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

J.p. Morgan Securities LLC

location

Miami, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Naizony Humberto Gonzalez is a financial advisor who has been in the industry since 2009. Naizony is currently registered with J.p. Morgan Securities LLC and has been with the firm since 2012. Before joining J.p. Morgan Securities LLC, Naizony worked at CHASE INVESTMENT SERVICES CORP. and FIRST INVESTORS CORPORATION. Naizony holds Series 6, 7, and 66 licenses as well as the SIE exam. Naizony's specializations include retirement planning, insurance, and investment strategies. Naizony is registered in 53 states and jurisdictions.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Miami, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Gargiulo is a financial advisor with UBS Financial Services Inc. in Miami, FL. Nancy has been working in the financial industry since 2004. She holds a Series 7 and Series 63 license and has worked at several firms, including Wachovia Securities, LLC, Citigroup Global Markets Inc. and Morgan Stanley & Co. Incorporated. Nancy is also an Investment Advisor Representative for UBS Financial Services Inc. in New York, NY. Nancy specializes in providing financial advice to individuals, businesses, and institutions.

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

Portfolio Resources Advisor Group, Inc.

location

MIAMI, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Baquero de jimenez is a financial advisor at Portfolio Resources Advisor Group, Inc. with over 14 years of experience in the financial industry. She provides a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Nancy has earned her Series 65, Series 99TO, and Series 27 licenses, demonstrating her commitment to providing comprehensive and professional financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

Miami, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Narciso Munoz is a financial advisor with Raymond James & Associates, Inc. in Miami, Florida. Narciso has been working in the financial industry since 2007. Narciso is registered to offer investment advice in 14 states and has Series 7 and 63 licenses. Narciso has a history of working with Deutsche Bank Securities Inc. and Barclays Capital Inc. in addition to Raymond James.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Natalia Escobar is a financial advisor with J.p. Morgan Securities LLC. Natalia has been in the industry since August 2010 and is licensed to provide investment advice in 53 states and the District of Columbia. Natalia specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

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

11 Years Experience

0 Disclosures

ADVISOR BIO

Natalia Alvarez iragorri is a registered representative with Citigroup Global Markets Inc. Natalia Alvarez iragorri has been in the securities industry since July 15, 2014. Natalia Alvarez iragorri is registered to provide investment advice in District of Columbia, Florida and New Jersey. Natalia Alvarez iragorri is also registered as an investment advisor representative in Florida. Natalia Alvarez iragorri specializes in Portfolio management for individuals, Portfolio management for businesses, Selection of other advisers, Publication of periodicals, Pension consulting, Financial planning, and Security ratings. Natalia Alvarez iragorri has been with Citigroup Global Markets Inc. since March 4, 2021.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Natalie Ysona is a financial advisor who is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Natalie has been in the industry since June 2011 and is licensed to provide financial advice in Florida and Texas. Natalie also holds licenses to provide investment advisory services.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Citigroup Global Markets Inc.

location

Miami, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nathalia Grisales is a registered representative with Citigroup Global Markets Inc. Nathalia has been in the industry since 2015. Nathalia has a Series 7, Series 6, and Series 63 licenses as well as a Series 66 license. Nathalia is registered in multiple states, including Florida, New York, California, Colorado, Delaware, Illinois, Maine, Maryland, New Jersey, Oregon, South Dakota, Tennessee, Texas, Virgin Islands, and Wyoming. Nathalia is associated with the Miami, FL branch office of Citigroup Global Markets Inc.

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

J.p. Morgan Securities LLC

location

MIAMI, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nathan Bell is a registered representative with J.P. Morgan Securities LLC. Nathan has been in the industry since January 10, 2022. He holds the Series 6TO and SIE exams. Nathan is registered in Florida.

SPECIALIZATIONS

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

Corient | CFA ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Nathaniel Haskell is a financial advisor with over 8 years of experience in the industry. Nathaniel holds the Series 66, Series 7, Series 11, and SIE licenses, and is a Chartered Financial Analyst. Nathaniel is currently registered with Corient in Washington. Nathaniel has previously worked with Mercer Allied Company, L.P., Columbia Pacific Wealth Management and Cresset Asset Management, LLC. Nathaniel specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and institutions. Corient is a registered investment advisor with over $118 billion in assets under 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 Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals

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