Invested Better
Financial Planning Services Advisors in Orlando, Florida
809 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ORLANDO, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

George Philhower is an advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a large firm with $10 billion - $50 billion in assets under management. George Philhower has been working in the industry since 2008. George Philhower has a wide range of experience, and is registered with FINRA and in 53 states, including Florida, Texas, and many others. George Philhower's specializations include retirement planning, financial planning, education savings, college savings, and estate planning.

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

ORLANDO, FL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

George D Wilson has been in the financial services industry since August 26, 1989. George is currently registered as a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. George was previously employed by Morgan Stanley. George is licensed in several states and holds Series 4, 7, 8, 9, 10, 24, 52, 53, 63 and 65 licenses. George offers services including performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisers and portfolio management.

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

J.p. Morgan Securities LLC

location

ORLANDO, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Gerardo Gabriel Larreal rios is a registered representative with J.p. Morgan Securities LLC. Gerardo Gabriel Larreal rios has been in the industry since 2023 and has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. Gerardo Gabriel Larreal rios is registered in Florida as a Broker/Dealer. The firm has a wide range of client types, including individuals, corporations, and institutions. The firm's compensation arrangements include commissions, fixed fees, and percentage of assets.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

ORLANDO, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Giselle Genao is a registered representative with J.p. Morgan Securities LLC. Giselle is licensed to conduct business in Connecticut, Florida, New Jersey, and New York. Giselle has been in the securities industry since 2014. Giselle has passed the Series 6, Series 63, and SIE exams.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ORLANDO, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Glenn Wheelock is a financial advisor with Raymond James & Associates, Inc. Glenn Wheelock has been in the financial industry for over 30 years and has a broad range of experience in providing financial advice to individuals, families, and businesses. Glenn Wheelock is a registered representative in Florida and Texas, and has offices in Orlando, FL, Oakland, FL, and several other states.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ORLANDO, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Glody Inze is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Glody has been in the industry since October 11, 2022. Glody holds the Series 66, Series 7TO, and SIE licenses. Glody is registered in 12 states: Alabama, Connecticut, Florida, Georgia, Illinois, Massachusetts, New Jersey, New York, Pennsylvania, Texas. Glody specializes in investment advice for individuals, businesses, corporations, insurance companies, pension and profit sharing plans, and charitable organizations.

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

J.p. Morgan Securities LLC

location

Orlando, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Grace Chehansky is a financial advisor with over 15 years of experience in the financial services industry. Grace is currently registered with J.P. Morgan Securities LLC and has a Series 7, Series 63, and Series 65 license. Previously, Grace worked for Barclays Capital Inc. and Lehman Brothers Inc. in New York. Grace is a highly experienced advisor specializing in individual and business portfolio management, as well as financial planning. Grace is also a member of the Investment Committee for the Heart of Florida United Way.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

ORLANDO, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Greg Fahey is a registered representative with Cetera Investment Advisers LLC. Greg has been in the securities industry for 9 years. Greg has active registrations in 53 states and territories for both Broker-Dealer and Investment Advisor licenses.

SPECIALIZATIONS

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

Hightower Advisors, LLC

location

Orlando, FL

0 Disclosures

ADVISOR BIO

Gregg Alexander Biro is an investment advisor representative associated with Hightower Advisors, LLC. Gregg has been in the industry since 2005. Prior to joining Hightower Advisors, Gregg has experience with Wells Fargo Advisors, LLC and Sanford C. Bernstein & Co., LLC. Gregg specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Gregg is also licensed to provide treasury management services for corporate clients. He holds the Series 7, 31, 65, and 66 licenses.

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

Equitable Advisors, LLC

location

ORLANDO, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Gregg Hall is a financial advisor with Equitable Advisors, LLC based in Orlando, FL. Gregg has been in the financial services industry since 2012. Gregg has been registered as a broker-dealer with the Financial Industry Regulatory Authority (FINRA) since 2012. Gregg has also been registered as an investment advisor representative (IAR) since 2018. Gregg is licensed to provide financial services in Delaware, Florida, Georgia, North Carolina, and Virginia.

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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