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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Justin Scott Jenkins is a financial advisor at Raymond James & Associates, Inc. with over 10 years of experience in the industry. Justin holds Series 66, Series 7, Series 86, and Series 87 licenses. Justin is registered in Texas.

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

Wells Fargo Clearing Services, LLC

location

FORT LAUDERDALE, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Justin Burdo is a financial advisor with over 15 years of experience in the financial services industry. Justin is currently registered with Wells Fargo Clearing Services, LLC, and provides financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Justin has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Prior to joining Wells Fargo, Justin worked for UBS Financial Services Inc., Morgan Stanley, and Citigroup Global Markets Inc. Justin holds FINRA Series 3, 7, 9, 10, 66, 99TO, and SIE licenses. Justin is also a registered investment advisor in Florida, New York, and Texas.

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

Wells Fargo Clearing Services, LLC

location

DAVENPORT, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Justin Luis Caraballo is a financial advisor with Wells Fargo Clearing Services, LLC in Davenport, FL. Justin has been in the financial industry for over a year, and has experience working at J.P. Morgan Securities LLC. Justin holds the Series 63, Series 6TO, and SIE licenses. Justin specializes in investments, retirement planning, and other financial services.

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

ST. PETERSBURG, FL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Justin Roman is a financial advisor at Raymond James & Associates, Inc. Justin has over 19 years of experience in the financial services industry. Prior to joining Raymond James, Justin worked at Cantor Fitzgerald & Co. and J.P. Morgan Securities Inc. Justin holds the Series 7, Series 63, Series 79TO and SIE licenses. Justin is registered in Florida and is located at 880 Carillon Parkway, St. Petersburg, FL 33716.

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

Raymond James Financial Services Advisors, Inc.

location

Estero, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Justin Charles Suter is a financial advisor registered with Raymond James Financial Services Advisors, Inc. located in Estero, Florida. Justin is a licensed investment advisor representative (IAR) in Florida. Justin has been in the industry for 1 year and has 2 state exams and 2 product exams. Justin specializes in providing financial planning services, pension consulting, and portfolio management for both businesses and individuals. Justin works with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

Tampa, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Justin E Kaisrlik is a financial advisor registered with Morgan Stanley. Justin is licensed to offer securities in 53 states and the District of Columbia. Justin has been working in the financial industry since 2018 and has extensive experience in providing financial planning and investment advice. Justin also holds the Series 66 and 7TO licenses as well as the Securities Industry Essentials Examination.

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

RBC Capital Markets, LLC

location

BOCA RATON, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Justin Hanlon is a financial advisor with over 20 years of experience in the financial services industry. Justin is registered with RBC Capital Markets, LLC and has been with the firm since September 2020. Prior to joining RBC Capital Markets, LLC, Justin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from July 2008 to September 2020. Justin has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Justin is committed to providing his clients with personalized financial advice that meets their individual needs. Justin is also a registered investment advisor and is licensed to sell securities in several states. Justin holds a Series 7, Series 31, Series 63, and Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc. | CFP ® (Certifications)

location

FT. LAUDERDALE, FL

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Justin Gromley is a financial advisor with UBS Financial Services Inc. located in Fort Lauderdale, FL. Justin has been in the industry since July 2007 and has been registered with UBS Financial Services Inc. since October 2019. Prior to joining UBS Financial Services Inc., Justin was employed by J.P. Morgan Securities LLC and Chase Investment Services Corp. Justin has a Series 66, Series 7 and SIE license. Justin 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

LECANTO, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Justin Brashear is a financial advisor at Edward Jones, a firm with over 20,000 financial advisors and over $824 billion in assets under management. Justin has been working in the financial services industry since 2017 and holds the Series 7 and 66 securities licenses. Justin is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. Justin's professional experience includes work at Citrus Memorial Hospital and Parallon Enterprise, LLC. Justin holds registrations to offer investment advice in 32 states and the District of Columbia.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Justin Maynard is a registered investment advisor representative with Raymond James & Associates, Inc. Justin has been working in the financial industry since 2023. Justin is licensed in Florida and has a Series 7TO, Series 66, and SIE license. Justin's background includes experience with Raymond James & Associates and full-time education.

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

Need help matching

with the right advisor?