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Advisors in Boca Raton, Florida
1,608 Results
Unclaimed

Equitable Advisors, LLC

location

BOCA RATON, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Michael Francis Martin is an investment advisor representative with Equitable Advisors, LLC. Michael Martin's firm has offices in Boca Raton, FL and other locations. Michael Martin has been in the financial services industry since 2018. Michael Martin is registered with the state of Florida as a securities agent and an investment advisor representative. Michael Martin holds the following securities licenses: Series 6, Series 7, Series 66, and SIE. Michael Martin has experience providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

BOCA RATON, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael P. Halperin is an investment advisor representative associated with Morgan Stanley. Michael is licensed in 46 states and the District of Columbia, with a combined industry experience of more than 22 years. Michael has both Series 66 and Series 7 licenses. The advisor has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Ameriprise Financial Services, LLC

location

Boca Raton, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael William Kane is a financial advisor with over 15 years of experience in the financial services industry. Michael is currently registered with Ameriprise Financial Services, LLC and has previously been registered with J.P. Morgan Securities LLC and Wachovia Securities, LLC. Michael holds multiple industry licenses including Series 6, 7, 63 and 65. Michael provides a range of financial services including asset allocation, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Valic Financial Advisors, Inc.

location

BOCA RATON, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kruger is a financial advisor with Valic Financial Advisors, Inc.. Michael has been in the financial services industry for over 8 years. Michael has a Series 7TO, Series 66 and SIE license. Michael works with clients located in Milford, Pennsylvania and Boca Raton, Florida. Michael specializes in helping clients with investments, financial planning, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

BOCA RATON, FL

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Ira Schwarzberg is a financial advisor with over 35 years of experience in the financial services industry. Michael has worked with Wells Fargo Advisors and its predecessors since 2010. Michael's career started at Thomson McKinnon Securities Inc. and progressed to Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Citigroup Global Markets Inc., and Morgan Stanley Smith Barney. Michael is currently registered with Wells Fargo Advisors Financial Network, LLC in Florida, New Mexico, and Texas. Michael holds Series 3, 7, 9, 10, 63, and 65 licenses. Michael specializes in financial planning, investment management, and portfolio management. He works with high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

RBC Capital Markets, LLC

location

BOCA RATON, FL

experience

34 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Michael Kravitz is a financial advisor registered with RBC Capital Markets, LLC. Michael has been in the financial services industry since 1991. Michael has a wide range of experience in financial planning, portfolio management, and retirement planning. Michael holds a Series 7, Series 8, Series 31, and SIE licenses. Michael is registered in several states, including Florida, Texas, and others. Michael's previous employers include Truist Investment Services, Inc., BB&T Securities, LLC, UBS Financial Services Inc., and Morgan Stanley & Co. Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Baron Silver Stevens Financial Advisors, LLC | CFP ® (Certifications)

location

BOCA RATON, FL

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Edelman is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with Baron Silver Stevens Financial Advisors, LLC, and holds the Series 7, Series 63, Series 24 and Series 4 licenses. Michael is also a Certified Financial Planner. Prior to joining Baron Silver Stevens Financial Advisors, LLC, Michael held positions at Fidelity Brokerage Services LLC, John Hancock Distributors LLC, Sig Securities, LLC, NFP Securities, Inc., Securities America, Inc., and H.D. Vest Investment Securities, Inc. Michael specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Westpark Capital, Inc.

location

BOCA RATON, FL

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Wechsler is a financial advisor with Westpark Capital, Inc. based in BOCA RATON, FL. Michael has been in the financial industry since 1981 and specializes in portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

THE Colony Group, LLC | CFP ® (Certifications)

location

Boca Raton, FL

0 Disclosures

ADVISOR BIO

Michael Andrew Haber is a financial advisor with The Colony Group, LLC. Michael has been registered as an investment advisor representative since December 2013 in Massachusetts. Michael is a Certified Financial Planner and specializes in portfolio management for businesses and individuals, pension consulting, financial planning and selection of other advisors. Michael's primary office is located in Boca Raton, Florida and he is also registered with the firm's office in Boston, MA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors | CFP ®,CFC ® (Certifications)

location

BOCA RATON, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Bellitti is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Michael has been in the financial services industry since 2019. Michael holds a Series 7, Series 10, Series 9, and Series 66 license. Michael is also a Certified Financial Planner and a Chartered Financial Consultant. Michael is registered with the Securities and Exchange Commission and is licensed in 35 states. Michael specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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