Invested Better
Pension Consulting Services Advisors in Palm Beach Gardens, Florida
474 Results
Unclaimed

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Holbert is a financial advisor at Raymond James & Associates, Inc. Mark has been a registered representative for over 20 years and has a wide range of experience in the financial services industry. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and has been recognized for his expertise in financial planning. Mark has been a board member of Friends of Jupiter Beach since 2014, demonstrating his commitment to community involvement. Mark is committed to providing personalized financial advice to his clients. Mark specializes in working with individuals, families, and businesses to help them achieve their financial goals.

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

Fidelity Personal AND Workplace Advisors

location

PALM BEACH GARDENS, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Marlin McNair is a financial advisor with Fidelity Personal And Workplace Advisors. Marlin has been in the financial services industry for over 14 years. Marlin has passed the Series 6, Series 7, and Series 66 exams. Marlin is currently registered in Florida and Texas. Marlin specializes in providing financial planning, portfolio management, and educational seminars. Marlin has worked for several firms throughout their career including Truist Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., and WAMU Investments, Inc. Marlin is a dedicated advisor with a strong commitment to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

PALM BEACH GARDENS, FL

experience

55 Years Experience

0 Disclosures

ADVISOR BIO

Martin Shafiroff is an investment advisor representative associated with Stifel, Nicolaus & Company, Inc. Martin has been working in the securities industry for over 50 years. Martin is registered in 51 states, as well as the District of Columbia and the Virgin Islands. Martin's current employer has over 3,000 investment advisor representatives. Stifel, Nicolaus & Company, Inc. manages over $149 Billion in assets.

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
Unclaimed
location

Palm Beach Gardens, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Mary ann J. Roberts is a registered representative with Morgan Stanley, a firm headquartered in Purchase, NY. Mary ann Roberts has over 7 years of experience in the securities industry and holds licenses in both Florida and Georgia. Mary ann Roberts is affiliated with the Palm Beach Gardens, FL branch office of Morgan Stanley. The firm manages more than $1.4 trillion in client assets. Morgan Stanley offers a wide range of financial services, including investment advice, portfolio management, financial planning, and educational seminars. Mary ann Roberts has access to these services and can provide tailored recommendations to clients based on their individual needs and goals.

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

RBC Capital Markets, LLC

location

PALM BEACH GARDENS, FL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Depinto is a financial advisor at RBC Capital Markets, LLC, with over 25 years of experience in the financial services industry. Matthew has a wide range of experience in the industry, having previously worked at J.P. Morgan Securities LLC, RBC Dain Rauscher Inc., and Tucker Anthony Incorporated. Matthew holds FINRA Series 7, 63, and 65 licenses. Matthew also serves as a Registered Representative of RBC Capital Markets, LLC. Matthew's current practice is based in Palm Beach Gardens, Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fidelity Personal AND Workplace Advisors | CFA ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Cahill is a financial advisor with Fidelity Personal And Workplace Advisors. Matthew has been in the financial services industry since December 30, 2015 and holds Series 7TO, Series 63 and SIE licenses. Matthew has over 10 years of experience in the financial services industry. Matthew is a Chartered Financial Analyst (CFA). Matthew currently offers financial planning, educational seminars, and selection of other advisors. Matthew is registered in 33 states and the District of Columbia. Matthew is a registered representative of Fidelity Brokerage Services LLC, Member NYSE, SIPC and an investment advisor representative of Fidelity Personal And Workplace Advisors.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

PALM BEACH GARDENS, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Matthew McMahon is a financial advisor associated with UBS Financial Services Inc. Matthew is registered to provide investment advice in 31 states. Matthew's professional experience includes previous roles at TJ Maxx and MVP Sports Clubs. Matthew holds Series 66, Series 7TO and SIE licenses and is active as a Broker-Dealer and Investment Adviser Representative. Matthew is also registered with FINRA. Matthew specializes in working with individuals, high net worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities.

SPECIALIZATIONS

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

Avantax Advisory Services

location

Palm Beach Gardens, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Lee Munsell is a financial advisor with Avantax Advisory Services. Matthew has been in the industry since June 12, 2009. Matthew is registered with the state of Florida as an Investment Advisor Representative and holds the Series 65 and Series 63 licenses. Matthew also holds the Series 7 and SIE licenses. Prior to joining Avantax Advisory Services, Matthew worked at Northwestern Mutual Investment Services, LLC. Matthew is based in Palm Beach Gardens, Florida and works out of the Avantax Advisory Services branch office located at 11300 US Highway 1, Suite 400, Palm Beach Gardens, FL 33408.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Fidelity Personal AND Workplace Advisors

location

PALM BEACH GARDENS, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Gold is a financial advisor at Fidelity Personal And Workplace Advisors with over 8 years of experience in the industry. Matthew has a strong background in providing financial advice to individuals and corporations. He is licensed to offer securities and investment advisory services in over 30 states. Matthew has also taken the Series 7 and Series 66 exams, as well as the Securities Industry Essentials (SIE) exam. Matthew is committed to providing his clients with personalized financial advice that meets their individual needs and goals. He believes in building strong relationships with his clients and taking a long-term approach to financial planning.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Palm Beach Gardens, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Maureen Louise Curto is a financial advisor with over 30 years of experience in the financial services industry. Maureen is currently registered with Raymond James & Associates, Inc. and has held previous positions with MONEY CONCEPTS CAPITAL CORP, MIRAMAR SECURITIES, LLC, INVESTORS CAPITAL CORP., MAKEFIELD SECURITIES CORPORATION, and TRIAD ADVISORS, INC.. Maureen is a licensed Series 63, Series 4, Series 24, Series 57TO, SIE, Series 55, and Series 7 agent. Maureen provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.

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

Need help matching

with the right advisor?