ADVISOR BIO

Fernando Jose Casco Downing is an investment advisor representative associated with Citigroup Global Markets Inc. Fernando is licensed to conduct business in all states within the United States. Fernando has been in the securities industry since July 23, 2013. Prior to joining Citigroup Global Markets Inc., Fernando was employed by UBS Financial Services Inc. and LAFISE SECURITIES CORPORATION. Fernando is also a registered investment advisor representative in the state of Florida.

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ADVISOR BIO

Fernando Patricio Romero is a financial professional with over 25 years of experience in the industry. Fernando has a deep understanding of the financial markets and a commitment to providing personalized advice to clients. Fernando has been registered as a Registered Representative and an Investment Advisor Representative for over 20 years, most recently with Osaic Wealth, Inc. Fernando's experience includes providing financial planning, portfolio management, and insurance services to individuals, families, and businesses. Fernando holds Series 6, 63, and 65 licenses. Fernando is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Fernando Coello de portugal is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Fernando is licensed to provide investment advice in 36 states. Fernando has been in the industry since 2003. Fernando is registered as a Registered Representative and an Investment Advisor Representative in Florida. Fernando has a total of 7 approved SRO registrations and 36 approved state registrations. Fernando has passed Series 7, Series 66, and SIE exams. Fernando has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2003. Fernando has worked with Bank of America, N.A. since January 2010. Fernando also owns a rental property. Fernando specializes in serving individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities.

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ADVISOR BIO

Fernando Arguello is a financial advisor currently registered with Morgan Stanley. Fernando has been in the industry since 2019 and is registered in 25 states. Fernando specializes in providing financial planning and investment advice to individuals and businesses. Fernando has passed the Series 66, Series 7TO, and SIE exams. Fernando previously worked at BAC Florida Bank in coral gables, FL, Moringa Delight LLC in Miami, FL, Nicamanos S.A in Managua, Texas A&M University in COLLEGE STATION, TX, and Morgan Stanley Private Bank, N.A in New York, NY.

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ADVISOR BIO

Ferol Lees Brechler is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc., located in PONTE VEDRA BEACH, FL. Ferol has been in the industry since December 5, 2000 and has been registered in 37 states. Ferol is also a registered investment advisor representative. Ferol provides financial advice to a variety of clients, including individuals, corporations, and institutions. Ferol offers a range of services, including portfolio management, financial planning, and investment research.

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ADVISOR BIO

Filip Wieland is a financial advisor currently registered with Planmember Securities Corp. Filip has been in the financial services industry since 1987 and has held several positions with various firms. Filip holds licenses for Series 63, 65, 7, 9, 10 and 24. Filip is also an active insurance agent. Filip can help individuals, businesses, high net worth individuals, pension and profit sharing plans, charitable organizations and corporations. The firm provides financial planning, pension consulting, educational seminars and investment supervisory services.

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ADVISOR BIO

Filipa Castelo branco is a registered representative and investment advisor representative with Citigroup Global Markets Inc.. Filipa has been in the securities industry since 2010. Filipa holds Series 7, Series 24, and Series 66 securities licenses. Filipa has been registered with Citigroup Global Markets Inc. since 2019. Prior to that, Filipa was registered with CITI INTERNATIONAL FINANCIAL SERVICES LLC, INSIGNEO SECURITIES, LLC, BRICKELL GLOBAL MARKETS, INC., and E.S. FINANCIAL SERVICES, INC. Filipa has specialized in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Filipa is also a registered investment advisor representative with Citigroup Global Markets Inc. in Florida and New York.

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ADVISOR BIO

Filipe Augusto De Barros Gusmao is an active investment advisor representative with Osaic Wealth, Inc. in Jacksonville, FL. Filipe Augusto De Barros Gusmao has been in the industry since 2017. Previously, Filipe Augusto De Barros Gusmao was registered with Concourse Financial Group Securities, Inc. and Raymond James & Associates, Inc. Filipe Augusto De Barros Gusmao is a Series 66, Series 7 and SIE licensed professional.

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Finbar Quinn is an Investment Advisor Representative with First Down Financial in Oviedo, FL. Finbar Quinn holds the Series 65 license and has been in the industry since 2008. Finbar Quinn specializes in financial planning, portfolio management, and retirement planning. Finbar Quinn is registered with the state of Florida. Finbar Quinn is also associated with Retirement Fiduciary Group, LLC.

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ADVISOR BIO

Fiona Alfred is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Fiona has over 15 years of experience in the financial services industry. Fiona is a graduate of the University of Central Florida and holds the Series 6, 7, 63, and 66 licenses. Fiona specializes in providing financial advice to individuals, families, and businesses. Fiona is committed to helping her clients achieve their financial goals through a personalized approach. Fiona has previously worked with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC.

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