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Mitshel L
Series 66
Miami, FL
Raymond James & Associates
Mitshel Lavander is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2021, following five years at Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through non-discretionary advisory programs supported by a broad range of portfolio management styles and affiliated research.
Alejandro T
Series 66
Miami, FL
Raymond James & Associates
Alejandro Triana is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Merrill, Citigroup Global Markets, and Wells Fargo Clearing. He is also the owner of Cascando Investment LLC, an investment-related business he established with his wife. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Daniel R
Series 66
Miami, FL
Raymond James & Associates
Daniel Raez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked at firms including BlackRock Inc., ACP Securities, and A.G.P./Alliance Global Partners. Raez has also been affiliated with the University of Miami and Belen Jesuit Preparatory High School in previous roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Facundo R
Series 66
Miami, FL
Raymond James & Associates
Facundo Ruiz Riesgo is a financial advisor with Raymond James & Associates in Miami, FL. He holds a Series 66 designation and has one year of industry experience, including prior roles at Wells Fargo and Banco Santander. He also has experience working at Florida International University and Cypress Bay High School. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Juan Carlos B
Series 66
Miami, FL
Raymond James & Associates
Juan Carlos Bonelli is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James & Associates since 2021 and previously at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he is involved with Miami Golf. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.
Manuela T
Series 66
Miami, FL
Raymond James & Associates
Manuela Teixeira is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and eight years of industry experience. Her work history includes positions at Alex Brown, a division of Raymond James, since 2017 and at Estee Lauder Companies from 2015 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities with a range of financial planning and non-discretionary investment consulting services supported by a nationwide adviser network.
Luis C
Series 66
Miami, FL
Raymond James & Associates
Luis Campoo is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Citi International Financial Services LLC for eight years before joining Raymond James in 2022. Outside of his advisory role, Campoo is involved as an owner and partner in two businesses, including a 50/50 partnership in Que Estaran Haciendo, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, offering tailored financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.
Pedro T
Series 66
Miami, FL
Raymond James & Associates
Pedro Triana is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining Raymond James & Associates in 2023, he worked at Clasicorp Import Corp. and Arena Capital Holdings. He is part owner of NSA-Exchange, an online B2B marketplace that connects supermarket owners with food brokers, producers, and distributors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services through a range of portfolio management styles and affiliated research.
Ursula C
Series 66
Miami, FL
Raymond James & Associates
Ursula Chavez is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. She is based in Miami, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering comprehensive financial planning and investment consulting through various advisory programs.
Eric T
Series 66
Miami, FL
Raymond James & Associates
Eric Termini is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 17 years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.
Magda S
Series 63, Series 66
Miami, FL
Raymond James & Associates
Magda Salgado is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting services, drawing on a range of portfolio management styles and affiliated research.
Veronica C
Series 66
Miami, FL
Raymond James & Associates
Veronica Cereceda is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021, with prior experience at Wells Fargo Clearing from 2016 to 2021. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Enrique T
Series 66
Miami, FL
Raymond James & Associates
Enrique Triana Sr. is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS International for nine years before joining Raymond James in 2020. Based in Miami, FL, he has spent six years with his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.
Reynaldo F
Series 66, Series 65
Miami, FL
Raymond James & Associates
Reynaldo Figueredo is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and Dt Bank Trust Co NA. He also serves as an advisor and council member for the Village of Key Biscayne. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—with a range of financial planning, advisory, and institutional consulting services.
Fernando R
Series 66
Miami, FL
Raymond James & Associates
Fernando Riojas is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Raymond James & Associates in 2021. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Nina D
Series 66
Miami, FL
Raymond James & Associates
Nina Diaz is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. She previously attended the University of Florida and has been with Raymond James since 2022. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning and advisory services primarily on a non-discretionary basis.
Jose D
CFP®, Series 66
Miami, FL
Raymond James & Associates
Jose De La Lama is a CFP®-credentialed financial advisor at Raymond James & Associates with 25 years of industry experience. He previously worked at Bank of America and Merrill before joining his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and model manager options.
Pierre E
Series 63, Series 65
Miami, FL
Raymond James & Associates
Pierre Economacos is a financial advisor at Raymond James & Associates with 38 years of industry experience. He has been with Raymond James since 2016. Economacos holds Series 63 and Series 65 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional advisory services.
Carla I
Series 66
Miami, FL
Raymond James & Associates
Carla Inurritegui is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and pension plans, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Miguel G
Series 63, Series 65
Miami, FL
Raymond James & Associates
Miguel Garcia is a financial advisor at Raymond James & Associates with 31 years of industry experience. He previously worked at Oppenheimer for 16 years before joining Raymond James. Garcia holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutional clients, and charitable organizations. The firm offers financial planning and investment consulting through non-discretionary programs, drawing on various portfolio management styles supported by firm research and affiliated sub-advisers.
Emanuel V
Series 66
Miami, FL
Raymond James & Associates
Emanuel Varela is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Synovus Securities and Ocean Bank and spent ten years at Florida International University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and extensive affiliated resources.
Juliana U
Series 63, Series 65
Miami, FL
Raymond James & Associates
Juliana Ueno is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. She previously worked at Morgan Stanley for nine years and has been involved with Young Living since 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning, advisory, and institutional consulting services.
Alejandro B
Series 63, Series 65
Miami, FL
Raymond James & Associates
Alejandro Bachmann is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 12 years. Bachmann is also a minority owner of Minerva Capital, a business owned by his wife, with no active responsibilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Eva O
Series 66
Miami, FL
Raymond James & Associates
Eva Ovejero is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and over 22 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2023. Outside of her advisory role, she is the owner of EMOSCY LLC, a business unrelated to her advisory activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a predominantly non-discretionary approach tailored through risk profiling and proprietary analyses.
John D
Series 63, Series 66
Miami, FL
Raymond James & Associates
John Delappe is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns a timeshare unit in Beaver Creek, Colorado, which he has used intermittently for the last 20 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, and offers a range of advisory services with a primarily non-discretionary approach, supplemented by in-house research and affiliated portfolio managers.
Christian S
Series 66
Miami, FL
Raymond James & Associates
Christian Suriel is a financial advisor at Raymond James & Associates in Miami, FL, holding a Series 66 designation with three years of industry experience. He has been with Raymond James & Associates since 2020. Prior to his advisory role, he was a student for eight years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.
Claudio S
Series 63
Miami, FL
Raymond James & Associates
Claudio Salazar is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 63 designation and possessing 41 years of industry experience. He worked at UBS Financial Services for 12 years before joining Raymond James & Associates in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Trevor R
Series 66
Miami, FL
Raymond James & Associates
Trevor Ronderos is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. from 2014 to 2022 before joining Raymond James in 2022. Trevor is also involved with CareValidate since 2026. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Juan S
Series 66
Miami, FL
Raymond James & Associates
Juan Souza Legorreta is a financial advisor with Raymond James & Associates holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he is a co-owner of an LLC that purchases real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and retirement plans with a variety of financial planning and advisory services. The firm offers tailored, generally non-discretionary advice supported by proprietary research and multiple portfolio management strategies.
Carlos P
Series 66
Miami, FL
Raymond James & Associates
Carlos Perez is an advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Quality Consulting Company for two years and spent several years in full-time education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research.
Daniel Z
Series 66
Miami, FL
Raymond James & Associates
Daniel Zamora is a financial advisor with Raymond James & Associates in Miami, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at JP Morgan Chase from 2019 to 2024. He serves as a Director on the Habitat for Humanity of Greater Miami Young Professionals Board, volunteering and coordinating fundraising events to support affordable housing initiatives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research resources.
Rodrigo D
Series 66
Miami, FL
Raymond James & Associates
Rodrigo De Oliveira is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 28 years of industry experience. He previously worked with Morgan Stanley and its affiliated entities from 2015 until joining Raymond James in 2024. Outside of his advisory role, he is a co-owner of Novo R.E. Investors NY LLC, a business involved in real estate activities. Raymond James & Associates, Inc. is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Christopher M
Series 66
Miami, FL
Raymond James & Associates
Christopher Murrle Philippsen is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and over 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. He co-owns Flugdrache Investments II LLC with his spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing diverse portfolio management strategies supported by firm research and affiliated sub-advisers.
Ronald L
Series 63, Series 66
Miami, FL
Raymond James & Associates
Ronald Llano is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at firms such as Wells Fargo Clearing, UBS Financial Services, Merrill, TD Ameritrade, and Chase Investment Services Corp. He has been with Raymond James & Associates since 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.
Claudio S
Series 63, Series 66
Miami, FL
Raymond James & Associates
Claudio Simoes is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering non-discretionary financial planning and consulting supported by extensive research and various portfolio management styles.
Bryan S
Series 66
Miami, FL
Raymond James & Associates
Bryan Stepanian is a financial advisor with Raymond James & Associates, holding a Series 66 credential and having 24 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he owns and runs the Ferrari Owners Club, a car club that hosts events for members. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.
Luis C
Series 66
Miami, FL
Raymond James & Associates
Luis Correa is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, Correa owns rental properties in Miami and Houston. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles.
Arturo P
Series 66
Miami, FL
Raymond James & Associates
Arturo Parraga is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors, Taggart International, Florida International University, and Broward College prior to his current role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services through its Wealth Advisory Services Program and Institutional Fiduciary Solutions division.
Paola G
Series 66
Miami, FL
Raymond James & Associates
Juliana P
Series 66
Miami, FL
Raymond James & Associates
Juliana Paioletti is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for nine years. Paioletti also works part-time as an airport agent for American Airlines and as an independent contractor for Uber. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.
Daniel B
Series 66
Miami, FL
Raymond James & Associates
Daniel Betancourt is a financial advisor at Raymond James & Associates with 14 years of industry experience. He has held roles at UBS Financial Services and Wells Fargo Clearing prior to joining Raymond James. Betancourt holds a Series 66 designation and is based in Miami, FL. Raymond James & Associates is a nationally recognized broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.
Laura W
Series 63, Series 65
Miami, FL
Raymond James & Associates
Laura White is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 65 licenses and 35 years of industry experience. She previously worked at Oppenheimer for 10 years before joining Raymond James in 2025. Outside of advising, she rents living space to international University of Miami students. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable entities. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.
Marcos B
Series 63, Series 66
Miami, FL
Raymond James & Associates
Marcos Bowers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 20 years of industry experience. His career includes positions at Wells Fargo Clearing, HSBC Securities (USA) Inc., and Merrill before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Pablo A
CFP®, Series 66
Miami, FL
Raymond James & Associates
Pablo Annovelli is a CFP® professional with 21 years of industry experience, currently with Raymond James & Associates since 2021. His prior experience includes roles at Wells Fargo Clearing, UBS, and HSBC Securities (USA) Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.
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