Roberto Lizama's Location
Miami, Florida, United States
Roberto Lizama's Work
- Director - Investments @ Investment Placement Group
- Managing Director @ Dominick & Dominick | Now Wunderlich Wealth Management
- Financial Advisor @ Morgan Stanley
Roberto Lizama's Education
- University of Miami
CFP ( Certified Financial Planning)
2006 - 2008 - University of Florida
Business Administration
1991 - 1995
Roberto Lizama's Skills
- Alternative Investments
- Series 7
- Wealth Management
- Asset Allocation
- Securities
- Hedge Funds
- Investments
- Fixed Income
- Asset Managment
- Retirement Planning
Roberto Lizama's Summary
Roberto Lizama, based in Miami, Florida, United States, is currently a Director - Investments at Investment Placement Group, bringing experience from previous roles at Dominick & Dominick | Division of Wunderlich Wealth Management and Morgan Stanley. Roberto Lizama holds a 2006 - 2008 CFP in Certified Financial Planning @ University of Miami. With a robust skill set that includes Alternative Investments, Series 7, Wealth Management, Asset Allocation, Securities and more, Roberto Lizama contributes valuable insights to the industry. Roberto Lizama has 4 emails and 1 mobile phone number on RocketReach.
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