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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

UBS Financial Services Inc.

location

Miami, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Falcon lemmo is a financial advisor with UBS Financial Services Inc. located in Miami, Florida. Alejandro has been in the securities industry since October 17, 2022. Alejandro is registered with the state of Florida as an Investment Advisor Representative. Alejandro is also a registered representative with FINRA and is Series 66, Series 7, and SIE licensed.

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

RBC Capital Markets, LLC

location

ORLANDO, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Mariano Bugallo is a financial advisor with RBC Capital Markets, LLC, located in Orlando, Florida. Alejandro has been in the industry since 2003 and has extensive experience working with various clients. In addition to his current role, Alejandro has held previous positions with Hilltop Securities Inc., Stifel, Nicolaus & Company, Incorporated, Raymond James & Associates, Inc., and A. G. Edwards & Sons, Inc. Alejandro has passed a variety of exams including the Series 7, Series 50, Series 52TO, Series 53 and Series 79TO and holds registrations in Florida. Alejandro and his team at RBC Capital Markets are dedicated to providing personalized financial advice and guidance to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

Miami, FL

experience

11 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Alejandro Gonzalez is a registered investment advisor representative with J.P. Morgan Securities LLC. Alejandro has been in the financial industry since February 25, 2014. Alejandro is registered with the state of Florida and has passed the Series 66, Series 7 and SIE exams. Alejandro's previous employer was AXA ADVISORS, LLC. Alejandro has a client base that includes high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, labor unions, and insurance companies.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Miami, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Bachmann is a financial advisor with Raymond James & Associates, Inc. He has been in the financial industry since January 2011. Alejandro is registered with the state of Florida as an Investment Advisor Representative and a Registered Representative. Alejandro is also registered in several other states. He holds Series 63, 65, 7 and SIE licenses. Alejandro provides various financial services including financial planning, portfolio management, educational seminars, and pension consulting.

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

Morgan Stanley | CFP ® (Certifications)

location

Fort Lauderdale, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Ayaviri Castillo is a financial advisor with Morgan Stanley. Alejandro has been in the industry since June 2016 and is registered in 35 states. Alejandro is a Certified Financial Planner and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TAMPA, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Eslava cortes is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alejandro has been in the financial services industry since 2014. Alejandro specializes in providing investment advice to individuals, corporations, and businesses. Alejandro has a strong track record of helping clients achieve their financial goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CORAL GABLES, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Navarro is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Coral Gables, Florida. Alejandro is registered in 19 states. Alejandro's advisory services include selection of other advisors, portfolio management for businesses and individuals, and educational seminars.

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

HOLLYWOOD, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Montalvan is a financial professional with experience in the securities industry. Alejandro is registered with J.p. Morgan Securities LLC and holds a Series 6TO and SIE license. Alejandro is also registered with the state of Florida.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Muchnik Rubinstein is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alejandro has over 20 years of experience in the financial industry. Alejandro specializes in providing financial services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Alejandro also offers investment advice and portfolio management services to clients. Alejandro is a Series 7, Series 9, Series 10, Series 31, Series 66, and SIE licensed professional. Alejandro has held previous positions at Itau Europa Securities Inc. and Citigroup Global Markets Inc. Alejandro is a graduate of the University of Miami.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Stuart, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Vallejo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., in Stuart, FL. Alejandro has been in the industry since 2014. Alejandro is registered with FINRA and the state of Florida. Alejandro has passed the Series 6, 7, 63, 66 and SIE exams. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Alejandro was associated with Wells Fargo Clearing Services, LLC. Alejandro specializes in providing portfolio management for individuals, businesses, and pension plans. Alejandro also offers performance measurement reports, allocation modeling, IPS, research reports and services, 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

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