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Educational Seminars & Workshops Advisors in Fort Lauderdale, Florida
645 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

FORT LAUDERDALE, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Felipe Andres Gaitan is a registered representative with Wells Fargo Clearing Services, LLC. Felipe has been in the industry since March 13, 2017. Felipe has passed the Series 6, 7, 63, and 66 exams. Felipe is registered in Florida and Georgia. Felipe is also a registered investment advisor representative. Felipe's current office location is in Fort Lauderdale, Florida, however, they also have offices in Miramar, Florida.

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

J.p. Morgan Securities LLC

location

FORT LAUDERDALE, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Martinez is a financial advisor at J.P. Morgan Securities LLC. Fernando has been in the industry since October 4, 2013. Fernando is registered with FINRA and holds the Series 6 and SIE licenses. Fernando is registered in Florida and New Jersey. Fernando's specializations include Securities, Variable Contracts, Mutual Funds, Annuities, and Insurance.

SPECIALIZATIONS

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

Kovack Advisors, Inc.

location

Fort Lauderdale, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Pardo is a financial advisor registered with the state of Florida. Fernando is a registered representative and investment advisor representative. Fernando has been working in the financial industry since 2019 and has been with Kovack Advisors, Inc. since August 2023. Fernando has experience working with high net worth individuals, corporations, and other businesses. Fernando offers financial planning, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Fort Lauderdale, FL

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Francis Jude Maus is a financial advisor with Raymond James & Associates, Inc. Francis has been working in the financial services industry since 1981. Francis has experience in securities, investments, and financial planning. Francis is licensed in 23 states and holds several licenses including Series 3, 7, 8, 9, 10, 63, and 65. Francis is located in Fort Lauderdale, Florida and has been working for Raymond James & Associates, Inc. since 2013. Before joining Raymond James & Associates, Inc. Francis worked for Morgan Keegan & Company, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

Citigroup Global Markets Inc.

location

Fort Lauderdale, FL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Frank Anthony Consalo is a financial professional with over 30 years of experience in the financial services industry. Frank Anthony Consalo has been with Citigroup Global Markets Inc. since 7/18/2012, and has held previous roles at PNC INVESTMENTS, RAYMOND JAMES FINANCIAL SERVICES, INC., WACHOVIA SECURITIES, LLC, FIRST UNION BROKERAGE SERVICES, INC., CITICORP INVESTMENT SERVICES, FINANCIAL HORIZONS SECURITIES CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, DEAN WITTER REYNOLDS INC., SHERWOOD CAPITAL, INC., and FIRST JERSEY SECURITIES, INC. Frank Anthony Consalo is registered with FINRA and holds the following licenses: Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, and Series 63. Frank Anthony Consalo's specializations include: financial planning, asset allocation advice, security ratings, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Oppenheimer & Co. Inc.

location

FORT LAUDERDALE, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Frederic Leonard is a financial advisor with over 38 years of experience in the industry. Frederic is registered with Oppenheimer & Co. Inc. and has held previous registrations with CIBC WORLD MARKETS CORP., PRUDENTIAL SECURITIES INCORPORATED, and PAINEWEBBER INCORPORATED. Frederic has a Series 7, Series 24, and Series 63 license, and is a registered investment advisor. Frederic is registered to provide investment advisory services in 28 states.

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
location

Fort Lauderdale, FL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Frederick Frye Walker is a financial advisor with Morgan Stanley. Frederick has over 20 years of experience in the financial services industry. Frederick holds the Series 31, Series 7, and Series 66 licenses. Frederick is registered with FINRA and the state of Florida. Frederick is also registered with the state of Texas as an investment advisor representative. Frederick has a strong track record of helping clients achieve their financial goals. Previous firms Frederick worked for include Morgan Stanley DW Inc., Andover Brokerage, L.L.C., and Morgan Stanley Smith Barney.

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

Wells Fargo Clearing Services, LLC

location

FORT LAUDERDALE, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Gomez is a financial advisor with over 18 years of experience in the financial services industry. Gabriel has been with Wells Fargo Clearing Services, LLC since March 2021. Prior to joining Wells Fargo, Gabriel worked at J.P. Morgan Securities LLC and Chase Investment Services Corp.. Gabriel has a broad range of experience in providing financial advice to individuals, families, and businesses. Gabriel is a registered representative in Florida and Texas.

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

FORT LAUDERDALE, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Gabriella Gordana Gacinovic is a financial advisor with Wells Fargo Clearing Services, LLC. Gabriella has been in the industry for over 10 years and is registered in both California and Florida. She holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Gabriella specializes in providing financial planning, investment consulting, and portfolio management services to individuals, businesses, and institutional 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT LAUDERDALE, FL

experience

42 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Garland Rodriguez is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Garland has been in the securities industry since 1982. Garland has registrations with Financial Industry Regulatory Authority (FINRA) and state securities regulators in 17 states. Garland has experience with several different investment firms. Garland is registered with the state of Texas as a Resident Agent of the firm and the state of Florida as a non-resident agent of the firm.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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