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Advisors in Boca Raton, Florida
1,608 Results
Unclaimed

Statetrust Capital, LLC

location

BOCA RATON, FL

experience

35 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Joseph Luis Turnes is a registered investment advisor representative with Statetrust Capital, LLC, located in Boca Raton, FL. Joseph Luis Turnes has been in the industry since January 1990. Joseph Luis Turnes has passed the Series 3, Series 7, Series 63 and Series 65 exams. Joseph Luis Turnes provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. Joseph Luis Turnes is also registered with Salomon Smith Barney Inc. and Lehman Brothers Inc.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

BOCA RATON, FL

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Joseph Edwin Budd is a financial advisor registered with Osaic Wealth, Inc. in BOCA RATON, FL. Joseph has been in the industry since August 18, 1993. Joseph offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

BOCA RATON, FL

experience

38 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Joseph Anthony Canadeo is an active investment advisor representative at Truist Advisory Services, Inc., with over 35 years of experience in the financial industry. He is also registered with the state of Louisiana. His firm manages over $61 billion in assets for a variety of client types, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Joseph Anthony Canadeo is dedicated to providing clients with financial planning, portfolio management, and other advisory services to help them meet their financial goals. Before joining Truist Advisory Services, Inc., Joseph Anthony Canadeo was an advisor with Oppenheimer & Co. Inc. and Wells Fargo Advisors, LLC.

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

B. Riley Wealth Advisors, Inc.

location

BOCA RATON, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Nathan Galinskie is a financial advisor with over 20 years of experience in the financial services industry. Joseph has held several roles in various firms, including T3 Trading Group, LLC, Chimera Securities, LLC, and Opus Trading Fund LLC. He is currently registered with B. Riley Wealth Advisors, Inc. in Boca Raton, Florida. Joseph holds several licenses and certifications, including Series 7, 55, 56, 63, and 66, as well as the SIE exam. His expertise and experience in financial planning, portfolio management, and pension consulting allow Joseph to provide comprehensive financial guidance to a diverse range of clients, including individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

BOCA RATON, FL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Frank Noto is a financial advisor with over 30 years of experience in the securities industry. Joseph has a wide range of experience in the financial services industry. He has served as a wealth manager at Baron Silver Stevens Financial Advisors, LLC and Osaic Wealth, Inc., and has held positions at several other firms, including EURO-ATLANTIC SECURITIES INC., THOMAS JAMES ASSOCIATES, INC., TAW SECURITIES, INC., and MLB INVESTMENTS, LTD.. He has a strong understanding of investment strategies and is committed to helping clients achieve their financial goals. Joseph is a Certified Financial Plannerâ„¢ and has earned the Series 7, Series 24, Series 51, and Series 66 licenses.

SPECIALIZATIONS

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

Diversify Advisory Services, LLC

location

BOCA RATON, FL

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Thomas Finnerty is a financial advisor with Diversify Advisory Services, LLC. Joseph has been in the financial services industry since 2015. Joseph has a Series 7, Series 66, and SIE licenses. Joseph is registered in 27 states and has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Boca Raton, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Luchini is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Boca Raton, FL. Joseph Luchini has been in the industry since August 11, 1995 and has experience in financial planning, portfolio management, and pension consulting. Raymond James Financial Services Advisors, Inc. offers a variety of financial products and services, including investment management, retirement planning, and insurance.

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

Equitable Advisors, LLC

location

BOCA RATON, FL

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Lagriola is an active investment advisor representative registered with Equitable Advisors, LLC. Joseph is a Registered Representative with over 30 years of experience in the financial services industry. Joseph has a strong track record of providing investment advice to clients of all ages and backgrounds. Joseph has a solid understanding of the financial markets and is committed to helping clients achieve their financial goals. Joseph is dedicated to providing personalized investment advice that is tailored to each client's individual needs.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

BOCA RATON, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Joseph J. Cianciotto is a registered representative of Oppenheimer & Co. Inc. Joseph has been in the financial industry for 10 years. Joseph is registered in 42 states and the District of Columbia for both Broker-Dealer and Investment Advisor activities. Joseph is a Series 7, Series 66, and SIE exam holder. Joseph's specializations include Retirement Planning, College Savings Plans, Estate Planning, Insurance, and 401k Rollovers.

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

0 Disclosures

ADVISOR BIO

Joshua Daniel Zamat is a financial advisor with Wells Fargo Clearing Services, LLC. He is based in Boca Raton, Florida, and has over 20 years of experience in the financial services industry. Joshua is a registered representative with FINRA, a Registered Investment Advisor, and holds a Series 7, Series 31, Series 55, and Series 66 license. He has experience in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Prior to joining Wells Fargo Clearing Services, LLC, Joshua was employed by Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association.

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

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