ADVISOR BIO

Carlos Fuhrmeister is a financial advisor with over 15 years of experience in the financial services industry. Carlos is currently registered with Citigroup Global Markets Inc. and is licensed in several states, including Florida, California, New York, Texas, and Maine. Carlos specializes in providing investment advice to a wide range of clients, including individuals, businesses, and institutions. Prior to joining Citigroup, Carlos worked at RBC Capital Markets LLC and BNP Paribas Investment Services LLC.

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ADVISOR BIO

Carlos Roberto Santos is a financial advisor who has been in the industry since May 6, 2002. Currently, Carlos is affiliated with Morgan Stanley, a firm with over $1 trillion in assets under management. Before joining Morgan Stanley, Carlos was employed at J.P. Morgan Securities LLC, UBS Financial Services Inc., Itau Europa Securities Inc. and J.P. Morgan Securities Inc. Carlos has passed the Series 63, Series 65, Series 7 and SIE exams. Carlos is registered to provide investment advice in California, Connecticut, Delaware, Florida, Mississippi, and New York.

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ADVISOR BIO

Carlos Arango is a financial advisor with over 20 years of experience in the industry. Carlos has a proven track record of success in providing comprehensive financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, businesses, and institutions. Currently, Carlos is registered with Morgan Stanley and holds licenses to provide financial services in several states, including Florida, Texas, California, Georgia, Massachusetts, Nebraska, New York, and Wyoming.

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ADVISOR BIO

Carlos Felipe Angel is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Carlos has been in the industry since 2015. Carlos is licensed in Florida and Georgia and has passed the Series 7TO, SIE and Series 66 exams. Carlos specializes in providing financial planning and investment consulting services to individuals and businesses. Carlos also provides portfolio management for individuals and businesses.

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ADVISOR BIO

Carlos Rocha is a financial advisor with over 12 years of experience in the industry. Currently, Carlos works as a registered representative at J.P. Morgan Securities LLC, where he has been employed since 2012. Before joining J.P. Morgan Securities LLC, Carlos worked as a registered representative at Chase Investment Services Corp. Carlos specializes in providing financial advice and services to individuals, businesses, and institutions. Carlos holds a Series 6, 7, and 66 licenses and is registered in Florida and New Jersey.

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ADVISOR BIO

Carlos Morlote is a financial advisor in Miami, Florida, and is currently registered with Citigroup Global Markets Inc. Carlos has been a Registered Representative for 15 years and is licensed in 24 states. Carlos has over 13 years of experience in the industry. He is a Series 7, 6, 63, 65, 9 and 10 licensed representative and has completed the SIE and Operations Professional examinations. Carlos offers various advisory services including portfolio management for businesses, individuals, and investment companies, financial planning, and security ratings.

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ADVISOR BIO

Carlos Rodriguez is a financial advisor with Edelman Financial Engines. He has been in the financial industry since 2005. Carlos has a series 7 and series 66 license. He is also a Certified Financial Planner (CFP). Carlos has experience working with individuals, high net worth individuals, corporations, charities, and pension and profit-sharing plans. He specializes in providing financial planning services, portfolio management for businesses and individuals, pension consulting, and educational seminars. He also offers educational materials and publications. Carlos is registered to offer investment advisory services in Florida and Texas.

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ADVISOR BIO

Carlos Esquivia-cruz is a financial advisor registered with Florida Financial Advisors, LLC. Carlos is registered as an Investment Advisor Representative (IAR) in Florida and Texas. Carlos holds Series 65, Series 6TO, and SIE licenses. Carlos's experience includes working as a Financial Consultant with Florida Financial Advisors, as well as previous roles at Deutsche Bank, Bank of America, Punkin Place Child Dev. of Jax, and Trinity Wealth Securities, LLC.

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ADVISOR BIO

Carlos Benitez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Carlos has been in the securities industry since November 2003. Carlos holds a variety of licenses including Series 3, 7, 9, 10, 31, and 66. Carlos is registered in 53 states and the District of Columbia. Carlos has a long history of experience in the securities industry, working at Merrill Lynch since 2003. Carlos also worked at Bank of America, N.A. from 2011 to 2012. The firm provides a range of investment advisory and brokerage services. Carlos is a licensed financial professional with a focus on investment planning, and portfolio management. Carlos is also a co-trustee for a local trust and is very active in the local community.

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ADVISOR BIO

Carlos Leon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Orlando, Florida. Carlos has been in the securities industry since November 3, 2022. Carlos specializes in providing investment advice to individuals, corporations, and other businesses. Carlos also offers portfolio management services and is a registered representative in Florida and Texas.

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