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PETER STEIGERWALD
Seasoned Wealth Advisor focused on assisting HNWIs and families in preserving and growing their capital through financial planning and portfolio manag... View More
Top Skills
Certifications
- Series 65 - Uniform Investment Adviser Law Examination
- Chartered Alternative Investment Analyst (CAIA®) - Level 1
Lina Yiseth Echeverria Castellanos
Business Administration professional with solid knowledge of the financial sector and capital markets. Certified as an Operator by the Self-Regulatory... View More
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Certifications
- Fixed income
- Derivatives
- Foreign Exchange
Nischal Devadatha Samuel
Skilled executive with robust experience in strategic leadership and operational management. Adept at driving projects to successful completion throug... View More
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Anthony Rutkowski
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and abi... View More
Top Skills
Certifications
- AWMA- Accredited Wealth Management Advisor
- BFA- Behavioral Financial Advisor
- WMCP - Wealth Management Certified Professional]
Jon Paul Cirelli
Dynamic founder and CEO with a proven track record at Pivot Professional Partners, raising over $3.5 billion in real estate syndications. Expert in ta... View More
Top Skills
Certifications
- Series 7
- Series 63
- Series 65
Joshua Hoag
Professional wealth management expert with strong record in guiding clients to achieve financial goals. Skilled in investment strategies, portfolio ma... View More
Top Skills
Certifications
- Licensed Investment Representative - Series 6, 7, 63, and 66.
RODRIGO MENDIVIL
Dynamic Investment Advisor with a proven track record at Mandeville Private Client Inc., specializing in personalized investment strategies and portfo... View More
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Ronald King
Knowledgeable financial advisor with solid background in providing strategic financial solutions. Skilled in assessing clients' financial needs and... View More
Top Skills
Certifications
- Current FINRA Series 7 securities license holder.
- Current NASAA Series 66 uniformed combined state law license holder.
- Life and Health Insurance license holder
SYED ABDUL KHADER WASIF
Wealth management professional with comprehensive understanding of financial planning and investment advisory. Adept at developing tailored wealth str... View More
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Jacqueline Molina Ospina
Dynamic Senior Investment Advisor with ProColombia, driving sustainable FDI projects that reduced CO₂ emissions significantly. Expert in investment st... View More
Top Skills
Certifications
- Gateway To Trade Trainer, TFO Canadá, Global Links Network