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Client Relationship Summary
Contact Us
Portfolio Resources Group, Inc.
800 Brickell Avenue, Suite 903
Miami, Florida 33131

Voice: 305-372-0299
Fax: 305-372-0499

General Enquiries:
info@prginc.net

PRG Operations Related:
operations@prginc.net

Managed Accts Related:
prag@prginc.net

Executive & Compliance
Antonio Camejo, Co-Chair, CEO, CCO - Ext. 405
Juan Ignacio Sosa, Co-Chair, COO - Ext. 406
Nancy Baquero, CFO, FINOP, CISO - Ext. 404
Gustavo Cordero, VP Financial Opts. - Ext. 418

Miami Operations
Monica Vaca, Operations Manager - Ext. 409
Maria M. Fernandez, New Accounts - Ext. 416
Gloria Mangas, Account Services - Ext. 412
Juan Martinez, Operations Specialist - Ext. 401
Nora Camejo, VP Managed Accounts - Ext. 417

Europe Operations
Cristina Sosa, Asst. Opts. Manager - Ext. 415
Ramon Abascal, Compliance Asst. - Ext. 414

Advisory Council
Jose M. Maraver, Director - Ext. 407
Carmen Elena Sosa, Ext. 422
Douglas Goldstein, CFP®
José Gonzalo Muci, Ext. 421
Ricardo Larrazabal, Ext. 423
Domestic Associates
Florida
Foster Financial Services
Stephen Foster, CFP®, ChFC®, LUTCF®
Uniwealth Advisors
Stefano Fanfani
Isasi Wealth Advisory
Roberto Isasi, CFA®, CFP®
Texas
Grupo SAM
Policarpo Rodriguez


Impact Investing Division
Pennsylvania
Joyce K. Moore, ChFC®, LUTCF®
Arizona
Thomas L. Moser
International Associates
Jerusalem, Israel
Profile Investment Services, Ltd.
Douglas Goldstein, CFP®
Sandy Ohana
Yoram Ohana
BatSheva Goldstein

Lighthouse Capital Ltd.
Aaron Katsman
Rachel Weiss

Madrid, Spain
PRG, Inc.
Cristina Sosa, Operations – Ext. 415
Ramon Abascal, Operations – Ext. 414
Caracas, Venezuela
Grupo BBO
Diana Arreaza
Allen Brewer
Jose Gonzalo Muci
Miguel Octavio
Eduardo Valera
Carolina White

Grupo PRG
Carmen Elena Sosa
Andrea Monteverde
Aibory Mora
Gustavo Degwitz
Tibisay Lopez
Andrea Nogueroles
Maria Luzardo
Ivonne Sanguino
Jorge Urosa
Marcos Villegas

Grupo SAM
Antonio D’Alvano
Leonardo Gonzalez
Ricardo Larrazabal
Andres Octavio
Market and Business News
www.barrons.com
www.bloomberg.com
www.businessweek.com
www.cnbc.com
www.forbes.com
www.investors.com
www.nasdaq.com
www.redherring.com
www.financialservices.org
www.wsj.com
Links
The links below take you to third party sites.
We are not responsible for their content.
App River 365
Bank of New York Mellon
DST Vision
Envestnet, Inc.
Financial Services Institute
Global Relay
iShares
Pershing LLC.
Pinnacle Insurance
Schwab Institutional
Disclaimers

Portfolio Resources Group

Portfolio Resources Group, Inc. (PRG) is registered with the U.S. Securities and Exchange Commission (“SEC”) and the Municipal Securities Rulemaking Board (“MSRB”). An investor brochure is available on the website of the MSRB that describes the protections that may be provided by MSRB rules including how to file a complaint with an appropriate regulatory authority.

PRG is a U.S. Broker/Dealer, provides access to all world markets, and is an independent member firm of FINRA, SIPC, MSRB, and FSI.

www.finra.org
www.sipc.org
www.msrb.org
www.financialservices.org

Accounts carried by:
Pershing LLC., a subsidiary of
The Bank of New York Mellon Corp.


Internet Access to your account:
My Brokerage Account

Regulatory Disclosures
PRG Client Relationship Summary
PRG Best Interest
Finra BondFacts
Pershing Disclosures
Rule 606 Order Routing Disclosures
Patriot Act Disclosure
Business Continuity Plan
Privacy Policy
Disclaimers

Rep Documents:

User ID:
Password:
Forgot your password?

The links below take you to third party sites.
We are not responsible for their content.


Investment

 


BrokerCheck
Center

International Private Brokerage™

The globalization of financial markets has resulted in an avalanche of products and information representing both opportunities and risks. The issue today is not just having access to information, but more importantly, being able to identify the difference between a sales pitch and a real opportunity.

Through our extensive network of trading relations we have a wide selection of financial products and services. Likewise, we have access to the best institutional and independent research and economic analysis. With more than 30 years of market experience since 1991, the Portfolio Resources group of companies have the expertise to identify attractive investment opportunities for its clients worldwide. But of equal importance, we are free of investment banking conflicts of interest, a prerequisite for objective analysis and advice.

Service
We provide a highly personalized service and a team approach to assisting our clients worldwide. In addition, our trading relationships and expertise in the international fixed-income markets give our clients added advantage through access to a wide variety of financial products.

Safety
Client accounts are carried by our clearing firm, Pershing LLC., a subsidiary of The Bank of New York Mellon Corporation, one of the oldest, continuously operating financial institutions in the world. Securities in our Corestone Account™ are covered by a combination of the Securities Investor Protection Corporation (SIPC) and an additional insurance policy through a major carrier, up to the total net equity value of your account.

Center

Convenience
The Corestone Account™ gives you the convenience of a consolidated monthly statement with all your account activities. Through the use of either checks or a Gold VISA® debit card, you have full access to your money market funds, as well as, additional liquidity through the use of margin loans for those unexpected expenses. Gold and Platinum debit cards are also available with RewardSuite™.

Fee-based Managed Accounts
If you choose to use a Separate Account Manager or a Managed Mutual Fund & ETF Account through Portfolio Resources Advisor Group you will receive Quarterly Performance Reports, in addition to your monthly brokerage statement.

brokerage
Multi-Currency Accounts
currencies

Portfolio Resources accounts can hold assets
in various currencies in addition to U.S. dollars. This makes it possible, for example, to hold eurobonds and receive coupon payments in the original currency. Ask your advisor about a Multicurrency Corestone Account™.

Trading Relationships

BARCLAYS BANK
BCP SECURITIES LLC
BNY MELLON CAPITAL MKTS
NOMURA
CITADEL
CITADEL SECURITIES
CRÉDIT AGRICOLE
INVEX LLC
FIDELITY INVESTMENTS
LLCCANACCORD GENUITY LLC
GOLDMAN SACHS
INSPEREX
INTERACTIVE BROKERS
JEFFERIES & CO INC.
JP MORGAN CHASE
JVB FINANCIAL
MERRILL LYNCH
SANTANDER INVESTMENTS
ING FINANCIAL MARKET
STIFEL NICOLAUS & CO
STONEX
SUMRIDGE PARTNERS LLC
MAREX CAPITAL MARKET (PREVIOUSLY ED&F MAN)
* Parcial List