Ricardo Nieto
Founder and Wealth Management Advisor @Aragon Capital, Llc
Fort Lauderdale, FL, US
EMAILS
r••••••••@aragoncapital.com
MOBILE NUMBERS
+13•••••••22
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WORK HISTORY
Mar 2013 — Present
Founder and Wealth Management Advisor @Aragon Capital, Llc
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My main function is to develop and monitor the investment strategy for each customer according to their specific goals. Part of my duties includes educate each client about the financial products available to have a better understanding of the performance of their portfolios.
EDUCATION
2008 — 2010
Florida International University - College of Business
Bachelor of Business Administration, Finance
2016 — 2017
Florida Atlantic University
Master of Science in Finance (MSF), Finance, General
SKILLS
Uniform Combined State LawWealth ManagementPortfolio ManagementSeries 63Investment AdvisoryFinancial AnalysisSeries 7Mutual FundsRetirement PlanningFinancial ModelingHedge FundsOptionsFixed IncomeEquitiesInvestment StrategiesSecuritiesAsset AllocationBloombergOption ValuationFutures
ABOUT RICARDO NIETO
My main function is to develop and monitor the investment strategy for each customer…
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