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Portfolio Management for Businesses Advisors in Clearwater, Florida
447 Results
Unclaimed

Csenge Advisory Group, LLC

location

CLEARWATER, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Webb has over 25 years of experience in the financial services industry. Michael is a registered representative and investment advisor representative with Csenge Advisory Group, LLC, and is also a board member of several organizations. Michael has a diverse background in financial planning and investment management and is dedicated to providing his clients with personalized advice and strategies to help them achieve their financial goals. Michael is committed to providing his clients with a high level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Unclaimed

Transamerica Retirement Advisors, LLC | CFP ® (Certifications)

location

Clearwater, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Riley is a financial advisor with Transamerica Retirement Advisors, LLC in Clearwater, FL. Michael has been working in the financial services industry since October 12, 2000. Michael is registered with the state of Utah and holds the following licenses: Series 63, Series 66, Series 7, and Series 26. Michael is also a Certified Financial Planner. Michael has experience providing portfolio management for businesses and individuals, as well as pension consulting and educational seminars.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

CLEARWATER, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Eugene Williams is a financial advisor with over 20 years of experience in the industry. Michael has been registered with LPL Financial LLC since February 2018. Michael has a strong background in the financial services industry, having previously worked for Invest Financial Corporation and Intersecurities, Inc. Michael is committed to providing his clients with personalized financial advice and guidance. Michael holds a Series 6, 7, and 66 license, and is registered in several states across the country. In addition to his work with LPL Financial LLC, Michael also provides life insurance and long-term care insurance services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

United Planners' Financial Services OF America A Limited Partner

location

Clearwater, FL

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Stapleton is an investment advisor representative with over 20 years of experience in the financial services industry. Michael is currently registered with United Planners' Financial Services Of America A Limited Partner. Michael has previously been associated with Edward Jones, Morgan Stanley, and Raymond James. Michael holds the Series 7, Series 24, and Series 66 securities licenses. Michael specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

PFS Investments Inc.

location

CLEARWATER, FL

experience

10 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Michael James Burrows is a financial professional with over 20 years of experience in the industry. Michael is currently registered with PFS Investments Inc. in Clearwater, Florida. Michael's expertise includes providing financial advice to individuals and businesses. Michael has passed the Series 6, Series 26, and Series 63 exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Kahn Financial Group

location

CLEARWATER, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Mccarran Kahn is an investment advisor representative registered with Kahn Financial Group, an independent registered investment advisor (RIA). Michael has been in the financial services industry since November 2017 and is licensed to offer securities and advisory services in Florida. He is currently registered with FINRA and the state of Florida. Michael specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. He is committed to helping clients achieve their financial goals. The firm has offices in Clearwater, FL.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Transamerica Retirement Advisors, LLC

location

Clearwater, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Cimarik is a financial advisor registered in 51 states and the District of Columbia. Michael Cimarik is also registered as an Investment Advisor Representative in Florida. Michael Cimarik is associated with Transamerica Retirement Advisors, LLC. He has been in the industry since 1996. Michael Cimarik has experience with Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Franklin Templeton Financial Services Corp., and Franklin/Templeton Distributors, Inc. Michael Cimarik has the following licenses: Series 6, Series 7, Series 63, Series 65 and SIE. Michael Cimarik's specializations are: retirement planning, college savings, estate planning, and insurance.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Flaharty Asset Management, LLC | CFA ® (Certifications)

location

CLEARWATER, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Vincent Demski is a financial advisor currently registered with Flaharty Asset Management, LLC. Michael has been in the industry since 2016. The advisor has passed the Series 65, Series 7TO and SIE exams. Michael has several designations, including a Chartered Financial Analyst designation. Michael currently provides investment advisory services through Flaharty Asset Management, an independent investment advisor firm. The firm is separate from and independent of LPL Financial.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Clearwater, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Neal is a registered representative with J.P. Morgan Securities LLC and has been in the industry since October 2022. Michael is licensed to provide securities and investment advisory services in Florida. Michael is a Series 6TO and SIE licensed representative. Michael specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

Clearwater, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Michael Joseph Coleman is a financial advisor registered with Transamerica Financial Advisors, Inc. Michael has been working in the financial services industry since June 27, 2004. Michael is registered with the state of Florida and other states. Michael holds the Series 6, 63, 26, and 65 licenses, along with the SIE designation. Michael has a broad range of experience in the financial services industry and is committed to providing clients with personalized financial advice.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals

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