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Advisors in Boca Raton, Florida
1,608 Results
Unclaimed

LPL Enterprise, LLC

location

BOCA RATON, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Woodrow Malkasian has been in the financial services industry since 1982. Thomas is currently registered with LPL Enterprise, LLC and holds Series 6, 7, 24, 63 and 65 licenses. Thomas provides consulting and other non-discretionary advisory services, financial planning, and educational seminars. Thomas's firm, LPL Enterprise, LLC is headquartered in Fort Mill, South Carolina.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

BOCA RATON, FL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Frankel is a financial advisor with Edward Jones. Thomas has been in the financial services industry since April 24, 2004. Thomas has experience with a variety of investment products and services including stocks, bonds, mutual funds, and ETFs. Thomas can help you with financial planning, retirement planning, college savings, and more.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Boca Raton, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Vincent Reid is a financial advisor with Cambridge Investment Research Advisors, Inc. Thomas has been working in the financial industry since 2007 and holds Series 6, 7, 63, and 66 securities licenses. Thomas's experience includes a wide range of clients including individuals, families, and businesses. The advisor's practice is focused on financial planning, investment management, and retirement planning. Thomas is committed to providing personalized financial advice that meets the individual needs of each client.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

BOCA RATON, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Giunta is a financial advisor at Equitable Advisors, LLC. Thomas Giunta has been in the industry since 2016 and is registered with the state of New Jersey, New York, Florida, and others. Thomas Giunta offers a range of financial planning services including portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Newbridge Financial Services Group, Inc.

location

BOCA RATON, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Avery is a registered representative and investment advisor representative with Newbridge Financial Services Group, Inc. Thomas has been in the securities industry since 1994. Thomas has experience working with a variety of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Thomas has a strong background in financial planning and portfolio management. Thomas offers financial planning, portfolio management for businesses and individuals, and selection of other advisers.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

BOCA RATON, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Sullivan is a financial advisor with over 18 years of experience in the industry. Sullivan's current registration is with Raymond James & Associates, Inc. Previously, Sullivan has held registrations with several firms, including FORESIDE FUND SERVICES, LLC, MIZUHO SECURITIES USA INC., MERRIMAN CAPITAL, INC., and NICHOLAS-APPLEGATE SECURITIES LLC. Thomas is a licensed and registered representative with Series 7 and Series 63 licenses. Sullivan also holds the Series 65 license and the SIE exam certification.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Benchmark Financial Wealth Advisors LLC

location

BOCA RATON, FL

0 Disclosures

ADVISOR BIO

Thomas Jedrej is an Investment Advisor Representative with Benchmark Financial Wealth Advisors LLC. Thomas is based in Boca Raton, FL, and has been registered with FINRA since May 2024. Thomas's experience includes a variety of roles in the financial industry, most recently with TD Bank in Toronto. Thomas holds the Series 65 license. Thomas specializes in providing financial planning, portfolio management services for individuals and selection of other advisors.

SPECIALIZATIONS

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

Dawson James Asset Management, Inc.

location

BOCA RATON, FL

experience

40 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Thomas Hands is a registered investment advisor representative with Dawson James Asset Management, Inc. located in BOCA RATON, FL. Thomas has been in the financial services industry since February 21, 1985. Thomas has been registered with Dawson James Asset Management, Inc. since August 2004. Thomas has prior experience with several other firms including SOVEREIGN EQUITY MANAGEMENT CORP., FALCON TRADING GROUP, LTD., J. GREGORY & COMPANY, INC., J. W. GANT & ASSOCIATES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, GLOBAL STRATEGIES GROUP, INC., LANDMARK SECURITIES CORPORATION, and TRADEPORTAL SECURITIES, INC.. Thomas holds FINRA Series 4, 7, 16, 24, 27, 53, 63, 66, 79TO, 99TO, and SIE licenses. Thomas is registered with the states of California, Florida, Illinois, Maryland, New York, Texas, and Virginia.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Boca Raton, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Edward Vinson is a financial advisor registered with Cambridge Investment Research Advisors, Inc. and has been in the industry since August 3, 2020. Thomas is licensed in Connecticut and Florida, and is able to provide financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Westpark Capital, Inc.

location

BOCA RATON, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Thomas McGivern is a financial professional with over 20 years of experience in the industry. Thomas is currently registered with Westpark Capital, Inc. and specializes in financial planning, portfolio management for individuals, and selection of other advisers. Thomas has a strong background in the financial services industry, having held prior positions at firms such as Evercore Group LLC, Collins Stewart LLC, and Susquehanna Financial Group, LLLP. Thomas holds a Series 7, Series 24, Series 63, and Series 7TO license.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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