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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Citigroup Global Markets Inc.

location

Miami, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Diego Icaza rode is a registered representative with Citigroup Global Markets Inc. Diego has been in the industry since January 28, 2018 and is registered in Florida. Diego has a Series 7 and Series 66 license. Diego has a total of 16 approved SRO registrations and 12 approved state registrations. Diego Icaza rode specializes in providing asset allocation advice, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Diego is also the owner of an apartment in Miami, Florida.

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

Melbourne, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Diego Alexander Reyes cano is a financial advisor at Raymond James & Associates, Inc. located in Melbourne, FL. Diego has been in the financial industry since 2023 and has earned the Series 7TO and SIE licenses. Diego has experience with various investment strategies and can help clients with their financial planning needs. Diego is passionate about helping 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

Miami, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Diego De Lope Friedeberg is a financial advisor with Morgan Stanley. Diego has been in the industry since 1996. Diego has passed the Series 3, 7, 63, 65, 79TO and SIE exams. Diego is licensed in 34 states. Diego has previous experience at Goldman, Sachs & Co. and Morgan Stanley & Co. Incorporated.

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

12 Years Experience

0 Disclosures

ADVISOR BIO

Diego Obando is an active Registered Investment Advisor (IA) and Broker-Dealer (BD) representative licensed in Florida and Texas. Diego is a highly experienced professional with over 10 years of experience in the financial services industry. Diego is currently employed at Morgan Stanley, a leading global financial services firm. Prior to joining Morgan Stanley, Diego was a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC. Diego holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Diego is also registered in 20 states. Diego is committed to providing clients with personalized financial advice and solutions that meet their individual needs.

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

LPL Financial LLC

location

LUTZ, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Diego Jose Garcia is a financial advisor who has been in the industry since 2020. Diego is currently registered with LPL Financial LLC in Puerto Rico. Diego has been a registered representative with LPL since 2025. Previously, Diego was a financial advisor with OSAIC FS, INC. in Puerto Rico from 2020 to 2024. Diego holds Series 66, Series 7, and SIE licenses. Diego has worked in various roles in the financial services industry. Diego is a dedicated financial advisor who is committed to providing his clients with personalized financial advice.

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

J.p. Morgan Securities LLC

location

Naples, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Diego Menendez is a registered representative with J.p. Morgan Securities LLC. Diego is licensed in 53 states and Puerto Rico. Diego has over 2 years of experience in the financial services industry. Diego has a Series 7TO, SIE and Series 66.

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

Aventura, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Diego Henrique Scheurich is a registered representative with Citigroup Global Markets Inc. in Aventura, FL. Diego is a Series 6, 7, and 63 licensed professional and has been working in the financial services industry since 2014. Diego offers various financial services including financial planning, asset allocation advice, portfolio management for individuals and businesses, and selection of other advisors. Diego is also registered as an investment advisor representative with Citigroup Global Markets Inc. Diego has previously worked with Wells Fargo Advisors, LLC in TAMARAC, FL.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Diego Goncalves is a registered investment advisor with J.P. Morgan Securities LLC. Diego is based in Miami, Florida, and has been in the industry since 2021. Diego holds the Series 7TO and SIE licenses, and the Series 66. Diego also has experience as a financial advisor with UBS Financial Services Inc. and has worked in various other roles in finance and business. Diego is currently registered in Florida and Texas. Diego's areas of specialization include providing financial planning, pension consulting and selection of other advisors, as well as portfolio management for both 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

location

MIAMI BEACH, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Diego Alonso La Torre Arroyo is a financial professional with J.P. Morgan Securities LLC and is located in Miami Beach, Florida. Diego has been in the industry since 2024 and holds the Series 6TO and SIE licenses. Diego specializes in providing financial planning, portfolio management for individuals and businesses, and the selection of other advisors.

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

location

CORAL SPRINGS, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Diego Vargas is a financial advisor currently registered with J.p. Morgan Securities LLC in CORAL SPRINGS, FL. Diego has been in the industry since August 26, 2018. Diego is licensed in California and Florida. Diego was previously registered with WELLS FARGO CLEARING SERVICES, LLC in BOCA RATON, FL. Diego Vargas holds the Series 6, SIE and Series 63 licenses. Diego has experience in financial planning and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

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