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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

CORAL GABLES, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Leigh Delgado is a registered representative with Raymond James & Associates, Inc. in Coral Gables, Florida. Jessica has been in the securities industry since 2020. She is registered with FINRA and the state of Florida. Jessica's specializations include Portfolio Management, Financial Planning, and Retirement Planning.

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

GAINESVILLE, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Whitton is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since June 2, 2014. She is registered in 53 states and 2 territories for broker-dealer services. Jessica also holds Series 66, SIE and Series 7 licenses. Jessica offers portfolio management for individuals and businesses, pension consulting, and educational seminars. She is registered as an 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
location

Coral Gables, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jessica C Gonzalez lopez is a registered representative with Morgan Stanley. Jessica C Gonzalez lopez has been in the securities industry since September 4, 2020. Jessica C Gonzalez lopez is licensed in 52 states and the District of Columbia. Jessica C Gonzalez lopez is also a registered investment advisor representative in Florida and Texas. Jessica C Gonzalez lopez has passed the Series 7TO, Series 66, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

STUART, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Cori Deakins is an investment advisor representative with Morgan Stanley. She is licensed to offer investment advice in Florida and Texas. She has been in the industry since 2009, working previously for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pershing LLC. Jessica has passed multiple industry exams, including the Series 63, 65, 7 and the SIE.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WESTON, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Mullings is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jessica has been in the industry since March 2016 and holds the Series 6, Series 7TO, Series 63 and Series 66 securities licenses. Jessica has been registered in multiple states for both Broker-Dealer and Investment Advisor activities. Jessica provides a range of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Jessica's previous employment was with WELLS FARGO CLEARING SERVICES, LLC.

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

13 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Farrar is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jessica has been in the financial services industry since 2012 and is licensed in the state of Florida. Jessica's primary office location is in Jacksonville, Florida. The firm's main office is located in New York, New York. Merrill Lynch, Pierce, Fenner & Smith Inc. has approximately $10 billion - $50 billion in assets under management and has over 16,965 clients.

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

LPL Financial LLC | CFC ® (Certifications)

location

JACKSONVILLE, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Farah Biery is a financial advisor with over 4 years of experience in the industry. Jessica is registered to provide investment advice in 49 states and the District of Columbia. Jessica holds the Series 7, Series 24, Series 51, and Series 66 licenses. Jessica works at LPL Financial LLC in Jacksonville Beach, Florida. Jessica specializes in providing financial planning, portfolio management, and consulting services.

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Canizares padron is a financial advisor with Citigroup Global Markets Inc. Jessica has been in the financial industry since 2017. Jessica is registered with FINRA and is Series 63, Series 66, Series 7 and SIE licensed. Jessica is registered in 45 states, including Florida, New York, Texas and California. Jessica specializes in a wide range of financial services including portfolio management for individuals and businesses, asset allocation advice, pension consulting and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

B&C Financial Advisors

location

PONTE VEDRA BEACH, FL

0 Disclosures

ADVISOR BIO

Jessica Lee Schmidt is an investment advisor representative at B&C Financial Advisors. Jessica has been in the financial services industry since July 2016. Jessica holds a Series 65 license and is registered with the state of Florida. Jessica has worked at B&C Financial Advisors since July 2016 and previously worked at Longhorn Steakhouse from July 2013. B&C Financial Advisors provides financial planning, pension consulting, and portfolio management services. Jessica is committed to providing her clients with personalized financial advice and guidance. Jessica is also passionate about helping her clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

LAND O'LAKES, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Lynn Dunning is a registered representative with LPL Financial LLC. Jessica has been in the financial services industry since April 2008. Jessica is licensed to provide securities and investment advice in Florida and South Carolina. She has passed the Series 7, Series 24, Series 66, and SIE exams. She has worked with a variety of financial firms including Raymond James & Associates, Inc., Raymond James Financial Services, Inc., USAA Financial Advisors, Inc., National Planning Corporation, ING Financial Partners, Inc., and LPL Financial Corporation.

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

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