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

Miami, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Angel Munoz bonilla is a financial advisor with Morgan Stanley. Angel has been in the financial services industry since 1998 and has experience with both broker-dealer and investment advisor businesses. Angel is registered with FINRA and has been actively registered with the state of Florida. Angel has a strong background in investment banking and holds licenses in several states. Angel is currently employed by Morgan Stanley.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Angela Gabriella Scioscia Locantore is a financial advisor with Morgan Stanley. Angela has been in the financial services industry since 2013 and has a broad range of experience. Angela holds Series 7TO, Series 66 and SIE licenses. Angela is currently registered with the state of Florida and Texas and has a strong track record of providing financial advice and guidance. Angela's clients include individuals, families, and businesses. Angela is dedicated to providing personalized service and helping her 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Angela Abrascio-ramos is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since March 2005. Angela is a Series 7 and Series 63 licensed professional. Angela was previously registered with J.P. Morgan Securities Inc. from February 2001 to November 2004. Angela specializes in advising individuals, corporations, pension and profit sharing plans, charitable organizations, insurance companies and government entities. Angela holds licenses in Arizona, California, Delaware, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Oregon, South Carolina, South Dakota, Texas and Wyoming.

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

7 Years Experience

0 Disclosures

ADVISOR BIO

Angela Catalina Leal Garcia is a registered representative with Citigroup Global Markets Inc. in Miami, Florida. Angela has been in the financial services industry since September 2018. Angela holds Series 7 and Series 66 licenses and the SIE. Angela's previous experience includes working as a registered representative with Citigroup Global Markets Inc. in Fort Lauderdale, Florida. Angela is a specialist in asset allocation advice, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

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

25 Years Experience

0 Disclosures

ADVISOR BIO

Angelina Visbal is a financial advisor with Morgan Stanley in Miami, FL. Angelina has been in the financial industry since 2000 and holds licenses in 53 states and is a registered representative with FINRA. Angelina has experience in both the brokerage and investment advisory sides of the financial services industry. Angelina has experience working with individuals, corporations, high net worth individuals, charitable organizations, insurance companies, and retirement plans. Angelina has a strong background in financial planning and asset allocation, with a focus on the needs of clients.

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

7 Years Experience

0 Disclosures

ADVISOR BIO

Anibal Matte is a registered investment advisor representative with Citigroup Global Markets Inc. Anibal has been in the industry since 2018. Anibal has passed the Series 7, Series 66 and SIE exams. Anibal is registered with the state of Florida. Prior to joining Citigroup Global Markets Inc., Anibal worked at UBS Financial Services 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
location

Miami, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Anna Abraham is a registered representative with Morgan Stanley. Anna has been in the financial services industry since 2018 and holds Series 66, Series 7 and SIE licenses. Anna has a strong track record of success in providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Anna is committed to providing her clients with personalized financial guidance and investment strategies that are tailored to their specific needs and goals. Anna is registered to provide securities and investment advisory services in multiple states, including Florida, Texas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Illinois, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Texas, Virgin Islands, Virginia, and Wyoming.

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

Anna Forest Whetzle smiley is a financial advisor with J.p. Morgan Securities LLC. Anna has been in the industry for over 2 years and is registered as a broker-dealer and investment advisor in Florida and Texas. Anna has a strong background in financial services, having previously worked with JPMorgan Chase Bank NA and COTY INC. Anna holds the Series 66, 7TO, and SIE licenses and specializes in advising high net worth individuals, corporations, and pension and profit-sharing plans. Anna has a wide range of experience in portfolio management, financial planning, and selection of other advisors.

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

4 Years Experience

0 Disclosures

ADVISOR BIO

Anna Caroline Rauh is a registered representative with J.p. Morgan Securities LLC. Anna is licensed in 53 states and has been working in the financial industry since August 2021. Anna has passed the Series 7TO, SIE, and Series 66 exams, giving Anna a broad range of financial knowledge and skills. Anna has experience working with a wide range of clients, including individuals, high-net-worth individuals, 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

0 Disclosures

ADVISOR BIO

Anne Delaney is a registered Investment Advisor Representative with Corient. Anne has been in the industry for over 10 years and has worked at both J.P. Morgan Securities LLC and Citigroup Global Markets Inc. Anne specializes in providing investment advisory services for a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Anne has a strong understanding of the financial markets and is committed to providing her clients with personalized investment advice. Anne holds the Series 7 and 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 Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals

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