ADVISOR BIO

Jose Gonzalez is a financial advisor with over 10 years of experience. Jose is currently registered with Morgan Stanley and has been in the financial industry since 2012. Prior to joining Morgan Stanley, Jose was employed by Wells Fargo Clearing Services, LLC. Jose holds Series 7, 9, 10, 66, SIE, and 99TO licenses. Jose is registered in 53 states and the District of Columbia.

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ADVISOR BIO

Jose Acebedo is a financial advisor in Miami, FL. Jose has been in the industry since 2001. He is currently registered with UBS Financial Services Inc. and previously worked with UBS International Inc. and CITI International Financial Services LLC. Jose holds FINRA Series 7 and Series 66 licenses and specializes in retirement planning, mutual funds, variable annuities, fixed annuities, life insurance, and long-term care insurance. Jose also owns and operates Valace Investments LLC.

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ADVISOR BIO

Jose Luis Lequerica is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Miami, FL. Jose has been in the financial industry since 1996 and holds multiple licenses and certifications. Jose is a registered representative with the firm.

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ADVISOR BIO

Jose Rodriguez Rodriguez is an active broker and investment advisor representative with Morgan Stanley. Jose has 7 years of experience in the financial services industry. Jose holds Series 63, 66 and 7 licenses. Jose has earned the Chartered Financial Analyst (CFA) designation. Jose is registered with 28 states for securities and investment advisory activities. Jose's previous firm was Wells Fargo Clearing Services, LLC.

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Jose diego Gonzalez fernandez is an investment advisor representative with Camerondowning, Inc., registered with the state of Florida. Jose diego Gonzalez fernandez has been in the industry since March 2020. Jose diego Gonzalez fernandez has a Series 65 license and is also a Certified Financial Planner. Jose diego Gonzalez fernandez offers investment advisory services to individuals, businesses, and pension plans.

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Jose maria De teran is a financial advisor registered with UBS Financial Services Inc. Jose maria De teran has 8 years of experience in the financial industry. Jose maria De teran is registered with FINRA, and is also registered with the following states: California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Massachusetts, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, South Dakota, Texas, Virginia, Washington, and Wyoming.

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ADVISOR BIO

Jose maria Fornasari is a financial advisor with J.p. Morgan Securities LLC. Jose maria has been in the industry since 2013 and is licensed in all 50 states. Jose maria specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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Joseph C. Bowden is a financial advisor with over 14 years of experience in the financial services industry. Joseph is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph is also a registered representative in Florida and Texas. Joseph has been a registered representative with Merrill Lynch since January 2010, and prior to that, worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Joseph offers a variety of financial services, including portfolio management for individuals and businesses, as well as educational seminars and pension consulting. Joseph has a strong background in securities and investment products, with Series 7, 31 and 66 licenses. Joseph is a dedicated financial professional with the knowledge and experience to help clients achieve their financial goals.

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ADVISOR BIO

Joseph Michael Foltz is a financial advisor who has been in the industry since July 2009. Joseph is currently registered with Corient in Illinois and Texas. Joseph is a Certified Financial Planner. Joseph has a Series 65 license and has taken the Uniform Investment Adviser Law Examination. Joseph has experience working with clients including charitable organizations, corporations and other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and pooled investment vehicles. Joseph provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Joseph Robert Giorgio is an investment advisor representative at Corient, a firm based in Miami, Florida. Joseph Robert Giorgio has been in the industry since 2013. Corient is an investment advisory firm that has offices in Pennsylvania and Florida. The firm serves individuals, high net worth individuals, businesses, and charitable organizations. The firm offers a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars.

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