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

Orlando, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

William Brewster is a registered investment advisor with Morgan Stanley. William is licensed to provide financial and investment advice in 42 states. William has been working in the financial industry since 2013. William also owns and operates a non-investment related business called Time & Change Clothiers. William specializes in providing investment advice to individuals, corporations, insurance companies, investment companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, and banking and thrift institutions.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

Yihe Luo is a financial advisor with over 10 years of experience in the industry. Yihe is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida and Texas. Prior to joining Merrill Lynch, Yihe has also held positions with Xnergy Financial LLC in California, HSBC Securities (USA) Inc. in Pennsylvania, Santander Securities LLC in Massachusetts and Nowfi LLC in Rhode Island. Yihe has earned the Series 6, 7, 63, 65, and 66 licenses.

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

Cetera Investment Advisers LLC

location

Orlando, FL

experience

10 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Yolanda Copeland is a financial advisor with Cetera Investment Advisers LLC in Orlando, FL. Yolanda has been working in the financial industry since 1998. Yolanda holds Series 63, 65, 66, 7, and SIE licenses. In addition to her work as a financial advisor, Yolanda is also a board member of the College Park Neighborhood Association. Yolanda offers various financial services, including investments, insurance, and financial advice.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ORLANDO, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Yolanda D McLeodterry is a financial advisor who has been active in the industry since 2016. Yolanda D McLeodterry is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to conduct business in Florida. Yolanda D McLeodterry has passed several securities exams including the Series 7, Series 66 and the SIE.

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

8 Years Experience

0 Disclosures

ADVISOR BIO

Yves Moon is a registered representative with J.p. Morgan Securities LLC. Yves has been in the securities industry since 2016. Yves is currently registered in Florida and Texas. Yves was previously employed at Sanford C. Bernstein & Co., LLC and AXA Advisors, LLC. Yves is licensed to offer securities and investment advisory services in various states. Yves's firm, J.p. Morgan Securities LLC, is an investment banking and securities firm. J.p. Morgan Securities LLC is headquartered in New York, New York.

SPECIALIZATIONS

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

Orlando, FL

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Yvonne Lisa McGuire is a financial advisor with over 30 years of experience in the industry. Yvonne is currently registered with Morgan Stanley, a firm with over $1 trillion in assets under management. Yvonne has a broad range of experience, working with clients of all types, including individuals, families, businesses, and institutions. Yvonne is also experienced in providing financial planning, investment management, and retirement planning services.

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

Blacktower Financial Management (us) LLC

location

ORLANDO, FL

0 Disclosures

ADVISOR BIO

Zachary Morris Nathan Evans is an Investment Advisor Representative with Blacktower Financial Management (US) LLC and has been in the industry since 2013. Zachary is a registered Investment Advisor in Texas and has passed the Series 65 Uniform Investment Adviser Law Examination. Zachary previously worked at Devere USA Inc. in New York and Touchstone UK in London. Zachary's areas of expertise include financial planning and portfolio management for individuals. Blacktower Financial Management (US) LLC provides financial planning and portfolio management services to individuals and businesses. The firm has offices in Orlando, Florida and London, United Kingdom.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Orlando, FL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Zeina Aulga Robinson is a financial advisor with over 20 years of experience in the industry. Zeina is currently registered with Ameriprise Financial Services, LLC and has offices in Orlando, Florida and Troy, Michigan. Zeina also has a previous registration with IDS LIFE INSURANCE COMPANY. Zeina specializes in providing financial planning, asset allocation services, pension consulting, and portfolio management for both individuals and businesses. Zeina holds Series 63, 66, and 7 licenses and the SIE exam.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ORLANDO, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Zuri Turner is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Zuri has been in the industry since 2020. Zuri works with high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. Zuri is registered to provide investment advice in 46 states and is licensed to offer securities in 43 states.

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