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Advisors in Boca Raton, Florida
1,608 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Drew Robert Conelly is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since June 27, 1994. Conelly is licensed to provide investment advice in 18 states. Drew is also licensed to provide investment advice in Florida as an Investment Advisor Representative. Prior to joining Wells Fargo, Drew has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc. and Barnett Investments, Inc..

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

Ameriprise Financial Services, LLC

location

BOCA RATON, FL

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Drew Granauro is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Drew is a financial professional with over 29 years of experience in the financial services industry. Drew's areas of expertise include: asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Drew is licensed in 43 states including Florida, New York, and Texas. Drew has a strong track record of helping 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BOCA RATON, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Drew Anthony Romano is a financial advisor at Stifel, Nicolaus & Company, Inc., located in BOCA RATON, FL. Drew has been a registered representative in the financial industry since June 14, 2010. Drew has a wide range of experience and holds several licenses and certifications including Series 63, Series 66, Series 7 and SIE exams. Drew has a broad range of experience and has worked with many clients including individuals, businesses, charitable organizations, high net worth individuals, and pension and profit-sharing plans. Prior to joining Stifel, Nicolaus & Company, Inc., Drew was a financial advisor with RAYMOND JAMES & ASSOCIATES, INC. and before that Drew worked for AMERIPRISE FINANCIAL SERVICES, INC.

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
Unclaimed

Cetera Investment Advisers LLC

location

BOCA RATON, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Dustin Collier is a financial advisor with Cetera Investment Advisers LLC. Dustin is registered with the state of Florida. Dustin Collier has been in the financial industry since June 13, 2011. Dustin Collier has his Series 6 and Series 65 licenses. Dustin Collier provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc. | CFC ® (Certifications)

location

BOCA RATON, FL

experience

36 Years Experience

disclosure

8 Disclosures

ADVISOR BIO

Dwight Oconnor Campbell is a financial advisor with over 30 years of experience in the financial services industry. Dwight has held various positions at several firms, including Noble International Investments, Inc., Biltmore Securities, Inc, and Parker Jameson, Inc. Dwight is currently registered with Raymond James Financial Services Advisors, Inc., where Dwight provides financial planning and investment management services to individuals, corporations, and trusts. Dwight has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice. Dwight has earned the Chartered Financial Consultant designation and has passed the Series 63, 65, 7, and 24 exams.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

BOCA RATON, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Dylan Chappell is a registered investment advisor representative with Oppenheimer & Co. Inc. Dylan has been in the industry since August 2019. Dylan is currently registered in California and Florida for both securities and investment advisory. Dylan has passed the Series 66, Series 7, and SIE exams.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dylan Isaac Spinks is an investment advisor representative with over 20 years of experience in the financial industry. Dylan is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with Atlas Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., Banc of America Investment Services, Inc., and Copeland Equities, Inc. Dylan is licensed to offer investment advisory services in numerous states. Dylan's expertise encompasses providing financial planning and investment consulting services to a diverse clientele.

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

Truist Advisory Services, Inc.

location

BOCA RATON, FL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Eddie King Jackson is an active investment advisor representative at Truist Advisory Services, Inc., registered with FINRA and the state of Florida. Eddie has over 30 years of experience in the financial industry. Eddie has held a Series 63 license since 1986, a Series 7 license since 1986, a Series 24 license since 2023, and a Series 66 license since 2016. Eddie also holds a Series 26 license. In addition to his current employment with Truist Advisory Services, Inc., Eddie has also worked with BB&T Securities, LLC., HSBC Securities (USA) Inc., Wachovia Securities, LLC., First Union Brokerage Services, Inc., Southeast Bank Brokerage Service, Inc., Oppenheimer & Co., Inc., and PaineWebber Incorporated. Eddie specializes in portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Edna L Cetina is a financial advisor with over 15 years of experience in the industry. Edna currently works for Wells Fargo Clearing Services, LLC and is registered to provide investment advice in 47 states and the District of Columbia. She has a strong background in financial planning, portfolio management, and investment consulting. Edna has worked at various financial institutions including UBS Financial Services Inc. and J. B. Hanauer & Co.

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
location

Boca Raton, FL

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eduardo Valadao is a financial advisor currently registered with Morgan Stanley. Eduardo has been in the industry since December 2012. Eduardo holds Series 66, Series 7, and SIE licenses. Eduardo's office is located in Boca Raton, Florida and Eduardo also holds registrations in Florida and Texas.

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

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