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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Steward Partners Investment Advisory, LLC

location

CLEARWATER, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Amy Lynn Mefferd is a financial advisor with Steward Partners Investment Advisory, LLC. Amy has been in the industry since November 2009. Amy is registered with the state of Florida, and has a Series 66, Series 7 and SIE exam. Previously, Amy worked with Raymond James Financial Services, Inc. and Morgan Stanley.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

THE VILLAGES, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Amy Gonzalez is a financial advisor with over 10 years of experience in the financial services industry. Amy is a registered representative with Raymond James & Associates, Inc., a leading financial services firm. Amy is dedicated to helping clients achieve their financial goals and providing them with comprehensive financial planning and investment management services. Prior to joining Raymond James, Amy was employed at Goldman Sachs & Co. LLC. Amy holds the Series 66, Series 7, Series 57TO and SIE licenses.

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
Unclaimed

Janney Montgomery Scott LLC

location

STUART, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Amy Saunders is a registered representative with Janney Montgomery Scott LLC. Amy has been in the securities industry since October 2, 2006. Amy holds the Series 7 and SIE securities licenses. Amy is registered in Florida. Amy's office is located at 309 SE OSCEOLA STREET, SUITE 207/208 in Stuart, FL.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VENICE, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Amy Depriester is a financial advisor who is registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Amy has been in the industry since April 20, 2009. Amy has a Series 7, Series 66 and SIE licenses. Amy is currently registered in 45 states including Florida, Texas, Alabama and California. In addition to Amy's financial advisor practice, Amy also owns a blog, "Crushin4ya", that discusses ya fiction books, authors and movie adaptations.

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

Steward Partners Investment Advisory, LLC | CFP ® (Certifications)

location

Clearwater, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Amy Rosa is a financial advisor with over 15 years of experience in the financial services industry. Amy is a Certified Financial Plannerâ„¢ professional who focuses on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Amy has held various roles in the industry, including positions at Raymond James Financial Services, Inc., Morgan Stanley, and Steward Partners Global Advisory LLC. Amy is currently registered with Steward Partners Investment Advisory, LLC, and is licensed in numerous states throughout the country. Amy is committed to helping her clients achieve their financial goals and believes in building long-term relationships based on trust and transparency.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

JACKSONVILLE, FL

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Amy E. Taylor is a registered representative with J.p. Morgan Securities LLC, a firm that has more than $50 billion in assets under management. Amy has been working in the securities industry since 2011 and is licensed in Florida. Amy has a broad range of experience in the industry, including investment company products and variable contracts, securities industry essentials, and general securities. Amy holds Series 63, SIE, and Series 7 licenses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Amy Shay Weimerskirk is a registered representative with Raymond James & Associates, Inc. in ST. PETERSBURG, Florida. Amy has been in the securities industry since January 9, 2013 and has held prior registrations with J.P. MORGAN SECURITIES LLC. Amy specializes in financial planning, portfolio management, and other services.

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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CLEARWATER, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Amy Elizabeth Micik is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Amy has been working in the financial industry since March 2023 and is registered in 30 states. Amy is also a registered investment advisor in Florida and Texas.

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

Cambridge Investment Research Advisors, Inc.

location

Sarasota, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Amy Posch is a financial professional with over 14 years of experience in the financial services industry. Amy holds a Series 63, Series 65, and Series 6TO licenses, as well as the SIE exam. Amy is a registered representative with Cambridge Investment Research Advisors, Inc. and specializes in providing financial advice to individuals, families, and businesses. Amy is also a registered investment advisor (IAR) in Florida and Georgia.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Amy Weber is a registered representative with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc.. Amy has been in the financial services industry since 2023 and holds Series 63, Series 7TO and SIE licenses. Amy is registered to provide financial advice and investment services to individuals, corporations, and other businesses. Amy previously worked for CHARLES SCHWAB & CO., INC. in Westlake, Texas. Amy is a valuable resource for clients seeking to manage their investments and 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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