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AIS Contact Information

Business Development

Vicente Ferrera

  • Ongoing Relationships: Top Clients, Financial Institutions, Managers, Advisors Support business opportunities.

Contact information:
+1 786-556-1572
vferrera@advisoryinvestorservices.com

Investment Advisory Services

Daniel Martínez / Iris León

  • Advance Advisory Services: 9 Investment Models [pre-sale consultation; lead generation; Illustration and proposal; and ongoing retention needs]
  • Monitor of Investments: Portfolio Review [Asset Allocation, Securities, Performance]
  • Corporate Actions: Dividends; Tender Offers; Historical Research
    Reporting: Portfolios Review, Cash Flow Analysis; Performance Analysis
    Proposals: New Investments Proposals
  • Audit: Monthly and quarterly reports [Asset Allocation evaluation]
  • Product and Financial Strategy: Provide unbiased guidance, support and education

Insurance Services

Andreina García

  • Evaluation of Existing Insurance: Whole life insurance/Term Life
    Health Insurance: International
  • Personal needs: Income Protection; Family Liquidity; Mortgage & Loan Protection
  • Business Insurance Needs: Key Man Coverage; Buy-Sell Agreements; Key Employee Incentives

Financial Planning Services

Vicente Ferrera

  • Retirement: Retirement Plan
  • Legacy: Trust Services
  • Referral of Accounting: USA clients and Pre-immigration Services

Operations Support

Janexit Delgado

  • Account Opening
  • Account Transfer: ACAT; Free Delivery
  • Maintenance of the account: Update information; Documents Inquires; Document rejections
  • Customer Services Activities: Deposit & Fed wires, Journals - Cash
    Checks, Debit Cards, Credit Cards; Travel notice
  • Online Access; Understanding Statements

Administration & Trading Execution

Daniel Martínez

  • Clearing Companies Relationship contact
  • Buy/Sell: Equity; Fixed Income; Mutual Fund; Options
  • Open Orders: Limit orders; stop loss
  • Portfolio Rebalance

Compliance

Iris León

  • Oversight: Principal, policies and procedures, books and records, regulatory
  • Training: CE
  • AML: Initial and ongoing reviews