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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kristy Vale is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kristy Vale is licensed in Florida and Texas. Kristy Vale has been in the industry since August 2018. Kristy Vale has passed the Series 66, Series 7 and SIE exams. Kristy Vale specializes in financial planning, portfolio management, and other investment services.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NAPLES, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kriya Amin is an active investment advisor representative. Kriya is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Kriya has been in the securities industry for over 2 years. Kriya has passed the Series 7TO, SIE, and Series 66 exams. Kriya is registered with the state of New York and Texas. Kriya provides various advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.

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

Krysta Nycole Wright is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Krysta Nycole Wright has been in the industry since August 11, 2022. Krysta Nycole Wright is licensed to provide investment advice in Florida. Krysta Nycole Wright is a registered representative of Raymond James Financial Services, Inc. Krysta Nycole Wright provides a variety of financial services, including financial planning, portfolio management for individuals, and portfolio management for businesses.

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

Commonwealth Financial Network

location

Saint Petersburg, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Krystal Leigh Castillo is a financial advisor with Commonwealth Financial Network in Saint Petersburg, Florida. Krystal has been in the financial services industry since 2011 and holds Series 6, 7, 26 and 63 licenses, as well as the SIE designation. Krystal has experience working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Krystal specializes in providing financial planning, portfolio management, and pension consulting services. Before joining Commonwealth Financial Network, Krystal worked at RAYMOND JAMES FINANCIAL SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., and PFS INVESTMENTS INC.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

JACKSONVILLE, FL

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Krystal Meadows is a registered representative with Wells Fargo Clearing Services, LLC, and has been working in the financial industry since April 2017. Krystal 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Krystal Simpkins is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 15 years of experience in the financial industry. Krystal Simpkins is licensed in several states across the country and holds several professional designations. Krystal Simpkins specializes in providing financial advice to a range of clients, including individuals, businesses, and institutions.

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
location

LAKE WALES, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Krystal Massey is a financial advisor with Edward Jones. Krystal has over 10 years of experience in the financial services industry. Krystal is registered in 28 states and is a Series 6, 7, 66 and SIE licensed representative. Krystal specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Krystal's previous experience includes working with Kalos Capital and Triad Advisors.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

MIAMI, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Krystian Negron is a registered representative and investment adviser representative with Cetera Investment Advisers LLC. Krystian has been in the financial industry since 2023 and holds Series 66, Series 7TO, and SIE licenses. Krystian is registered in Alabama and Florida and has a branch office in Miami, Florida.

SPECIALIZATIONS

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

Concurrent Investment Advisors, LLC

location

TAMPA, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Krystian Moreno is a financial advisor with Concurrent Investment Advisors, LLC, a firm that manages over $6 billion in assets. Krystian has been working in the financial industry since 2007, has a strong track record of success, and is committed to providing personalized financial advice to his clients. Prior to joining Concurrent Investment Advisors, LLC, Krystian was with Raymond James Financial Services, Inc., where he served as a financial advisor for over 5 years. Before that, he worked at Ameriprise Financial Services, Inc. Krystian has a broad range of experience and knowledge in financial planning, investment management, and retirement planning. Krystian holds the Series 6, 7, and 66 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA). He is also a Registered Investment Advisor (RIA) in the state of Florida. Krystian is committed to staying up-to-date on the latest financial trends and regulations. In addition to his work at Concurrent Investment Advisors, LLC, Krystian also owns and operates Venn Wealth Management. Krystian is dedicated to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT LAUDERDALE, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Krystina Alyssa Cruz is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the financial industry. Krystina is licensed to provide investment advice in several states, including Florida, Texas, Arizona, California, Georgia, Illinois, Michigan, Minnesota, Mississippi, New York, North Carolina, Pennsylvania, and Tennessee. Krystina holds the Series 66, Series 7, and SIE licenses. Krystina has a focus on providing investment advice to insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Krystina is committed to providing clients with the highest level of service and personalized attention.

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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