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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Cetera Investment Advisers LLC

location

PORT ORANGE, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Laura Burgos is a financial advisor registered with Cetera Investment Advisers LLC, Cetera Investment Services LLC, Essex National Securities, LLC, and LPL Financial LLC. Laura has been in the financial services industry for over 14 years. Laura holds Series 6, 7, 63, and 65 securities licenses and the SIE. Laura specializes in providing financial advice to individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Laura is currently registered in Connecticut, Florida, Georgia, Illinois, Kansas, New Jersey, New York, North Carolina, South Carolina, Tennessee, and Washington.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Laura Lozier Hillman is a financial advisor registered with Raymond James & Associates, Inc. Laura has been in the industry for over a year, holding a Series 63, SIE and Series 79TO licenses. Laura is currently registered in New York and specializes in providing a range of financial services, including financial planning, pension consulting, and educational seminars.

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

LAKELAND, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Laura Verene Lear is a registered representative and investment advisor representative with Edward Jones. Laura has been in the securities industry since March 2010 and has been with Edward Jones since February 2010. Laura has a Series 66, Series 7 and SIE licenses. Laura holds registrations in 24 states.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

ORLANDO, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Laura Roman is a registered representative with J.p. Morgan Securities LLC. Laura has been in the industry since August 25, 2015 and is licensed to provide investment advice in Florida. Laura specializes in providing investment advice to individuals, corporations, and businesses. Laura also has experience providing financial planning services.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Land O'Lakes, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Laura Warneke is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. in Land O'Lakes, FL. Laura has been in the financial services industry for over 2 years. She is licensed in Florida and holds Series 66, 7TO, and SIE licenses. Laura has a strong track record of success in helping clients achieve their financial goals. Laura is passionate about providing personalized financial advice to individuals and families.

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

Wells Fargo Clearing Services, LLC

location

VENICE, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Laura Russell-grigore is a financial advisor with Wells Fargo Clearing Services, LLC. Laura has been in the industry since 1994, holding licenses in Florida, Georgia, and North Carolina. Laura is a Registered Representative and Investment Advisor Representative in the state of Florida. Laura has experience working with high-net-worth individuals, corporations, and institutions. Laura's previous experience includes working for First Union Brokerage Services, Inc. in Charlotte, North Carolina. Laura's specializations include investment advisory services, financial planning, and pension consulting.

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

Savant Wealth Management | CFP ® (Certifications)

location

Satellite Beach, FL

0 Disclosures

ADVISOR BIO

Laura Chiesman is an Investment Advisor Representative with Savant Wealth Management. Laura is a Certified Financial Planner and has been in the industry since 1985. Laura has worked for several other firms in the past, including Prudential Securities Incorporated, Smith Barney Inc., Brookstreet Securities Corporation, Bear, Stearns & Co. Inc., and Travelers Equities Sales, Inc. Laura holds Series 7, 63, and 65 licenses.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Lutz, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Laura Noel Woods is a financial advisor with Commonwealth Financial Network. Laura has been in the financial services industry since 1997. Laura specializes in providing financial advice to individuals, families, and businesses. Laura has a wide range of experience, including investments, retirement planning, and insurance. Laura has a passion for helping people achieve their financial goals. Laura is committed to providing her clients with personalized service and sound financial advice.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BOYNTON BEACH, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Laura Borselli is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Laura has been in the industry since January 26, 2019. Laura holds the Series 7, Series 6, Series 66 and SIE licenses and is currently registered in Alabama, Arizona, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, Texas and Florida (IA). Previously, Laura was a financial advisor with TD PRIVATE CLIENT WEALTH LLC.

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

JACKSONVILLE, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Laura Kelly is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Laura is a highly experienced financial advisor with over 25 years in the industry, specializing in a range of services for individuals, businesses, and institutions. Laura's registration with the Financial Industry Regulatory Authority (FINRA) and state regulatory agencies demonstrate her commitment to providing comprehensive financial guidance. Laura holds the Series 7TO, Series 66, and SIE licenses, as well as registrations in multiple states. Laura's primary focus is on providing investment advice, portfolio management, and retirement planning. Laura is committed to understanding her clients' financial goals and developing personalized strategies to help them achieve their objectives.

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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