Sonia Moreno

Relationship Manager at Atlas Financial Group - Miami Beach, FL, US

Sonia Moreno's Contact Details
HQ
305-224-8331
Location
Miami, Florida, United States
Company
Atlas Financial Group
Sonia Moreno's Company Details
Atlas Financial Group logo, Atlas Financial Group contact details

Atlas Financial Group

Miami Beach, FL, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Atlas Financial Group was founded as a boutique-style financial firm whose principal and only objective is the client and its needs. After having worked at some of the most powerful financial firms, such as Citigroup,Morgan Stanley and Raymond James, our founder, Luis Alayo-Riera, came to theconclusion that the interests of these firms are not completely synced with those of theclients, therefore, they do not share the same objectives.Our team believes that all clients, whether a big institution, a company, an individual orretiree, are entitled to have knowlegeable and top quality professional advice in orderto manage all of their financial needs and to obtain the best portfolio performance,simultaneously achieving their financial goals.One of our core values is the proximity and the personal relationship we have with our client. Because we strongly believe that by establishinga relationship of mutual trust, we could better understand the personal financial needsof each client."Securities offered through IFS Securities, Inc., Member FINRA/MSRB/SIPC. 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326. . IFS Securities Inc. and (Name of DBA) not affiliated. Securities offered through IFS Securities and INTL FCStone are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Please contact your financial advisor for information regarding specific investments. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing."​

Capital Markets Institutional Fixed Income Asset Liability Management Services Investment Planning Investment Management Retirement Planning Life Insurance Services* Real State Services* Trust Services*
Details about Atlas Financial Group
Frequently Asked Questions about Sonia Moreno
Sonia Moreno currently works for Atlas Financial Group.
Sonia Moreno's role at Atlas Financial Group is Relationship Manager.
Sonia Moreno's email address is ***@theatlasfinancialgroup.com. To view Sonia Moreno's full email address, please signup to ConnectPlex.
Sonia Moreno works in the Investment Bank/Securities Brokerage industry.
Sonia Moreno's colleagues at Atlas Financial Group are Luis RMA, Peter Sergiou, Jessie Pope, Jeremy Richardson, Olaf Schroder, Jeff Knight, Kirsten Mills and others.
Sonia Moreno's phone number is 305-224-8331
See more information about Sonia Moreno