ADVISOR BIO

Natasha Daniels is a Registered Representative with Equitable Advisors, LLC. Natasha is licensed to provide investment advice in the state of Florida. Natasha has been in the financial services industry since December 2020. Her areas of focus are investment advice, financial planning, and portfolio management.

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ADVISOR BIO

Natasha Shahani is an investment advisor with J.P. Morgan Securities LLC. Natasha has been in the industry since 2010. Her primary office is located in Orlando, Florida. Natasha is registered to provide advisory services in 53 states. She has Series 63, SIE, and Series 79 licenses.

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ADVISOR BIO

Nathan Leedy is a financial advisor with Florida Financial Advisors, LLC. Nathan has been in the financial industry since June 2020 and has experience with a variety of financial products and services. Nathan is registered with the Securities and Exchange Commission (SEC) and is also registered with the states of Florida, Alabama, Connecticut, Georgia, Illinois, Maryland, Massachusetts, New Hampshire, North Carolina, Texas, and Virginia. Nathan is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Nathan Sterijevski is a financial advisor with Florida Financial Advisors, LLC. Nathan has been in the industry since September 2022 and is registered with the state of Florida and Texas. Nathan holds Series 65, 6TO and SIE licenses. Nathan's main focus is on financial planning and investment advisory services for individuals and businesses. Nathan has experience with real estate and fixed insurance sales, as well as experience working with a variety of clients. Nathan is committed to helping clients reach their financial goals.

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ADVISOR BIO

Nathan Walsh is a financial advisor registered with International Assets Investment Management, LLC in Texas. Nathan has been in the industry since 2023 and holds the Series 65, Series 7TO and SIE licenses. Nathan has worked with a variety of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Nathan is also affiliated with Megatel Capital Investment and Walsh Real Estate.

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ADVISOR BIO

Nathan Green is a financial advisor with First Horizon Advisors, Inc. Nathan is a Certified Financial Planner (CFP®) and holds the Series 6, Series 7TO, and Series 63 licenses. Nathan has been in the financial services industry since 2018. Nathan has experience working with a variety of clients including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Nathan focuses on providing financial planning, portfolio management, and other advisory services to meet the needs of each client.

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ADVISOR BIO

Naveed Shujaat is a financial advisor affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. Naveed has been in the securities industry since May 2016 and is currently registered in Florida as an Investment Advisor Representative.

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ADVISOR BIO

Nhan Thanh Tran is a financial advisor with Hightower Advisors, LLC, a large firm with offices in Chicago and Orlando. Nhan is registered in Florida and has been working in the financial services industry since 2014. Nhan is a Certified Financial Planner™ professional and holds Series 7 and SIE licenses. Nhan's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

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ADVISOR BIO

Niccole Marie Mohrman has been in the financial services industry since 2002 and is currently a registered representative of Cuso Financial Services, LP. Niccole has held various positions in the financial services industry, including assistant representative and investment company products/variable contracts representative. Niccole is licensed to sell securities in Florida and holds the Series 6, Series 11, and SIE licenses. Niccole specializes in working with individuals and corporations, providing financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Nicholas Falzarano is a financial advisor at Florida Financial Advisors, LLC. Nicholas is a registered investment advisor in Florida. Nicholas has been in the financial services industry since 2023. Nicholas has a Series 65 and SIE exam. Nicholas provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals services. Nicholas is affiliated with Florida Financial Advisors, LLC.

SPECIALIZATIONS