Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Marco U
Series 63
Miami, FL
Wells Fargo Advisors
Marco Ugartechea is a financial advisor with Wells Fargo Advisors in Miami, FL, holding a Series 63 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2016. Outside of his advisory role, he works as a table busser at the Ultra Music Festival in Miami. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.
Alexander C
Series 63
Miami, FL
Wells Fargo Advisors
Alexander Collazos is a financial advisor with Wells Fargo Advisors based in Miami, FL. He holds the Series 63 designation and has 14 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Bank NA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, allowing for tailored recommendations supported by Wells Fargo research and planning tools.
Roberto H
Series 66
Miami, FL
Wells Fargo Advisors
Roberto Hernandez is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and previously worked at Wells Fargo Bank, NA for ten years. Outside of his advisory work, Hernandez owns and operates two online sales businesses, RHDEZ GLOBAL LLC and APEX AXIS, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas, with recommendations supported by Wells Fargo’s research and planning tools.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters