BIO

Aaron Winer is a financial advisor with Morgan Stanley. Aaron has been in the financial services industry since 2004 and holds Series 7, Series 65, and Series 66 licenses, as well as the SIE. Aaron is registered in 27 states and works primarily with high-net-worth individuals, corporations, and charitable organizations. Aaron's specialties include financial planning, asset allocation advice, and portfolio management.

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ADVISOR BIO

Aaron Berman is a financial advisor who has been in the industry since 2000. Aaron holds multiple licenses and registrations, including Series 6, 7, 63, 65 and SIE. Aaron is currently affiliated with IP Financial Advisory Services LLC, and has previously worked at Patrick Capital Markets, LLC, Santander Securities LLC, LPL Financial LLC, Eaton Vance Distributors, Inc. and Signator Investors, Inc. Aaron specializes in providing financial planning, investment advice, and consulting services for individuals, businesses, and qualified retirement plans. Aaron currently serves clients primarily in Florida and North Carolina.

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ADVISOR BIO

Aaron Katsman is a financial advisor with over 20 years of experience in the industry. Aaron is currently registered with Portfolio Resources Advisor Group, Inc. in Miami, Florida. Aaron offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. Aaron's experience includes working with high net worth individuals, corporations and other businesses, and individuals other than high net worth. Aaron has also served as a registered representative and president for Lighthouse Capital LTD in Jerusalem, Israel.

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ADVISOR BIO

Abel Alexander Fernandez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Abel is currently licensed in Florida and Texas. Abel has been in the financial industry since May 2022. Abel holds licenses for Series 66, 7TO and SIE exams and has been active in the industry since 2022.

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ADVISOR BIO

Abel Molina is an investment advisor representative currently registered with Portfolio Medics, LLC. Abel has a Series 65 license, allowing them to provide investment advice to clients. Abel has previously worked for LPL FINANCIAL LLC and AXA ADVISORS, LLC. Abel has worked in the financial industry for over 7 years and is specialized in providing financial planning, pension consulting, and portfolio management services to individuals. Abel has a long history of working with both high net worth individuals and individuals other than high net worth clients.

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ADVISOR BIO

Abelardo Clemente Sanchez is a financial advisor registered with UBS Financial Services Inc. Sanchez has been in the industry since December 2013. Sanchez is registered in 21 states and holds Series 7, Series 63, and Series 65 licenses as well as the SIE. Sanchez is a licensed investment advisor representative in Florida and Texas. Sanchez specializes in providing investment advice for individuals, businesses, charitable organizations, and insurance companies.

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ADVISOR BIO

Abraham Capote is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2016. Abraham Capote is registered with the Securities and Exchange Commission and is licensed to provide investment advice in multiple states. Abraham Capote specializes in providing portfolio management services for individuals and businesses and can also offer financial planning services.

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ADVISOR BIO

Abraham Chehebar is a registered investment advisor representative with Morgan Stanley. Abraham has over 20 years of experience in the financial services industry. Prior to joining Morgan Stanley, Abraham was an investment advisor representative with UBS Financial Services Inc., UBS International Inc., and Citigroup Global Markets Inc. Abraham is a Series 65, Series 63, Series 3, and Series 7 licensed representative. Abraham holds a degree from Babson College. Abraham is based in Miami, Florida and is licensed in over 20 states.

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ADVISOR BIO

Abraham Horowitz is a financial advisor with Janney Montgomery Scott LLC. Abraham has been in the industry since October 1998 and has experience in the areas of portfolio management, financial planning, and pension consulting. Abraham is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 licenses. Abraham is also a Certified Financial Planner (CFP). Abraham has held previous positions at Morgan Stanley Smith Barney and Raymond James & Associates, Inc.. Abraham is currently registered to provide investment advice in the states of Arizona, California, Colorado, Florida, Hawaii, Illinois, Massachusetts, Minnesota, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Washington, and Wisconsin.

SPECIALIZATIONS