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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Ameriprise Financial Services, LLC

location

TITUSVILLE, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Karl Youmans is a registered representative of Ameriprise Financial Services, LLC. Karl has been in the securities industry since September 3, 2018. Karl is licensed to offer investment advice in Florida and Texas. Karl's primary office is located in Titusville, Florida. Karl is also a co-owner of the Storehouse Group, Inc., which is a non-investment related business. Karl is a tax preparer and is licensed to offer tax preparation services in Florida. Karl is also a financial planner and offers investment and financial planning services to individuals, families, and businesses. Karl is committed to providing his clients with personalized financial advice and services.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

SUNRISE, FL

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Karl Miranda is a financial advisor with J.P. Morgan Securities LLC and has been working in the financial industry since 2009. Karl is registered with the state of Florida and Texas. Karl holds the Series 7, Series 6 and Series 66 securities licenses as well as the SIE exam. Karl is a Certified Financial Planner™.

SPECIALIZATIONS

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

LPL Financial LLC

location

CLEARWATER, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Karl William Roelofs is a financial advisor currently registered with LPL Financial LLC in Clearwater, FL. Karl has been working in the financial industry since 2009, and has a history of previous registrations with INVEST FINANCIAL CORPORATION and WACHOVIA SECURITIES, LLC. Karl offers a range of services including financial planning, portfolio management, and consulting. Karl is licensed to provide securities and investment advice in several states, including Florida, Georgia, Michigan, and Texas.

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

Raymond James Financial Services Advisors, Inc. | CFC ® (Certifications)

location

SAINT PETERSBURG, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Karl Daniel Duitsman is a financial advisor with over 20 years of experience in the industry. Karl has been with Raymond James Financial Services Advisors, Inc. since 2009 and is registered to provide investment advice in 28 states. Karl has also worked for Edward Jones, where he served as a registered representative from 2000 to 2009. Karl holds a Series 63, 66, 7, 9, and 10 license and is also a Chartered Financial Consultant. Karl specializes in financial planning, portfolio management, and pension consulting.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

AVENTURA, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Karl Angus is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over 125,000 licensed agents and over $1 trillion in assets under management. Karl has been in the industry since December 2008 and holds several licenses and designations, including Series 6, 7, 9, 10, and 66. Karl specializes in providing financial planning, portfolio management, and pension consulting to individuals and businesses. Karl has been with Merrill Lynch since June 2006.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Karl Adams is a registered representative with Raymond James & Associates, Inc. located in St. Petersburg, Florida. Karl is a licensed investment advisor. Prior to joining Raymond James & Associates, Inc., Karl worked for ALANTRA, LLC. Karl has earned the Series 63, Series 79TO, and SIE licenses. Karl specializes in providing financial planning, pension consulting, and educational seminars to individuals and businesses.

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 & Associates, Inc.

location

ST. PETERSBURG, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Karl Georg Schuppe is a financial advisor with Raymond James & Associates, Inc. Karl has been in the industry since 2000 and has a Series 7 license. Karl has been registered with the state of Florida since 2003. Prior to joining Raymond James, Karl was employed by MORGAN STANLEY DW INC. in Purchase, NY. Karl's primary office is located at 880 Carillon Parkway in St. Petersburg, FL.

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

Ameriprise Financial Services, LLC

location

TAMPA, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Karla Michelle Graber is a financial advisor with Ameriprise Financial Services, LLC, based in Tampa, Florida. Karla has been in the financial services industry since 2002. She is registered in 28 states and holds Series 66, Series 7, and SIE licenses. Karla offers financial planning, asset allocation services, and portfolio management for both individuals and businesses. Karla has worked for Ameriprise for over 20 years.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Karla Ceraolo is a financial advisor with Wells Fargo Clearing Services, LLC. Karla has been in the industry since June 2000 and has held registrations with both the Broker-Dealer and Investment Advisor. Karla has specialized in various areas, including portfolio management for businesses and individuals, financial planning, and pension consulting. Karla currently holds active registrations in Arizona, California and Colorado and has prior work experience with Wells Fargo Advisors LLC and Wells Fargo Securities Inc.

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

Miami, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Karla Vanessa Marcano caston is a financial advisor with Morgan Stanley, where she has been employed since May 2016. Karla has been in the financial industry since January 1, 2011, and previously held positions at Raymond James & Associates, Inc., Global Investor Services, L.C., and HB Asset Management. Karla has a Series 7 and Series 63 license as well as a Series 65 license. Karla is registered to provide investment advisory services in Florida, Texas, and several other states.

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

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