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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Delgado is a financial advisor at UBS Financial Services Inc. based in Coral Gables, FL. Andrea has over 10 years of experience in the financial services industry. Andrea specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Andrea holds the Series 66, Series 7 and SIE licenses.

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

RBC Capital Markets, LLC

location

BOCA RATON, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Dellisanti is a financial advisor with RBC Capital Markets, LLC. Andrea has been in the financial industry since July 2006. Andrea is registered with FINRA and holds the Series 63, Series 7, and SIE licenses. Andrea is licensed in 30 states and is registered to offer securities and investment advisory services in those states. Andrea specializes in providing financial planning, portfolio management, and retirement planning services. Andrea has experience working with a variety of clients, including individuals, families, businesses, and institutions. Andrea is committed to providing her clients with personalized financial advice and guidance.

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
location

Miami, FL

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrea Levy Steinacker is a financial advisor at Morgan Stanley. Andrea has been in the financial services industry since 1984. Andrea has a strong background in investments, having previously worked at Citigroup Global Markets Inc. and Lehman Brothers Inc. Andrea holds a Series 7, Series 3, and Series 63 license and also holds the Series 65 license. Andrea is registered in several states and is able to provide investment advice to a wide range of clients.

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

J.p. Morgan Securities LLC

location

MIAMI, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Ancin is a financial professional who joined J.P. Morgan Securities LLC on March 9, 2023. Andrea has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. Andrea is registered with the state of Florida to offer securities products.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

TAMPA, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Niggebrugge is a financial professional with experience in the financial services industry. Andrea is registered with Cetera Investment Advisers LLC and is licensed to provide investment advice in Florida. Andrea has held previous positions with National Securities Corporation, National Asset Management, and Gilman Ciocia, Inc. Andrea's professional background also includes experience in various non-financial roles. Andrea is a certified public accountant (CPA) and financial professional at Generations Tax & Wealth Management. Andrea's expertise and experience make Andrea a valuable resource for clients seeking financial guidance.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

KENDALL, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Chavez is a financial advisor with over 12 years of experience in the industry. Andrea is currently registered with Wells Fargo Clearing Services, LLC, and holds Series 6, 63, SIE and 6TO licenses. Andrea has worked with clients in Miami, Doral, Kendall, and New York. Andrea is a strong proponent of providing comprehensive financial planning and investment services to individuals, businesses, and institutional clients. Andrea has a proven track record of helping clients achieve their financial goals.

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

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Zuluaga is a financial advisor with UBS Financial Services Inc. Andrea is based in Coral Gables, Florida, and has been in the industry since June 2008. Andrea has a wide range of experience and expertise in the financial services industry. Andrea has been registered with UBS Financial Services Inc. since December 2011 and has been providing financial advice to individuals, families, and businesses in the Coral Gables area. Andrea is committed to providing her clients with personalized financial advice and guidance.

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
location

Aventura, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Pfeffer is a financial advisor with Morgan Stanley. Andrea has been in the financial industry since 2009 and has a wide range of experience in investment management. Andrea is registered to provide investment advice in 28 states and is also a registered representative of Morgan Stanley. Andrea's previous employers include HSBC Securities (USA) Inc. and EFG Capital International. Andrea is committed to providing her 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Sarasota, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Lynn Merritt is a registered representative with Morgan Stanley. Andrea is licensed in 44 states and the District of Columbia, and holds Series 7, 63, and 65 licenses. Andrea is also a registered Investment Advisor in Florida and Texas. Andrea has been in the financial services industry since 2014.

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

FORT LAUDERDALE, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Carolina Cruz is a financial advisor with over 10 years of experience in the financial services industry. Andrea currently works at Wells Fargo Clearing Services, LLC. Andrea is a registered representative and investment advisor representative in Florida and Texas. Andrea holds the Series 7, Series 66 and SIE licenses. Andrea has previously worked at Morgan Stanley and Wells Fargo Advisors, LLC. Andrea specializes in providing investment advice to individuals, families, and businesses. Andrea also provides financial planning services to clients.

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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