Years of Experience
5-20+ Years
Jacksonville, FL
0 Disclosures
ADVISOR BIO
Cristiano Orlando is an Investment Advisor Representative at Florida Financial Advisors, LLC in Jacksonville, Florida. Cristiano has been in the financial services industry since August 2024. Cristiano is registered with the state of Florida and South Carolina as an Investment Advisor Representative. Cristiano holds the Series 65 and SIE licenses. Cristiano is also registered with Florida Financial Advisors, LLC and has been with the firm since August 2024. Cristiano provides financial planning and portfolio management services for individuals and businesses. Cristiano's areas of expertise include financial planning, investment management, and retirement planning. Cristiano is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
No specializations listed.
Orlando, FL
9 Years Experience
0 Disclosures
ADVISOR BIO
David Klein is a financial advisor with over 8 years of experience in the financial services industry. David is registered with Schwab Wealth Advisory, Inc. in Florida. David's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, and Financial Planning. David has passed the following exams: Series 66, Series 10, Series 9, SIE and Series 7.
SPECIALIZATIONS
Orlando, FL
0 Disclosures
ADVISOR BIO
Santiago Santana is a financial advisor with over 0 years of experience in the industry. Santiago is currently registered with Charles Schwab & CO., Inc.. Santiago has previously been registered with a variety of firms over their career. Santiago has passed the Series 63, Series 7TO, SIE exams. Santiago also holds the no known designation. Santiago specializes in 1, 4 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
SPECIALIZATIONS
Orlando, FL
8 Years Experience
0 Disclosures
ADVISOR BIO
Jeanine Ackerson Ullo is a financial advisor with Charles Schwab & Co., Inc. Jeanine has been in the financial services industry since November 2016. She is registered with FINRA as a Series 7 and Series 66 representative. Jeanine's specialties include Financial Planning, Wrap Fee Program Sponsor, and Financial Planning Advisor Referral Program. She is located in Orlando, FL and has been with Charles Schwab & Co., Inc. since November 21, 2016.
SPECIALIZATIONS
ORLANDO, FL
30 Years Experience
0 Disclosures
ADVISOR BIO
Robert Edwin Thrift is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1994. Robert has experience with financial planning, pension consulting, and portfolio management for both individuals and businesses. Robert is registered with the following states: California, Florida, Georgia, North Carolina, Ohio and Virginia. Robert also holds the following licenses and certifications: Series 7, Series 24, Series 63 and Series 66.
SPECIALIZATIONS
Orlando, FL
20 Years Experience
0 Disclosures
ADVISOR BIO
Kimberly Westerfield is a financial advisor with Schwab Wealth Advisory, Inc. Kimberly has been in the financial services industry for over 18 years and is registered to provide investment advisory services in 53 states and the District of Columbia. Kimberly offers financial planning services and portfolio management for both businesses and individuals. She is a registered representative of Charles Schwab & Co., Inc.
SPECIALIZATIONS
Orlando, FL
8 Years Experience
0 Disclosures
ADVISOR BIO
Krystle Lynn Meservey is a financial professional with over 7 years of experience in the industry. Krystle is currently registered with Charles Schwab & CO., Inc. in Florida. Krystle holds Series 7, 9, 10, 24, 66, and SIE licenses. Krystle specializes in financial planning and selection of other advisors.
SPECIALIZATIONS
Orlando, FL
5 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Barrett is a financial advisor with over 5 years of experience in the industry. Patrick is currently registered with Charles Schwab & CO., Inc.. Patrick has previously been registered with a variety of firms over their career. Patrick has passed the Series 10, Series 24, Series 4, Series 63, Series 7TO, Series 9, SIE exams. Patrick also holds the Series 10, Series 24, Series 4, Series 9 designation. Patrick specializes in 1, 4 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
SPECIALIZATIONS
ORLANDO, FL
1 Years Experience
0 Disclosures
ADVISOR BIO
Anika Bhagani is a financial advisor with over 1 years of experience in the industry. Anika is currently registered with Wells Fargo Clearing Services, LLC. Anika has previously been registered with a variety of firms over their career. Anika has passed the Series 63, Series 6TO, SIE exams. Anika also holds the no known designation. Anika specializes in 1, 2, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
SPECIALIZATIONS
ORLANDO, FL
0 Disclosures
ADVISOR BIO
James Blochberger is an Investment Advisor Representative at Allgen Financial Advisors, Inc., based in Orlando, FL. James holds the Series 65 license and has been in the industry since 2014. James has experience in engineering and consulting, bringing a unique perspective to the financial services industry. James's specializations include financial planning, portfolio management for individuals, and educational seminars.
SPECIALIZATIONS
