Invested Better
Selection of Other Advisors Advisors in Fort Myers, Florida
332 Results
Unclaimed
location

FORT MYERS, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Gretchen Mcthenia Collins is a financial advisor with LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Gretchen is a registered representative with FINRA and has been actively involved in the financial industry since 2005. Gretchen has a wide range of experience in providing financial services, including investment advice, financial planning, and insurance. Gretchen is licensed to sell securities in several states, including Florida, California, and Texas.

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

Truist Advisory Services, Inc.

location

FORT MYERS, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Greyson Huber is a financial advisor with Truist Advisory Services, Inc. in Fort Myers, Florida. Greyson Huber has been in the industry since 2003. Greyson Huber is registered to provide investment advice in Florida. Previous to joining Truist Advisory Services, Inc., Greyson Huber worked at BB&T Securities, LLC and Pruco Securities, LLC. Greyson Huber has passed the Series 6, Series 7, Series 63, and Series 65 exams.

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

Equitable Advisors, LLC

location

FORT MYERS, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Marie Andersch is a financial advisor with Equitable Advisors, LLC. Hannah has been in the financial services industry since December 13, 2021, and holds the Series 66, Series 7TO, and SIE licenses. Hannah is registered in Florida, Virginia and North Carolina. Hannah has a strong background in the financial services industry and is committed to providing her clients with personalized financial advice. Hannah works with a variety 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
location

FORT MYERS, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Harold Blakeslee is a financial advisor at LPL Financial LLC, and has been in the industry since 1993. Harold is registered with both FINRA and the state of Florida as an investment advisor representative. In addition to being a registered investment advisor representative, Harold is also a registered principal in the state of Michigan. Harold is committed to helping clients reach their financial goals and has extensive experience in portfolio management for individuals and businesses. Harold has also provided consulting and other non-discretionary advisory 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

Ameriprise Financial Services, LLC

location

Fort Myers, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Jack Arduin is a financial advisor associated with Ameriprise Financial Services, LLC. Jack has been in the financial services industry since October 1995. Jack has passed the Series 7 and SIE, and the Series 63 and 66 exams.

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

Hightower Advisors, LLC

location

Fort Myers, FL

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jack Edward Thomas is an investment advisor representative at Hightower Advisors, LLC located in Fort Myers, Florida. Jack has been in the financial services industry since 1994 and has experience with Hightower Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jack holds the Series 63, Series 65, Series 7, and SIE licenses and is registered to provide investment advice in Florida, Georgia, Maine, Mississippi and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

J.p. Morgan Securities LLC

location

FORT MYERS, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Johnson is a registered representative with J.p. Morgan Securities LLC and has been in the industry since May 26, 2013. Jacob is currently registered with the state of Florida and is also registered in 15 other states. Jacob holds the SIE, Series 7, and Series 66 licenses. Jacob is a licensed investment advisor and is registered with the state of Florida. Jacob specializes in providing investment advice to individuals and businesses. Jacob has experience in providing financial planning, pension consulting, and portfolio management services. Jacob has a diverse client base that includes high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

FORT MYERS, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jacqueline Annette Webster is an active investment advisor representative who has been in the financial industry since March 18, 2001. Jacqueline Webster is currently registered with Stifel, Nicolaus & Company, Inc. and is located in FORT MYERS, FL. Jacqueline Webster has been with Stifel, Nicolaus & Company, Inc. since January 2009. Prior to that, Jacqueline Webster was registered with Wachovia Securities, LLC, LPL Financial Corporation and A. G. Edwards & Sons, Inc. Jacqueline Webster has passed the Series 63, SIE and Series 7 exams. Jacqueline Webster is licensed in multiple states, including Florida, Texas and 49 other states.

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 Pooled Investment Vehicles
Unclaimed

Commonwealth Financial Network

location

Fort Myers, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Jacqueline Lambros is a financial advisor with Commonwealth Financial Network. Jacqueline has been a financial advisor since 1987, and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Jacqueline specializes in financial planning, portfolio management, and investment advisory services. Commonwealth Financial Network provides a variety of services, including financial planning, investment management, and insurance.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

FORT MYERS, FL

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James F. Reddington is a financial advisor registered with Equitable Advisors, LLC and has been working in the financial services industry since March 13, 1995. James Reddington is registered with the state of Florida and holds a Series 63, Series 65, Series 7 and SIE license. James F. Reddington has been registered with the state of Florida since June 12, 2013 and is registered with the state of Mississippi since December 9, 2020 and the state of Missouri since June 12, 2013 and the state of North Carolina since December 18, 2017 and the state of Virginia since January 9, 2025. Equitable Advisors, LLC is a financial services company that provides a variety of financial products and services to individuals and businesses. The firm is headquartered in New York City.

SPECIALIZATIONS

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

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