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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Camarda Wealth Advisory Group | CFA ® (Certifications)

location

FLEMING ISLAND, FL

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Camarda is a financial advisor at Camarda Wealth Advisory Group, located in Fleming Island, Florida. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey is a Chartered Financial Analyst (CFA) and holds a Series 7, Series 24, and Series 63 licenses. Jeffrey specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and businesses. Jeffrey is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

STUART, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Mark Nichols is a financial advisor with over 15 years of experience in the financial services industry. Currently, Jeffrey is a Registered Representative with J.p. Morgan Securities LLC, and has been with the firm since October 2018. Jeffrey has a strong track record of helping clients achieve their financial goals, and is committed to providing personalized service and tailored financial advice. Before joining J.p. Morgan Securities LLC, Jeffrey worked at ALLSTATE FINANCIAL SERVICES, LLC., STATE FARM VP MANAGEMENT CORP., SUNTRUST INVESTMENT SERVICES, INC., WELLS FARGO ADVISORS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and CITICORP INVESTMENT SERVICES.

SPECIALIZATIONS

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

Cardea Capital Advisors, LLC

location

Jacksonville, FL

0 Disclosures

ADVISOR BIO

Jeffrey Blair Kopp is a financial advisor registered with Cardea Capital Advisors, LLC. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey holds licenses to conduct business in the State of Georgia. He is associated with Cardea Capital Advisors, LLC. Jeffrey is a graduate of the University of Florida. He is an active member of the community and is involved in several charitable organizations.

SPECIALIZATIONS

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

Coral Springs, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Dzwonkowski is an investment advisor representative with Osaic Wealth, Inc. Jeffrey has been in the financial services industry for over 10 years. Jeffrey holds licenses for Series 6, 7, 63, and 65. Jeffrey also provides insurance sales. Jeffrey has experience working with corporations, high-net-worth individuals, and individuals other than high-net-worth. Prior to joining Osaic Wealth, Inc., Jeffrey worked at Sagepoint Financial, Inc., Pinnacle Investments, LLC, and Pruco Securities, LLC.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

TAMPA, FL

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jeffrey Duane Reynolds is an active broker and investment advisor representative with over 30 years of experience in the financial services industry. Jeffrey is currently registered with UBS Financial Services Inc. in Florida and Texas. Before joining UBS Financial Services Inc., Jeffrey was employed with MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, all located in the Tampa, Florida area. Jeffrey holds the Series 31, Series 7, Series 63, and Series 65 licenses and has earned the SIE designation. He has served as a Council member for the University of South Florida College of Business since January 2013.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Miami Beach, FL

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey I Wolfe is a financial advisor who has been working in the industry since 1991. Jeffrey is currently registered with UBS Financial Services Inc. and has been with the firm since 2014. Previously, Jeffrey worked at Morgan Stanley and J. B. Hanauer & Co. Jeffrey holds a Series 63 and 65 license as well as Series 7 and 8 licenses. Jeffrey's expertise is in the following specializations: Retirement Planning, Education Planning, Estate Planning, Insurance, and Annuities.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Todd Hartnett is a registered representative with Raymond James & Associates, Inc. He is based in ST. PETERSBURG, FL. Jeffrey has been in the industry since August 2012 and has successfully passed the Series 7, Series 99TO and SIE exams.

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
location

DELAND, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Sochar is a financial advisor at Morgan Stanley. Jeffrey has been in the industry since 2004 and has a broad range of experience. Jeffrey is registered with FINRA and is licensed to provide financial advice in 30 states and the District of Columbia. Jeffrey is also an investment advisor representative registered in Florida. Prior to joining Morgan Stanley, Jeffrey worked at Janus Distributors LLC. Jeffrey holds Series 6, 7, and 66 licenses and the SIE exam.

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

ST PETERSBURG, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Korb is a financial advisor with Stephens, a well-established firm with offices nationwide. Jeffrey has over 20 years of experience in the financial services industry and is registered to offer securities and investment advisory services in 40 states. Jeffrey specializes in a wide range of services, including portfolio management for individuals and businesses, financial planning, and pension consulting.

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

Integrated Wealth Concepts LLC | PFS ® (Certifications)

location

Miami, FL

0 Disclosures

ADVISOR BIO

Jeffrey Taraboulos is a financial advisor with Integrated Wealth Concepts LLC. Jeffrey has been in the financial industry since 2000 and has a strong track record of helping clients reach their financial goals. Jeffrey is a Certified Public Accountant (CPA) and has a Personal Financial Specialist designation. Jeffrey holds Series 6, 7, and 66 licenses and is registered in Florida. Jeffrey is passionate about helping clients build a strong financial future. He offers financial planning, portfolio management, and pension consulting services. He is committed to providing personalized service to his clients.

SPECIALIZATIONS

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

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