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

Miami, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Vivona is a financial advisor with Morgan Stanley. She is a registered representative with FINRA and is licensed to sell securities in 29 states and 3 jurisdictions. Adriana has been in the industry since 2019 and has a strong track record of success. She is committed to providing her clients with personalized financial advice and guidance. Adriana's previous experience includes working at UBS Financial Services Inc. and Banco do Brasil Securities LLC. She is a graduate of the University of Miami and holds a Series 7, Series 66 and SIE licenses. Adriana specializes in a range of financial services including asset allocation advice, financial planning, pension consulting, educational seminars, 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

J.p. Morgan Securities LLC

location

HIALEAH, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Adriana C. Perez is a registered representative with J.p. Morgan Securities LLC. Adriana has been in the financial industry since 2015 and is registered with the state of Florida. Adriana holds a Series 6, Series 7TO, Series 66, and SIE licenses. Adriana's firm, J.p. Morgan Securities LLC, manages over $50 billion in assets and provides financial planning, pension consulting, and portfolio management services for individuals and businesses.

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 | CFA ® (Certifications)

location

Miami, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Navarro gonzalez is a financial professional with over 5 years of experience in the financial services industry. Adriana is a Chartered Financial Analyst and holds licenses to offer securities in 53 states and the District of Columbia. Adriana currently works at J.p. Morgan Securities LLC as a Registered Representative. Prior to joining J.p. Morgan Securities LLC, Adriana worked at Banco Santander (Mexico),S.A. in Guadalajara. Adriana specializes in providing financial advice and investment management services to individuals, corporations, and institutions. Adriana is committed to providing her clients with personalized service and helping them achieve their financial goals.

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

CORAL GABLES, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Molina is a financial advisor with UBS Financial Services Inc. in Coral Gables, Florida. Adriana Molina has been in the financial industry since February 13, 2005. Adriana Molina has passed the Series 66, SIE and Series 7 exams and has been registered with FINRA since December 20, 2004. Adriana Molina is registered to provide investment advice in Florida, New York. Before joining UBS Financial Services Inc., Adriana Molina was registered with HSBC SECURITIES (USA) INC. and HSBC BROKERAGE (USA) INC..

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

16 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Soto-rivera is a financial advisor registered with J.p. Morgan Securities LLC. Adriana has been in the financial industry since 2009 and has a wide range of experience providing financial advice to individuals and businesses. Adriana is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 63 licenses.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Isabel Rondon richards is a financial advisor in Miami, FL. Adriana is registered with Citigroup Global Markets Inc. Adriana has been in the industry since 2010. Adriana holds the Series 66, SIE and Series 7 licenses. Adriana has a wide range of experience in the financial services industry. Adriana's previous experience includes roles at Citi International Financial Services LLC. Adriana is a dedicated and experienced professional who is committed to providing her clients with personalized financial advice.

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

Equitable Advisors, LLC

location

FT. LAUDERDALE, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Vila Soto is a registered representative with Equitable Advisors, LLC. Adriana is registered in Florida with a Series 66 license and holds both a Series 7 and SIE license. Adriana Vila Soto has over 2 years of experience in the financial services industry. Adriana has worked for several companies including Tastemakers LLC, Miami Dolphins & Hard Rock Stadium, WorldRemit, LLC (Now Zepz, Inc), and Univision Communications. Adriana's current role is at Equitable Advisors, LLC where Adriana is an Investment Advisor Representative. Adriana Vila Soto has a range of specializations including Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals, and Portfolio Management for Businesses. Adriana is also able to provide Selection of Other Advisors services. Adriana Vila Soto is dedicated to providing her clients with the best possible service.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Aranguren is a financial advisor registered with Citigroup Global Markets Inc. Adriana has been in the financial services industry since 2018. Adriana also previously worked at UBS Financial Services Inc.. Adriana holds Series 66, Series 7 and SIE licenses. Adriana is registered to offer investment advice in the states of Colorado, Connecticut, Delaware, District of Columbia, Florida, Illinois, Indiana, Louisiana, Maryland, New Jersey, New York, Ohio, Oregon, Puerto Rico, South Dakota, Tennessee, Texas, Vermont and Wyoming.

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

Raymond James & Associates, Inc.

location

CORAL GABLES, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Zeron duenas is a registered representative with Raymond James & Associates, Inc. with over 5 years of experience in the financial industry. Adriana has a Series 7 and a SIE license. Adriana currently holds active registrations in Florida. Before joining Raymond James & Associates, Inc. in 2022, Adriana worked at JANNEY MONTGOMERY SCOTT LLC in Palm Beach Gardens, Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

TAMPA, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Sormani is a financial advisor currently associated with Raymond James & Associates, Inc. Adriana has been in the financial industry since August 8, 2000. Prior to Raymond James & Associates, Inc., Adriana was associated with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Adriana is registered with FINRA and has passed the Series 7, Series 66 and SIE exams. Adriana specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Adriana also provides educational seminars and selection of other advisers. Adriana has experience working with high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, and individuals other than high-net-worth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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