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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Citigroup Global Markets Inc.

location

Miami, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Enrique De llovio blandino is a financial advisor with Citigroup Global Markets Inc. Manuel Enrique De llovio blandino has been in the industry since May 23, 2013. Manuel Enrique De llovio blandino is registered with the state of Florida, New Jersey, and New York. Manuel Enrique De llovio blandino has a Series 7, 63, 31, and SIE. Manuel Enrique De llovio blandino is also a registered Investment Advisor Representative. Manuel Enrique De llovio blandino has worked for Citigroup Global Markets Inc. since July 2016. Prior to joining Citigroup Global Markets Inc., Manuel Enrique De llovio blandino worked for CITI PRIVATE ADVISORY, LLC and NOMURA SECURITIES INTERNATIONAL, INC.

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
location

Miami, FL

experience

36 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Manuel Antonio Rivero is a financial advisor who has been working in the financial industry since 1989. Manuel is currently registered with Morgan Stanley and has been with the firm since 2009. Manuel has worked with a variety of clients, including individuals, families, businesses, and institutions. Manuel offers a wide range of financial services, including investment management, financial planning, retirement planning, and estate planning.

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

Citigroup Global Markets Inc.

location

Jacksonville, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Alejandro Gonzalez is a registered representative with Citigroup Global Markets Inc. in Jacksonville, Florida. Manuel has been in the securities industry since 2017. Manuel has passed the Series 63, Series 66, Series 7 and SIE exams and holds registrations in 53 states and the District of Columbia. Prior to working at Citigroup Global Markets Inc., Manuel worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANK OF AMERICA, N.A.. Manuel is a registered investment advisor representative as well.

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

LPL Financial LLC

location

PLANTATION, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Espinosa is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Manuel has been in the financial services industry since 2013, working previously with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Manuel holds FINRA Series 6, 7, 66 and SIE licenses. Manuel specializes in providing investment advice to individuals, businesses, high-net-worth individuals, corporations, pension and profit-sharing plans, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

UBS Financial Services Inc.

location

Coral Gables, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Cornelio is an investment advisor representative with UBS Financial Services Inc., registered with the state of Florida and New Jersey. Manuel has been active in the industry since 2006 and is currently registered with UBS Financial Services Inc. Prior to that, Manuel was also associated with UBS International Inc. Manuel specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, security ratings, and educational seminars. Manuel is a partner at JC EVENT DESIGN LLC, a company that provides wedding and event design services.

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

UBS Financial Services Inc.

location

MIAMI, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Oldemar Pinto is a financial advisor with UBS Financial Services Inc. Manuel is a registered representative of UBS Financial Services Inc. and an investment advisor representative of UBS Financial Services Inc. Manuel has been in the industry since January 12, 2005. Manuel has passed the Series 3, Series 7, and Series 66 exams. Manuel also has a SIE exam. Manuel specializes in Investments, Retirement planning, Insurance, Annuities, Mutual funds, Fixed income, and Options.

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

Boca Raton, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Manuel F Gutierrez is a financial advisor with Morgan Stanley. Manuel has been in the financial services industry since January 2008. Manuel has a Series 7, Series 31, and Series 66 license. Manuel's previous experience includes working as a financial advisor with CITIGROUP GLOBAL MARKETS INC. Manuel specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for businesses, individuals, and investment companies. Manuel is registered with the state of Florida as an investment advisor representative.

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
location

Aventura, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Alejandro Porro is a registered representative with Morgan Stanley. Manuel has been in the industry since 2012 and has experience with CITIGROUP GLOBAL MARKETS INC. and J.P. MORGAN SECURITIES LLC. Manuel is licensed to provide investment advice in California, Delaware, Florida, Georgia, New Jersey, and New York. Manuel specializes in asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies.

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
location

Miami, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Manuel Diaz-rivera is a financial advisor with Morgan Stanley. Manuel has been in the financial services industry since 2022. Manuel is registered with FINRA and licensed in Florida and Texas. Manuel is a Series 7TO, Series 66 and SIE licensed financial advisor. Manuel works in the Miami, Florida branch office of Morgan Stanley.

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
location

Naples, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Manuel A. Herrera is a financial advisor registered in Florida, Georgia, New York and Texas. Manuel has been in the industry since September 5, 2022, and is currently employed by Morgan Stanley. Manuel has passed the Series 7TO, SIE and Series 66 exams and provides financial planning, pension consulting, and educational seminars.

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

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