PMAdvisers is a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). CRD #292085

- Consult with clients to determine financial objectives, needs and risk thresholds, develop in conjunction with them a personal financial plan, with strategies and plans of action to improve their financial wellbeing. - Advice high net worth individuals about their savings and investment plans in local and USA markets.- Impart conferences, seminars and financial planning workshops to employees of the most important banks, and big private and public companies in Colombia. - Contracted with corporate entities to give financial planning advisory to their employees. Traveled all over the country. - Have been in the Colombian media, TV, radio, magazines, numerous times talking about financial education.- Created the content for the financial education web page of some of the biggest companies in Colombia,- Consulted with government entities to set up national financial education programs.

- Sold bonds, stocks and financial products to high net worth clients.- Brought a lot of new clients to the firm. Built solid relationships with them.