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

Citigroup Global Markets Inc.

location

Miami, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Diego Mario Caceres gomez is a registered representative with Citigroup Global Markets Inc.. Diego is licensed in Florida and New York to provide investment advisory services. Diego has been in the industry since 2016 and has a variety of licenses, including Series 7, 63 and 66. Diego is also an active investor with a background in financial services, and has a history of working in the investment industry in Colombia and Puerto Rico. Diego has been registered with CITI International Financial Services LLC in the past.

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Diego Icaza rode is a registered representative with Citigroup Global Markets Inc. Diego has been in the industry since January 28, 2018 and is registered in Florida. Diego has a Series 7 and Series 66 license. Diego has a total of 16 approved SRO registrations and 12 approved state registrations. Diego Icaza rode specializes in providing asset allocation advice, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Diego is also the owner of an apartment in Miami, Florida.

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Diego Moretti Xavier de Aguiar is a financial advisor with Citigroup Global Markets Inc. Diego Moretti Xavier de Aguiar has been in the industry since 2019. Diego Moretti Xavier de Aguiar has a Series 66, Series 24, Series 10, Series 9, Series 7TO and SIE licenses. Diego Moretti Xavier de Aguiar also holds registrations in Florida and New York. Diego Moretti Xavier de Aguiar has prior experience with CITI INTERNATIONAL FINANCIAL SERVICES LLC. Diego Moretti Xavier de Aguiar specializes in Asset Allocation Advice, financial planning, pension consulting, publication of periodicals, selection of other advisers, 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

J.p. Morgan Securities LLC

location

Miami, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Diego Goncalves is a registered investment advisor with J.P. Morgan Securities LLC. Diego is based in Miami, Florida, and has been in the industry since 2021. Diego holds the Series 7TO and SIE licenses, and the Series 66. Diego also has experience as a financial advisor with UBS Financial Services Inc. and has worked in various other roles in finance and business. Diego is currently registered in Florida and Texas. Diego's areas of specialization include providing financial planning, pension consulting and selection of other advisors, as well as portfolio management for both 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

9 Years Experience

0 Disclosures

ADVISOR BIO

Diego Felipe Higuera Cardenas is a financial advisor currently registered with Citigroup Global Markets Inc. based in Miami, FL. Diego Felipe Higuera Cardenas has been in the financial services industry for over 7 years and has a broad range of experience in the field. Diego Felipe Higuera Cardenas is a licensed advisor with the state of Florida and New York. In addition to his Series 7, Series 63, Series 66, Series 9, Series 10, and SIE licenses, Diego Felipe Higuera Cardenas has also earned the Uniform Investment Adviser Law Examination. Diego Felipe Higuera Cardenas provides a variety of financial services to individual investors and institutions, including portfolio management, financial planning, and asset allocation advice.

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

29 Years Experience

0 Disclosures

ADVISOR BIO

Diego De Lope Friedeberg is a financial advisor with Morgan Stanley. Diego has been in the industry since 1996. Diego has passed the Series 3, 7, 63, 65, 79TO and SIE exams. Diego is licensed in 34 states. Diego has previous experience at Goldman, Sachs & Co. and Morgan Stanley & Co. Incorporated.

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

12 Years Experience

0 Disclosures

ADVISOR BIO

Diego Obando is an active Registered Investment Advisor (IA) and Broker-Dealer (BD) representative licensed in Florida and Texas. Diego is a highly experienced professional with over 10 years of experience in the financial services industry. Diego is currently employed at Morgan Stanley, a leading global financial services firm. Prior to joining Morgan Stanley, Diego was a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC. Diego holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Diego is also registered in 20 states. Diego is committed to providing clients with personalized financial advice and solutions that meet their individual needs.

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

Stifel, Nicolaus & Company, Inc.

location

MIAMI, FL

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Diego Canalda is a financial advisor with Stifel, Nicolaus & Company, Inc. in Miami, FL. Diego has been in the financial industry since 1998.

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
location

Miami, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Dilsa Montoya is a financial advisor with Morgan Stanley, a large investment firm based in Purchase, NY. Dilsa has been in the financial services industry since 2010, previously working for UBS Financial Services Inc. Dilsa specializes in providing a range of financial services, including asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Dilsa is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in numerous states across the country.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Diogenes Esteves is a financial advisor registered with J.P. Morgan Securities LLC in Miami, FL. Diogenes has been in the industry since 2022. Diogenes is licensed to offer securities products and services in Florida and investment advisory services in Florida. Diogenes holds the Series 7, 66, and SIE licenses.

SPECIALIZATIONS

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

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