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

J.p. Morgan Securities LLC

location

MIAMI, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Alfredo Garcia is a registered representative with J.p. Morgan Securities LLC. Alfredo has been in the industry since July 2013, working in the Miami, Florida office. Alfredo specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Alfredo is a Series 6 and SIE licensed professional and holds a Florida securities registration.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Alfredo Enrique Michael is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alfredo is a registered representative with the firm since 2009 and has a Series 7, Series 66, and Series 65 licenses. Alfredo has experience in both brokerage and investment advisory services and is licensed in 53 states. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Alfredo worked as a financial advisor at J.P. MORGAN SECURITIES LLC. Alfredo specializes in providing financial and investment advice to individuals, businesses, corporations, insurance companies, pension and profit sharing plans, and charitable organizations.

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

Stifel, Nicolaus & Company, Inc.

location

MIAMI, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Alfredo Baez is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 14 years of experience in the industry. Alfredo is registered to provide investment advice in 53 states and territories. Alfredo provides portfolio management services to individuals, businesses, and pooled investment vehicles. Alfredo is also a registered principal and is licensed to conduct security transactions.

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
Unclaimed

J.p. Morgan Securities LLC

location

MIAMI, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alfredo Ramirez is a registered representative with J.P. Morgan Securities LLC. Alfredo has been in the securities industry since 2015 and has experience in the areas of financial planning, pension consulting, and selection of other advisors. He is registered to conduct business in California and Florida. Alfredo holds the following FINRA licenses: Series 6, Series 63, and SIE. Alfredo was previously employed by FIFTH THIRD SECURITIES, INC. in Miramar, Florida.

SPECIALIZATIONS

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

MIAMI, FL

0 Disclosures

ADVISOR BIO

Alfredo Larosa is a financial advisor with Corient. Alfredo has been in the industry since 1992 and holds several licenses, including Series 3, 4, 7, 24 and 63 licenses. Alfredo is registered in Texas. Corient offers a variety of investment advisory services, including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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

19 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Alfredo Rotemberg is a financial professional with over 25 years of experience in the industry. He currently works as a registered representative for Morgan Stanley. Prior to joining Morgan Stanley, Alfredo Rotemberg worked at Lehman Brothers Inc. and ING BARING (U.S.) SECURITIES, INC. Alfredo Rotemberg's primary focus is providing investment advice and portfolio management services to high-net-worth individuals, corporations, and other institutions. He is also experienced in providing financial planning and pension consulting services.

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alfredo Pardo is a financial advisor with over 13 years of experience in the financial services industry. Alfredo currently works at Citigroup Global Markets Inc. and is registered as a Registered Representative in Florida. Previously, Alfredo has worked at Morgan Stanley and Raymond James Financial Services, Inc.. Alfredo holds the Series 3, Series 7, and Series 66 licenses, as well as the SIE exam. Alfredo's specialties include asset allocation, financial planning, portfolio management, and pension consulting.

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

Equitable Advisors, LLC

location

MIAMI, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Alicia Vila is a registered representative with Equitable Advisors, LLC. Alicia has been in the financial services industry since March 25, 2007. Alicia is licensed in Florida and California. She specializes in securities, variable contracts and insurance. Alicia holds the Series 6 and 63 licenses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Alida R. Guedes is a financial professional with over 20 years of experience in the industry. Alida is currently registered with J.P. Morgan Securities LLC and has previously held positions at HSBC Securities (USA) INC., J.P. MORGAN SECURITIES LLC and J.P. MORGAN SECURITIES INC.. Alida holds the Series 63, Series 7 and SIE licenses. Alida specializes in a variety of investment services for individuals and businesses.

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

19 Years Experience

0 Disclosures

ADVISOR BIO

Alina Akchurina is a financial advisor with Citigroup Global Markets Inc., where she has been employed since 2007. She is registered to offer investment advice in Florida, New Jersey and New York. Alina holds the Series 7, 63 and 65 licenses.

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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