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

Newbridge Financial Services Group, Inc.

location

BOCA RATON, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Antuna is an investment advisor representative with Newbridge Financial Services Group, Inc. Gabriel has been in the securities industry since 1993. Gabriel is registered with the following securities authorities: The Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC) and 30 state securities authorities. Gabriel is also a Registered Investment Advisor representative. Gabriel is licensed to provide financial planning services, portfolio management services for businesses and individuals, and to select other investment advisors. Gabriel is committed to providing clients with personalized financial advice and investment management services.

SPECIALIZATIONS

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

Valmark Advisers, Inc.

location

Boca Raton, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Christensen is a financial advisor with Valmark Advisers, Inc. in Boca Raton, Florida. Gabriel has been working in the financial industry since 2019. Gabriel is registered to provide investment advice in Florida.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

BOCA RATON, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Oxios is a financial advisor registered with Valic Financial Advisors, Inc. Gabriel is also registered as an investment advisor in 10 states. Gabriel has been in the financial services industry since February 2012. Gabriel specializes in providing financial planning, portfolio management, and selection of other advisors to clients.

SPECIALIZATIONS

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

Boca Raton, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Gabrielle Caroline Bird is a financial advisor registered with Morgan Stanley. Gabrielle has been in the financial services industry since 2007 and is licensed to provide financial advice in Florida and Texas. Gabrielle's professional background includes experience at Morgan Stanley Smith Barney. Gabrielle holds several professional licenses, including the Series 7, Series 9, Series 10, Series 66, and SIE exams. Gabrielle is also registered with the Financial Industry Regulatory Authority (FINRA).

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

Fidelity Personal AND Workplace Advisors

location

BOCA RATON, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Gaelle Isrow is an investment advisor representative with Fidelity Personal And Workplace Advisors. Gaelle has been working in the securities industry since 2009. Gaelle is registered with the state of Florida as an Investment Advisor Representative. Gaelle is also registered with the state of Texas as an Investment Advisor Representative. Gaelle has passed the Series 6, 7, and 66 exams. Gaelle has previously worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Wells Fargo Advisors, LLC, J.P. MORGAN SECURITIES LLC, and Chase Investment Services Corp.

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

26 Years Experience

0 Disclosures

ADVISOR BIO

Gail Lynn Butler is a financial advisor at Raymond James & Associates, Inc., with over 20 years of experience in the industry. Gail holds the Series 7, Series 9, Series 10 and SIE licenses, and is registered in 53 states, including Florida, New York and New Jersey. Gail previously worked at Janney Montgomery Scott LLC and CIBC World Markets Corp.. At Raymond James & Associates, Inc., Gail provides a wide range of services to individuals, businesses, high-net-worth clients and pension plans. These services include financial planning, investment management, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Carlson is a financial advisor who has been in the industry since 2010. Garrett Carlson is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Garrett Carlson specializes in providing financial advice to individuals and businesses. Garrett Carlson holds the Series 7 and Series 66 securities licenses.

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

Stoever Glass Wealth Management, Inc.

location

Boca Raton, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Gary Rosenberg is a financial advisor with Stoever Glass Wealth Management, Inc. based in Boca Raton, Florida. Gary has been a financial advisor since 1993 and has experience in various financial services companies. Gary's firm provides financial planning and portfolio management services for individuals and businesses.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

BOCA RATON, FL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Gary Neil Weissman is a financial advisor with over 30 years of experience in the industry. Gary has held positions at several prominent firms including Prudential Securities Incorporated, Paine Webber Incorporated, and Smith Barney Inc. Currently, Gary is a registered representative with RBC Capital Markets, LLC, based in Boca Raton, Florida. Gary provides financial advice to a variety of clients including high-net-worth individuals, corporations, and institutions. Gary is also registered as an investment advisor representative in Texas.

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

Charles Schwab & CO., Inc.

location

Boca Raton, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Gary Paul Hettler is an active registered representative in the state of Florida and a Registered Investment Advisor. Gary has been in the industry since November 11, 2004 and is currently employed by Charles Schwab & CO., Inc. Gary holds a variety of licenses and certifications, including Series 7, 63, 66, and 31 exams. Gary has a strong background in the financial services industry, having previously worked at a number of other firms, including E*TRADE Securities LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Linsco/Private Ledger Corp. Gary is a highly qualified and experienced financial advisor who is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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