ADVISOR BIO

Lisa Annette Stewart is a financial advisor with over 20 years of experience in the industry. Lisa has been registered with the state of Florida since 2002 and holds a Series 63, Series 66, Series 7, Series 9 and Series 10 license. Lisa is currently employed by Morgan Stanley and is also a trustee for various trusts. Lisa is licensed in a number of states and specializes in providing financial advice to individuals, high-net-worth individuals, and families.

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ADVISOR BIO

Lisette Vizcarrondo perez is a financial advisor with Ameriprise Financial Services, LLC. Lisette is based in Orlando, Florida and has been in the financial industry since 2010. Lisette holds licenses in Florida, Puerto Rico, and Texas. Prior to joining Ameriprise Financial Services, LLC, Lisette worked for Popular Securities, LLC, Citi International Financial Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Santander Securities. Lisette has a wide range of experience in the financial industry and is able to provide advice and services to a variety of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Liza Vanessa Melvin is a financial professional with Wells Fargo Clearing Services, LLC. Liza holds the Series 6TO and SIE licenses and has been in the industry since June 2022. Liza is currently registered with Florida and Georgia to provide investment and financial services. Liza's office is located at 7740 W SAND LAKE RD in Orlando, FL.

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ADVISOR BIO

Lori Ann peterson Timothy is a financial advisor with International Assets Investment Management, LLC. Lori has been in the industry since 2002. Lori is registered with FINRA as an investment advisor representative. Lori has Series 66, SIE and Series 7 licenses. Lori Ann peterson Timothy is a registered investment advisor representative in several states. Lori Ann peterson Timothy has previously worked with Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. Lori specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.

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ADVISOR BIO

Loseli Daza is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Orlando, Florida. Loseli has been in the industry since 2011, and holds FINRA Series 7TO, Series 66, and SIE licenses. Loseli has extensive experience providing financial advice to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Luidgi A Faubert is a financial advisor with Ameriprise Financial Services, LLC, in Orlando, Florida. Luidgi Faubert has over 20 years of experience in the financial industry and holds several industry licenses and certifications. Luidgi Faubert is registered with the Securities and Exchange Commission and FINRA and is also registered as an Investment Advisor Representative in multiple states. Luidgi A Faubert provides a wide range of financial services, including investment advice, financial planning, and asset allocation. Luidgi Faubert has worked for Ameriprise Financial Services, Inc., in Denville, New Jersey and for Ameriprise Financial Services, LLC in Montclair, New Jersey. Luidgi A Faubert is a licensed agent, a registered representative, and a Registered Investment Advisor Representative for Ameriprise Financial Services, LLC. Luidgi Faubert has worked for IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota.

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Luis Rafael Graterol-quijada is a financial professional with Wells Fargo Clearing Services, LLC. Luis Rafael Graterol-quijada is registered in Florida and Georgia and has experience in the securities industry. Luis Rafael Graterol-quijada holds the Series 63, Series 6TO, and SIE licenses.

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ADVISOR BIO

Luis Rafael Martinez de toro is an investment advisor representative at Allworth Financial, LP. Luis has been registered with FINRA since May 6, 2021 and is currently registered in California. Luis has been in the financial industry for a number of years. Luis is a pilot for Delta Air Lines. Luis's duties at Delta do not interfere with Luis's duties as a Solicitor at RAA. Luis specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.

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ADVISOR BIO

Luis Alvarez is a financial advisor with over 8 years of experience in the financial services industry. Luis is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in 53 states and the District of Columbia. Luis holds a Series 66, Series 7 and Series SIE license. Luis’s specializations include retirement planning, college savings, estate planning, and insurance. Luis is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Luz Edesa Paulino is an investment advisor representative with Onedigital Investment Advisors. Luz has been working in the financial industry since 2004. Luz holds Series 65 and 66 licenses as well as Series 7 and SIE. Luz specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and pension consulting.

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