Luciana Pires Macedo
Investment adviser representative at The Ameriflex Group
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.7BFirm assets
Are you Luciana Pires Macedo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- Curo Financial and Insurance SolutionsJun 2025 to now
- The Ameriflex Group, Inc.Aug 2021 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.Aug 2021 to Sep 2023
- MML Investors Services, LLCAug 2018 to Aug 2021
- Massmutual Life InsuranceJul 2016 to Aug 2021
- Hornblower Cruises and EventsSep 2010 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6592684
- Firm CRD
- 305585