Advisors at this firm
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.
Ajit A
Series 66
Miami, FL
PAR5 Advisors LLC
Ajit Ajmani is a financial advisor at PAR5 Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Aegis Capital Corp. and Alliance Global Partners. Ajmani is also associated with AJMONSTER LLC, a holding entity related to his business interests. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations. The firm offers tailored strategies using fundamental and technical analysis, managing accounts on both discretionary and non-discretionary bases.
Jack R
Series 63, Series 65
Miami, FL
PAR5 Advisors LLC
Jack Rio is a financial advisor at PAR5 Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience 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. The firm uses investor profiles to tailor strategies and employs both fundamental and technical analysis to implement long- and short-term approaches, managing accounts on either a discretionary or non-discretionary basis.