Years of Experience
5-20+ Years
PALM BEACH GARDENS, FL
4 Years Experience
0 Disclosures
ADVISOR BIO
Leonel Galvez is a financial advisor with Eagle Strategies LLC, a registered investment advisor, Leonel Galvez has been working in the financial services industry since October 8, 2020. Leonel Galvez is registered in 14 states as a broker-dealer and an investment advisor. Leonel Galvez holds Series 63, 7, and 6 and SIE licenses. Leonel Galvez has experience working with high net worth individuals, corporations, charitable organizations, and individuals other than high net worth individuals. Leonel Galvez offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
15 Years Experience
0 Disclosures
ADVISOR BIO
Levi Bagley Dayley is a registered investment advisor representative and financial professional who has been in the industry since 2009. Levi currently works for Money Concepts Capital Corp. where Levi is licensed in multiple states to provide investment advisory services. Levi is a Series 7 and Series 66 licensed professional.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
3 Disclosures
ADVISOR BIO
Lewis Wollenweber is a financial advisor in Palm Beach Gardens, FL, with over 30 years of experience in the financial services industry. Lewis has been with Ameriprise Financial Services, LLC since November 2017 and has previously worked with WELLS FARGO ADVISORS LLC, WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SMITH BARNEY SHEARSON INC. and PRUDENTIAL-BACHE SECURITIES INC. Lewis specializes in working with individuals, corporations, pension plans, and charitable organizations.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
3 Years Experience
0 Disclosures
ADVISOR BIO
Lexey Kneib is a financial advisor associated with GWN Securities Inc.. Lexey is licensed and registered in Florida and holds the Series 7, Series 24, and SIE licenses. Lexey has been in the industry since April 2022. The advisor specializes in financial planning, market timing services, and selection of other advisors for individuals and businesses.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
4 Years Experience
0 Disclosures
ADVISOR BIO
Lianet Gonzalez duardo is a registered representative with GWN Securities Inc. based in Palm Beach Gardens, Florida. Lianet joined the industry in 2020 and holds licenses for Series 6, 7, 26 and the SIE. Lianet specializes in working with individuals, high net worth individuals and corporations to develop customized financial strategies.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
38 Years Experience
0 Disclosures
ADVISOR BIO
Linda Corcoran is a financial advisor with GWN Securities Inc. Linda has been in the financial services industry since 1987. Linda specializes in providing financial planning, market timing services and selection of other advisors. Linda's firm, GWN Securities Inc., has offices in Palm Beach Gardens, FL and Boise, ID. Linda is registered with FINRA and the states of California and Idaho. Linda holds the Series 7 and Series 63 licenses and is a Certified Financial Planner.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
30 Years Experience
0 Disclosures
ADVISOR BIO
Linda Premo is a financial professional with over 27 years of experience in the securities industry. Linda is currently registered with GWN Securities Inc. Linda has a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Linda is dedicated to providing financial planning, market timing services, and selection of other advisors to her clients.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
31 Years Experience
0 Disclosures
ADVISOR BIO
Lindsey Revere Hansen is a financial advisor with over 29 years of experience in the financial services industry. Lindsey is currently registered with Raymond James Financial Services Advisors, Inc. and is a CERTIFIED FINANCIAL PLANNER™ professional. Lindsey has experience in a number of areas, including financial planning, portfolio management, and pension consulting. Lindsey is committed to providing clients with personalized financial advice to help them achieve their financial goals. Prior to joining Raymond James Financial Services Advisors, Inc., Lindsey was with SunTrust Investment Services, Inc. and TD Ameritrade, Inc. Lindsey is licensed to provide financial advice in numerous states.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
12 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Brumfield is a financial advisor with over 10 years of experience in the industry. Lisa holds several licenses including Series 6, 7, 26, 65 and SIE. Lisa is registered with Lincoln Investment and is also registered with the state of Florida. Lisa offers financial planning services, portfolio management for individuals and businesses, and helps with the selection of other advisors.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
4 Disclosures
ADVISOR BIO
Lisa Rossi is a financial advisor at Gladstone Wealth Partners. Lisa has been in the financial services industry for over 25 years. Lisa has a wide range of experience, including working with high-net-worth individuals, families, and businesses. Lisa provides financial planning, investment management, and retirement planning services to her clients. Lisa holds the Series 7, Series 63, Series 65, and Series 24 licenses and is a Certified Financial Planner. Lisa is committed to providing her clients with personalized financial advice and strategies. Lisa's previous experience includes roles at LPL Financial, National Planning Corporation, Chase Investment Services Corp, FIS Securities, Inc., MDS Securities Incorporated, 440 Financial Distributors, Inc., and Nathan & Lewis Securities, Inc.
SPECIALIZATIONS