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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

UBS Financial Services Inc.

location

JACKSONVILLE, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Joel Robinson Nichols is an active Investment Advisor Representative with UBS Financial Services Inc. Joel has been in the financial services industry since 2004 and is registered with the states of Florida, Maine and Texas. Joel has a wide range of experience in the financial services industry and is well-equipped to provide personalized advice to a variety of clients. Joel specializes in helping individuals, corporations and charitable organizations.

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

J.p. Morgan Securities LLC

location

Winter Springs, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Joel Turransky is a financial advisor with J.p. Morgan Securities LLC. Joel has been in the financial services industry since August 16, 2011. Joel holds the Series 6 and SIE licenses and is registered in Florida. Prior to joining J.p. Morgan Securities LLC, Joel worked at CHASE INVESTMENT SERVICES CORP. in Apopka, Florida. Joel specializes in providing financial advice to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

WESLEY CHAPEL, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Joel Morales is an Investment Advisor Representative at Osaic Wealth, Inc. Joel has been working in the financial services industry since March 2014. Joel holds Series 6, Series 63, and Series 65 licenses. Joel specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

JACKSONVILLE, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Joel David Newman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Joel has been in the financial industry since 2015 and is registered to provide investment advice in 48 states. Joel holds the Series 66, Series 7 and SIE licenses. Joel specializes in providing investment advice to high-net-worth individuals, corporations, and pension plans. Joel also provides financial planning services to individuals and families.

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

Fourthought Financial Partners, LLC | CFP ® (Certifications)

location

Venice, FL

0 Disclosures

ADVISOR BIO

Joel Johnson is a financial advisor at Fourthought Financial Partners, LLC located in Venice, FL. Joel is a Certified Financial Planner™ and specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Joel is a registered Investment Advisor in Florida and provides advisory services including credit and cash management solutions. Joel has been in the financial services industry for over 8 years and previously worked for Sanibel Captiva Trust Company and Fifth Third Bank.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.
Unclaimed

RBC Capital Markets, LLC

location

Venice, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Joel Duane Spry is a registered representative with RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Joel has been in the financial industry since 2000. Joel Duane Spry specializes in portfolio management for individuals and businesses, pension consulting, and financial planning. Joel holds Series 7, Series 63, and Series 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC

location

TAMPA, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Joel Marius is a financial advisor with over 10 years of experience in the industry. He currently works at Cetera Investment Advisers LLC, a firm with a strong focus on financial planning and portfolio management. Joel is registered to provide advisory services in Florida and Texas. He has a broad range of experience in serving various clients including individuals, businesses, and charitable organizations. He is committed to providing customized investment advice and 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Joel Weaver is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Jacksonville, Florida. Joel Weaver is a registered representative in 53 states. Joel Weaver has a total of 55 years of experience in the financial industry. Joel Weaver's registration with the SEC is active and he is also an Investment Advisor Representative (IAR) in Florida and Texas. He is registered as a Principal with Merrill Lynch. Joel Weaver has a wide range of experience in various areas of financial advising and offers a broad range of services, including portfolio management, retirement planning, and education seminars.

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

J.p. Morgan Securities LLC

location

ORLANDO, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Joel Bonilla is a registered representative with J.P. Morgan Securities LLC. Joel has been in the financial industry since June 24, 2019. Joel specializes in investment company products and variable contracts. The advisor has passed the Series 6TO and SIE exams, and is registered in Florida. Joel's current employment with J.P. Morgan Securities LLC began on June 25, 2019. The advisor's firm is a large firm with over $50 Billion in assets under management. The firm has a wide range of clients, including individuals, corporations, and institutions. J.P. Morgan Securities LLC provides a variety of financial services, including investment advisory, brokerage, and financial planning.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

MAITLAND, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Joel Font nadal is an investment advisor representative with Eagle Strategies LLC. Joel is registered with the state of Florida as an investment advisor representative and holds a Series 66 license, along with a Series 63, Series 24, Series 7TO, Series 6TO, and SIE. Joel has been in the securities industry since 2020 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Joel is a member of Angels and Entrepreneurs, an organization that provides research on small start-up companies to its members.

SPECIALIZATIONS

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

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