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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Manhattan West Asset Management, LLC

location

Naples, FL

0 Disclosures

ADVISOR BIO

Julian Aiken is an investment advisor representative with Manhattan West Asset Management, LLC. Julian has been in the industry for over 7 years, holding previous roles at companies such as WordStream, SinglePlatform, and Brunswick Sports & Entertainment. Julian has a focus on the financial planning, pension consulting, selection of other advisers, and portfolio management services for businesses, individuals, and pooled investment vehicles. Julian is registered with the state of California.

SPECIALIZATIONS

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

Cresset Asset Management, LLC

location

WEST PALM BEACH, FL

0 Disclosures

ADVISOR BIO

Julian Turosienski is an investment advisor representative at Cresset Asset Management, LLC, and is based in West Palm Beach, FL. Julian has been in the industry for over two years and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Julian is registered with the state of Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

CORAL GABLES, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Julian Anthony Fernandez is a registered representative with Oppenheimer & Co. Inc. and is located in the Coral Gables, FL branch office. Julian is also an Investment Advisor Representative. Julian has worked in the financial services industry for over 2 years. Julian holds two industry licenses: Series 99TO and the SIE exam.

SPECIALIZATIONS

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

AE Wealth Management, LLC

location

Jacksonville, FL

0 Disclosures

ADVISOR BIO

Julian Mitchell Arndt is a financial advisor registered with AE Wealth Management, LLC. Julian has been in the financial services industry for over a year and holds a Series 63 and Series 65 license. Julian's previous experience includes working with Vanguard Marketing Corporation. Julian specializes in providing investment advice to high-net-worth individuals, corporations, and pension plans. Julian is also a financial planner and offers educational seminars.

SPECIALIZATIONS

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

United Capital Financial Advisors

location

Fort Lauderdale, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Julian Escallon is a financial advisor who has been in the industry for over four years. Julian is currently registered with United Capital Financial Advisors and has been working with them since November 2023. Prior to that, Julian worked at Goldman Sachs & Co. LLC. Julian holds Series 7TO, SIE and Series 66 licenses. Julian is based in Fort Lauderdale, FL.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISER FOR OTHER INVESTMENT ADVISERS
Publication of Financial Periodicals
Unclaimed

Florida Financial Advisors, LLC

location

Miami Lakes, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Julian Alejandro Sanchez is a financial advisor with Florida Financial Advisors, LLC. Julian holds licenses in the states of Florida. Julian's previous employment includes Bela Vista Aerea, Rothe Enterprise Inc, Piante Design, University of Central Florida, Coral Gables Senior High School, and Trinity Wealth Securities, LLC. Julian specializes in 1, 2, 4, 5, and 6. Julian's firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

Miami, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Julian David Berezovsky is a registered representative with J.P. Morgan Securities LLC. Julian is registered to offer securities in 53 states and the District of Columbia. Julian has been in the industry since 2019 and specializes in a range of financial products and services, including securities, investment advisory, insurance, and financial planning.

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

DAYTONA BEACH, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Julian C. Lopez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Julian has been in the financial services industry since March 7, 1999. Julian is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 31, and 63 licenses, as well as the Series 65 license. Julian is also registered as an investment advisor representative in Florida and Texas. Julian has worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. in the past. Julian is a member of the Advisory Board of the Council on Aging of Volusia County, a non-profit organization.

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

Miami, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Julian Martino is a registered representative with J.P. Morgan Securities LLC. Julian has been in the industry since August 2020. Julian has a Series 66 license in addition to a Series 7 and SIE. Julian is registered in 50 states and the District of Columbia. Julian currently works in the Miami branch of J.P. Morgan Securities LLC.

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

PONTE VEDRA BEACH, FL

experience

44 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Julian Pace has over 40 years of experience in the financial services industry. Julian is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Julian is based in Ponte Vedra Beach, Florida. Previous affiliations include UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., PaineWebber Incorporated, Smith Barney Shearson Inc. and Lehman Brothers Inc. Julian holds a Series 7, Series 31, Series 63, and Series 65 securities licenses.

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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