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Gardenia L
Series 66
Miami, FL
Equitable Advisors
Gardenia Leon Nickel is a Series 66 licensed financial advisor with 35 years of industry experience. She has been with Equitable Advisors since 1999, having previously worked at AXA Advisors, LLC for 21 years. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, emphasizing personalized risk assessment and the use of third-party asset managers alongside proprietary solutions.
Luis A
Series 63, Series 65
Miami, FL
Equitable Advisors
Luis Alvarado is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Equitable Advisors since 1998, with roles also at Axa Advisors, IFMG Securities, and Essex National Securities. Alvarado serves on the Board of Directors for the Coral Gables Estate Planning Council and participates in the Coral Gables Chamber as a Trustee Diplomat focusing on networking and educational events. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes various investment programs and referrals to third-party asset managers to deliver tailored advisory solutions.
Royce E
Series 66
Miami, FL
Equitable Advisors
Royce Eggert is a financial advisor with Equitable Advisors in Miami, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Trump Doral and has experience in education and hospitality sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and sponsored advisory programs in its client solutions.
Georvy P
Series 66
Miami, FL
Equitable Advisors
Georvy Panameno Romero is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 credential and six years of industry experience. He has been with Equitable and its predecessors since 2015, including Equitable Advisors and AXA Equitable / Premier Client Group. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.
Gloria B
Series 63, Series 65
Miami, FL
Equitable Advisors
Gloria Barbier is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has been with Equitable Advisors since 2009, previously affiliated with AXA Advisors LLC. Barbier serves on the board of the Peacock Building Association, where she supervises building maintenance activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs and third-party asset managers to deliver personalized investment solutions.
Rene N
Series 66
Miami, FL
Equitable Advisors
Rene Negron is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 license and 23 years of industry experience. He has worked at Equitable Advisors since 2003, with a brief period at Insight Securities, Inc. He serves on the boards of the Coral Gables Chamber of Commerce and the Rotary Club of South Miami, where he is also treasurer. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of investment programs, including third-party asset managers and LPL-sponsored advisory programs, and offers ERISA fiduciary services through credentialed advisers.
Fernando G
Series 66
Miami, FL
Equitable Advisors
Fernando Guisasola is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable, he worked in education at the middle and high school levels and also held positions at Florida State University and the UPS Store. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party investment solutions.
Jonathan B
Series 66
Miami, FL
Equitable Advisors
Jonathan Baikov is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Morningstar and roles in higher education at the University of Iowa and Oakton Community College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes client-specific risk assessment and matches clients to advisory models often implemented by third-party managers, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.
Frank P
Series 66
Miami, FL
Equitable Advisors
Frank Perez Delgado is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and having 10 years of industry experience. His prior firms include Ameriprise, Bank of America, Merrill, Cetera, and Regions Bank. He serves as treasurer for the Big Five Club, a nonprofit cultural and sports organization in Miami. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves matching clients to advisory program models or discretionary managers, utilizing both proprietary and third-party investment solutions.
Hugo C
CFP®, ChFC®, Series 63, Series 65
Miami, FL
Equitable Advisors
Hugo Castro is a CFP® and ChFC® with 34 years of industry experience, currently serving at Equitable Advisors since 1999. He previously worked with AXA Advisors, LLC for 21 years. Outside of his advisory role, he is a board member of The Beacon Council and is involved in several business ventures, including partnerships in insurance and group benefits companies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions for its clients.
Luis C
Series 63, Series 65
Miami, FL
Equitable Advisors
Luis Chiappy is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of advisory work, he is involved as a member in several business ventures, including Deliverance Boating, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various proprietary and third-party programs. The firm’s approach involves risk assessment and matching clients with appropriate investment models or managers, utilizing mutual funds, ETFs, separately managed accounts, and select alternative investments.
Evelyn C
Series 66
Miami, FL
Equitable Advisors
Evelyn Cuadrado is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and has been with Equitable and its affiliated entities since 2012. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and a mix of proprietary and third-party investment solutions.
Eduardo G
Series 66
Miami, FL
Equitable Advisors
Eduardo Garcia Ona Jr. is a financial advisor at Equitable Advisors with 11 years of industry experience and holds the Series 66 designation. He has previously worked at Bankers Life securities and insurance affiliates for eight years before joining Equitable Advisors in 2021. Outside of his advisory role, he is involved in forex trading. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and various third-party investment programs.
Onelio F
Series 66
Miami, FL
Equitable Advisors
Onelio Fernandez is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2005 and was previously affiliated with Axa Advisors, LLC, from 2005 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a combination of in-house and third-party advisory models and providing ERISA fiduciary services through credentialed advisors.
Gerald G
Series 63, Series 65
Miami, FL
Equitable Advisors
Gerald Grant Jr. is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Grant is active in several community and professional organizations, including serving as a board member for the Orange Bowl Committee, Florida International University, and the Adrienne Arsht Center for the Performing Arts. He is also the owner and author at G&G Enterprises of Miami. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and utilizes third-party asset managers and advisory programs to implement tailored investment solutions.
Betty P
Series 66
Miami, FL
Equitable Advisors
Betty Pulgar Vidal is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1997. Outside of her advisory role, she serves as Secretary of Blast Pest Control, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers advisory programs through a network of representatives and partners with third-party asset managers while delivering services across various investment vehicles and ERISA fiduciary solutions.
Steven L
Series 66
Miami, FL
Equitable Advisors
Steven Leahing is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and diversified asset-management programs, utilizing a combination of firm-offered and third-party solutions.
Robert G
Series 66
Miami, FL
Equitable Advisors
Robert Gutierrez is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors LLC. Before entering the financial industry, he was associated with Florida International University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, employing both firm-offered solutions and referrals to third-party asset managers and LPL-sponsored advisory programs.
Carlos R
Series 66
Miami, FL
Equitable Advisors
Carlos Rodriguez is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at HSBC USA NA and JPMorgan Chase. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of investment adviser representatives and third-party managers.
Isaias G
Series 66
Miami, FL
Equitable Advisors
Isaias Germade Fernandez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Miami-Dade County Public Schools and Amazon, as well as academic appointments at Universidad Nacional Autónoma de México and Universidad de La Habana. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset-management programs through a broad network of Investment Adviser Representatives and third-party managers. The firm emphasizes tailored investment solutions that incorporate mutual funds, ETFs, separately managed accounts, and select alternative investments.
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