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

Raymond James Financial Services Advisors, Inc.

location

Palm Beach Gardens, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Margaret Lenore Scaparotti is an active investment advisor representative (IAR) and broker-dealer (BD) professional with over 20 years of experience in the financial services industry. Margaret has been a Registered Representative with Raymond James Financial Services Advisors, Inc. since 2021. Prior to this, Margaret was a Registered Representative with Ameriprise Financial Services, LLC from 2010 to 2021. Before that, Margaret was a Registered Representative with Raymond James & Associates, Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc.. Margaret currently holds Series 7, Series 9, Series 10, and Series 63 securities licenses. Margaret is also a licensed IAR in Florida and Texas. Margaret is currently registered with Raymond James Financial Services Advisors, Inc. in Florida and Texas. Margaret specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALM BEACH GARDENS, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Maria Reusche is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Maria has been in the industry since February 2015, working as a financial advisor. Maria is registered in 53 states. Maria holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

J.p. Morgan Securities LLC

location

PALM BEACH GARDENS, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Maria Christina Killion is a registered representative with J.P. Morgan Securities LLC. Maria has been in the industry since 2018. She is registered to provide investment advice and services in Florida and Texas. Maria has a Series 66, Series 7 and SIE licenses and has been active with MORGAN STANLEY and FRANK FRANKLIN TEMPLETON INVESTMENTS VIA KFORCE STAFFING in the past. Maria specializes in Portfolio Management for Individuals and Businesses, and Financial Planning, Pension Consulting, and Selection of Other Advisers.

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

24 Years Experience

0 Disclosures

ADVISOR BIO

Mariam Apoian Spaulding is an investment professional with over 20 years of experience in the financial industry. Mariam is registered with GWN Securities Inc. and is currently located in Palm Beach Gardens, Florida. Mariam has previously held positions at VOYA FINANCIAL ADVISORS, INC. and VALIC FINANCIAL ADVISORS, INC., as well as SECURITIES MANAGEMENT & RESEARCH, INC.. Mariam provides a variety of services to individual and corporate clients, including financial planning, market timing services, and portfolio management. Mariam is committed to providing her clients with personalized attention and comprehensive financial solutions.

SPECIALIZATIONS

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

Dakota Wealth, LLC

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

Maribeth A. Rector is an Investment Advisor Representative at Dakota Wealth, LLC. Maribeth has been in the industry since January 2014. Maribeth is registered with the state of Montana as an Investment Advisor Representative and is also registered in Texas. Maribeth is a Series 65 licensed professional and has been working at Dakota Wealth, LLC since June 2022.

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
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Mariday Taruc has been an active investment professional for over 20 years. Mariday is currently registered with GWN Securities Inc. and has previous experience with Great American Advisors, Inc., Consumer Concepts Investments, Inc., American General Securities Incorporated, Continental Capital Investment Services, Inc., and Woodbury Financial Services, Inc. Mariday is a Series 6, Series 63, and Series 65 licensed professional and specializes in providing financial planning and market timing services to high-net-worth individuals and corporations.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

PALM BEACH GARDENS, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Marilyn Neckes is a financial advisor with Ameriprise Financial Services, LLC in Palm Beach Gardens, FL. Marilyn has been in the financial services industry since 1984. Prior to joining Ameriprise, Marilyn was with RBC Capital Markets, LLC. Marilyn holds both Series 7 and Series 63 licenses and is registered with 36 states. Marilyn specializes in providing financial advice for individuals, families, and businesses. Her areas of expertise include asset allocation, financial planning, portfolio management, and retirement planning. Marilyn is committed to helping her clients achieve their financial goals.

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

RBC Capital Markets, LLC

location

PALM BEACH GARDENS, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Marina Galli is a financial professional with over 30 years of experience in the financial services industry. Marina is registered with RBC Capital Markets, LLC and has been with the firm since April 2009. Before that, Marina worked with Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Credit Suisse First Boston Corporation, Deutsche Bank Securities Inc., Meredith, Martin & Kaye Incorporated, and Morgan Stanley & Co., Incorporated. Marina holds Series 7, Series 63, and Series 65 licenses. Marina is registered with the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Texas, Utah, Virginia, and Washington.

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

Gladstone Wealth Partners

location

PALM BEACH GARDENS, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Marites Velena is a financial advisor at Gladstone Wealth Partners, with over 7 years of experience in the financial services industry. Marites holds Series 6, Series 63 and Series 65 licenses and the SIE exam. Marites provides investment advisory services through Gladstone Institutional Advisory. Marites specializes in retirement planning, financial planning, and portfolio management for individuals and businesses.

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

Janney Montgomery Scott LLC | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Marjo Annika Ylipelkonen is a financial advisor at Janney Montgomery Scott LLC in Palm Beach Gardens, FL. Marjo Annika Ylipelkonen has been working in the financial services industry since June 28, 2015. Marjo Annika Ylipelkonen is registered with FINRA and the state of Florida as a Registered Representative and Investment Advisor Representative. Marjo Annika Ylipelkonen is a CERTIFIED FINANCIAL PLANNERâ„¢ professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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