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

Voice: 305-372-0299
Fax: 305-372-0499
info@prginc.net

Main Office
Antonio Camejo, Co-Chair, CEO - Ext. 405
Juan Ignacio Sosa, Co-Chair, COO - Ext. 406
Sharon Vernon, CFO - Ext. 408
Jose M. Maraver, Director - Ext. 407
Carmen Elena Sosa, Director - Ext. 312
Monica Vaca, Operations Manager - Ext. 409
Belkis Jorge, Asst. Operations Manager - Ext. 403
Cristina Sosa, Asst. Operations/Cashiering
Maria M. Fernandez, Asst. Operations - Ext. 416
Ramon Abascal, Asst. Operations - Ext. 401
Reinaldo Moleiro, Asst. Operations - Ext. 402
Nancy Baquero, VP - Ext. 404

Advisory Council
Douglas Goldstein, CFP®
Thomas L. Moser
José Gonzalo Muci
Miguel Octavio
Domestic Associates
Foster Financial Services
Stephen Foster, CFP®, ChFC
Uniwealth Advisors
Stefano Fanfani
Impact Investing Division
J. Christopher Cogswell, AIF® CCIP®
Ann-Marja Lander, CFP®, AIF®
Brian T. Laverty
Joyce K. Moore, ChFC, LUTCF
Thomas L. Moser
Pamela Stamper-Brandt, CFP®, AIF®
Krista Strohoffer, CFP®, AIF®
Saratoga Springs NY - Impact Investing Division
Harry Moran, CFP®, AIF®
International Associates
Jerusalem, Israel
Lighthouse Capital Ltd.
Aaron Katsman
Tali Golan
Rachel Weiss
Profile Investment Services
Douglas Goldstein, CFP®
Naomi Grossman
Sandy Ohana
Yoram Ohana
BatSheva Goldstein

Panama City, Panama
Grupo Solfin Valores

Madrid, Spain
Capital Management Resources, Ltd.
Cristina Sosa de Mora
Caracas, Venezuela
Grupo Portafolio Resources
Carmen Elena Sosa
Andrea Monteverde
Aibory Mora
BBO
Miguel Octavio
Jose Gonzalo Muci
Carolina White
Allen Brewer
Diana Arreaza
Eduardo Valera
CCG Wealth Management Ltd.
Carlos Rizzolo
Selected Assets Management
Gustavo Degwitz
Caracas
Leopoldo Sabater
Caleb White
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.sifma.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
Master Compliance
Milliman, Inc.
Pershing LLC.
Pinnacle Insurance
Schwab Institutional
TDAmeritrade Institutional

Portfolio Resources Group

Portfolio Resources Group, Inc.
(PRG), a U.S. Broker/Dealer,
provides access to all world markets.
PRG is an independent member
firm of FINRA, SIPC, MSRB, 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:
Demo NetExchange Client® *
(Not all features described are available)

Order Routing
Business Continuity Plan
Privacy Policy
Disclaimers

Rep Documents:

User ID:
Password:

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


Investment

Think Advisor

Investment Advisor


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 25 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 or Capital Management Resources Ltd., 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
BNP PARIBAS
BNY MELLON CAPITAL MKTS
BROWNSTONE INVESTMENTS
CRÉDIT AGRICOLE
CITIGROUP
DEUTSCHE BANK SEC.
FTN FINANCIAL
FIDELITY INVESTMENTS
GMP SECURITIES LLC
GOLDMAN SACHS
INCAPITAL LLC
INTERACTIVE BROKERS
JEFFERIES & CO INC.
JP MORGAN CHASE
MERRILL LYNCH
MESIROW FINANCIAL
MILLER TABAK
MULTI BANK SECURITIES
SANTANDER INVESTMENTS
SOCIETÉ GÉNERALE
VINING SPARKS
* Parcial List