ADVISOR BIO

Bernard Baran is a financial advisor with LPL Financial LLC, based in Jacksonville, Florida. Bernard has been in the financial services industry since August 2020 and is registered with both FINRA and the state of Florida. Bernard also previously worked with Avantax Investment Services, Inc., also in Jacksonville, Florida. Bernard holds the Series 7, Series 66, and SIE licenses. Bernard specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Bernard Adair is a financial advisor with over 30 years of experience in the industry. Bernard has a proven track record of success in helping individuals and families achieve their financial goals. Bernard is registered to provide investment advice in 32 states and the District of Columbia and is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Inc.. Prior to joining Merrill Lynch, Bernard worked for several other firms, including Dominick & Dominick, Incorporated, Prescott, Ball & Turben, Inc., Gulfstream Financial Associates, Inc., First American Asset Management Group, Inc., and Welco Securities, Inc. Bernard is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Bernardo Ramirez is an investment advisor representative with J.p. Morgan Securities LLC. Bernardo has been in the industry since 2018. Bernardo is registered with the state securities authorities of 53 states and the District of Columbia. Bernardo offers investment advisory services to individuals, high net worth individuals, corporations, charitable organizations, insurance companies, labor unions, and pension plans.

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ADVISOR BIO

Bernardo Arcos is a financial advisor at Edward Jones. Bernardo has been in the industry since 2018 and is registered with FINRA and the state of Texas. Bernardo Arcos specializes in providing financial advice to individuals, businesses, and retirement plans. Bernardo has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Bernardo Acebal is a financial advisor with Morgan Stanley, based in Miami, Florida. Acebal has been in the financial services industry since 1993 and has a broad range of experience working with clients across several industries, including insurance companies, investment companies, and high-net-worth individuals. Acebal provides a variety of advisory services, including asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals. He is also a registered representative for the firm and holds a number of licenses and certifications, including Series 7, Series 3, Series 63, Series 65, and SIE. Prior to joining Morgan Stanley, Acebal worked for a number of other firms, including Lehman Brothers Inc., Salomon Brothers Municipals Inc., and Salomon Brothers Inc.

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ADVISOR BIO

Bernardo Carabelli is a registered investment advisor representative with Citigroup Global Markets Inc.. Bernardo is a Series 66, Series 31, Series 7TO, and SIE licensed professional with 25 approved SRO registrations, 1 approved FINRA registration, and 53 approved state registrations, and 1 approved IA state registration. Bernardo has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and state and municipal government entities. Bernardo can provide a variety of investment advisory services, including financial planning, asset allocation advice, selection of other advisors, and portfolio management for businesses and individuals. Bernardo is committed to providing clients with the highest quality of investment advice and service.

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ADVISOR BIO

Bernardo J. Baloco is a registered representative with J.p. Morgan Securities LLC, a firm with more than $50 billion in assets under management. Bernardo has been in the industry since August 2012, and has held previous roles with CHASE INVESTMENT SERVICES CORP. Bernardo is licensed to provide investment advice in Florida.

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ADVISOR BIO

Bernardo Antonio Romero is a financial professional with over 30 years of experience in the financial services industry. Bernardo has a diverse background, having worked at a variety of firms, including Shay Financial Services, Inc. and Trustmont Financial Group, Inc. Bernardo is currently a registered representative with Gill Capital Partners, LLC. Bernardo is a Series 3, 6, 7, 24, and 63 licensed professional.

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ADVISOR BIO

Bernardo Andres Waincier is a financial advisor at J.P. Morgan Securities LLC. Bernardo Andres Waincier has been in the financial services industry for over 10 years. Bernardo Andres Waincier has a Series 7, Series 66, and SIE licenses. Bernardo Andres Waincier works with individuals, families, and businesses. Bernardo Andres Waincier provides financial planning, portfolio management, and retirement planning services. Bernardo Andres Waincier's firm has over $50 billion in assets under management.

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ADVISOR BIO

Bernardo Lima is a financial advisor with Raymond James & Associates, Inc., located in St. Petersburg, Florida. Bernardo has been in the industry since April 2022. Bernardo has experience at both Morgan Stanley and Raymond James & Associates, Inc. Bernardo holds Series 66, 7TO, and SIE licenses and is registered with FINRA and the state of Florida. Bernardo specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS