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

Money Concepts Capital Corp.

location

PALM BEACH GARDENS, FL

experience

7 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

David E. Spellman is a registered representative with Money Concepts Capital Corp. David has been in the securities industry since June 29, 2017. David is licensed to sell securities in Arizona, Michigan, Minnesota, Texas, and Florida. David is also licensed to provide investment advisory services in Texas. David has passed the Series 7TO, SIE, and Series 6 exams. David is also a registered investment advisor in Texas.

SPECIALIZATIONS

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

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Clyde Gettings has been in the financial services industry since October 12, 1993. David is currently a registered representative with GWN Securities Inc. David has previously been employed with Sterne Agee Financial Services, Inc., WRP Investments, Inc., Securian Financial Services, Inc., New England Securities, The Advisors Group, Inc., and Hornor, Townsend & Kent, Inc. David has obtained a number of licenses including Series 6, Series 63, and Series 65. David is a Certified Public Accountant (CPA) and has been in business as David C. Gettings CPA since 1992. David is also the owner of The Gettings Financial Group LLC since 2006.

SPECIALIZATIONS

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

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

location

PALM BEACH GARDENS, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

David Panzica is an investment advisor representative with J.P. Morgan Securities LLC. David is a Certified Financial Planner and has been in the industry since October 1994. David has been registered with J.P. Morgan Securities LLC since November 2017, after previous roles at Morgan Stanley & Co. Incorporated, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and JPMorgan Chase Bank, N.A. David holds Series 7, 31, and 63 licenses, as well as the Series 65 license. David's primary focus is on offering financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

David John Trela is a registered representative with GWN Securities Inc. in Palm Beach Gardens, Florida. David has been in the securities industry since 1987 and has experience in providing financial planning, market timing services and selection of other advisors. David has also held previous positions with other firms including Securities America, Inc., Brecek & Young Advisors, Inc., Donahue Securities, Inc., ProEquities, Inc., New England Securities, AMEV Investors, Inc. and Washington National Equity Company. David is licensed to provide investment advice in Florida, Michigan, and Ohio.

SPECIALIZATIONS

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

Gladstone Wealth Partners | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

David Millington is a financial advisor with over 20 years of experience in the industry. David has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. David is currently registered with Gladstone Wealth Partners and is also a registered investment advisor through Gladstone Institutional Advisory, LLC. David is committed to providing his clients with personalized financial advice and investment management services. David holds the Series 7, 63, 31, 52, 55, 57, and SIE licenses. David also holds the Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

PALM BEACH GARDENS, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

David Tivin is a financial advisor with J.p. Morgan Securities LLC. David is a licensed professional who has been active in the financial industry since December 1, 2007. David has an extensive background in providing financial advice and portfolio management services to individuals and businesses. David is registered with the Securities and Exchange Commission (SEC) and holds various licenses and certifications, including Series 65 and Series 66. David is committed to providing his clients with personalized financial guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Money Concepts Capital Corp.

location

PALM BEACH GARDENS, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

David Young is a financial advisor registered with Money Concepts Capital Corp. in Palm Beach Gardens, Florida. David Young has been working in the financial industry since December 2014. David Young is registered with the state of Georgia as an investment advisor representative and with other states.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

David Benevento is a financial advisor with Fidelity Personal and Workplace Advisors in Palm Beach Gardens, Florida. David has been in the financial services industry since June 2014. David is registered with FINRA and holds a Series 7, SIE and Series 66 license. David is also a Certified Financial Planner (CFP). David specializes in providing financial advice to individuals, families, and businesses. David offers a range of services, including financial planning, investment management, and retirement planning. David has experience working with a wide range of clients, including those who are self-directed investors, those who are seeking advice on specific financial goals, and those who are looking for comprehensive wealth management services. David is committed 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

Raymond James & Associates, Inc.

location

PALM BEACH GARDENS, FL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Letourneau is an investment advisor representative with Raymond James & Associates, Inc. David has been in the industry since April 2, 1987. David's firm has been in business since 1962, and manages over $433 billion in assets. David is registered in 23 states, and holds Series 7, 24, 31 and 63 licenses, as well as the Series 65 and SIE exams. David offers financial planning, portfolio management and other services for individuals, businesses and institutions.

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

Gladstone Wealth Partners | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

David Robert Hannay is an investment advisor representative at Gladstone Wealth Partners. David Hannay is registered with the state of New Jersey and Texas. David Hannay is a Certified Financial Planner and provides tax preparation services through Hannay Financial Services, LLC. David Hannay has over 10 years of experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES

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