Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John Michael Murphy is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. John has been in the industry since 1993 and holds the Series 6, 7, 31, and SIE licenses, along with the Series 63 state exam. John is also a Certified Financial Planner. Prior to joining Stifel, Nicolaus & Company, Inc., John was registered with UBS Financial Services Inc. and Morgan Stanley. John specializes in providing portfolio management, financial planning, and pension consulting services to individuals, businesses, and pooled investment vehicles.

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
Unclaimed

Latitude Advisors, LLC

location

VERO BEACH, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

John Joseph Heaney is a financial advisor with Latitude Advisors, LLC. John has been in the industry since April 18, 2000. John is registered to provide investment advice in Florida and New Hampshire. John also holds Series 6, 63, 65, and 26 licenses and has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. John has previously worked at Medallions Investment Services, Inc. and Waddell & Reed, Inc.

SPECIALIZATIONS

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

LPL Financial LLC

location

TRINITY, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Timothy Coakley is an investment professional with over 20 years of experience in the financial services industry. John has a deep understanding of the investment landscape and is committed to providing personalized financial advice to help clients reach their goals. John is currently registered with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Before joining LPL Financial LLC, John worked for Waddell & Reed, Inc. and NYLIFE Securities Inc. John is licensed to provide financial advice in several states, including Florida, Georgia, New York, and Texas. John specializes in helping individuals, families, and businesses with a range of financial planning needs, including retirement planning, college savings, estate planning, and investment management.

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

Cetera Investment Advisers LLC

location

MIAMI, FL

experience

39 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John George Black has been in the financial industry since January 21, 1986 and is currently registered with Cetera Investment Advisers LLC. John has worked with several firms over the years, including Summit Brokerage Services, Inc. and Wachovia Securities Financial Network, Inc. John is a registered representative and investment advisor representative in multiple states, including Florida and Texas. John holds several licenses, including Series 7, 10, 9, 8, 4, 24, 63 and 65, and provides financial planning, pension consulting, and educational seminars as part of his services. John is a highly experienced financial professional with a focus on helping clients meet 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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

PALM BEACH, FL

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John David Mahoney is a financial advisor with over 35 years of experience in the financial services industry. John currently holds a Series 7, Series 9, Series 10, Series 31, Series 63 and Series 65 license and is a registered representative with Wells Fargo Clearing Services, LLC. John has previously been registered with Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Citigroup Global Markets Inc. John has earned the Certified Financial Planner designation and is actively registered in multiple states.

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 Financial Services Advisors, Inc.

location

Ocala, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

John Michael Meffert is a financial advisor with Raymond James Financial Services Advisors, Inc. He has been working in the industry since September 26, 2010. John has a Series 7, 31, and 66 licenses. He is registered in 21 states and has a history of working with various clients, including high-net-worth individuals, corporations, and retirement plans. He is also a partner in the practice Scroggie, Meffert Davis & Asssociates. John is committed to providing personalized financial advice and investment management services to meet the unique needs of each client.

SPECIALIZATIONS

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

Your Choice Financial LLC

location

ST. CLOUD, FL

0 Disclosures

ADVISOR BIO

John Patrick San filippo is an investment advisor representative with Your Choice Financial LLC. John has been working in the financial services industry since 2009 and holds the Series 63, Series 65, and Series 7 licenses. John is registered with the state of Alabama, Florida, Nevada, New York, and Texas. In addition to providing investment advisory services, John also provides life and health insurance services through Your Choice Advisors LLC.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALM BEACH, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John Arthur Domenico is an active financial advisor in PALM BEACH, FL with over 20 years of experience in the industry. John Domenico is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., but has also held positions with BANC OF AMERICA INVESTMENT SERVICES, INC., and MORGAN STANLEY DW INC. throughout their career. John Domenico has a strong background in both investment advisory and brokerage services, specializing in portfolio management for individuals and businesses, pension consulting, and educational 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

MAI Capital Management, LLC | CFC ® (Certifications)

location

Naples, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

John David Dovich is a financial advisor with over 30 years of experience in the industry. John is registered with MAI Capital Management, LLC and provides financial advisory services to individuals, businesses, and institutions. John David Dovich has a wide range of experience in financial planning, portfolio management, and insurance sales. John's commitment to providing personalized and comprehensive financial solutions makes him a valuable resource for clients seeking to achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
DUE DILIGENCE/RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

John Matthew McDonell is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since May 1991. John holds Series 7, 8, 9, 10, 63, and 65 securities licenses and is licensed to provide investment advice in Florida, Texas, and the Virgin Islands. John has experience in portfolio management for individuals and businesses, and is a registered representative with Merrill Lynch for over 30 years. John is also a licensed Investment Advisor Representative. John has worked at various branches of Merrill Lynch in Miami and Plantation, Florida. John owns rental property in Lake Placid, Florida.

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

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