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

Moisand Fitzgerald Tamayo, LLC | CFP ® (Certifications)

location

ORLANDO, FL

0 Disclosures

ADVISOR BIO

Ryan Edward Osborne is an Investment Advisor Representative at Moisand Fitzgerald Tamayo, LLC in Orlando, Florida. Ryan holds a Series 65 license, is a Certified Financial Planner, and has been in the industry since 2013. Ryan works with individuals and provides financial planning, pension consulting and portfolio management services.

SPECIALIZATIONS

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

Summit Wealth Partners, LLC | CFA ® (Certifications)

location

ORLANDO, FL

0 Disclosures

ADVISOR BIO

Ryan Michael Gavin is a registered Investment Advisor Representative with Summit Wealth Partners, LLC. Ryan has been in the financial services industry since 2010 and holds a Series 65 license. Ryan earned a Chartered Financial Analyst designation. Ryan's specializations include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

ORLANDO, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Douglas Eckert is a financial advisor with LPL Financial LLC, located in Orlando, FL. Ryan has been in the financial industry since July 29, 1994, and has been registered with LPL Financial LLC since July 21, 2021. Previously, Ryan was registered with WADDELL & REED in Orlando, FL and CHARLES SCHWAB & CO., INC. in St. Petersburg, FL. Ryan specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses.

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

Wells Fargo Clearing Services, LLC

location

ORLANDO, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Christopher Wyatt is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the financial services industry since March 23, 2000. Ryan has extensive experience providing financial advice and portfolio management services to a wide range of clients. Ryan is registered in 32 states and holds the Series 66, Series 7, Series 24 and SIE exams. Prior to joining Wells Fargo Clearing Services, LLC, Ryan worked for Wunderlich Securities, Inc., Capital Securities of America, Inc., Wachovia Securities Financial Network, LLC, and JWGenesis Financial Group, Inc.

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

Kestra Advisory Services, LLC | CFP ® (Certifications)

location

ORLANDO, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Patrick Evans is a financial advisor registered with Kestra Advisory Services, LLC in Orlando, FL. Ryan has been in the financial services industry since 1999 and has experience providing financial planning and retirement planning services. Ryan is also a Certified Financial Planner™.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

ORLANDO, FL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Sailesh Hiralal Shah is a registered investment advisor with MML Investors Services, LLC, based in Orlando, Florida. Sailesh Shah has been in the financial services industry since November 1, 1990, and has been with MML Investors Services, LLC since March 25, 2017. Prior to joining MML Investors Services, LLC, Sailesh Shah was employed by MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Sailesh Shah is licensed to provide investment advice and securities services in Florida.

SPECIALIZATIONS

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

Orlando, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Samantha Margaret Kervitsky is a Registered Representative and Investment Adviser Representative with Morgan Stanley. Samantha is licensed in 49 states and has been in the industry since 2016. Samantha has a Series 66 license as well as Series 3, 7, and SIE.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ORLANDO, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sami Guindi is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sami has been in the securities industry since March 10, 2016 and is licensed to provide investment advice in 24 states. Sami specializes in providing investment advice to individuals, businesses, corporations, and charitable organizations. Sami has a diverse background and has previously worked at Bank of America, N.A.. Sami is committed to providing clients with personalized investment advice and guidance.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Mattei is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Samuel is licensed to provide investment advice in Florida and Texas. Samuel has experience in both the investment advisory and brokerage industries. Prior to working with Merrill Lynch, Pierce, Fenner & Smith Inc., Samuel was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marlborough, Massachusetts. Samuel holds Series 7TO, Series 66 and Series 63 securities licenses. Samuel's expertise includes helping individuals, businesses, and charitable organizations with their financial planning, investment management, and retirement planning needs.

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

Florida Financial Advisors, LLC

location

Orlando, FL

0 Disclosures

ADVISOR BIO

Samuel Pellegrino is a Financial Consultant with Florida Financial Advisors, LLC and Trinity Wealth Securities, LLC in Orlando, FL. Samuel has been working in the financial services industry since April 2024. Samuel is registered as an Investment Advisor Representative (IAR) in Florida. Samuel specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Need help matching

with the right advisor?