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

Money Concepts Capital Corp.

location

PALM BEACH GARDENS, FL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

John Wesley Woods is a financial advisor with Money Concepts Capital Corp., registered with the state of Ohio. John has been in the securities industry since 1986 and is also registered with the state of Florida and other states. John has worked with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. John offers a range of financial services including financial planning, portfolio management, and general consulting services.

SPECIALIZATIONS

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

Wealthspire Advisors

location

Palm Beach Gardens, FL

0 Disclosures

ADVISOR BIO

John Michael Kovacs is an investment advisor representative with Wealthspire Advisors. John has over 17 years of experience in the financial services industry. John previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. John holds Series 7, Series 31, and Series 66 licenses. John specializes in financial planning, pension consulting, and portfolio management for individuals. John has been registered with the state of Florida since November 2022 and with the state of New York since June 2022.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

PALM BEACH GARDENS, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

John A. Walsh is a financial advisor with Stifel, Nicolaus & Company, Inc. John has been in the financial services industry since December 2010. John has licenses and registrations in several states including Florida, Texas, California, Colorado, Georgia, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Virginia, and Wisconsin. John is a Series 66, Series 7, and SIE licensed holder. John also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

Raymond James Financial Services Advisors, Inc.

location

PALM BEACH GARDENS, FL

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John Marvin Houchin is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Raymond James Financial Services Advisors, Inc. John has been with Raymond James Financial Services Advisors, Inc. since June 2017. Prior to that, John was employed by WELLS FARGO CLEARING SERVICES, LLC. John provides financial advice and portfolio management services to individuals, businesses, and institutions. John is a Series 7, Series 10, Series 9, Series 63, and Series 65 licensed professional. John is also a Registered Representative of FINRA and is a member of the Financial Industry Regulatory Authority (FINRA). John's specializations include investments, retirement planning, estate planning, and insurance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Money Concepts Capital Corp.

location

PALM BEACH GARDENS, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

John David Toliuszis is a financial advisor registered with Money Concepts Capital Corp. located in Palm Beach Gardens, FL. John David Toliuszis has been in the securities industry since 2010. John David Toliuszis is also registered in Colorado, Florida, Illinois, Michigan, North Carolina, Ohio and Texas. John David Toliuszis has passed the Series 66, Series 7 and SIE exams. John David Toliuszis offers financial planning, portfolio management for individuals and portfolio management for businesses.

SPECIALIZATIONS

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

Optimist Capital

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

John R. Smith is a financial advisor with over 40 years of experience in the industry. John is currently registered with Optimist Capital LLC and is also the president of International Consultants & Investors, Inc. John provides expert consulting and compliance services. John specializes in investment advisory services, portfolio management for individuals, and financial planning. John has a wide range of experience working with clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. John is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John Michael Murphy is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. John has been in the industry since 1993 and holds the Series 6, 7, 31, and SIE licenses, along with the Series 63 state exam. John is also a Certified Financial Planner. Prior to joining Stifel, Nicolaus & Company, Inc., John was registered with UBS Financial Services Inc. and Morgan Stanley. John specializes in providing portfolio management, financial planning, and pension consulting services to individuals, businesses, and pooled investment vehicles.

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

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

John Francis Bannan is an investment professional with over 28 years of experience in the financial services industry. John is currently registered with GWN Securities Inc. and is a Registered Representative and Investment Advisor Representative in the states of Connecticut, Delaware, Georgia, New Jersey, New York, Pennsylvania, and Virginia. John has a strong background in securities, insurance and financial planning. John is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

Morgan Stanley

location

Palm Beach Gardens, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

John Thorp Blunt is a financial advisor with Morgan Stanley, headquartered in Palm Beach Gardens, FL. John has been a registered investment advisor for over 20 years and has extensive experience in the financial industry. John has been associated with Morgan Stanley since 2009 and has previously worked with Wells Fargo Clearing Services, LLC, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. John has a strong track record of providing financial advice and investment management services to individuals, families, and businesses.

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

Dakota Wealth, LLC

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

John Charles Goyette is a financial advisor with Dakota Wealth, LLC based in Palm Beach Gardens, FL. John has been in the financial services industry since 2014 and holds a Series 66 and Series 7TO securities licenses. John has previously worked at Lincoln Financial Distributors, Inc., Raymond James Financial Services, Inc., Ascensus Broker Dealer Services, LLC, and MML Investors Services, LLC. John provides financial planning, portfolio management for individuals, investment companies and pooled investment vehicles, and other advisory services including selection of other advisers, pension consulting, and tax preparation/filing.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING
Portfolio Management for Pooled Investment Vehicles

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