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443 advisors near
33196
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Out of 400,000+ nationwide
Isaac C
Series 65
Coral Gables, FL
Group U, LLC
Isaac Chattaj is a financial advisor at Group U, LLC with one year of industry experience and holds a Series 65 designation. He has worked in media and education roles, including positions at Universidad Anáhuac México Norte and Mexiquense TV. Outside of his advisory role, he is the founding partner and CEO of INVESTU, a registered investment advisor based in Mexico. Group U, LLC is an independent firm.
Jeffrey J
PFS™, Series 65
Miami, FL
Jeffrey R.. Jacobs, CPA
Jeffrey Jacobs is a financial advisor based in Miami, FL, with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has operated his independent firm, Jeffrey R. Jacobs, CPA, since 1991.
Israel G
CFP®, ChFC®, Series 63, Series 65
Coral Gables, FL
Guitian Wealth Management, LLC
Israel Guitian Jr. is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 35 years of experience in the financial industry. He is the sole advisor at Guitian Wealth Management, LLC, an independent firm based in Coral Gables, FL, where he has worked since 2014 in various capacities. Guitian Wealth Management serves clients with personalized wealth management strategies tailored to individual needs.
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Finding advisors...
443 advisors near
33196
within the area shown on the map
Out of 400,000+ nationwide