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Financial Planning Services Advisors in Clermont, Florida
47 Results
Unclaimed

Ameriprise Financial Services, LLC

location

CLERMONT, FL

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Drone is a financial advisor registered with Ameriprise Financial Services, LLC. Aaron has been in the industry since 2002 and holds Series 66, SIE, and Series 7 licenses. Aaron has worked in the past for IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Aaron is also a Registered Representative in Florida and a Registered Investment Advisor in Texas. In addition to working at Ameriprise Financial Services, LLC, Aaron owns a separate business and works for Orange County Public Schools.

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

J.p. Morgan Securities LLC

location

CLERMONT, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ana J. Rodriguez is a financial advisor with J.p. Morgan Securities LLC. Ana has been in the industry since October 2014. Ana is registered in Florida and Louisiana. Ana holds the Series 6 and SIE exams.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

CLERMONT, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Spinosa is a financial advisor at Wells Fargo Clearing Services, LLC. Andrea has been in the industry for 10 years and holds a Series 6 and a Series 63 license, as well as a SIE. Andrea is registered in both Florida and Georgia. Prior to joining Wells Fargo Clearing Services, LLC, Andrea was a financial advisor at Santander Securities LLC and LPL Financial LLC.

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

CLERMONT, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Anthony L. Cox is a financial advisor at Edward Jones. Anthony has been in the financial industry since 2018. Anthony is licensed to provide advisory services in 26 states. Anthony is a registered representative with FINRA and is a member of the Securities Investor Protection Corporation (SIPC). Anthony has a bachelor's degree from the University of South Florida and is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. Anthony is passionate about helping clients achieve their financial goals. Anthony specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.

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

CLERMONT, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Anton Lohn is an active investment advisor representative with J.P. Morgan Securities LLC. Anton is registered in Florida, Ohio, and Texas. Anton has been in the securities industry since 2017. Prior to joining J.P. Morgan Securities LLC, Anton was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Anton has passed the Series 66, Series 7 and SIE exams. Anton is also registered with the following states: Arizona, California, Colorado, Florida, Iowa, Kentucky, Michigan, New York, Ohio, Puerto Rico, Tennessee, and Texas.

SPECIALIZATIONS

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

McKee Investment Planning, Inc. | CFP ® (Certifications)

location

CLERMONT, FL

0 Disclosures

ADVISOR BIO

Arthur McKee is a financial advisor with over 20 years of experience in the industry. Arthur McKee is currently registered with McKee Investment Planning, Inc., a firm based in Clermont, FL. Arthur McKee holds Series 7 and Series 66 licenses and is a Certified Financial Planner. Arthur McKee has been a registered representative for McKee Investment Planning, Inc. since 2004. Arthur McKee is a veteran of the industry and has experience with clients in different categories. Arthur McKee has served as a registered representative at Legg Mason Wood Walker, Incorporated in Baltimore, MD from 2002 to 2003. Arthur McKee also teaches economics and finance as an adjunct instructor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

CLERMONT, FL

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Benjamin Casey is an active registered representative with Wells Fargo Clearing Services, LLC. Benjamin has been in the financial industry since 2013 and has a wealth of experience in the field. Prior to joining Wells Fargo Clearing Services, LLC, Benjamin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Benjamin holds a Series 66, Series 7, and SIE licenses. Benjamin's expertise includes a broad range of financial services, including investment consulting services to institutional clients. Benjamin is committed to providing personalized financial advice and solutions to clients.

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

Wells Fargo Clearing Services, LLC

location

CLERMONT, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Bennett Nicholas Spartz is an active investment advisor representative registered with Wells Fargo Clearing Services, LLC in Florida. Bennett has been in the industry since October 9, 2016. Bennett holds the Series 6, Series 7, Series 63 and Series 66 licenses. Bennett specializes in providing investment consulting services to institutional clients. In addition to Bennett's advisory work, Bennett also operates a woodworking and carpentry business.

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

CLERMONT, FL

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brandon Singer is a financial advisor who has been in the industry since 2008. Brandon is a Certified Financial Planner and registered with Osaic Wealth, Inc. Brandon has a Series 66, Series 7 and SIE licenses and is currently licensed in 20 states. In addition to his work with Osaic Wealth, Inc., Brandon also owns and operates Freedom Financial Group, LLC, a business that provides insurance brokerage and investment advisory services.

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

CLERMONT, FL

experience

24 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Brett Canarelli is a financial advisor at J.P. Morgan Securities LLC. Brett has been in the financial industry since 1999 and has experience in helping individuals, families, and businesses with their financial planning needs. Brett holds the Series 7, Series 63, and Series 66 securities licenses. Brett is registered in 24 states and is also registered as an Investment Advisor Representative in Texas. Brett is an experienced financial advisor with a strong track record of success.

SPECIALIZATIONS

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

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