Invested Better
Advisors in Boca Raton, Florida
1,608 Results
Unclaimed

Raymond James & Associates, Inc.

location

BOCA RATON, FL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Yarina Montalvo is an investment advisor representative with Raymond James & Associates, Inc. Yarina is a licensed investment advisor representative in Florida. She has been in the securities industry since August 20, 1991. Yarina holds licenses for Series 7, Series 31, Series 63, Series 65 and SIE exams. Yarina has previously worked with Morgan Stanley, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. The advisor has a branch office located in BOCA RATON, FL.

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

D.a. Davidson & Co.

location

Boca Raton, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Yaron Redlich is a financial advisor based in Boca Raton, FL. Yaron has been in the financial industry since 2005 and has worked for several notable firms including Nomura Securities International, Inc., Jefferies LLC, and J.P. Morgan Securities Inc. Yaron is currently affiliated with D.a. Davidson & Co. Yaron specializes in providing financial planning, portfolio management, and investment banking services to individuals, corporations, and other institutions.

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 Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

Boca Raton, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Yevgeniya Rabinovich is a financial advisor with over 7 years of experience in the industry. Yevgeniya is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Yevgeniya has worked at various firms including Citigroup Global Markets Inc., Next Financial Group, Inc. and National Securities Corporation. Yevgeniya is licensed to provide financial advice in numerous states, including Florida, Texas and many others. Yevgeniya holds the Series 63, 66, 7 and SIE licenses. Yevgeniya specializes in providing financial advice to individuals and businesses. Yevgeniya's experience and expertise make her a valuable resource for clients seeking financial guidance and investment advice.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

BOCA RATON, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Williamson is an investment advisor representative with Fidelity Personal and Workplace Advisors, located in Boca Raton, FL. Zachary has been in the industry since 2006 and holds Series 6, 7, 24, 63, and 65 licenses. Zachary has prior experience with ING Financial Partners, Inc.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

BOCA RATON, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Todd Hersman is a financial advisor with Raymond James & Associates, Inc. Zachary has been in the financial services industry since September 20, 2016. Zachary is licensed to conduct securities business in the following states: Florida, Georgia, Illinois, Nevada, North Carolina, South Carolina, Texas, and California. Zachary is also licensed to conduct investment advisory business in Florida and Texas. Zachary holds a Series 7, Series 31, Series 66, and SIE license.

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

Avantax Advisory Services

location

Boca Raton, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Thomas Omanson is an investment advisor representative with Avantax Advisory Services. Zachary has been in the financial services industry since 2008. Zachary has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and insurance services. Zachary has passed the Series 6, 7, 26, 63 and 65 exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

Boca Raton, FL

experience

38 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Zachary Hanoyan is a financial advisor with over 30 years of experience in the industry. Zachary is currently registered with Morgan Stanley. Prior to joining Morgan Stanley, Zachary was with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.. Zachary offers a range of services including financial planning, portfolio management for individuals, portfolio management for businesses, and asset allocation advice. Zachary has a wide range of experience and knowledge to help clients achieve their financial goals.

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

Wells Fargo Advisors Financial Network, LLC

location

BOCA RATON, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Zina Barsoom is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Zina has been in the financial services industry for over 20 years and has a wide range of experience in providing investment advice to individuals, families, and businesses. Zina is a registered representative and investment advisor representative.

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