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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

WINTER PARK, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Eric Quigley is a registered representative with Raymond James & Associates, Inc. John Eric Quigley has been in the securities industry since August 11, 1994. John Eric Quigley is a Registered Representative with over 28 years of experience in the financial industry. John Eric Quigley provides financial planning, portfolio management, and investment advisory services to individual and corporate 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

J.p. Morgan Securities LLC

location

NORTH PORT, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

John Kirkwood is a financial advisor with J.p. Morgan Securities LLC. John has been working in the financial services industry since 2006 and has extensive experience in providing financial advice to individuals, corporations, and institutions. John is registered in several states and holds the Series 7, 66 and SIE licenses. John is committed to providing clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

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

Morgan Stanley

location

Fort Myers, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

John Bowden Hawks is a financial advisor registered with Morgan Stanley. John has been in the industry since January 31, 2021, and is licensed in 30 states and 2 jurisdictions for both securities and investment advisory services.

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

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

John Joseph Schutz is an investment advisor representative who has been in the industry since 2002. John currently works for Wells Fargo Clearing Services, LLC, but has also been affiliated with Wells Fargo Investments, LLC. John has registrations in 30 states and is a registered investment advisor representative. John has successfully completed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. John's specialties include Retirement Plans & Annuities, Mutual Funds, Stocks, Bonds and Options.

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

Osaic Wealth, Inc.

location

PANAMA CITY, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

John Douglas Messer is a financial professional with over 20 years of experience in the industry. John has a strong track record of providing financial advice to individuals, families, and businesses. Currently, John Messer is an advisor at Osaic Wealth, Inc., a financial services firm based in Scottsdale, AZ. Prior to joining Osaic Wealth, Inc., John worked at several other firms, including CETERA ADVISORS LLC, NEXT FINANCIAL GROUP, INC., WATERSTONE FINANCIAL GROUP, INC., WESTMINSTER FINANCIAL SECURITIES, INC., INVESTORS CAPITAL CORP., and WASHINGTON SQUARE SECURITIES, INC. John Messer specializes in a wide range of financial planning services.

SPECIALIZATIONS

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

Arbor Point Advisors

location

ST. PETERSBURG, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

John Oliva is a financial advisor with Arbor Point Advisors, an investment advisory firm with headquarters in Lavista, Nebraska. John has been a financial advisor for over 20 years and is registered to provide advisory services in Florida. John has experience working with a variety of clients including individuals, families, businesses, and charitable organizations. He offers a wide range of services including financial planning, investment management, and retirement planning. John has a passion for helping people achieve their financial goals and believes that everyone should have access to sound financial advice.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

PLANTATION, FL

experience

24 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

John Tao is a financial advisor with Ameriprise Financial Services, LLC. John has been in the financial services industry since 2001. John is registered in Florida and has a Series 63, 66, 7 and SIE license. John has experience working with individual investors, high net worth individuals, pension and profit sharing plans, corporations or other businesses, charitable organizations and insurance companies. Ameriprise Financial Services, LLC is a well-established firm with over $479 billion in assets under management. The firm provides a wide range of financial services, including financial planning, investment management, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

OCALA, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

John Herzek is an investment advisor representative with Wells Fargo Clearing Services, LLC. John has been in the industry since June 7, 2018 and is registered with the state of Florida as an Investment Advisor Representative. John is also registered with FINRA and is a Series 6, 7, and 66 license holder. John has a total of 11 years of experience in the securities industry. John has previously worked with Edward Jones and BANC OF AMERICA INVESTMENT SERVICES, INC..

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

Osaic Wealth, Inc.

location

FORT LAUDERDALE, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

John Prece is an experienced financial advisor with over 13 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. in Florida. John has previously been employed with several other firms, including B. Riley Wealth Management, National Securities Corporation, Northwestern Mutual Investment Services, LLC, and SagePoint Financial, Inc. John specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. John also offers investment-related services, including fixed insurance and health insurance.

SPECIALIZATIONS

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

United Planners' Financial Services OF America A Limited Partner

location

FLAGLER BEACH, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

John Birney is a financial advisor with over 30 years of experience in the industry. John has been registered with the state of Florida since 1985. John is also a registered representative of United Planners' Financial Services of America A Limited Partner. John's firm offers a wide range of services, including financial planning, portfolio management, and retirement planning. John has experience working with a variety of clients, including individuals, families, businesses, and institutions. John is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

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