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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

Tampa, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Locker is a financial advisor with Raymond James & Associates, Inc. Jeffrey is a registered representative in Florida and Texas, and has been in the industry since October 2008. The firm offers a variety of financial services including financial planning, pension consulting, and portfolio management. Jeffrey Locker provides personalized financial advice and guidance to his clients.

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

Wealth Enhancement Advisory Services, LLC | CFC ® (Certifications)

location

MARCO ISLAND, FL

0 Disclosures

ADVISOR BIO

Jeffrey R Schulte is an investment advisor representative with Wealth Enhancement Advisory Services, LLC based in Marco Island, Florida. Jeffrey has been in the industry for over 38 years. Jeffrey holds Series 63, Series 7, and SIE licenses and is also a Chartered Financial Consultant. Jeffrey has worked at several firms before joining Wealth Enhancement Advisory Services, LLC, including Cantor Fitzgerald Wealth Partners, LLC, PURSHE KAPLAN STERLING INVESTMENTS, and First Capital Advisors Group, LLC. Jeffrey provides financial planning, pension consulting, educational seminars, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

International Assets Investment Management, LLC

location

ORLANDO, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Winn is a registered investment advisor representative with International Assets Investment Management, LLC. Jeffrey Winn has been working in the financial services industry since 1993. Jeffrey Winn is also an investment advisor representative with Global Assets Advisory, LLC. The firm provides portfolio management for individuals and businesses, financial planning and selection of other advisors.

SPECIALIZATIONS

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

Eagle Strategies LLC | CFC ® (Certifications)

location

CORAL SPRINGS, FL

experience

41 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Jeffrey Knight is a financial advisor with over 40 years of experience in the industry. Jeffrey is registered with Eagle Strategies LLC. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services. Jeffrey is dedicated to helping individuals and families reach their financial goals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

TAMPA, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Cisneros avila is a registered representative with J.p. Morgan Securities LLC. Jeffrey is registered with the state of Florida. Jeffrey has a Series 6TO and a SIE license. Jeffrey's specializations include investments, retirement, insurance, mutual funds, and variable annuities.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey David Gery is a financial advisor working with Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since March 2005. Jeffrey is registered in California as a securities broker and investment advisor. Jeffrey is a Series 7 and Series 66 licensed professional. Jeffrey has previously worked with Wells Fargo Investments, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey works with individuals, businesses, high-net-worth individuals, corporations, pension plans, and charitable organizations.

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

Ameritas Advisory Services, LLC

location

Pensacola, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Allen Endecott is a financial advisor with Ameritas Advisory Services, LLC. Jeffrey has been in the financial services industry since 2013. Jeffrey holds licenses for both securities and investment advisory services and has passed the Series 6, Series 63, Series 65, and SIE exams. Jeffrey provides financial planning services to individuals, businesses, and retirement plans. Jeffrey also provides investment advisory services to individuals and businesses. Jeffrey is committed to helping 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
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Kirk Hearn is a financial advisor with over 38 years of experience in the industry. Jeffrey is currently registered with Raymond James & Associates, Inc. as a Registered Representative and Investment Advisor Representative. Jeffrey has been with Raymond James & Associates, Inc. since February 1991. Previously, Jeffrey worked at Lehman Brothers Inc. and E. F. Hutton & Company Inc.. Jeffrey holds several securities licenses, including Series 3, 4, 7, 8, 9, 10, 15, 24, 63, and 65. Jeffrey is also a member of the Finance/Investment Committee of the Community Foundation of Tampa Bay.

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

Cetera Investment Advisers LLC

location

TAMPA, FL

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jeffrey Williams is an investment advisor representative with Cetera Investment Advisers LLC. Jeffrey has been in the securities industry since 2000 and has held a variety of roles with different firms. Jeffrey's experience includes working as a financial advisor with both Wells Fargo Advisors and Fifth Third Securities. Jeffrey is registered with the state of Florida and Georgia and holds various industry licenses, including Series 7, 9, 24, 63, 65 and SIE. Jeffrey specializes in working with individuals and businesses to develop financial plans and manage their investments.

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

CORAL GABLES, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Bowie is a financial advisor who has been active in the industry since 2009. Currently, Jeffrey Bowie is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked at BOFA SECURITIES, INC. and FSC SECURITIES CORPORATION. Jeffrey Bowie holds the Series 7, Series 63, Series 65 and Series 66 securities licenses. Jeffrey Bowie is also a registered Investment Advisor in the state of Michigan. Jeffrey Bowie has experience working with a variety of clients including individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.

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

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