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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed
location

Summerfield, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Difiore is an investment advisor representative with Edward Jones, a firm based in St. Louis, Missouri. Jeremy is registered with the state of Florida and Texas, and is also licensed to provide financial advice on a national basis. He has been in the financial services industry for more than five years, and his expertise lies in providing financial planning, pension consulting, and portfolio management for individuals and businesses. He is a dedicated professional, committed to delivering personalized advice and customized solutions to meet each client's unique financial goals. Jeremy holds a Series 7, 66, and SIE licenses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Kaneer is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeremy has been in the industry since April 2008. Jeremy has passed the Series 66, Series 10, Series 24, Series 7 and SIE exams and is currently registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Roy Costa is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeremy has been in the industry since December 2004. Jeremy is licensed to provide advisory services in Florida and Texas and has a combined total of 55 state registrations across the United States. Jeremy has passed several industry exams including the Series 66, Series 10, Series 9, Series 24, and Series 7.

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

Wells Fargo Clearing Services, LLC

location

PALM BEACH, FL

experience

28 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jeremy Schneider is a financial advisor with Wells Fargo Clearing Services, LLC in Palm Beach, FL. Jeremy has been working in the industry since 1996. Prior to joining Wells Fargo Clearing Services, LLC, Jeremy was a financial advisor at J.P. MORGAN SECURITIES LLC in Palm Beach Gardens, FL. Jeremy holds Series 7, 55, 57TO, and SIE licenses.

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

MML Investors Services, LLC

location

MELBOURNE, FL

experience

17 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Jeremy Lindquist is a financial advisor currently registered with MML Investors Services, LLC. Jeremy is a registered representative and investment advisor representative. Jeremy has been in the securities industry since March 2008. Jeremy is licensed to conduct business in several states, including Florida, New Hampshire, and Texas.

SPECIALIZATIONS

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

Cuso Financial Services, LP

location

ORLANDO, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Andrew Cooley is a financial advisor with Cuso Financial Services, LP. Jeremy has been in the financial services industry since October 2016. Jeremy holds a Series 7 and Series 63 license. Jeremy specializes in financial planning, pension consulting and portfolio management. Jeremy has worked at Cuso Financial Services, LP since March 2021. Prior to joining Cuso Financial Services, LP, Jeremy worked at Equitable Advisors, LLC.

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

MIAMI, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Arian is an investment advisor representative who has been active in the industry since August 2018. Jeremy is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been associated with the firm since September 2017. Jeremy has a Series 7, Series 66, and SIE license. Jeremy is registered in multiple states, including Florida, Texas, California, and Arizona. Jeremy has a strong record of experience in the financial services industry.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VERO BEACH, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Schwibner is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeremy has been in the securities industry since 2011 and is licensed in over 40 states. Jeremy's areas of specialization include retirement planning, education savings, college planning, business succession planning, and estate planning. Jeremy is committed to providing personalized financial advice and working with clients to achieve their long-term financial goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAINT AUGUSTINE, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Hall is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeremy has been in the industry since July 2014 and has a broad range of experience in the financial services industry. Jeremy is licensed to provide investment advisory services in 53 states.

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

Wells Fargo Clearing Services, LLC

location

CLERMONT, FL

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeremy Hickey is a financial advisor with over 20 years of experience in the financial services industry. Jeremy has been registered with Wells Fargo Clearing Services, LLC since October 2016. Before joining Wells Fargo Clearing Services, LLC, Jeremy worked at PNC Investments, NBC Securities, Inc., Wachovia Securities, LLC and American Express Financial Advisors Inc. Jeremy holds FINRA Series 7, Series 66, and SIE licenses and is registered to provide investment advice in 17 states. Jeremy's specializations include working with high-net-worth individuals, corporations, and other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.

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

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