Advisor at Uniwealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Uniwealth Advisors, Inc.
Location
Cutler Bay, FL
Credentials
Series 63, Series 65
Industry experience
29 years
Stefano Fanfani is a financial advisor at Uniwealth Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Uniwealth Advisors since 2003, also maintaining a role at Portfolio Resources Group, Inc. since 2002. Uniwealth Advisors provides investment advisory and asset-allocation services, managing a portfolio of publicly traded stocks, ETFs, mutual funds, and debt securities. The firm focuses on dividend-oriented income strategies combined with technical analysis, serving a small client base that includes state or municipal entities and international institutions.
Maximum fee of 1% (One percent) annually
Fee-only: Fixed fees generally billed monthly
Cutler Bay, FL
Florida
Uniwealth Advisors, Inc.
2003 - Present (23 years)
Portfolio Resources Group, Inc.
2002 - Present (24 years)
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Is active or affiliated with:
Broker-dealer / trader
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
CFP®, Series 66
Miami, FL
Campos Financial
CFP®, Series 63
Coral Gables, FL
Family and Money Matters
Series 65
Coral Gables, FL
Sun Creek Holdings LLC
Series 63, Series 65, Series 66
Coral Gables, FL
Figa Capital Management LLC.
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