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

Citigroup Global Markets Inc.

location

Miami, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Juan Pereira arenas is a registered representative with Citigroup Global Markets Inc. located in Miami, FL. Juan Pereira arenas has been in the securities industry since September 4, 2013. Juan Pereira arenas is also a registered investment advisor representative in Florida. Juan Pereira arenas is currently registered with Citigroup Global Markets Inc., and has previously been registered with CITI INTERNATIONAL FINANCIAL SERVICES LLC. Juan Pereira arenas has a total of 26 registrations and holds the Series 66, SIE, and Series 7 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Juan Sebastian Osorio is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Juan has been in the financial services industry for over 2 years. Juan holds a Series 66, Series 7 and SIE license. Juan is registered with the state of Florida and Texas. Juan has experience with individuals, high-net-worth individuals, businesses, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans. Juan specializes in providing investment advice and portfolio management services. Juan has experience with financial planning, educational seminars, research reports and services, performance measurement reports, allocation modeling, IPS, and selection of other advisers.

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

LPL Financial LLC

location

CORAL GABLES, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Juan Arrazola is a financial advisor with LPL Financial LLC in CORAL GABLES, FL. Juan has been in the financial services industry since 2023. Juan holds the Series 7TO and SIE licenses. Juan is registered with the state of Florida. Juan's previous experience includes working at MORGAN STANLEY.

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
location

Fort Myers, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Juan Antonio Garcia is a financial advisor with Edward Jones and has been in the industry since 2009. Juan Antonio Garcia is registered with the state of Florida as an investment advisor representative, and has passed the Series 66, Series 9, Series 10, Series 24 and Series 7 exams. Juan Antonio Garcia has been with Edward Jones since 2005.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

NEW PORT RICHEY, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Juan A. Lemus-nogueras is a registered representative with J.P. Morgan Securities LLC. Juan holds Series 6TO and SIE licenses. Juan has been in the financial services industry since February 2023. Juan is registered in Florida. J.P. Morgan Securities LLC has a long history of helping individuals and families achieve their financial goals. The firm's advisors provide a variety of services, including financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Juan Bustos is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Juan has been in the financial industry since October 20, 2015. Juan holds the Series 66, Series 7, and SIE licenses and is registered in 53 states and the District of Columbia. Juan specializes in providing investment advice to a variety of clients, including individuals, high-net-worth individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Juan's firm, Merrill Lynch, is a large financial services firm with over $1 trillion in assets under management.

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

J.p. Morgan Securities LLC

location

Deerfield Beach, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Juan Carlos Chong is an active investment advisor representative with J.p. Morgan Securities LLC, based in Deerfield Beach, Florida. Juan has been in the industry since June 5, 2014, and holds a Series 6, Series 7, Series 66, and SIE licenses. Juan is registered in Florida, Texas, California, and Connecticut.

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

SUNNY ISLES BEACH, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Juan Antonio Mijares is a financial advisor at Wells Fargo Clearing Services, LLC. Juan has been in the financial services industry for over 13 years. Juan holds both a Series 7 and Series 66 license, and has been registered in multiple states. Juan specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for businesses and individuals. In addition to being a financial advisor, Juan is also a 25% owner of Vicky Bakery in Hollywood, FL.

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

Planmember Securities Corp.

location

OVIEDO, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Juan Pablo Novoa is a financial professional with over 15 years of experience in the financial services industry. Juan Pablo is currently registered with Planmember Securities Corp. as a Registered Representative and Investment Advisor Representative. Juan Pablo is also licensed to sell securities in several states, including Florida, California, Connecticut, Maine, Maryland, New York, North Carolina, and Oklahoma. Prior to joining Planmember Securities Corp., Juan Pablo worked as a Financial Advisor for Thrivent Investment Management Inc. for over 11 years.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Juan Katz is a registered representative with Citigroup Global Markets Inc. Juan has been in the securities industry since November 2009. Juan is registered with the state of Florida. Juan has passed the Series 66, Series 7 and SIE exams. Juan works in the Miami office of Citigroup Global Markets Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals

Need help matching

with the right advisor?