ADVISOR BIO

Matthew Reznik is a financial advisor with Corient, a firm with offices in Miami, FL and Itasca, IL. Matthew has been in the industry since December 2010, and is registered in Illinois and Texas as an Investment Advisor Representative. Matthew holds the Certified Financial Planner and Chartered Financial Analyst designations.

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ADVISOR BIO

Matthew Christopher Kane is a financial advisor with Corient. Matthew has been in the financial services industry since December 2004. Matthew holds a Series 65 license and is registered with the state of Washington. Matthew has previous experience with KIBBLE & PRENTICE HOLDING COMPANY, Columbia Pacific Wealth Management and Corient. Matthew specializes in providing financial advice to individuals, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, investment companies, insurance companies, pooled investment vehicles, charitable organizations, and other trusts.

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ADVISOR BIO

Matthew Schaab is a financial advisor at J.P. Morgan Securities LLC. Matthew has been working in the financial services industry since 2001, and holds Series 7, 63, and 66 licenses. Matthew is also registered as an investment advisor representative in Florida and Texas. Matthew has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

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ADVISOR BIO

Matthew Kane is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in MIAMI, FL. Matthew Kane has been in the financial services industry since 2009. Matthew Kane is registered in 53 states and is a Series 66, Series 10, Series 9, Series 31, and Series 7 licensed professional.

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ADVISOR BIO

Mauricio Diez is a registered investment advisor with over 30 years of experience in the financial industry. Mauricio has been with Morgan Stanley since 2011 and has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated previously. Mauricio specializes in portfolio management for individuals, businesses, and investment companies. Mauricio also provides financial planning, asset allocation advice, and educational seminars. Mauricio is registered in numerous states across the country and has a strong commitment to providing personalized financial advice and services to his clients.

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ADVISOR BIO

Mauricio Loschi is a financial advisor based in Miami, Florida. Mauricio has been in the financial services industry since 2020 and is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Mauricio was affiliated with Citigroup Global Markets Inc. Mauricio holds Series 7TO, SIE and Series 66 licenses.

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ADVISOR BIO

Mauricio Sanchez is a financial advisor registered with Morgan Stanley. Mauricio has over 30 years of experience in the financial services industry. Mauricio holds FINRA Series 3, 7, 8, 9, 10, 66 and SIE licenses, as well as registrations in all 50 states. Mauricio has previously held positions with Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mauricio’s specialties include financial planning, asset allocation advice, and portfolio management.

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ADVISOR BIO

Mauricio Osorio is a financial advisor with Stifel, Nicolaus & Company, Inc. in MIAMI, FL. Mauricio has been in the financial services industry since 2010 and has a strong track record of providing exceptional service to clients. Mauricio is dedicated to helping clients achieve their financial goals and providing them with the guidance they need to make informed investment decisions.

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ADVISOR BIO

Mauricio Enrique Llamoas is a registered representative with Citigroup Global Markets Inc. Mauricio has been in the industry since January 30, 2013. Mauricio is registered in several states, including Florida, New Jersey, Indiana, Virginia, and the District of Columbia. Mauricio offers financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses. Mauricio is also a registered Investment Advisor Representative (IAR).

SPECIALIZATIONS

ADVISOR BIO

Mauricio Quintero is a financial advisor registered with Morgan Stanley. Mauricio is a registered representative in Florida and a registered investment advisor representative in Texas. Mauricio has been in the industry since November 2012. Mauricio has passed the Series 66, Series 7TO, and SIE exams. Mauricio provides financial planning and asset allocation advice.

SPECIALIZATIONS