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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

LPL Financial LLC

location

LAKELAND, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Keith Holland Henderson is a registered representative with LPL Financial LLC. Keith has been in the securities industry since March 30, 2006. Keith is registered in 22 states for both securities and investment advisory services. Keith also works with Allen & Company of Florida, LLC and Structure 1211, LLC.

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 & Associates, Inc.

location

LARGO, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Keith Alvin Homme is a registered representative with Raymond James & Associates, Inc. Keith has been in the financial services industry since January 12, 1984. Keith's previous employment was with PRUCO SECURITIES CORPORATION in NEWARK, NJ. Keith is registered in 20 states.

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

LPL Financial LLC

location

ODESSA, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Keith Mevorah is a financial advisor in Odessa, Florida. Keith has been in the financial industry since January 23, 2004. Keith is currently registered with LPL Financial LLC and has been with the firm since May 2011. Keith has a series 7, Series 63, and Series 66 license. Keith previously worked at WS Griffith Securities, Inc., Salomon Smith Barney Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Keith is a graduate of Florida State University and has over 20 years of experience in the financial services industry.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAINT PETERSBURG, FL

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Keith Leonard Jacobus is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of their Saint Petersburg, FL office. Keith has worked in the financial industry since 1977. Keith's previous experience includes roles at PRUDENTIAL SECURITIES INCORPORATED and THOMSON MCKINNON SECURITIES INC. Keith is licensed in 32 states and holds several industry certifications, including Series 3, Series 7, Series 24, Series 63 and Series 65. Keith is also a Trustee of the Jacobus Family Foundation.

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 Financial Services Advisors, Inc.

location

Vero Beach, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Keith Lambert is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Keith is based in Vero Beach, FL and has been in the financial services industry since December 2021. Keith holds a Series 66 license and is registered to provide advisory services in Alabama, Arizona, California, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Keith has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans.

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

Kestra Advisory Services, LLC

location

MELBOURNE, FL

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Keith Alan Moore is a registered investment advisor with Kestra Advisory Services, LLC. He has been in the financial services industry since 1998 and holds the Series 63, Series 65, Series 7 and Series 24 licenses. Keith Alan Moore also holds a Securities Industry Essentials (SIE) license. Kestra Advisory Services, LLC offers a variety of financial planning and advisory services, including portfolio management, pension consulting and selection of other advisors for individuals and businesses.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Seminole, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Keith Michael Kunzig is an investment advisor representative with Ameriprise Financial Services, LLC in Largo, Florida. Keith has been in the securities industry since June 2007, working previously with UBS Financial Services Inc. and Morgan Stanley & Co., Incorporated. Keith's specialties include Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, and Publication of Periodicals.

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

Fortis Capital Advisors, LLC | CFA ® (Certifications)

location

BRADENTON, FL

0 Disclosures

ADVISOR BIO

Keith Allen Jaworski is a financial advisor registered with Fortis Capital Advisors, LLC and Quantimental Investments LLC. Keith has over 30 years of experience in the financial services industry. Keith holds the Series 3, 7, and 63 licenses. Keith is a Chartered Financial Analyst and provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals. Keith specializes in providing investment advice for individuals and families. Keith is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Hbks Wealth Advisors

location

FT. MYERS, FL

0 Disclosures

ADVISOR BIO

Keith Alan Veres is a financial professional with over 30 years of experience in the industry. Keith is currently affiliated with Hbks Wealth Advisors in Fort Myers, FL. Keith has a Series 63 and Series 65 licenses and has been active in the financial services field since 2014. Keith has extensive experience in providing a wide range of financial services, including financial planning, investment management, and retirement planning for individuals and businesses. Keith also has experience in M&A Advisory.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALM BEACH, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Keith Rowling is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., where Keith has been employed since March of 2017. Prior to this, Keith worked with Morgan Stanley for 7 years. Keith has 21 years of experience in the financial industry and holds licenses in Florida, Michigan and Texas. Keith is licensed to provide both investment advice and brokerage services and is a registered representative of both the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA). Keith is also a member of the National Futures Association (NFA). Keith has a strong track record of success in helping clients reach their financial goals. Keith specializes in providing financial planning and investment management services to a variety of clients, including high-net-worth individuals, families, businesses, and retirement plans. Keith also offers services such as estate planning and college savings planning.

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

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