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Herman S

Series 66

Miami, FL

PAR5 Advisors LLC

Herman Scholtz Raffalli is a financial advisor at PAR5 Advisors LLC in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Par5 Capital & Co LLC, Jardines de Confucio, Leafy Jungle, Global Reach Advisors, and Global Strategic Investment. He is also associated with EOZ Ventures, LLC, a non-operating entity established to receive contractor compensation from a previous employer. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations. The firm uses investor profiles to tailor strategies and employs both fundamental and technical analysis, managing accounts on a discretionary or non-discretionary basis depending on client preference.

Active portfolio management
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Ajit A

Series 66

Miami, FL

PAR5 Advisors LLC

Ajit Ajmani is a financial advisor at PAR5 Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at A.G.P. / Alliance Global Partners and Aegis Capital Corp. Ajmani is also involved with AJMONSTER LLC, a Delaware company created to hold ownership in Par5 Capital & Co, LLC. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations. The firm tailors strategies using fundamental and technical analysis and offers both discretionary and non-discretionary account management.

Active portfolio management
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Jack R

Series 63, Series 65

Miami, FL

PAR5 Advisors LLC

Jack Rio is an advisor at PAR5 Advisors LLC with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at BMO Capital Markets Corp. and 23rd Street Partners LLC. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations, offering both direct management and recommendations to third-party managers. The firm uses investor profiles to tailor strategies and employs fundamental and technical analysis to implement long- and short-term approaches on either a discretionary or non-discretionary basis.

Active portfolio management
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