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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

LPL Financial LLC

location

FORT LAUDERDALE, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Kelleher is an investment advisor representative at LPL Financial LLC. Kevin has been in the financial industry since 2009. Kevin has a Series 7, Series 63, and Series 65 licenses. Kevin is also a registered investment advisor in Florida and Kentucky. Kevin is a specialist in financial planning and retirement planning. Previously, Kevin worked for Wells Fargo Clearing Services, LLC, NYLIFE Securities LLC and Ameriprise Financial Services, Inc.

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
location

Palm Harbor, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Casey Griffith is a registered representative with Morgan Stanley in Palm Harbor, Florida. Kevin has been in the financial services industry since September 2020. Kevin is registered to provide investment advice in 38 states and is a member of FINRA. Kevin's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cigna, and Florida State University. Kevin's specialties include asset allocation, financial planning, and portfolio management.

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

Wells Fargo Advisors Financial Network, LLC

location

NAPLES, FL

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Bruce Wolf is a registered investment advisor with over 40 years of experience in the financial services industry. Kevin has worked at Wells Fargo Advisors Financial Network, LLC since July 2023, and previously held positions at Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Kevin holds a variety of licenses and certifications, including Series 3, 7, 8, 9, 10, 63, and 65. Kevin provides investment consulting services to institutional clients and also offers financial planning and portfolio management services for businesses and individuals.

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

MIAMI, FL

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Quesada is a financial advisor with LPL Financial LLC in Miami, FL. Kevin has been in the financial industry since 2012. Kevin has experience with a variety of financial firms including VALIC Financial Advisors, Inc., Wells Fargo Advisors, LLC and Chase Investment Services Corp. Kevin is registered with the state of Florida to provide investment advice. Kevin is also registered to provide investment advice in California.

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

Cetera Investment Advisers LLC

location

BOCA RATON, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Dziubela is a financial advisor with Cetera Investment Advisers LLC. Kevin has been in the financial services industry since 1999. Kevin is registered with FINRA and is a licensed investment advisor in several states. Kevin holds Series 7, 63, 24 and 65 licenses as well as the SIE. In addition to providing financial advice, Kevin also provides fixed insurance services through various companies. Kevin is dedicated to providing personalized financial 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
Unclaimed
location

THE VILLAGES, FL

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Kulins is an investment advisor representative with Edward Jones and has been in the industry for over 2 years. Kevin is registered in Florida and Indiana as both a broker-dealer and an investment advisor. Kevin has passed the Series 66, Series 7TO and SIE exams. Kevin works in the Spanish Springs Town Center branch of Edward Jones in The Villages, Florida. Kevin has experience in various industries, including AI, financial services, and technology.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

BOCA RATON, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Kuhar is a registered representative with Oppenheimer & Co. Inc. He has been in the securities industry since January 31, 2013. Prior to joining Oppenheimer & Co. Inc., Kevin Kuhar worked at UBS Financial Services Inc. from April 30, 2015 to March 21, 2017. Kevin Kuhar is licensed to sell securities in 40 states and the District of Columbia. Kevin Kuhar holds Series 63, 66, 7 and SIE licenses. Kevin Kuhar is a specialist in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

FORT LAUDERDALE, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Lynar is a financial advisor who has been active in the industry since March 1983. Kevin is currently registered with Wells Fargo Advisors Financial Network, LLC in Florida and Texas. Prior to joining Wells Fargo, Kevin was employed with Wells Fargo Advisors, LLC, Prudential Securities Incorporated, PaineWebber Incorporated, Oppenheimer & Co., Inc. and Thomson McKinnon Securities Inc. Kevin is also a registered investment advisor in Florida and Texas. Kevin offers investment advisory services to high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other institutions.

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

Stifel, Nicolaus & Company, Inc.

location

NAPLES, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Connolly is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Naples, Florida. Kevin has been in the industry since February 15, 2013. He is a registered representative with the Financial Industry Regulatory Authority (FINRA). Kevin is also a registered investment advisor representative in Florida. Kevin specializes in providing investment advice to individuals, corporations, trusts and estates.

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 Pooled Investment Vehicles
Unclaimed

Cuso Financial Services, LP

location

ORLANDO, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Gyan Masih is a registered investment advisor representative with Cuso Financial Services, LP. Kevin has been in the financial services industry since 2003. Kevin holds Series 6, 7, and 66 licenses. Kevin has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations and other investment advisors. Kevin also worked with Park Avenue Securities LLC from 2003 to 2014. Kevin provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

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