Years of Experience
5-20+ Years
PALM BEACH GARDENS, FL
20 Years Experience
0 Disclosures
ADVISOR BIO
Bernita Pridgett is a financial advisor with Money Concepts Capital Corp. Bernita has been in the financial services industry since May 19, 2004 and holds Series 6, 7, and 63 licenses. Bernita has been registered with Money Concepts Capital Corp. since April 24, 2018. Bernita's past experience includes positions with Raymond James Financial Services, Inc. and PrimeVest Financial Services, Inc.. Bernita Pridgett specializes in providing financial advice to individuals, families, and businesses. Bernita Pridgett's specialties include financial planning, portfolio management, and retirement planning.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
4 Years Experience
0 Disclosures
ADVISOR BIO
Betsy Costanza is a financial professional registered with GWN Securities Inc. Betsy has been in the financial services industry since 2013. Betsy offers financial planning, market timing services and selection of other advisors as services.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
0 Disclosures
ADVISOR BIO
Beverly Mehta is a financial advisor with Gladstone Wealth Partners, a Registered Investment Advisor with offices in Palm Beach Gardens, Florida. Beverly has been in the industry since 2005, has a Series 63 and a Series 65 and specializes in retirement planning, general consulting services, and providing referral services. Beverly currently holds a registration with the state of Pennsylvania. Previously, Beverly worked at PLANCO Financial Services, LLC and Vanguard Marketing Corporation.
SPECIALIZATIONS
Palm Beach Gardens, FL
0 Disclosures
ADVISOR BIO
Blaine Bensur is an Investment Advisor Representative at Ballentine Partners, a firm that provides financial planning, portfolio management, and educational seminars. Blaine is licensed in Florida and Massachusetts. Blaine has a Series 65 license and has been in the industry since 2013. Blaine has experience at KRMA, BNY Mellon, BRL Outdoors and the University of Pittsburgh. Ballentine Partners is a fee-based advisory firm and focuses on individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
4 Years Experience
0 Disclosures
ADVISOR BIO
Blake Erwin is a financial advisor with over 1 year of experience in the industry. Blake is currently registered with J.p. Morgan Securities LLC as a registered representative and investment advisor representative in Florida and Texas. Prior to joining J.p. Morgan Securities LLC, Blake was employed by Equitable Advisors, LLC in Boca Raton, FL. Blake has earned the Series 66, Series 7TO, and SIE licenses. Blake is a Certified Financial Planner and offers a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
42 Years Experience
0 Disclosures
ADVISOR BIO
Bonnie Sachs is a registered representative with Lincoln Investment. Bonnie has been in the securities industry since 1982 and has experience in both investment advisory and brokerage services. Bonnie is a licensed securities professional with a strong track record of providing financial advice to clients. In addition to being a licensed securities professional, Bonnie holds several professional designations including Series 63, 66, 7, 24, 27, 28, 53 and SIE. Bonnie is committed to providing clients with the highest level of service and expertise.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
0 Disclosures
ADVISOR BIO
Bonnie Sewell is an Investment Advisor Representative with Dakota Wealth, LLC. Bonnie is located in PALM BEACH GARDENS, FL, and has been in the industry since July 2009. Bonnie has a Series 65 license and is registered with the state of Virginia. Bonnie has experience working with individuals, corporations, investment companies, pension and profit-sharing plans, and charitable organizations. Bonnie provides financial planning, portfolio management, and outsourced investment advisory services for other advisers.
SPECIALIZATIONS
Palm Beach Gardens, FL
31 Years Experience
0 Disclosures
ADVISOR BIO
Brad Chamness is a financial advisor with over 30 years of experience in the industry. Brad has been registered as a broker-dealer with Raymond James Financial Services Advisors, Inc. since 2017. Previously, Brad was with UBS Financial Services Inc. and Morgan Stanley. Brad holds Series 7, 9, 10, 63 and 65 securities licenses. Brad is also a Registered Investment Advisor (RIA) in Florida and Texas. Brad offers financial planning, investment management, and portfolio management services to individuals, businesses, and institutions. Brad has a strong track record of success in helping clients achieve their financial goals.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
36 Years Experience
0 Disclosures
ADVISOR BIO
Brad Corbin is an active broker and investment advisor representative registered with GWN Securities Inc. and has been in the industry since 1988. Brad has worked with ING Financial Partners, Inc. and Royal Alliance Associates, Inc. in the past. Brad is based in PALM BEACH GARDENS, FL. Brad specializes in investment advisory services for individuals and high-net-worth individuals. Brad is also a registered representative and investment advisor representative in California.
SPECIALIZATIONS
Palm Beach Gardens, FL
41 Years Experience
4 Disclosures
ADVISOR BIO
Brad Mitchell Weinman is a financial advisor with over 30 years of experience in the industry. Brad is currently registered with Morgan Stanley in Palm Beach Gardens, FL. Brad was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach Gardens, FL. and Morgan Stanley in West Palm Beach, FL. Brad has a broad range of experience, having worked for several firms including Smith Barney, Harris Upham & Co., Incorporated, PaineWebber Incorporated, and Prudential Securities Incorporated. Brad holds a variety of licenses and registrations, including Series 3, 7, 8, 9, 10, 63, and 65. Brad is also a Registered Investment Advisor.
SPECIALIZATIONS