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Financial Planning Services Advisors in Land O’Lakes, Florida
19 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

LAND O'LAKES, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Aleksandra Schumacher is a financial advisor with Wells Fargo Clearing Services, LLC, a firm that manages over $500 billion in assets. Aleksandra is registered to provide investment advice in 41 states and is licensed to sell securities in 42 states. Aleksandra has been in the industry since 2015. Aleksandra specializes in providing investment advice to individuals, businesses, and institutions.

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

Raymond James Financial Services Advisors, Inc.

location

LAND O'LAKES, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Branden Sears is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. Branden has been in the securities industry since April 2014. Branden has a Series 66, Series 7 and SIE license. Branden works in the LAND O' LAKES, FL office of Raymond James Financial Services Advisors, Inc. Branden also works for Independent Financial Services as an Associate/Employee.

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

Cambridge Investment Research Advisors, Inc.

location

Land O'Lakes, FL

experience

22 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Chad Dominic Cooper is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. Chad has been in the financial services industry since June 2003. Chad is registered with Cambridge Investment Research Advisors, Inc. in Florida and Texas. Previously, Chad was registered with PRUCO SECURITIES, LLC. in New Mexico. Chad holds a Series 66, Series 26, Series 7 and SIE licenses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LAND O'LAKES, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Byrnes is a financial advisor registered with Wells Fargo Clearing Services, LLC. Daniel has been in the financial services industry since 2014. Daniel has a total of 11 approved licenses, including Series 66, Series 7, Series 10, Series 9, and Series 99TO. Daniel currently works in the Land O'Lakes, FL branch of Wells Fargo Clearing Services, LLC. Daniel is registered in Florida for both securities and investment advisory services.

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

LAND O'LAKES, FL

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Ambrosio is a financial advisor registered with Wells Fargo Clearing Services, LLC. David has been in the securities industry since 1982. David has a Series 7, Series 63, and SIE licenses and has been registered with the state of Florida since 2008. David also has a Texas Series 7 license, granted in 2015. David has been employed with Wells Fargo Advisors LLC since 2009 and with Wells Fargo Clearing Services, LLC since 2016.

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

LAND O'LAKES, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Eric Desmond Holder is a registered investment advisor with Wells Fargo Clearing Services, LLC. Eric has been in the industry since July 11, 2010, and is licensed to operate in 29 states, including Florida, Texas, and California. Eric has a Series 66, Series 7, Series 31, Series 10, and Series 9 licenses. Eric's firm is a large brokerage firm that manages assets for individuals, businesses, institutions, and pension plans.

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

LAND O'LAKES, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Clay Henderson is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Jeremy Henderson has been in the financial industry since 2007 and is registered in 31 states. Jeremy Henderson holds the Series 66, Series 7 and SIE licenses and has a variety of experience in investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals. Jeremy Henderson is also registered with Wells Fargo Clearing Services, LLC, where Jeremy Henderson has been employed since 2016.

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

LAND O'LAKES, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jerry Dale Brewster is a financial advisor with over 30 years of experience in the financial services industry. Jerry is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2017. Prior to that, Jerry was with Morgan Stanley & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jerry is licensed to provide investment advice in several states, including Florida, Texas, and many others. Jerry holds Series 7, Series 63 and Series 66 securities licenses. Jerry specializes in providing financial advice to individuals, businesses, and institutions. Jerry's services include financial planning, portfolio management, and investment consulting.

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

LPL Financial LLC

location

LAND O'LAKES, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Lynn Dunning is a registered representative with LPL Financial LLC. Jessica has been in the financial services industry since April 2008. Jessica is licensed to provide securities and investment advice in Florida and South Carolina. She has passed the Series 7, Series 24, Series 66, and SIE exams. She has worked with a variety of financial firms including Raymond James & Associates, Inc., Raymond James Financial Services, Inc., USAA Financial Advisors, Inc., National Planning Corporation, ING Financial Partners, Inc., and LPL Financial Corporation.

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

Raymond James Financial Services Advisors, Inc.

location

LAND O'LAKES, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Teresa Bowe is a financial advisor who has been in the industry since 2016. Kelly is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in 28 states. Kelly has a wide range of experience, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Kelly has a strong commitment to providing personalized service to their clients, and works to understand their individual needs and 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

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