Years of Experience
5-20+ Years
OCALA, FL
30 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Garcia is a financial advisor with PFS Investments Inc., a company based in Duluth, Georgia. Aaron has over 25 years of experience in the financial industry and is registered in six states: California, Florida, Illinois, Indiana, New Jersey, and Texas. Aaron specializes in investment company products/variable contracts and has passed the Series 6, 26, and 63 exams. Aaron's experience and expertise in the financial services industry make him a valuable resource for individuals seeking investment advice.
SPECIALIZATIONS
Ocala, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Ahylin I. Gonzalez ramos is a registered representative with J.P. Morgan Securities LLC located in Ocala, Florida. Ahylin specializes in investment company products/variable contracts, and holds the Series 6TO and SIE licenses. Ahylin is a registered representative in Florida.
SPECIALIZATIONS
OCALA, FL
11 Years Experience
2 Disclosures
ADVISOR BIO
Alex Michael Fontana is a financial advisor registered with Truist Advisory Services, Inc. Alex is a Certified Financial Planner and has been in the financial services industry since December 4, 2013. Alex has experience working with both individuals and businesses, providing a range of services including financial planning and portfolio management. Alex has also worked at BB&T Securities, LLC and Wells Fargo Advisors, LLC.
SPECIALIZATIONS
OCALA, FL
6 Years Experience
1 Disclosures
ADVISOR BIO
Alexander Lakatos is a registered representative with PFS Investments Inc. Alexander has been working in the financial services industry since February 2019 and has a Series 63, Series 6TO, and SIE license. Alexander is registered in the state of Florida.
SPECIALIZATIONS
OCALA, FL
2 Years Experience
1 Disclosures
ADVISOR BIO
Alexander Green-Ortiz is an investment advisor representative at Osaic Wealth, Inc., a firm headquartered in Scottsdale, AZ. Alexander has a strong background in the financial industry, having worked in various roles, including at Acorn Tax and Wealth Advisors and Comprehensive Financial Advisors. Alexander holds both Series 7TO and Series 66 securities licenses and specializes in a range of financial services, including financial planning, portfolio management, and educational seminars. Alexander is registered to provide financial advice in Florida.
SPECIALIZATIONS
OCALA, FL
0 Disclosures
ADVISOR BIO
Alexander Santa is a financial advisor with a focus on individual and business portfolio management. He has been in the financial industry since 2013, working with clients in a range of sectors, including high net worth individuals. His expertise lies in helping individuals and families navigate financial challenges and achieve their financial goals. He is a licensed Investment Advisor Representative for Signal Advisors Wealth, LLC. Alexander is also an insurance agent and offers a variety of insurance products.
SPECIALIZATIONS
OCALA, FL
1 Years Experience
0 Disclosures
ADVISOR BIO
Amanda Rattleff is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Amanda is registered with the Securities and Exchange Commission (SEC) and is licensed in multiple states, including Florida, Texas, and Alabama. Amanda has been in the financial industry for more than a decade and has a broad range of experience. Amanda has held positions at Brannen Bank and Insight Credit Union. Amanda offers a variety of financial services, including investment management, financial planning, and retirement planning. Amanda is committed to providing her clients with personalized attention and tailored financial solutions.
SPECIALIZATIONS
OCALA, FL
11 Years Experience
0 Disclosures
ADVISOR BIO
Andrea Slaughter is a financial advisor associated with Raymond James & Associates, Inc. Andrea has been in the industry since May 2014, and specializes in a variety of financial services, including: portfolio management for businesses, portfolio management for individuals, financial planning, pension consulting, selection of other advisors, and educational seminars. Andrea holds Series 7, 9, 10 and 66 licenses. Andrea is registered with the state of Florida.
SPECIALIZATIONS
OCALA, FL
20 Years Experience
1 Disclosures
ADVISOR BIO
Andrew Campbell is a financial advisor who has been in the industry since 2004. Andrew is registered with LPL Financial LLC and has offices in Ocala, FL. Andrew has a Series 7 and Series 31 license and has been approved to provide investment advice in Florida and Texas. Andrew has experience with Morgan Stanley, Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc.
SPECIALIZATIONS
Ocala, FL
19 Years Experience
0 Disclosures
ADVISOR BIO
Angela Lewis is a financial professional with over 17 years of experience in the financial services industry. She is a Registered Representative with State Farm Investment Management Corp. and holds Series 6 and SIE licenses. Her expertise includes investment company products, variable contracts, and financial planning.
SPECIALIZATIONS