Invested Better
Advisors in Palm Beach Gardens, Florida
1,385 Results
Unclaimed

Money Concepts Capital Corp.

location

PALM BEACH GARDENS, FL

experience

30 Years Experience

disclosure

10 Disclosures

ADVISOR BIO

Christopher Passero is a financial advisor at Money Concepts Capital Corp., with over 25 years of experience in the financial industry. Christopher has a strong background in financial planning and investments, and is also a Certified Public Accountant.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
GENERAL CONSULTING SERVICES
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PALM BEACH GARDENS, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Christopher McCray is a registered representative with Stifel, Nicolaus & Company, Inc. Christopher has over 40 years of experience in the financial services industry. Christopher works with individuals, families, businesses, and institutions to provide investment advice and financial planning services. Christopher also has experience in portfolio management, retirement planning, and estate planning. Christopher is a dedicated professional who is committed to providing his clients with the highest level of service.

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

Money Concepts Capital Corp. | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Blair is an active investment advisor representative for Money Concepts Capital Corp. with over 25 years of experience in the industry. Christopher is registered in 26 states and holds licenses for Series 6, 7, 24, 26, 63 and 65 exams. Christopher provides financial planning, portfolio management and general consulting services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
GENERAL CONSULTING SERVICES
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

PALM BEACH GARDENS, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Daniel Keller is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Christopher has been in the financial industry since December 18, 2023, and is registered as a Series 7TO and SIE licensed individual. Christopher currently works in the Palm Beach Gardens, FL branch office and has been employed with this firm since December 19, 2023.

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

Stifel, Nicolaus & Company, Inc.

location

PALM BEACH GARDENS, FL

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Cerniglia is a financial advisor with over 30 years of experience in the industry. Christopher is registered with Stifel, Nicolaus & Company, Inc. and has offices in Palm Beach Gardens, FL. Christopher has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Christopher has a strong track record of success and is committed to providing clients with personalized service and tailored financial solutions. Christopher holds several licenses and certifications, including the Series 7, Series 24, Series 31, Series 53, Series 63, and Series 65.

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

RBC Capital Markets, LLC

location

PALM BEACH GARDENS, FL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Sadaka is a financial advisor at RBC Capital Markets, LLC. Christopher has been in the financial services industry since 2000 and has a wide range of experience in the field. Christopher is registered with the state of Florida and Texas. Christopher is a Series 66, Series 31, Series 7 licensed professional with a Series SIE designation. Previously, Christopher was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.

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

Hilltop Securities Inc.

location

PALM BEACH GARDENS, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Beyer is a financial professional with over 7 years of experience in the industry. Christopher is currently registered with Hilltop Securities Inc. and has held previous positions with VOYA INVESTMENTS DISTRIBUTOR, LLC, AMERICAN CENTURY INVESTMENT SERVICES INC., and UBS FINANCIAL SERVICES INC. Christopher holds the Series 66, Series 7, and SIE licenses. Christopher is registered with the state of Florida and 52 other states. Christopher specializes in providing financial planning, educational seminars, and portfolio management services to individuals and corporations.

SPECIALIZATIONS

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

PALM BEACH GARDENS, FL

experience

40 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Brent Sullivan is a registered representative with GWN Securities Inc. and has been in the securities industry since August 25, 1984. Christopher Brent Sullivan is licensed to offer securities in California. Prior to joining GWN Securities Inc., Christopher Brent Sullivan was registered with TRANSAMERICA FINANCIAL ADVISORS, INC in Ventura, California, LOCUST STREET SECURITIES, INC. in Des Moines, Iowa, FINANCIAL WEST GROUP in Reno, Nevada, and FINANCIAL WEST INVESTMENT GROUP. Christopher Brent Sullivan's current office is located at 11440 NORTH JOG ROAD in PALM BEACH GARDENS, Florida. Christopher Brent Sullivan has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Christopher Brent Sullivan specializes in providing financial planning, portfolio management for individuals, and market timing services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

PALM BEACH GARDENS, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Keelips is an active investment advisor representative (IAR) with GWN Securities Inc. Christopher has been working in the financial industry since December 15, 2008 and has been with GWN Securities Inc. since June 17, 2015. Christopher has also worked with National Securities Corporation, Prime Capital Services, Inc., Minero Securities, LLC, Charles Schwab & Co., Inc., and Reynders, Gray & Co., Incorporated. Christopher is licensed to provide investment advisory services in Connecticut, Florida, Massachusetts, New Jersey and New York. Christopher holds the Series 65, Series 63, Series 7, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

PALM BEACH GARDENS, FL

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Suttman is a financial advisor registered with GWN Securities Inc. Christopher has been in the industry since 1995. Christopher currently works in PALM BEACH GARDENS, FL. Christopher is also licensed as a Series 7, Series 6, Series 63, Series 24, and Series 26 representative. Christopher has worked for PMG SECURITIES CORPORATION and LEGEND EQUITIES CORPORATION in the past.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services

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