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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Barber is a financial advisor with Raymond James & Associates, Inc. in ST. PETERSBURG, FL. Kimberly has been in the financial industry since June 7, 1994. Kimberly is a Series 7 and SIE licensed professional, and is registered with the state of Florida. Kimberly is an active member of the securities industry. Kimberly has a strong background in financial services and is committed to providing her clients with personalized financial advice. Kimberly focuses on providing investment advisory services including financial planning, pension consulting, and portfolio management for 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

Coral Gables, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Arguello is a registered investment advisor representative with Raymond James & Associates, Inc. Kimberly has been in the securities industry since 2011. Kimberly has licenses for Series 7, Series 66 and SIE. Kimberly has worked at JPMorgan Securities LLC, Raymond James Financial Services, Inc. and Walnut Street Securities, Inc.. Kimberly holds an active registration for both broker-dealer and investment advisor in 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

Raymond James & Associates, Inc.

location

LARGO, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Lohden is a financial advisor who has been in the industry since December 1998. Kimberly is a registered representative of Raymond James & Associates, Inc. and holds a Series 7 and SIE license. Kimberly is licensed to provide financial advice in Florida. Kimberly's branch office is located in Largo, 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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Robbins is a financial advisor with Raymond James & Associates, Inc. Kimberly has been working in the financial services industry since June 23, 2008. Kimberly has experience in a variety of financial services areas, including investment company products and variable contracts. Kimberly is also a registered representative with Raymond James & Associates, Inc. Kimberly is located 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
location

Winter Park, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Lastowicka is a financial advisor with Morgan Stanley. Kimberly has been in the industry since 2017. Kimberly holds the Series 7 and Series 66 securities licenses. Kimberly is registered to provide investment advice in Alabama, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.

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 Clearing Services, LLC

location

ENGLEWOOD, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Currier is a financial advisor with Wells Fargo Clearing Services, LLC. Kimberly is licensed in both Florida and Georgia. Kimberly has been in the financial services industry since 2013. Kimberly holds the Series 6, Series 63 and SIE licenses. Kimberly is currently located at the Englewood, FL branch office of Wells Fargo Clearing Services, LLC.

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

VENICE, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Reece Storie is a financial advisor with Edward Jones, a firm with a history of providing personalized financial guidance to individuals and families. Kimberly is dedicated to building long-term relationships with clients and helping them achieve their financial goals. Kimberly has been in the financial services industry since 2015, and she holds both Series 7TO and Series 66 licenses. Kimberly is committed to serving her clients with professionalism and integrity.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Goodman has been a registered representative for over 20 years. Kimberly is currently associated with Wells Fargo Clearing Services, LLC and is licensed to provide securities and advisory services in the states of Connecticut, Delaware, New Jersey and Pennsylvania. Kimberly has been affiliated with Wells Fargo Clearing Services, LLC since 2016. Kimberly has previously been associated with TD PRIVATE CLIENT WEALTH LLC, MBSC SECURITIES CORPORATION, MBSC, LLC, WACHOVIA SECURITIES, LLC and FIRST UNION BROKERAGE SERVICES, INC. Kimberly holds the Series 6, 7, 63 and 66 securities licenses.

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

Raymond James & Associates, Inc.

location

LAKEWOOD RANCH, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Sue Snyder is an investment advisor representative registered with Raymond James & Associates, Inc. Kimberly has been in the industry since 1996 and has experience with a wide range of firms including BB&T Securities, LLC, SunTrust Investment Services, Inc., and Truist Investment Services, Inc. Kimberly holds several licenses including Series 7, Series 63, Series 24, and Series 26. Kimberly is currently registered with the state of Florida and has previously been registered in several other states, including New York, Georgia, and South Carolina. Kimberly specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NAPLES, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Lentz is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kimberly has been in the securities industry since May 2000. Kimberly is licensed to conduct securities business in Florida and Texas. Kimberly holds the Series 7TO and SIE licenses.

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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