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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed
location

ORLANDO, FL

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kaley Nichol Mora is a financial advisor with Edward Jones. Kaley has been in the industry since 2016 and is licensed in Florida and Texas. Kaley's professional certifications include Series 66, Series 7, and SIE exams.

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

HOLLYWOOD, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kallen Sparks is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kallen has been in the industry since December 2009 and has been registered with the Financial Industry Regulatory Authority (FINRA) since July 2020. Kallen holds Series 66, Series 7TO and SIE licenses and specializes in several financial areas including: portfolio management for individuals and businesses, investment company management, 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
location

Clermont, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kalli Diane Le jeune is a financial advisor with Edward Jones. Kalli Diane Le jeune has been in the industry since November 2021. Kalli Diane Le jeune is registered to provide investment advice in Florida and Texas. Kalli Diane Le jeune holds a Series 66, Series 7TO, and SIE license. Kalli Diane Le jeune specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Holland Advisory Services, Inc. | CFP ® (Certifications)

location

ORMOND BEACH, FL

0 Disclosures

ADVISOR BIO

Kalon Mark Hoard is a registered Investment Advisor Representative with Holland Advisory Services, Inc. in Ormond Beach, Florida. Kalon is also a Certified Financial Planner. Kalon has been in the financial industry since 2000 and has experience with a variety of firms including Holland Investment Services, Inc., Invest Financial Corporation and CPA Financial Advisers, Inc. Kalon has passed the Series 6, Series 7 and Series 26 examinations and specializes in providing Financial Advice, Financial Planning, and Portfolio Management for Individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
FINANCIAL ADVICE
Unclaimed
location

St. Petersburg, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kalyn Fitzpatrick is a registered representative with Morgan Stanley. Kalyn is licensed in 53 states and Washington, D.C. Kalyn has been in the industry since August 6, 2021. Prior to joining Morgan Stanley, Kalyn worked at T. Rowe Price Investment Services, Inc. in Colorado Springs, CO. Kalyn has a Series 7TO, Series 63, and Series 66 licenses. Kalyn also has a background in voice acting and owns a casting agency called Backstage.

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

Tampa, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kamella Davis is a financial advisor at Morgan Stanley. Kamella has been in the financial services industry for 25 years. Kamella's experience includes working at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Kamella holds Series 3, 7, 9, 10, 24, 63, 66, 99TO, and SIE licenses. Kamella is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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

MELBOURNE, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kamran Alexander Sarkarati is a financial advisor with over 20 years of experience in the industry. He is currently registered with Morgan Stanley and is licensed to provide securities and investment advice in 27 states. Kamran has a broad range of experience in financial planning, portfolio management, and investment advisory services, working with individuals, corporations, and other institutions. He is also a board member of the Brevard County Housing Finance Authority. Kamran has a strong understanding of the financial markets and a commitment to helping 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

J.p. Morgan Securities LLC

location

Miami, FL

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kandace Lesher is a financial advisor with over 12 years of experience in the financial services industry. Kandace is currently registered with J.P. Morgan Securities LLC and has previously worked with Morgan Stanley and Princor Financial Services Corporation. Kandace holds several licenses and certifications, including Series 6, 7, 3, 31, 63 and 65. Kandace specializes in providing financial planning, portfolio management and pension consulting services to individuals, corporations, businesses, charitable organizations, high-net-worth individuals and insurance companies.

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

DELRAY BEACH, FL

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kandi Lynn is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2018. Kandi is licensed to provide investment advice in several states, including Florida, Texas and others. Kandi has earned the Series 66, Series 7, and SIE licenses. Kandi has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, Florida. Kandi's current office location is in Delray Beach, 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
Unclaimed

Citigroup Global Markets Inc.

location

Jacksonville, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kanecia McMorris is a financial advisor with Citigroup Global Markets Inc. Kanecia has been a registered representative for over 7 years and is licensed to offer investment advice in Florida. Kanecia has a strong track record of providing personalized financial advice to a wide range of clients, including individuals, families, and businesses. Kanecia is committed to helping clients achieve their financial goals through a variety of investment strategies.

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

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