Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Albert Perry Chappell is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Albert has been in the industry since November 1998. Albert is registered in 27 states and has a number of licenses and certifications, including the Series 7, Series 31, and Series 66. Albert works with a range of clients, including individuals, families, trusts, businesses, and retirement plans. Albert specializes in providing financial advice, investment management, and retirement planning. Albert's commitment to providing excellent client service has earned Albert a reputation as a trusted advisor.

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

Morgan Stanley

location

Boca Raton, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Arthur Kondrup is a financial advisor with over 30 years of experience in the industry. Arthur is currently registered with Morgan Stanley and has been with the firm since 2009. Before joining Morgan Stanley, Arthur was an advisor with Citigroup Global Markets Inc. Arthur is a Series 3, 7 and 65 licensed professional. Arthur is a registered investment advisor and also provides brokerage services to clients. Arthur's specializations include asset allocation advice, financial planning, pension consulting, and portfolio management.

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

Independent Advisor Alliance, LLC

location

St. Johns, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Aadarsh B. Jagadish is a financial advisor at Independent Advisor Alliance, LLC, with over 23 years of experience in the industry. Aadarsh is registered in Florida as a Registered Representative and Investment Advisor Representative. Aadarsh also holds the Series 6, 7, and SIE licenses, as well as the Series 63 license. Aadarsh specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

TAMPA, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Weinstock is a financial advisor registered with LPL Financial LLC, located in Tampa, Florida. Aaron is licensed and registered in multiple states to offer investment advice. He has over 18 years of experience in the financial industry, offering services such as financial planning, portfolio management, pension consulting, and educational seminars. He is also a certified financial planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

International Assets Investment Management, LLC

location

ORLANDO, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Knoll is a registered investment advisor representative with International Assets Investment Management, LLC in Orlando, FL. Aaron has been in the industry since 2003 and holds a Series 7, 24, and 66. Aaron specializes in providing 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

LPL Financial LLC

location

JACKSONVILLE, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Kaiser is a financial advisor with LPL Financial LLC and has been in the financial industry since June 11, 2014. Aaron Kaiser is registered in Florida, Texas, Colorado, Kansas, Nevada, Virginia and has passed the Series 7, Series 66 and SIE exams. Previously Aaron Kaiser was an advisor with Edward Jones from June 12, 2014 to June 23, 2016.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Miami, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Winer is a financial advisor with Morgan Stanley. Aaron has been in the financial services industry since 2004 and holds Series 7, Series 65, and Series 66 licenses, as well as the SIE. Aaron is registered in 27 states and works primarily with high-net-worth individuals, corporations, and charitable organizations. Aaron's specialties include financial planning, asset allocation advice, and portfolio management.

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

Independent Financial Partners | CFP ®,CFA ® (Certifications)

location

TAMPA, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Gilman is a financial advisor at Independent Financial Partners in Tampa, Florida. Aaron has over 10 years of experience in the financial services industry and holds the Series 66, Series 7, and Series 24 licenses. Aaron is also a Certified Financial Planner and a Chartered Financial Analyst. Aaron provides financial planning and investment advice to individuals, families, businesses, and charitable organizations. Aaron has been registered with the Securities and Exchange Commission (SEC) since 2011.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed
location

Orlando, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Aaron William Kassler is a financial advisor at Morgan Stanley. Aaron has been in the financial industry since June 6, 2012. Aaron holds both Series 7 and Series 66 licenses and the SIE exam. Aaron has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Berthel, Fisher & Company Financial Services, Inc.. Aaron is registered with 22 state regulatory authorities for both securities and investment advisory services. The states include Alabama, Arizona, California, Colorado, Florida, Georgia, Kansas, Kentucky, Minnesota, Mississippi, Nevada, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Texas, Utah and Virginia. Aaron is also a member of the Alliance of M&A Advisors.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Boggan is a financial advisor who is currently registered with Raymond James & Associates, Inc. Aaron has over 2 years of experience in the financial industry. Aaron holds the Series 63, Series 7TO, and SIE licenses. Aaron is registered in Tennessee and has a current employment history with Southstate|DuncanWilliams Securities Corp. and Carty & Company, Inc.

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

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