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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

LAUDERHILL, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Lyons is a financial advisor at Wells Fargo Clearing Services, LLC. Kevin has been in the industry since 2008 and has a Series 6 and Series 63 license. Kevin is registered in Florida and Georgia.

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

NORTH PALM BEACH, FL

experience

41 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kevin Michael Peters is a financial advisor who has been in the industry since 1983. Kevin Michael Peters is currently registered with Morgan Stanley, where he has been employed since June 2009. Kevin Michael Peters previously worked at MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SALOMON SMITH BARNEY INC., LEHMAN BROTHERS INC., and PRUDENTIAL-BACHE SECURITIES INC.. Kevin Michael Peters specializes in providing financial advice to individuals, businesses, investment companies, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

LPL Financial LLC

location

FORT MYERS, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Jay McMichael is a financial advisor with over 25 years of experience in the industry. Kevin McMichael is currently registered with LPL Financial LLC and is licensed to provide investment advice in 18 states. McMichael has worked with clients ranging from individuals to corporations and institutions. Kevin McMichael has worked with clients in Alabama, Florida, Georgia, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, and Virginia. Kevin McMichael provides investment advice and financial planning services to clients.

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. | CFP ® (Certifications)

location

Jacksonville, FL

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Maher is a financial advisor with Raymond James Financial Services Advisors, Inc. Kevin has been in the financial services industry since 2001 and has extensive experience providing financial planning and investment management services to individuals, families, and businesses. Kevin holds Series 7, 31 and 66 securities licenses and is also a Certified Financial Planner. Kevin is committed to helping clients achieve their financial goals and has a proven track record of success.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Desquitado is a financial advisor registered with Raymond James & Associates, Inc. Kevin has been in the financial services industry for over 16 years. Kevin holds both a Series 6 and Series 7 license, along with Series 9 and Series 10. Kevin also holds a Series 63 and Series 66 license, which means that Kevin is able to provide advisory services in the state of Florida.

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

Lifestyle Freedom Advisory Group, LLC

location

BRADENTON, FL

0 Disclosures

ADVISOR BIO

Kevin Daley is an Investment Advisor Representative with Lifestyle Freedom Advisory Group, LLC, and is licensed in North Carolina. Kevin has been working in the financial industry since 2012 and specializes in helping clients with financial planning and investment advice. Kevin is also the Operations Associate at Lifestyle Freedom Group, LLC DBA Array Partners. Kevin’s professional experience includes positions with NavEx Global, Charlotte Mecklenburg Schools, and Jefferson County Public Schools. Kevin holds a Series 65 license and has been a registered investment advisor since 2019.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

STUART, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kevin J. Sercia is an investment advisor representative with J.p. Morgan Securities LLC. Kevin has been in the industry for 7 years and is registered in Florida and Texas. Previously, Kevin worked at LPL FINANCIAL LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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

JACKSONVILLE, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Alberda is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin is based in Jacksonville, FL. Kevin has been in the industry since November 2014. Kevin has passed the Series 66, Series 7 and SIE exams.

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

TAMPA, FL

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Burnett is a financial advisor with Wells Fargo Clearing Services, LLC. Kevin has been in the industry since 1998. Kevin is registered in 15 states. Kevin's previous employers include SunTrust Investment Services, Inc. and BB&T Investment Services, 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

RBC Capital Markets, LLC

location

Palm Beach Gardens, FL

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kevin MacIntyre is a financial advisor with RBC Capital Markets, LLC in Palm Beach Gardens, FL. Kevin has been working in the financial industry since February 2, 1995. Kevin is a registered investment advisor in Florida, Rhode Island, and Texas. Kevin is also a registered representative with FINRA. Kevin has experience in providing financial advice to individuals, families, and businesses. Kevin specializes in investments, retirement planning, and estate planning. Kevin is a member of the Salem Country Club Board and is also an active member of the community.

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

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