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Portfolio Management for Businesses Advisors in Ocala, Florida
226 Results
Unclaimed

PFS Investments Inc.

location

OCALA, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Garcia is a financial advisor with PFS Investments Inc., a company based in Duluth, Georgia. Aaron has over 25 years of experience in the financial industry and is registered in six states: California, Florida, Illinois, Indiana, New Jersey, and Texas. Aaron specializes in investment company products/variable contracts and has passed the Series 6, 26, and 63 exams. Aaron's experience and expertise in the financial services industry make him a valuable resource for individuals seeking investment advice.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Ocala, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ahylin I. Gonzalez ramos is a registered representative with J.P. Morgan Securities LLC located in Ocala, Florida. Ahylin specializes in investment company products/variable contracts, and holds the Series 6TO and SIE licenses. Ahylin is a registered representative in Florida.

SPECIALIZATIONS

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

Truist Advisory Services, Inc. | CFP ® (Certifications)

location

OCALA, FL

experience

11 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Alex Michael Fontana is a financial advisor registered with Truist Advisory Services, Inc. Alex is a Certified Financial Planner and has been in the financial services industry since December 4, 2013. Alex has experience working with both individuals and businesses, providing a range of services including financial planning and portfolio management. Alex has also worked at BB&T Securities, LLC and Wells Fargo Advisors, LLC.

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

PFS Investments Inc.

location

OCALA, FL

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alexander Lakatos is a registered representative with PFS Investments Inc. Alexander has been working in the financial services industry since February 2019 and has a Series 63, Series 6TO, and SIE license. Alexander is registered in the state of Florida.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

OCALA, FL

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alexander Green-Ortiz is an investment advisor representative at Osaic Wealth, Inc., a firm headquartered in Scottsdale, AZ. Alexander has a strong background in the financial industry, having worked in various roles, including at Acorn Tax and Wealth Advisors and Comprehensive Financial Advisors. Alexander holds both Series 7TO and Series 66 securities licenses and specializes in a range of financial services, including financial planning, portfolio management, and educational seminars. Alexander is registered to provide financial advice in Florida.

SPECIALIZATIONS

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

Signal Advisors Wealth, LLC

location

OCALA, FL

0 Disclosures

ADVISOR BIO

Alexander Santa is a financial advisor with a focus on individual and business portfolio management. He has been in the financial industry since 2013, working with clients in a range of sectors, including high net worth individuals. His expertise lies in helping individuals and families navigate financial challenges and achieve their financial goals. He is a licensed Investment Advisor Representative for Signal Advisors Wealth, LLC. Alexander is also an insurance agent and offers a variety of insurance products.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OCALA, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Rattleff is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Amanda is registered with the Securities and Exchange Commission (SEC) and is licensed in multiple states, including Florida, Texas, and Alabama. Amanda has been in the financial industry for more than a decade and has a broad range of experience. Amanda has held positions at Brannen Bank and Insight Credit Union. Amanda offers a variety of financial services, including investment management, financial planning, and retirement planning. Amanda is committed to providing her clients with personalized attention and tailored financial solutions.

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 & Associates, Inc.

location

OCALA, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Slaughter is a financial advisor associated with Raymond James & Associates, Inc. Andrea has been in the industry since May 2014, and specializes in a variety of financial services, including: portfolio management for businesses, portfolio management for individuals, financial planning, pension consulting, selection of other advisors, and educational seminars. Andrea holds Series 7, 9, 10 and 66 licenses. Andrea is registered with the state of Florida.

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

LPL Financial LLC

location

OCALA, FL

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Campbell is a financial advisor who has been in the industry since 2004. Andrew is registered with LPL Financial LLC and has offices in Ocala, FL. Andrew has a Series 7 and Series 31 license and has been approved to provide investment advice in Florida and Texas. Andrew has experience with Morgan Stanley, Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc.

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

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Ocala, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Angela Lewis is a financial professional with over 17 years of experience in the financial services industry. She is a Registered Representative with State Farm Investment Management Corp. and holds Series 6 and SIE licenses. Her expertise includes investment company products, variable contracts, and financial planning.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies

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