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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Morgan Stanley

location

Bradenton, FL

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Raymond Vita is a financial advisor with Morgan Stanley, where John has been employed since June 2009. John has been in the securities industry since May 1990. John is registered to provide investment advice and brokerage services in 42 states. John has a broad range of experience in the financial services industry and has successfully helped 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

JACKSONVILLE, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

John Douglas Tabor is a financial advisor with over 13 years of experience in the financial services industry. John is currently registered with LPL Financial LLC, a large, independent broker-dealer with over 20,000 advisors and $463 billion in assets under management. John holds the Series 7, Series 66, and SIE licenses and has been recognized as a Certified Financial Planner. He is also registered with the states of Florida, Texas, Georgia, Maryland, District of Columbia, Kentucky, West Virginia, South Carolina, Tennessee, Alabama, California, Washington, and New York. John previously worked at Cetera Investment Services LLC and Ameriprise Financial Services, Inc. He offers a wide range of financial services including investment management, financial planning, and retirement planning. John has a proven track record of 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wells Fargo Clearing Services, LLC

location

NAPLES, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

John Martin Oconnor is a financial advisor at Wells Fargo Clearing Services, LLC, a firm with approximately $10 billion - $50 billion in assets under management. John has over 10 years of experience in the financial services industry. John is registered with the state of Florida and New Jersey as an investment advisor representative. John has the Series 6, 7TO, 63 and 66 licenses. John is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative.

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

Morgan Stanley

location

Punta Gorda, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

John Carlos Couto is a financial advisor with over 20 years of experience in the financial services industry. John has been registered with Morgan Stanley since July 2020. Prior to that, John was with Raymond James & Associates, Inc., and Wells Fargo Advisors, LLC. John has a wide range of experience, including providing financial planning, portfolio management, and asset allocation advice.

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

Cetera Investment Advisers LLC

location

CYRSTAL RIVER, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

John Fitzgerald Grecco is a financial advisor with over 30 years of experience in the industry. John is currently registered with Cetera Investment Advisers LLC in CYRSTAL RIVER, FL. John previously worked with CUNA BROKERAGE SERVICES, INC., VALIC FINANCIAL ADVISORS, INC., AXA ADVISORS, LLC, J.W. COLE FINANCIAL, INC., CANTOR FITZGERALD & CO., BROKERAGEAMERICA, INC, C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP), WARBURG DILLON READ LLC, SBC WARBURG DILLON READ INC., M. H. MEYERSON & CO., INC., and MAYER & SCHWEITZER, INC. John has experience in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

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

CLEARWATER, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

John Patrick Petika is a financial advisor with UBS Financial Services Inc. John has been in the financial services industry since 2010. John is registered with the Securities and Exchange Commission (SEC) as a Registered Representative (RR) and Investment Advisor Representative (IAR). John holds the Series 7, Series 31, Series 66, and SIE licenses. John is registered to sell securities in 38 states. John has a wide range of experience in financial planning, portfolio management, and investment advisory services. John's client base includes individuals, families, businesses, and institutions. John is committed to providing his clients with personalized financial advice and investment strategies.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

John Pirrmann is a registered representative and investment advisor representative with Raymond James & Associates, Inc. John has been in the securities industry since August 2019 and holds the Series 63, Series 79TO and SIE licenses. John is registered to provide investment advice in New York and Pennsylvania.

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

VENICE, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John R Strand is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with approximately $10 billion - $50 billion in assets under management. John has been in the financial services industry since February 25, 2001. John is registered with FINRA as a Registered Representative and is also a Registered Investment Advisor in the state of Florida. John has a strong track record of providing investment advice to individuals, businesses, and institutions.

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

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

B. Riley Wealth Advisors, Inc.

location

North Palm Beach, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

John Hellwig ii is a financial advisor with B. Riley Wealth Advisors, Inc. John has been in the industry since 2014 and has a strong track record of helping clients achieve their financial goals. John is registered to provide investment advice in 24 states and has a Series 7 and Series 66 license. John is also a registered representative with FINRA. John is committed to providing his clients with personalized service and helping them make informed financial decisions.

SPECIALIZATIONS

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

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