Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileAdvisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/27/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT LAUDERDALE FL)
FL
03/11/2011 - 01/24/2012
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
01/02/1992 - 03/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENSACOLA FL)
NJ
02/04/1991 - 03/19/1991
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
FL
04/18/1990 - 03/11/1991
ADAMS, BLOCK & COE SECURITIES, INC. (FT. LAUDERDALE FL)
NA
10/03/1988 - 05/02/1990
BACHUS & STRATTON SECURITIES, INC.
NA
05/26/1988 - 10/06/1988
PARKER JAMESON, INC.
NA
07/16/1986 - 08/31/1987
WAKEFIELD FINANCIAL CORPORATION
NA
07/15/1985 - 01/22/1986
F.D. ROBERTS SECURITIES, INC.
NA
12/19/1984 - 08/08/1985
BROADCHILD SECURITIES CORP.
NA
10/10/1984 - 11/26/1984
BARRON, MARSHALL & KAMEN CO., INC.
NA
09/17/1984 - 09/28/1984
MONVEST LIMITED PARTNERSHIP
NA
02/01/1984 - 08/17/1984
VANDERBILT SECURITIES, INC.
NA
02/17/1982 - 02/02/1984
SOUTHEAST SECURITIES OF FLORIDA, INC.
NA
09/21/1981 - 11/06/1981
J. W. WELLER & CO., INC.
BC
Issued 5/3/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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