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Justin G

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Justin Gerow is a financial advisor at International Assets Investment Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Primerica Advisors and LPL Financial. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may utilize third-party money managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Paul K

Series 63, Series 65

Avon, OH

International Assets Investment Management, LLC

Paul Karabatsos is a financial advisor with International Assets Investment Management, LLC. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 18 years at Key Investment Services and 2 years at Invest Financial Corporation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using various investment vehicles and may incorporate third-party managers or wrap programs as part of its service offerings.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Robert L

Series 63, Series 65

Medford, OR

International Assets Investment Management, LLC

Robert Lindbloom is a financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Summit Financial Group and Delta Global Services. Outside of finance, he is involved with the Boy Scouts of America as a troop committee member. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized portfolio management and financial planning, utilizing mutual funds, ETFs, equities, and fixed income, and may engage third-party managers or wrap programs to implement client strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ronald C

Series 63, Series 65

Wichita, KS

International Assets Investment Management, LLC

Ronald Chronister is a financial advisor at International Assets Investment Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 21 years and New England Securities for 3 years. Chronister is also involved in life insurance sales as a commission-based agent. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm emphasizes customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and also offers third-party manager programs and financial planning services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Edward S

CFP®, Series 63, Series 65

Albuquerque, NM

International Assets Investment Management, LLC

Edward Schiavi is a CFP® with 34 years of experience in the financial advisory industry. He has been with International Assets Investment Management, LLC and its affiliated entities since 2018. His prior experience includes roles at Securities America Advisors and IFS Securities. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party money managers to implement client strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Lisa S

Series 66

Orlando, FL

International Assets Investment Management, LLC

Lisa Samuels is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Securian Financial Services Inc., Evershore Financial Services Inc., and Minnesota Life. Outside of her advisory work, she is active in marine industry organizations in South Florida and serves as president of Riclin Holdings, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and may implement strategies via third-party managers or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Patrick E

Series 63, Series 65

Arcadia, CA

International Assets Investment Management, LLC

Patrick Egan is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Western International Securities, Inc., Coordinated Wealth Management, LLC, and a 25-year period as a licensed tax preparer. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Alejandro M

Series 63, Series 66

Ft. Pierce, FL

International Assets Investment Management, LLC

Alejandro Martinez is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at International Assets Investment Management and International Assets Advisory since 2017 and previously at LPL Financial from 2008 to 2017. Martinez is also president of Atlantic Wealth Management, Inc., a private label entity for a securities business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may employ third-party money managers and wrap programs to implement client strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Joseph G

Series 66

Spring Lake, NJ

International Assets Investment Management, LLC

Joseph Giacchi is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with International Assets Investment Advisory LLC and Sterling Noble since 2010 and is also involved in the restaurant business as wait staff at Lubrano's Trattoria. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized portfolio management, financial planning, and access to third-party wrap and manager programs, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christopher L

Series 63, Series 65

Lubbock, TX

International Assets Investment Management, LLC

Christopher Lane is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for 14 years. Lane also manages a private label financial advisory business, Lane Wealth Management, based in Lubbock, TX. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and corporations through a network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and occasionally involving third-party money managers or wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Daniel V

Series 63, Series 65

Grand Rapids, MI

International Assets Investment Management, LLC

Daniel Vanskiver is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial and ValMark Advisers, Inc. Outside of his advisory work, he serves as Dream Team Director for Make A Wish of Michigan and is president of the Forest Hills Central High School Crew Board. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized portfolio management and financial planning solutions, often employing mutual funds, ETFs, equities, and fixed income to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Lori T

Series 66

Salt Lake City, UT

International Assets Investment Management, LLC

Lori Timothy is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 credential and 23 years of industry experience. Her prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as CEO of Steed Wealth Management, LLC, a private label entity for her financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction and may utilize third-party money managers and wrap programs as part of its investment approach.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David D

ChFC®, Series 63, Series 65

Sugar Hill, GA

International Assets Investment Management, LLC

David Dodson is a financial advisor at International Assets Investment Management, LLC with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Global Assets Advisory, JPMorgan Chase Bank, Morgan Stanley, Merrill, and Truist Investment Services. Outside of his advisory work, he is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, individual equities, and fixed income, along with services incorporating third-party money managers and financial planning.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Carlos S

Series 63, Series 65

El Paso, TX

International Assets Investment Management, LLC

Carlos Sisniega is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked previously with Cetera Advisors LLC and has been involved with Integral Financial Services since 1993. Sisniega serves on the boards of several community organizations, including the Center for Character Formation and VIFAC, a shelter for pregnant women in Ciudad Juarez, Mexico. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. IAIM offers customized, long-term portfolio management using various investment vehicles and may engage third-party managers or wrap programs as part of its strategy.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ruben S

Series 66

El Paso, TX

International Assets Investment Management, LLC

Ruben Salas is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and over 21 years of industry experience. He has worked at International Assets Investment Management and its affiliate since 2017 and held prior roles at Sun City Wealth Management and LPL Financial. Outside of advisory work, Salas is involved in the restaurant and bar business as a partner or managing member of several establishments in El Paso, Texas. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisor representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party wrap and manager programs, pursuing customized, long-term investment strategies that include mutual funds, ETFs, equities, and fixed income.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Anida V

Series 63, Series 66

Troy, MI

International Assets Investment Management, LLC

Anida Venniro is a financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and LPL Financial. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jerome L

Series 66

Mauldin, SC

International Assets Investment Management, LLC

Jerome Long III is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. He is the founder and president of Loyal Trust Private Wealth, LLC, a private label entity for his financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may utilize third-party money managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Andrew B

Series 63, Series 65

Fishers, IN

International Assets Investment Management, LLC

Andrew Blackwell is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with International Assets Investment Management and its affiliate since 2019, with prior roles at Sanctuary Advisors, LLC and David A Noyes and Company. Outside of his advisory work, he co-owns BLACORUSA, LLC, a private label entity involved in marketing and advertising. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent adviser representatives. The firm offers customized portfolio management using a range of investment vehicles and may utilize third-party managers and wrap programs to support client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Zornitsa C

Series 66

Overland Park, KS

International Assets Investment Management, LLC

Zornitsa Carlson is a Series 66-licensed advisor with International Assets Investment Management, LLC, based in Overland Park, KS. She has 15 years of industry experience, including a 15-year tenure at Edward Jones prior to joining her current firm. Outside of her advisory role, Carlson serves as a Supervisory Election Judge for the Platte County Board of Elections. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may incorporate third-party money managers and wrap programs as part of its comprehensive offerings.

Retirement income strategy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Founder/Business Owner LGBTQIA Intergenerational Families Divorced
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Jacobo L

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Jacobo Leon Giraldez is a financial advisor with International Assets Investment Management, LLC. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Global Assets Advisory, International Assets Advisory, and Oripoto Capital, as well as diverse experience in education and business operations. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and also offers access to third-party money managers and financial planning services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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