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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Brandon, FL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

John Garnet Sellers is a financial advisor who has been in the industry since 1987. John is a registered representative with Cambridge Investment Research Advisors, Inc. and offers financial planning and portfolio management services to individuals and businesses. John is also a Certified Financial Planner and has experience in both the insurance and real estate industries. John is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Cambridge Investment Research Advisors, Inc. team. John's experience and credentials make them well-qualified to provide financial advice and services to a wide range of clients. John has previously worked with Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., J.P. Turner & Company, LLC, and World Invest Corporation. John is committed to helping clients reach 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
Market Timing Services
Unclaimed
location

Tampa, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

John Mahoney is a financial advisor with Morgan Stanley. John has been in the industry since 1993. John is a registered representative in Florida. John also holds the Series 66, 87, 86, and 7 licenses. Prior to joining Morgan Stanley, John was employed with LPL FINANCIAL LLC, RAYMOND JAMES & ASSOCIATES, INC., and SCOTT & STRINGFELLOW, INC.

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

MML Investors Services, LLC

location

Plantation, FL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

John Allison is a financial advisor with MML Investors Services, LLC, with over 30 years of experience in the industry. John holds a Series 6, Series 7 and Series 66 license. John has held positions with MSI FINANCIAL SERVICES, INC., Metropolitan Life Insurance Company, and Massachusetts Mutual Life Insurance Company. John has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, 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
ASSET ALLOCATION PROGRAMS
Unclaimed
location

MIAMI, FL

0 Disclosures

ADVISOR BIO

John Gallagher is a financial advisor at Corient, a firm headquartered in Miami, FL. John has over 40 years of experience in the financial services industry. John has held registrations with several firms, including Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and Janney Montgomery Scott LLC. John is licensed to provide financial advice in New York.

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 Pooled Investment Vehicles
Security Ratings
Market Timing 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

Raymond James & Associates, Inc.

location

CORAL GABLES, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John Williams is a financial advisor with Raymond James & Associates, Inc. in Coral Gables, FL. John has over 15 years of experience in the financial services industry. John holds FINRA Series 7, 31, and 66 licenses as well as the SIE exam. John is registered with the following states: Arizona, California, Colorado, Florida, Georgia, New Jersey, New York, South Carolina, Tennessee, and Virginia. John specializes in providing a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. John is committed to helping clients reach 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Independent Financial Partners | CFP ® (Certifications)

location

Jacksonville Beach, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John Donald Gosztyla is a financial advisor with over 15 years of experience in the industry. John currently works with Independent Financial Partners, a firm that offers financial planning, portfolio management, and non-discretionary investment advice. John has a strong track record of success in helping individuals and families achieve their financial goals. John is a Certified Financial Planner and holds a variety of licenses and certifications, including the Series 6, 7, 63, and 65. John is also a Registered Representative and Investment Advisor Representative. John is committed to providing his clients with personalized service and sound financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed

Edward Jones | CFC ® (Certifications)

location

PENSACOLA, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

John L. Peacock is a financial advisor with Edward Jones, a firm with approximately $10 billion - $50 billion in regulatory assets under management. John has been in the industry since December 1995. John is registered with FINRA and has been licensed as a broker and investment advisor in multiple states. John is also a Chartered Financial Consultant. John has a record of providing financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Main Street Financial Solutions, LLC | CFP ® (Certifications)

location

Delray Beach, FL

0 Disclosures

ADVISOR BIO

John Malzone is a financial advisor with Main Street Financial Solutions, LLC. John has been a registered representative for over 30 years and has a wealth of experience in the financial services industry. John offers a variety of financial planning services, including retirement planning, college savings, and estate planning. John is also a Certified Financial Planner™ professional. John is dedicated to helping clients achieve their financial goals. John has experience working with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. John is committed to providing personalized financial advice and guidance to help clients make informed financial decisions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Florida Financial Advisors, LLC

location

Miami Lakes, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John He is a financial advisor with Florida Financial Advisors, LLC. John has been in the industry since 2023, and holds both Series 65 and Series 6TO licenses. John is a registered investment advisor in Florida and Texas. The firm's office is located in Miami Lakes, Florida. John specializes in providing financial planning and portfolio management services to individuals and businesses. The firm manages assets for high net worth individuals, individuals other than high net worth, and pension and profit sharing plans. The firm charges a fee of 2% of net worth or assets for financial planning clients.

SPECIALIZATIONS

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

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