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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed
location

Miami, FL

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jorge Luis Morasso is a financial advisor registered with Morgan Stanley. Jorge has been in the financial services industry for over 24 years. Prior to joining Morgan Stanley, Jorge was a registered representative for E.S. Financial Services, Inc., Northern Trust Securities, Inc., and Charles Schwab & Co., Inc. Jorge holds the Series 7, 63, 65, and 66 securities licenses, and is a registered Investment Advisor in Florida and Texas. Jorge specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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

AE Wealth Management, LLC | CFP ® (Certifications)

location

Pembroke Pines, FL

0 Disclosures

ADVISOR BIO

Jorge Gonzalez is a financial advisor with over 30 years of experience in the financial services industry. Jorge currently works with AE Wealth Management, LLC where Jorge is a registered representative and investment advisor. Jorge specializes in financial planning, investment management, and insurance sales and services. Jorge has been a Certified Financial Planner since [year]. Prior to joining AE Wealth Management, Jorge worked with Veritrust Financial, LLC, Aragon Financial Services, Inc., and other financial firms. Jorge holds Series 6 and 7 registrations with FINRA. Jorge has a proven track record of success in helping individuals and families achieve their financial goals. Jorge is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jorge Antonio Vazquez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jorge Vazquez has been in the financial industry since October 2003. Jorge Vazquez is registered to provide investment advice in all states and has held various positions at different firms throughout Jorge Vazquez's career. In addition to providing investment advice, Jorge Vazquez manages a real estate rental property. Jorge Vazquez's focus is on portfolio management for both individuals and businesses, and Jorge Vazquez also provides services for pension consulting, educational seminars, 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

DELRAY BEACH, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jorge A. Cuba is a registered representative with J.p. Morgan Securities LLC. Jorge has been in the financial services industry since January 17, 2023. Jorge is licensed in Florida and holds the Series 6TO and SIE securities licenses. Jorge specializes in investments, financial planning, retirement planning, and insurance.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

MIAMI, FL

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jorge Enrique Hoyos is an investment advisor representative with UBS Financial Services Inc. Jorge has been in the financial industry for over 29 years. His past experience includes working with UBS International Inc. and UBS PaineWebber Inc. Jorge is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jorge specializes in providing financial planning, investment advisory services and portfolio management for individuals, businesses, and charitable organizations.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jorge Jimenez is a financial advisor with J.p. Morgan Securities Llc. Jorge is a licensed investment advisor and financial advisor with over 23 years of experience in the financial industry. Jorge's expertise is in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Jorge holds licenses for Series 7, 9, 63, 65, and 66. Jorge is also registered in 53 states. Jorge has worked with J.p. Morgan Securities Llc for over 15 years.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jorge Salas is a registered representative with J.p. Morgan Securities LLC. Jorge is currently registered in Florida and Texas and has been in the industry since August 2017. Jorge's office is located in Miami, Florida, at 1450 Brickell Ave, Floor 33. Jorge specializes in providing financial planning, pension consulting and selection of other advisors. Jorge also provides 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

Equitable Advisors, LLC

location

MIAMI, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jorge Luis Gutierrez is a financial advisor with Equitable Advisors, LLC. Jorge is registered with the Securities and Exchange Commission (SEC) and has been in the industry since 1998. Jorge provides financial planning, portfolio management for businesses and individuals, and pension consulting services. Jorge's expertise includes financial planning, investment advisory, and securities. Jorge has a strong track record of success in the financial services industry.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

TAMPA, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jorge Israel Blanco is a financial advisor based in Tampa, Florida. Jorge has been in the financial services industry since May 2002. Jorge is registered with LPL Financial LLC and IHT Wealth Management LLC. Jorge is also registered as an investment advisor in Florida. Jorge holds the Series 7, Series 66 and SIE licenses. Jorge is also a Certified Financial Planner. Jorge's experience and credentials indicate that he is well-qualified to provide financial advice to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Financial Designs Wealth Management | CFP ® (Certifications)

location

MIAMI, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jorge Alberto Valdes is a Certified Financial Planner with over 30 years of experience in the financial services industry. Jorge is currently registered with Financial Designs Wealth Management in Miami, Florida. Jorge provides a wide range of financial planning and investment advisory services, including portfolio management, retirement planning, and estate planning. Jorge has a long history of working with individuals, families, and small businesses. He is committed to helping clients achieve their financial goals through personalized financial advice and strategies.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals

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