ADVISOR BIO

Sean Thomas Meroni is a financial advisor with J.p. Morgan Securities LLC. Sean has been in the industry since December 2022, working in the Miami, FL branch office. Sean is a Series 6TO and SIE licensed representative and is registered in Florida. Sean's specialties include offering investment advice to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Sean Knoerzer is an investment advisor representative at Corient. Sean has a Series 65 license and is a Certified Financial Planner. Sean has been in the financial industry since June 2014. Sean has experience working with clients including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and pooled investment vehicles. Sean is also registered as an investment advisor representative in Illinois and Texas. Corient is a registered investment advisor with a main office located in Miami, Florida. Corient provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Sebastian Merida is a registered investment advisor representative with Citigroup Global Markets Inc. Sebastian is licensed in Florida and New York. Sebastian has been in the industry since November 2013. Sebastian has earned Series 66, 7TO and SIE licenses.

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ADVISOR BIO

Sebastian Andres Levy is a financial advisor with J.P. Morgan Securities LLC. Sebastian has been in the financial services industry since June 7, 2019. Sebastian is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and is also registered with the state of Florida as an Investment Advisor Representative. Sebastian has passed the Series 66, Series 7TO and SIE exams. Sebastian also works with MORGAN STANLEY.

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ADVISOR BIO

Sebastian Salazar is a registered representative at J.p. Morgan Securities LLC. Sebastian has been in the industry since August 16, 2015, and has held a Series 6, Series 63 and SIE license. Previously, Sebastian worked at WELLS FARGO ADVISORS, LLC in Miami, FL. Sebastian's office is located at 13701 SW 88TH ST., MIAMI, FL.

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ADVISOR BIO

Sebastian Felder is a financial advisor with J.P. Morgan Securities LLC. Sebastian is registered with the state of Florida as an investment advisor representative and holds licenses to practice in a variety of states. Sebastian has been in the industry since 2022. Sebastian is able to provide financial planning services, pension consulting, and portfolio management for individuals and businesses. Sebastian works at the Miami branch of J.P. Morgan Securities LLC, which is located at 1450 Brickell Ave, Floor 32, Miami, Florida, 33131.

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ADVISOR BIO

Sebastian Perez quintana is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a large firm with $10 billion - $50 billion in assets under management. Sebastian has been a registered representative since February 2022 and is currently licensed in Florida and Texas. Sebastian also holds the Series 6, Series 7, Series 66, and SIE licenses. Sebastian has experience working with a wide range of clients, including individuals, businesses, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and insurance companies. Sebastian's services include portfolio management, financial planning, and educational seminars.

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ADVISOR BIO

Serge Coudert is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Miami, FL. Serge is also a Registered Representative with the firm. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Serge worked at Citigroup Global Markets Inc. and J.P. Morgan Securities LLC. Serge holds several licenses including Series 7, Series 63, Series 66, Series 79, and the SIE exam. Serge's areas of specialization include securities, investment banking, and financial planning. Serge has a strong background in the financial services industry and is dedicated to providing his clients with the highest quality of service.

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ADVISOR BIO

Sergio Jaramillo is a registered representative with Citigroup Global Markets Inc., and has been in the industry since June 3, 2003. Sergio is registered in 53 states and the District of Columbia, and has a Series 7, Series 3, Series 63, and Series 66 licenses. Sergio is a specialist in the areas of asset allocation advice, financial planning, pension consulting, and selection of other advisors. Sergio provides portfolio management services for businesses and individuals.

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ADVISOR BIO

Sergio Espinoza baviera is an investment advisor representative with Morgan Stanley, a large firm with approximately 335,385 clients. Sergio is active in the securities and investment advisory industry since February 22, 2018, and has passed the Series 66, Series 7, and SIE exams. Sergio is registered with the Securities and Exchange Commission (SEC) and is licensed in multiple states, including Florida, Georgia, and Texas. Sergio has a history of employment at other firms, including Arch Insurance Group and Morgan Stanley Private Bank, N.A.. Sergio specializes in providing various services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS