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

J.p. Morgan Securities LLC

location

Jacksonville, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Ware is a registered representative with J.p. Morgan Securities LLC and has been in the industry since 2024. Kenneth is based in Jacksonville, Florida. Kenneth's primary registration is in Florida. Kenneth holds a Series 6TO and SIE license.

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

PUNTA GORDA, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Layton is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the financial services industry. Kenneth has a Series 7, Series 66, and SIE license and is registered with the state of Florida, as well as 52 other states. Kenneth has been working at Merrill Lynch, Pierce, Fenner & Smith Inc. since July of 2012, and also previously worked at Bank of America, N.A. Kenneth is a specialist in providing financial advice to individuals, businesses, insurance companies, charitable organizations, pension and profit sharing plans, and corporations. Kenneth specializes in portfolio management and financial 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
Unclaimed

Wells Fargo Clearing Services, LLC

location

ORLANDO, FL

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth McAfee is an investment professional with over 30 years of experience in the financial services industry. Kenneth currently holds licenses for both securities and investment advisory services. Kenneth has held a range of positions at various firms, including UBS Financial Services Inc., Morgan Stanley DW Inc., and ING Barings LLC. Currently, Kenneth is a registered representative and investment advisor representative at Wells Fargo Clearing Services, LLC. Kenneth is committed to providing clients with personalized investment solutions tailored to their individual financial goals and needs.

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

LPL Financial LLC

location

WELLINGTON, FL

experience

49 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Norman Young is a registered investment advisor. Kenneth has been in the financial services industry since 1976 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Kenneth currently works with LPL Financial LLC. Kenneth has held previous positions with Waterstone Financial Group, Inc., Ryan Beck & Co., Gruntal & Co., L.L.C., Bear, Stearns & Co. Inc., The Chicago Corporation, Blunt Ellis & Loewi Incorporated, and Robert W. Baird & Co. Incorporated. Kenneth 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

UBS Financial Services Inc.

location

BOCA RATON, FL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Eisenberg is a financial advisor at UBS Financial Services Inc. Kenneth has over 36 years of experience in the financial services industry. He holds a Series 7, Series 63 and SIE license. Kenneth is registered to provide investment advice in multiple states, including Florida, New Jersey and Texas. Kenneth previously worked at Paine Webber Incorporated and Dean Witter Reynolds Inc.

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
location

Tampa, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Coggins is a financial advisor with Morgan Stanley. Kenneth is registered with FINRA and the state of Florida. Kenneth has been in the industry since 2016. Kenneth has worked for AXA Advisors, LLC, National Securities Corporation and National Asset Management before joining Morgan Stanley. Kenneth offers investment advice to individuals, families, and businesses.

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

Raymond James Financial Services Advisors, Inc.

location

Leesburg, FL

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Joseph Fitzpatrick is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Kenneth has been in the industry since February 23, 1990. Kenneth is a licensed Investment Advisor Representative in Florida, New Jersey, and Texas. Kenneth also holds Series 6, 7, 26, 63 and 65 licenses, as well as the SIE.

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

LPL Financial LLC | CFC ® (Certifications)

location

TRINITY, FL

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Carruba is a financial professional with over 29 years of experience in the industry. Kenneth is registered with LPL Financial LLC and has a Series 7TO, Series 63, and Series 65 licenses. Kenneth's previous experience includes time with Waddell & Reed, OneAmerica Securities, Inc., and First Investors Corporation. Kenneth holds the Chartered Financial Consultant designation.

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

MIAMI, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Alberto Coto is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth is a highly experienced advisor who began his career in the industry on July 19, 1999. Kenneth has a broad range of experience, having previously worked at Deutsche Bank Securities Inc. Kenneth is licensed in 26 states and holds a variety of licenses and designations including Series 7, Series 63, and Series 65. Kenneth also has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Kenneth is passionate about providing financial advice and helping clients achieve their financial goals.

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

Cambridge Investment Research Advisors, Inc.

location

Sarasota, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth W. Reitz is a financial advisor with over 16 years of experience in the industry. Kenneth W. Reitz is currently registered with Cambridge Investment Research Advisors, Inc., and has held previous registrations with LPL FINANCIAL LLC and A. G. EDWARDS & SONS, INC.. Kenneth W. Reitz's primary office is located in Sarasota, FL. Kenneth W. Reitz holds licenses for Series 66, SIE, and Series 7.

SPECIALIZATIONS

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

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