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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

J.p. Morgan Securities LLC

location

MELBOURNE, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Dier is a financial advisor with J.P. Morgan Securities LLC. Andrew has been in the industry since August 2011. Andrew holds a Series 6, Series 7 and Series 66 license. Andrew has been registered with J.P. Morgan Securities LLC since January 2015. Andrew also has previous experience with CHASE INVESTMENT SERVICES CORP. Andrew currently resides in MELBOURNE, FL and has worked with clients located in Arizona, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and Virginia.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SAINT AUGUSTINE, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Riley is a financial professional registered with Wells Fargo Clearing Services, LLC. Andrew has been in the industry for over 1 year. Andrew is licensed to conduct business in Florida and Georgia.

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
location

Seminole, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Cucchiaro is a registered representative with Edward Jones. Andrew has been in the financial services industry since 2011 and has held previous positions at Mutual of America Life Insurance Company, Mutual of America Securities LLC, and Newport Coast Securities, Inc.. Andrew is registered with the Securities and Exchange Commission (SEC) and holds Series 63, 66, 7, and SIE licenses. Andrew is also registered in several states including Florida, Texas, Alabama, California, Connecticut, Georgia, Illinois, Minnesota, New Jersey, New York, North Carolina, Ohio, Oklahoma, Puerto Rico, South Carolina, Washington, and Wisconsin.

SPECIALIZATIONS

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

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

location

Heathrow, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Hunt Johann is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Heathrow, Florida. Andrew has been in the financial services industry since July 2000. Andrew is registered with FINRA and holds Series 7, 63, and 66 licenses. Andrew is also a Certified Financial Planner.

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

Cetera Investment Advisers LLC

location

Jacksonville, FL

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew James Mahaven is a financial advisor who has been in the industry since 2008. He is currently registered with Cetera Investment Advisers LLC and is located in Jacksonville, FL. Andrew has previously worked with Securian Financial Services, Inc., BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. He has a variety of licenses and certifications, including Series 6, Series 7, Series 63 and Series 65. Andrew specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies.

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

JACKSONVILLE, FL

experience

50 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Andrew Martin Romer is a financial advisor with over 45 years of experience in the financial services industry. He is currently registered with Wells Fargo Clearing Services, LLC in Jacksonville, FL. Previously, he worked at Prudential Securities Incorporated and Bache Halsey Stuart Inc. in New York, NY, and Bache & Co. Incorporated. Andrew has a wide range of experience in financial services including portfolio management, investment consulting, and financial planning. He is also a registered investment advisor in the state of Florida.

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
location

Bradenton, FL

experience

31 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Andrew Dill has been in the financial services industry since December 1993 and is currently registered with Morgan Stanley. Andrew has over 29 years of experience in the financial services industry. Andrew is a licensed investment advisor representative with a strong track record of providing investment advice to individuals, families and institutions. Andrew is committed to providing personalized financial planning and investment management services to help 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
location

Aventura, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Menachem is an active investment advisor with a focus on both brokerage and investment advisory services. Andrew has been active in the financial industry since 1995 and is currently registered with Morgan Stanley in both Florida and Texas. Andrew has extensive experience in financial services, having held positions with Morgan Stanley and Morgan Stanley DW Inc. Andrew has a comprehensive understanding of investment strategies and a proven track record of providing personalized financial 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Wilson is a financial advisor who has been in the industry since 1996. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with Chase Investment Services Corp., WAMU Investments, Inc., Carillon Investments, Inc., Brookstreet Securities Corporation, R.K. Grace & Co., First Montauk Securities Corp., Brauer & Associates, Inc., Barron Chase Securities, Inc., and R.T.G. Richards and Company, Inc.. Andrew is a licensed advisor in 53 states and is also a registered investment advisor in Florida and Texas. He holds several industry certifications including Series 7, Series 9, Series 10, Series 24, Series 52TO, and Series 53. Andrew's specializations include retirement planning, investment management, and estate planning. Andrew also has experience with rental properties.

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

Ameritas Advisory Services, LLC | CFP ® (Certifications)

location

DELRAY BEACH, FL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Bluestone is a financial advisor who has been in the industry since 1987. Andrew is registered with Ameritas Advisory Services, LLC and has offices in Delray Beach, FL and Ramsey, NJ. Andrew holds licenses in several states and has a variety of designations, including Certified Financial Planner. Andrew has a strong background in financial planning, investment management, and insurance. Andrew is committed to providing personalized financial advice to help 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

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