Invested Better
Educational Seminars & Workshops Advisors in Boynton Beach, Florida
107 Results
Unclaimed

Brokers International Financial Services, LLC

location

Boynton Beach, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Todd Robbins is a financial professional with over 20 years of experience in the industry. Todd is currently registered with Brokers International Financial Services, LLC. Todd also has previous registrations with several other firms including Bankers Life Securities, INC., PNC Investments and Raymond James Financial Services, INC.. Todd specializes in providing advisory services to individuals, families, and businesses. Todd has a strong understanding of the financial markets and has a proven track record of success. In addition to his expertise in investments, Todd is also a licensed insurance agent and is dedicated to providing clients with comprehensive financial planning services.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

BOYNTON BEACH, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Tracy C. Potter is an active investment advisor representative registered with J.p. Morgan Securities LLC in Florida. She has been working in the financial services industry since July 2008. Prior to joining J.p. Morgan Securities LLC, Tracy worked at Morgan Stanley and Morgan Stanley & Co. Incorporated. Tracy has experience in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Boynton Beach, FL

experience

47 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Victor Thomas Connor is a financial advisor with over 40 years of experience in the industry. Victor is registered with Raymond James Financial Services Advisors, Inc. in Boynton Beach, FL. Victor has a broad range of experience serving a variety of clients including corporations, individuals, insurance companies, and charitable organizations. Victor is licensed to provide financial advice in 38 states. Victor's previous experience includes working for Salomon Smith Barney Inc., Prudential Securities Incorporated, E.F. Hutton & Company Inc, and Merrill Lynch. Victor's primary business is providing investment management and advisory services using the Raymond James platform.

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

Raymond James Financial Services Advisors, Inc.

location

Boynton Beach, FL

experience

48 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Robert Ebbecke is a financial advisor who has been in the industry since 1976. Vincent is currently registered with Raymond James Financial Services Advisors, Inc. in Boynton Beach, FL and has been with the firm since 2009. Vincent has experience with various financial products and services, including financial planning, pension consulting, and portfolio management. Vincent is committed to helping individuals and families 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

J.p. Morgan Securities LLC

location

Boynton Beach, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Vincent H. Perrone is a registered representative of J.p. Morgan Securities LLC. Vincent has been in the industry since 2013 and has a Series 66 license and a Series 6 license. Vincent is registered in California, Florida, and Texas. Vincent is also an Investment Advisor Representative in Texas. Vincent is affiliated with the Boynton Beach, FL branch of J.p. Morgan Securities LLC.

SPECIALIZATIONS

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

BOYNTON BEACH, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Wyn Yelin is a financial advisor with Edward Jones. Wyn has been in the industry since 2008 and has a Series 7, Series 66, and SIE licenses. Wyn is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Wisconsin. Wyn has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Wyn is also a Registered Investment Advisor with Edward Jones.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

BOYNTON BEACH, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Youssef Habib abdelsaid is a financial advisor who is registered with J.p. Morgan Securities LLC, working out of their Boynton Beach, Florida office. Youssef has been in the financial industry since 2020, and previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Boca Raton, Florida. Youssef is currently registered in Florida, Texas and New York. Youssef holds Series 66, Series 7TO and SIE securities licenses.

SPECIALIZATIONS

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