First Citizens Bank

2 Wealth Associates in Miami

Alex Algaze Locations

Alex Algaze
Private Wealth Advisor
Mobile Phone
phone
(786) 218-3473
(786) 218-3473
2601 South Bayshore Drive
Suite 600
Miami, FL 33133
US
Contact Me
Address
2601 South Bayshore Drive
Suite 600
Miami, FL 33133
US
Areas Served
Florida
Focus Areas
Asset Allocation
Investment Planning
Education
University of Miami. MBA
Licenses & Registrations
FINRA Series 65 - Uniform Investment Advisor Law Firm
Areas Served
Florida
Focus Areas
Asset Allocation
Investment Planning
Education
University of Miami. MBA
Licenses & Registrations
FINRA Series 65 - Uniform Investment Advisor Law Firm
Nancy Perez
Private Wealth Advisor
Mobile Phone
phone
(305) 401-3127
(305) 401-3127
2601 South Bayshore Drive
Suite 600
Miami, FL 33133
US
Contact Me
Address
2601 South Bayshore Drive
Suite 600
Miami, FL 33133
US
Areas Served
Global
Primarily Southeast
Focus Areas
Asset Allocation
Investment Planning
Retirement Planning
Education
University of Miami, BA Finance (Suma Cum Laude)
Licenses & Registrations
FINRA Series 65 - Uniform Investment Advisor Law Firm ,Chartered Financial Analyst (CFA®)
Areas Served
Global
Primarily Southeast
Focus Areas
Asset Allocation
Investment Planning
Retirement Planning
Education
University of Miami, BA Finance (Suma Cum Laude)
Licenses & Registrations
FINRA Series 65 - Uniform Investment Advisor Law Firm ,Chartered Financial Analyst (CFA®)