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

Ameriprise Financial Services, LLC

location

PALM BEACH GARDENS, FL

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Stewart is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the industry for over 27 years. Christopher is registered in 15 states. Christopher is a Series 7, Series 63, and Series 65 licensed professional. Christopher offers financial planning services, pension consulting, educational seminars, and other investment-related services. Christopher is licensed to offer insurance through United American. Christopher also provides outside employment services through SRA Partners. LLC.

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

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

Stifel, Nicolaus & Company, Inc.

location

PALM BEACH GARDENS, FL

experience

34 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

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

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

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Andrews is a financial advisor with J.p. Morgan Securities LLC. Christopher is registered with FINRA and has been in the securities industry since 1996. Christopher has been working at J.p. Morgan Securities LLC since 2019, and previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Christopher holds licenses for Series 7, 9, 10, 31 and SIE. Christopher has also passed the Uniform Investment Adviser Law Examination (Series 65). Christopher has specializations in investments, financial planning, and portfolio management.

SPECIALIZATIONS

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

Money Concepts Capital Corp.

location

PALM BEACH GARDENS, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Elmore is a financial advisor with Money Concepts Capital Corp., registered with the state of Oklahoma. Christopher has been in the financial services industry since December 16, 2010. Christopher holds licenses for securities and investment advisory products, as well as a Series 65 license for investment advisor. Christopher's areas of expertise include Retirement Planning, College Savings Plans, Insurance, and Financial Planning. Christopher is also a registered insurance agent. Christopher specializes in working with individuals, high net worth individuals, corporations, and pension & profit sharing plans.

SPECIALIZATIONS

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

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