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Educational Seminars & Workshops Advisors in Palm Beach Gardens, Florida
1,142 Results
Unclaimed
location

Palm Beach Gardens, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Sheryl Ann Pape is a financial advisor with Morgan Stanley. Sheryl has been in the financial services industry since 1996. Prior to joining Morgan Stanley, Sheryl worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Sheryl is registered with FINRA and has Series 3, 6, 7, 63, 65, and SIE licenses. Sheryl specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, families, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

PALM BEACH GARDENS, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Simona Taurosevicius is a financial advisor registered with GWN Securities Inc. with over 7 years of experience in the financial industry. Simona is based in PALM BEACH GARDENS, FL and has passed several exams required for financial advisors. Simona's past experience includes working with Maxim Group LLC and American Portfolios Financial Services, Inc.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

PALM BEACH GARDENS, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Simona Solomos is a financial advisor registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Simona has been working in the financial services industry since November 5, 2017, and is licensed in 53 states and Washington, D.C. Simona specializes in portfolio management for individuals and businesses, as well as financial planning.

SPECIALIZATIONS

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

Lincoln Investment

location

PALM BEACH GARDENS, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Sonja Cavaliere is a financial professional with over 20 years of experience in the industry. Sonja is currently a registered representative with Lincoln Investment and is based in Palm Beach Gardens, Florida. Sonja has a strong track record of providing financial advice and guidance to individuals, families, and businesses. Sonja specializes in financial planning, portfolio management, and retirement planning. Sonja holds the Series 6, Series 26, Series 51, SIE and Series 99TO licenses.

SPECIALIZATIONS

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

Lincoln Investment

location

PALM BEACH GARDENS, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Sonya Brooks is a licensed and registered representative with Lincoln Investment. Sonya has been in the financial services industry since 2011 and has a broad range of experience. Sonya has worked at LEGEND EQUITIES CORPORATION prior to joining Lincoln Investment. Sonya holds several licenses, including Series 7, Series 24, and Series 99TO. Sonya is also registered with the state of Florida. Sonya is able to provide a variety of financial services to her clients, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

PALM BEACH GARDENS, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Stacey Lee Kovach is a financial advisor with RBC Capital Markets, LLC. Stacey has been in the industry since 2013 and has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Stacey has a wide range of experience in the financial services industry and is committed to providing her clients with personalized financial advice.

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

Hightower Advisors, LLC

location

PALM BEACH GARDENS, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Stella Bray is a financial advisor in Palm Beach Gardens, Florida. Stella Bray has been in the industry for 28 years. Stella Bray is registered to provide investment advice in California, Florida, Indiana, Massachusetts, New Jersey, Pennsylvania, Texas, and Virginia. Stella Bray is currently employed by Hightower Advisors, LLC. Stella Bray is also registered with FINRA. Stella Bray has passed the Series 63, Series 65, SIE and Series 7 exams. Stella Bray was previously employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Zachary Financial Consultants LLC

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

Stephanie M. Zachary is an Investment Advisor Representative at Zachary Financial Consultants LLC. Stephanie has been in the industry since October 2015, and holds the Series 65 license. Stephanie specializes in providing financial planning and selection of other advisors services to clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

PALM BEACH GARDENS, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Elizabeth Rathbone is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Stephanie has been in the financial services industry since 1999 and has held prior positions at Ameriprise Financial Services, LLC and Wells Fargo Advisors, LLC. Stephanie is registered with the state of New Jersey to provide both investment advisory and brokerage services. Stephanie is licensed to provide investment advisory services to a variety of client types, including individuals, corporations, businesses, pension and profit sharing plans, charitable organizations and insurance companies.

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
location

PALM BEACH GARDENS, FL

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stephanie Marie Pieniazek is a financial advisor associated with Lincoln Investment and has been in the industry since June 3, 2014. Stephanie has a Series 6, Series 99TO and SIE license. She has a total of three product exams and one state exam on her record. Stephanie is currently registered with Florida and Illinois. Stephanie is registered with FINRA and has a branch office location at 2000 PGA Blvd Suite 4440, Suite 300 in PALM BEACH GARDENS, FL. Stephanie is registered as a representative for Lincoln Investment in the state of Florida since January 3, 2017. Stephanie was previously employed by LEGEND EQUITIES CORPORATION from June 4, 2014 to January 3, 2017, in PALM BEACH GARDENS, FL.

SPECIALIZATIONS

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

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