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Financial Planning Services Advisors in Miami, Florida
2,217 Results
Unclaimed
location

Miami, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Isabella Juanita Cozad is a registered investment advisor with Morgan Stanley. Isabella Juanita Cozad is active in the securities industry since July 2016 and has been with Morgan Stanley since May 2016. Isabella Juanita Cozad holds the Series 7, Series 66 and SIE licenses. Isabella Juanita Cozad is registered in Florida and Texas. Isabella Juanita Cozad's other business activities include insurance, financial planning, and educational seminars.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Isabella Camacaro gomez is a registered representative with J.p. Morgan Securities LLC. Isabella holds the Series 7TO, Series 66, and SIE licenses. Isabella works in the Miami, FL branch office of J.p. Morgan Securities LLC. Isabella has 25 years of experience in the securities industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Citigroup Global Markets Inc.

location

MIAMI, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Isbett Martinez is a financial advisor registered with Citigroup Global Markets Inc. since November 2013. Isbett is registered in 53 states and 16 SRO jurisdictions. Isbett has 11 years of experience in the financial services industry. Isbett specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Isbett is also registered with the state of Florida as an Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Isidoro Korngold is a financial advisor with Corient and has been working in the industry for over 30 years. Isidoro has a broad range of experience in the industry, having previously worked with Intercontinental Asset Management Group, LTD. Isidoro is registered in Texas and is actively pursuing both Broker-Dealer and Investment Advisor licenses.

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 Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed
location

Miami, FL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Isidro Ferrer is a financial advisor with over 18 years of experience in the industry. Isidro is currently registered with Morgan Stanley in Miami, Florida. Isidro has previously worked at J.P. Morgan Securities LLC, UBS Financial Services Inc., and Rothschild Inc. Isidro holds Series 7, Series 66, and SIE licenses and is registered with the state of Florida as an investment advisor representative.

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
location

Miami, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Isidro Lorvin Ramirez is a registered representative with Morgan Stanley in Miami, Florida. Isidro has been in the securities industry since May 2020. He is a Series 66, Series 7TO, and SIE licensed professional. Isidro holds securities registrations in 20 states including California, Colorado, Florida, and Georgia.

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
location

Miami, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Issis Rojas is a financial advisor at Morgan Stanley with over 17 years of experience in the financial services industry. Issis is a Registered Representative and Investment Advisor Representative with Morgan Stanley. Issis has passed Series 3, 4, 7, 9, 10, 31, 66, and SIE exams. Issis is registered with the state of Florida and holds licenses in 53 other states and territories. Issis is a Series 4 and Series 10 principal. Issis has previously worked at MORGAN STANLEY & CO. INCORPORATED.

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

MIAMI, FL

experience

29 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Ivette Marie Sanchez is a financial advisor with Wells Fargo Clearing Services, LLC, with over 25 years of experience in the industry. She is a registered representative and investment advisor in Florida and Texas, offering a wide range of services, including financial planning and portfolio management. Ivette Sanchez has served clients in various industries, including individuals, businesses, and charitable organizations.

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
Unclaimed

J.p. Morgan Securities LLC

location

MIAMI, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ivonne Landero is a registered representative with J.p. Morgan Securities LLC in Miami, Florida. Ivonne has been in the financial services industry since November 3, 2009. Ivonne has passed the Series 6 and SIE exams, and is registered in Florida. Ivonne's previous experience includes working at CHASE INVESTMENT SERVICES CORP.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Citigroup Global Markets Inc.

location

Miami, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ivonne Orozco is a registered representative with Citigroup Global Markets Inc. located in Miami, Florida. Ivonne has been in the securities industry since 2013. Ivonne is licensed in Florida and New York. Ivonne specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals

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