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

Raymond James Financial Services Advisors, Inc.

location

MIAMI, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Francesco Traina is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Miami, Florida. Francesco has been in the financial services industry since December 2005. Francesco has held previous positions at WELLS FARGO ADVISORS, LLC, MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and CITIGROUP GLOBAL MARKETS INC. Francesco's areas of expertise include providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Francesco is registered with FINRA and the state of Florida, and has passed the Series 66, Series 24, SIE, and Series 7 exams.

SPECIALIZATIONS

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

Contrast Capital Management, LLC | CFA ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Francis Xavier Claro is an investment advisor representative with Contrast Capital Management, LLC. Francis has been registered with FINRA since 2012 and is currently registered in Florida and Massachusetts. Francis specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles, as well as pension consulting. Francis holds a Chartered Financial Analyst designation.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc.

location

MIAMI, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Francisco Lagos marmol is an active investment advisor registered with FINRA and the state of Florida. Francisco Lagos marmol has over 20 years of experience in the financial industry and has been with UBS Financial Services Inc. since 2010. Previously, Francisco Lagos marmol worked at UBS INTERNATIONAL INC. and CITICORP INVESTMENT SERVICES. Francisco Lagos marmol holds a Series 7, Series 31, Series 66 and SIE license. Francisco Lagos marmol's professional experience includes working with high-net-worth individuals, corporations, and charitable organizations. Francisco Lagos marmol is also a manager and/or proprietor in several real estate businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

Miami, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Francisco Javier Carbajales is a financial advisor registered with Morgan Stanley and has been in the industry since 2005. Francisco holds Series 7, Series 24, Series 55, Series 63 and Series 65 licenses. Francisco has previously worked at Credit Suisse Securities (USA) LLC and J.P. Morgan Securities LLC. Francisco provides financial planning services to individuals, businesses and institutions.

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

Janney Montgomery Scott LLC

location

Miami, FL

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Francisco Amigo is a financial advisor with over 30 years of experience in the industry. Francisco is a Registered Representative of Janney Montgomery Scott LLC and has held prior roles at Raymond James & Associates, Prudential Securities Incorporated, PRUCO Securities Corporation, The Dreyfus Service Corporation, FN Investment Center, Barnett Investments, Inc., Lehman Brothers Inc., Paine Webber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Francisco specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, corporations, and charitable organizations. Francisco is licensed to provide investment advisory services 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
Unclaimed

Citigroup Global Markets Inc.

location

Miami, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Francisco Javier Couttenye is an investment advisor representative with Citigroup Global Markets Inc., a large firm with over $50 billion in assets under management. Francisco has been working in the industry since May 2013 and is registered in 13 states as a broker-dealer and investment advisor. Francisco's professional experience includes working at Citigroup and previous roles at Ocean Financial Services, LLC, and Tradewire Securities LLC. Francisco holds the Series 66, Series 7, and Series 99 securities licenses, and has experience in a variety of financial services, including asset allocation advice, financial planning, pension consulting, and portfolio management. Francisco is also a real estate investor 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

4 Years Experience

0 Disclosures

ADVISOR BIO

Francisco Badiola is an investment advisor representative and registered investment advisor with Citigroup Global Markets Inc. Francisco has been in the industry since 2014. Francisco is registered in 53 states and is also registered with FINRA. Francisco holds a Series 66, Series 31, Series 7TO and SIE. Francisco has experience working with individuals, corporations, charitable organizations, pension and profit-sharing plans and state or municipal government entities.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Francisco Gonzalez is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. with over 14 years of experience in the financial services industry. Francisco is licensed to provide securities and investment advisory services in 53 states and territories. The individual is also licensed to provide securities and investment advisory services in New Jersey and Texas. Francisco's specializations include portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Francisco Gorrin boccardo is a financial advisor with J.p. Morgan Securities LLC. Francisco is licensed in 53 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands. Francisco has over 2 years of experience in the financial services industry. Francisco specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

MIAMI, FL

experience

41 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Francisco Baguer is a financial advisor with Cetera Investment Advisers LLC. Francisco has been in the financial services industry since 1984. He is licensed to provide financial advice in Florida. Francisco works with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. He provides financial planning, portfolio management, and other advisory services.

SPECIALIZATIONS

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

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