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

Morgan Stanley

location

Miami, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Paul Bravo is a registered investment advisor with over 20 years of experience in the financial services industry. Paul is currently a registered representative with Morgan Stanley, where Paul has been employed since 2016. Prior to joining Morgan Stanley, Paul worked at Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Paul holds several industry licenses, including Series 63, 65, 7, 9 and 10.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Paul Franck is a financial advisor with over 10 years of experience in the industry. Paul is currently registered with Morgan Stanley and holds licenses in Florida and Texas. Paul has a strong background in financial planning, portfolio management, and asset allocation.

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

32 Years Experience

0 Disclosures

ADVISOR BIO

Paul Hewitt is an investment advisor representative with J.p. Morgan Securities LLC and has been in the industry since 1993. Paul has held previous positions with THE LEADERS GROUP, INC., UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SIGNATOR INVESTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Paul is currently registered with FINRA and holds Series 7, 6, 63 and 65 licenses and Series 24 and 51 registrations. Paul's registrations are active in 53 states. Paul specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, insurance companies, and pension and profit-sharing plans.

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

23 Years Experience

0 Disclosures

ADVISOR BIO

Paul Camacho is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with UBS Financial Services Inc. in Florida. Before joining UBS, Paul was with J.P. MORGAN SECURITIES LLC in Miami, Florida. Paul is a highly experienced advisor with a broad range of expertise in areas like portfolio management, financial planning, pension consulting, and educational seminars. Paul is committed to providing customized financial advice to help clients achieve their financial goals.

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

UBS Financial Services Inc.

location

MIAMI, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Paula Alcantara is a registered investment advisor representative with UBS Financial Services Inc. Paula has been in the securities industry since 2013 and is licensed to operate in California, Colorado, Connecticut, Florida, New York and Wyoming. Paula is also registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 7, Series 63, Series 65 and SIE exams. Previously, Paula worked for J.P. Morgan Securities LLC and Itau Europa Securities Inc. Paula has a broad range of experience in the securities industry and is committed to providing her clients with personalized financial advice.

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

Wells Fargo Clearing Services, LLC

location

Miami, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Paula Victoria Garver is a registered representative with Wells Fargo Clearing Services, LLC. Paula has been in the securities industry for over 5 years and has been registered with FINRA since September 2018. Paula holds the Series 66, Series 7, and SIE exams. Paula has previously worked at JP Morgan Securities LLC, Santander Bank, NA, and Santander Securities, LLC. Paula is currently registered with the state of Texas and Florida and is licensed in all 50 states.

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Paulina Padilla Valenzuela is a financial advisor with Citigroup Global Markets Inc. She is a registered representative with the firm and holds Series 7TO, SIE, and Series 66 licenses. Paulina has been working in the financial industry since 2023. Prior to joining Citigroup Global Markets Inc., she worked at The LaunchPad at University of Miami and Centro de Implantes Dentales. Paulina provides investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. She specializes in asset allocation advice, financial planning, and portfolio management.

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

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Paulino Diaz is a registered representative with Morgan Stanley. Paulino has been in the securities industry since 2020. Paulino is licensed in Florida and North Carolina and has passed the Series 7TO, Series 66 and SIE exams. Paulino was previously registered with WELLS FARGO CLEARING SERVICES, LLC. Prior to joining Morgan Stanley, Paulino worked at Alexis LLC, Luxcom Builders, Randstad USA and Reel Deal Yachts. Paulino specializes in providing portfolio management for individuals, businesses, and investment companies, as well as financial planning, pension consulting, and selection of other advisors.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Paulo Justiniano is a financial professional with experience in the industry. Paulo is currently registered with J.p. Morgan Securities LLC and has been actively involved in the financial industry since 2022. Prior to his current role, Paulo was employed with WELLS FARGO SECURITIES, LLC. Paulo specializes in providing financial advice and services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Paulo holds licenses for Series 63, Series 79TO, Series 87, Series 86, and SIE.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Paul Zvi Dukes Suwalsky is a registered representative of J.P. Morgan Securities LLC. Paul has been in the industry for 3 years and is currently registered with the state of Florida and Texas. Paul is a dedicated professional who provides comprehensive financial planning and investment services. Paul is committed to building strong relationships with clients and providing them with the personalized attention they deserve.

SPECIALIZATIONS

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

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