Miami, FL Waterford Way Office

Carlos Suarez is a financial advisor at Principal Financial Services with 33 years of industry experience. He holds a Series 63 designation and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, Park Avenue Securities, and Guardian Life Ins Co Of America. Suarez is based in Miami, FL. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eduardo Mendoza is a financial advisor with Principal Financial Services in Miami, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Principal Securities Incorporated, Principal Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services LLC, and MassMutual. Outside of his advisory work, Mendoza coaches football at Christopher Columbus High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Robert Pulles is a CFP® with 31 years of experience in the financial services industry. He is currently with Principal Financial Services and has held positions at Blue Water Financial Advisors and Pulles and Attento Wealth Management. Outside of his advisory role, he is a co-owner of Pulles Brothers LLC, an investment vehicle established for participation in a local private equity real estate fund. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through both investment adviser and promoter arrangements.

James Pappas is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Co since 2016, and as president of Pappas Financial Services Inc since 2002, which focuses on health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Allan Zucker is a financial advisor with Principal Financial Services in Miami, FL, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at Principal Life Insurance, Principal Securities, MML Investors Services, MassMutual, Prudential Insurance, and Pruco Securities. Outside of financial advising, he is a partner at Value Reactor, LLC, an affiliate marketing company focused on performance-based lead generation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, often implemented on a discretionary basis, with a variety of promoter and referral arrangements supporting its advisors.

Miguel Zulueta is a financial advisor at Principal Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Primerica Advisors and Guardian Life Insurance Co. Zulueta is also the owner of Summit Financial & Investments Services and serves as president of Adelante Vida Holding LLC, a non-profit entity established to hold the trademark for a future mental health awareness foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Abel Molina is a financial advisor with Principal Financial Services in Miami, FL, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Modern Life Financial Group, Portfolio Medics, LPL Financial, AXA Advisors, and Banesco USA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.