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50,030 Results
Unclaimed

Insigneo Advisory Services, LLC

location

MIAMI, FL

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Minerva Rodriguez is a financial advisor with Insigneo Advisory Services, LLC, with over 17 years of experience in the industry. Minerva has a strong track record of providing comprehensive financial planning and investment management services to individuals and businesses. Minerva holds the Series 7, Series 66, and SIE licenses. Prior to joining Insigneo Advisory Services, Minerva worked at Citigroup Global Markets Inc. and New England Securities. Minerva's current registrations include California, Florida, North Carolina, and South Carolina.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSOLIDATION OF FINANCIAL REPORTS AND CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

DENVER, CO

0 Disclosures

ADVISOR BIO

Minesh Amin is an Investment Advisor Representative with 5280 Capital, a Denver-based firm. Minesh has been in the industry since February 2018. Minesh is licensed in Colorado. The firm is focused on providing portfolio management services to individuals and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Individuals
GENERAL CONSULTING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Minh Thanh Nguyen is an investment advisor representative with Fisher Investments. Minh Thanh Nguyen has been in the industry for 5 years and has experience working with high net worth individuals, insurance companies, charitable organizations, and other institutions. Minh Thanh Nguyen holds the Series 63, 65, 7TO, 9, and 10 licenses. The firm has a large staff of investment advisor representatives who work with clients across the country. Fisher Investments offers a wide range of investment services, including portfolio management, financial planning, and portfolio assessment.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Malvern, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Minh-hang Thi Vu is a financial advisor with Vanguard Advisers, Inc. based in Malvern, PA. Minh-hang has been in the financial services industry since November 2006. Minh-hang is a Certified Financial Planner and holds Series 6, 7, 24, 63 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MIO Partners, Inc.

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Minho Cho is an investment advisor representative associated with MIO Partners, Inc. Minho is licensed in Georgia. Prior to joining MIO Partners, Inc., Minho was associated with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.. Minho holds a Series 7TO and Series 66 license and the SIE.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
PORTFOLIO MANAGEMENT FOR EMPLOYEES SECURITIES COMPANIES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cerity Partners LLC | CFP ® (Certifications)

location

REDWOOD CITY, CA

0 Disclosures

ADVISOR BIO

Minnie Sanford is a financial advisor with Cerity Partners LLC, a firm with a presence in New York and Redwood City, California. Minnie has been in the financial industry since 1994 and holds the Series 66, Series 7, and Series 2 licenses. She specializes in a range of financial services, including financial planning, portfolio management, and pension consulting. Minnie has extensive experience working with high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Luther King Capital Management Corp. | CFA ® (Certifications)

location

FORT WORTH, TX

0 Disclosures

ADVISOR BIO

Minor Bradley Wallace is a Registered Investment Advisor Representative with Luther King Capital Management Corp. Minor Bradley Wallace has been in the industry since May 2006. Minor Bradley Wallace is registered with the state of Texas. Luther King Capital Management Corp. is headquartered in Fort Worth, Texas. Minor Bradley Wallace specializes in portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles. Minor Bradley Wallace holds the designation of Chartered Financial Analyst.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INVESTMENT CONSULTING SERVICES/NON-DISCRETIONARY INVESTMENT ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blue Room Investment Advisors | CFA ® (Certifications)

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Minyoung Sohn is a Chartered Financial Analyst registered with the state of Colorado as an Investment Advisor Representative. Minyoung is affiliated with Blue Room Investment Advisors, a firm based in Denver, Colorado. Blue Room Investment Advisors provides portfolio management services to individuals and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

LOS ANGELES, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Minyuan Qiu is a registered representative with Goldman Sachs & Co. LLC and has been in the securities industry since July 2018. Minyuan Qiu is licensed in 53 states and holds the Series 63, SIE and Series 79 licenses. Minyuan Qiu specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, educational seminars, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Miodrag Spasojevic is an investment advisor representative with First Trust Advisors LP. Miodrag has been in the financial services industry since 2002 and has been registered with the Securities and Exchange Commission (SEC) since 2009. Miodrag is licensed to provide investment advice in Illinois. Miodrag specializes in providing investment advice to individuals, businesses, and investment companies. Miodrag has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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