Invested Better
Financial Planning Services Advisors in Miami, Florida
2,217 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Xavier Lequerica is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas is a licensed investment advisor in Florida and Texas and has been in the financial services industry for more than 10 years. Thomas is a dedicated professional who specializes in providing investment advice to a wide range of clients, including individuals, corporations, and institutions. Thomas has extensive experience in providing financial planning, portfolio management, and investment research services.

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
Unclaimed

Kaufman Rossin Wealth, LLC | CFP ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Thomas Pelham is a financial advisor with Kaufman Rossin Wealth, LLC based in Miami, FL. Thomas has been in the financial services industry since 2000. Thomas has a Series 6, Series 26, and Series 63 license, and has obtained the Certified Financial Planner designation. Thomas also serves as a Principal at Kaufman, Rossin & Co. and President of KR Financial Services, LLC dba Kaufman Rossin Insurance Services. Thomas specializes in providing financial planning, portfolio management, pension consulting, and educational seminars to high net worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

Miami, FL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Paz is an investment advisor representative registered with Janney Montgomery Scott LLC. Thomas has been in the financial services industry since December 1997. Thomas is licensed to provide investment advice in 32 states. Thomas is also registered as an investment advisor representative in Texas.

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

MIAMI, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Thomas James Whitehouse is a financial advisor at J.P. Morgan Securities LLC with over 20 years of experience in the financial services industry. Thomas is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 52, 53, 63, and SIE licenses. Thomas has worked previously with UBS Securities LLC and UBS Financial Services Inc. Thomas provides a range of financial services, including portfolio management, financial planning, and pension consulting for individuals and businesses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Conway is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas has been working in the financial industry since August 27, 2000. Thomas is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida as a Registered Representative. Thomas holds a Series 7 and Series 66 license as well as the Securities Industry Essentials (SIE) exam. Thomas specializes in providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, insurance companies, banking or thrift institutions, and state or municipal government entities.

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
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

MIAMI, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Dawson Mays is a financial advisor with Raymond James Financial Services Advisors, Inc. Thomas has been in the financial services industry since June 7, 1993 and is currently registered in Florida and Texas. Thomas is licensed to provide investment advice and financial planning services. Previous experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas is a Series 7, 10, 63 and 65 licensed advisor.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Patrick Halloran is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He is a licensed advisor in Florida and Texas. Thomas has been in the industry since March 2006. He has prior experience at American Funds Distributors, Inc. and Citigroup Global Markets Inc. Thomas holds the Series 7, Series 26 and Series 66 licenses. His specializations include fixed income, mutual funds, variable annuities, REITs and exchange-traded funds. Thomas's current role is to provide financial advice and investment management services to individuals, families, and businesses.

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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Haessig is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas has been in the industry for over 1 year. Thomas is licensed in Florida, Texas and several other states. He has Series 7, 66 and SIE licenses. He specializes in providing financial and investment advice to individuals, corporations, and businesses. Thomas is an active advisor in the industry. He has experience in investment management, portfolio management, financial planning, and pension consulting.

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
Unclaimed

Corient | CFP ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Thomas Collar is a financial advisor at Corient in Miami, FL. Thomas has been working in the financial services industry since 2010 and has a Certified Financial Planner designation. Thomas has experience providing financial planning and investment management services to a variety of clients including individuals, businesses, and trusts. He is also experienced in providing pension consulting and educational seminars. Thomas is registered as an Investment Advisor Representative in Illinois and Texas.

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
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Corient | CFP ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Thomas William Farmer is a financial advisor with Corient. Thomas William Farmer is registered to provide investment advice in North Carolina and Texas. Thomas William Farmer has been in the financial industry since February 14, 2007. Previously, Thomas William Farmer was employed at Wells Fargo Advisors, LLC. Thomas William Farmer holds the Series 66, SIE, and Series 7 licenses.

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
Security Ratings
Market Timing Services
Publication of Financial Periodicals

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