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

J.p. Morgan Securities LLC

location

Miami, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Yari Baldrich is a financial advisor with over 20 years of experience in the industry. Yari is currently registered with J.P. Morgan Securities LLC in Miami, FL. Yari has previously worked at Wells Fargo Clearing Services, LLC, IDB Capital Corp., ASD Financial Services Corp, CitiCorp Financial Services Corporation, Santander Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Popular Securities, Inc., Marketing One Securities, Inc., and Dean Witter Reynolds Inc. Yari is licensed to provide financial services in several states, including Florida, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

Yasser Aristides Logrono is an investment advisor representative with J.P. Morgan Securities LLC. Yasser is registered with the state of Florida and Texas. Yasser has been in the industry for 5 years, with previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Yasser has passed the Series 66, Series 7TO and SIE exams.

SPECIALIZATIONS

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

Miami, FL

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Yasset Echemendia is a financial advisor currently registered with Morgan Stanley. Yasset has been in the industry since September 22, 2000. Yasset has a Series 66 license along with Series 7 and Series 31. Yasset is registered in Florida and Texas.

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

4 Years Experience

0 Disclosures

ADVISOR BIO

Yates S. Pepper is a registered representative with J.p. Morgan Securities LLC. Yates has been in the securities industry since 2021. Yates holds the Series 66, Series 7TO, and SIE licenses. Yates is registered in 53 states and the District of Columbia. Yates has been registered as an Investment Advisor Representative in Florida and Texas since 2021.

SPECIALIZATIONS

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

Miami, FL

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Yeimi Marfil is a registered representative with Morgan Stanley, a firm with offices in Miami, Florida. Yeimi is licensed to provide financial services in Florida, and is also registered to provide investment advisory services in Texas. Yeimi has been in the financial services industry since December 2014. Yeimi has also been registered with Wunderlich Securities, Inc., and Capital Guardian, LLC. Yeimi holds the Series 7 and Series 66 licenses.

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

5 Years Experience

0 Disclosures

ADVISOR BIO

Yenileidys Morales is a registered representative with J.P. Morgan Securities LLC in Miami, Florida. Yenileidys has been in the securities industry since July 2020. Yenileidys holds the Series 6TO and SIE exams.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Yesterin Quijano is a registered representative with J.P. Morgan Securities LLC. Yesterin is licensed to conduct business in Florida. Yesterin has been in the industry since December 11, 2023. The individual has passed the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Yesterin specializes in providing a variety of services including, financial planning, pension consulting, and portfolio management for businesses and individuals. The firm has a diverse clientele ranging from high-net-worth individuals to corporations and pension plans.

SPECIALIZATIONS

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

Miami, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Yizenia Alvare-garcia is a financial advisor with Morgan Stanley. Yizenia has been in the industry since July 1999, and has worked at several prominent firms, including UBS Financial Services Inc. and Citigroup Global Markets Inc. Yizenia is licensed to provide investment advice in a number of states, and specializes in a variety of investment products and services, including financial planning and portfolio 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Corient | CFP ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Yonghui Huang is a financial advisor with Corient. Yonghui Huang has been in the financial services industry since 2014. Yonghui Huang has experience working with high-net-worth individuals, corporations, and other businesses. Yonghui Huang specializes in 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. Yonghui Huang also has experience working with insurance companies, charitable organizations, and other trusts.

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

Eagle Strategies LLC

location

MIAMI, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Yudit Silveira is a registered investment advisor representative with Eagle Strategies LLC. Yudit has been in the industry since 2014 and has held registrations in Florida, Georgia, New York, and Texas. Yudit specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. In addition to her work at Eagle Strategies LLC, Yudit also operates under the DBA name of Silveira Financial Group LLC for the purpose of selling New York Life products and services as well as brokering non-registered insurance products.

SPECIALIZATIONS

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

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