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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Eagle Strategies LLC

location

MAITLAND, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Leon Kearse is a financial advisor who is registered with the state of Florida as both a Broker-Dealer and Investment Advisor. Leon has over 7 years of experience in the financial services industry. Leon's previous experience includes working for Edward Jones, E*TRADE Securities LLC, J.P. Morgan Securities LLC, Park Avenue Securities LLC, and Equity Services, Inc.. Leon has been with Eagle Strategies LLC since 2021. Eagle Strategies LLC offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Leon is dedicated to providing his clients with personalized financial advice and strategies to help them reach their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

TAMPA, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Leon Montgomery is an investment advisor representative who is registered with LPL Financial LLC. Leon is licensed in Florida and Oregon. Leon has been in the financial industry since 2023. Leon works with individuals, high net worth individuals, businesses, charitable organizations, investment clubs, and pension and profit sharing plans. Leon is also a client service associate at Bank Of Tampa.

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

Osaic Wealth, Inc.

location

MIAMI, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Leon Ricardo Avila is a registered representative with Osaic Wealth, Inc. based in Miami, FL. Leon has been in the financial services industry since 1986, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Leon holds the Series 6, Series 63 and SIE licenses.

SPECIALIZATIONS

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

Miami, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Leon Ciobataru is an investment advisor representative with Morgan Stanley. Leon is based in Miami, Florida. Leon has been working in the financial industry since July 17, 2000. Leon previously worked at WELLS FARGO ADVISORS, LLC and PRUDENTIAL SECURITIES INCORPORATED. Leon is licensed in Florida, Texas, California, Delaware, Georgia, Idaho, Illinois, Louisiana, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Dakota, Washington and Wyoming.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

AVENTURA, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Leon Jose Friedlander is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Aventura, Florida. Leon has been in the financial services industry since 2002. Leon is registered with the state of Florida as a broker and an investment advisor. Leon has been affiliated with Merrill Lynch since 2017. Prior to that, Leon worked at Morgan Stanley and Citigroup Global Markets Inc. Leon has experience working with individuals, corporations, and institutions. Leon has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.

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

LPL Financial LLC

location

POMPANO, FL

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Leon Paul Rehak is a financial advisor with over 30 years of experience in the industry. Leon has held previous positions at Raymond James & Associates, Inc., Wachovia Securities, LLC, Tucker Anthony Incorporated, Prudential Securities Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Leon is currently registered with LPL Financial LLC in the state of Florida, where Leon is based. Leon is a registered representative and investment advisor representative. Leon holds the Series 63, 65, 7 and 31 licenses.

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

UBS Financial Services Inc.

location

AVENTURA, FL

experience

42 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Leonard Jay Suskind is an active investment advisor representative with UBS Financial Services Inc., based in Hallandale Beach, FL. Leonard has been in the financial industry since 1983. Leonard has passed the Series 7, Series 15, and Series 63 exams and the SIE exam. Leonard has also been registered in 28 states. Prior to joining UBS, Leonard was associated with MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and LEHMAN BROTHERS INC.. Leonard specializes in retirement planning, asset allocation, investment management, financial planning, and estate planning. Leonard is a member of the board of directors for the David Poznak Jewish Community Center in FL, and has served as a board member of the Venture for America organization.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Boca Raton, FL

experience

31 Years Experience

disclosure

10 Disclosures

ADVISOR BIO

Leonard Krenek is a financial advisor with Ameriprise Financial Services, LLC. Leonard has been in the financial industry since 1994. Leonard has been registered with Ameriprise Financial Services, LLC since 2005. Previously, Leonard was with Wachovia Securities, LLC, Sterling Financial Investment Group, Inc. and Joseph Charles & Assoc., Inc.. Leonard has Series 7 and Series 66 licenses. Leonard specializes in retirement planning, asset allocation, financial planning 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

MIAMI BEACH, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Leonard Vasquez is an Investment Advisor Representative at J.P. Morgan Securities LLC, with over 10 years of experience in the industry. Leonard is registered in 21 states and has a diverse set of licenses including Series 6, 7, 63, and 66. Leonard provides a range of services to individual and institutional clients, including financial planning, portfolio management, and selection of other advisors.

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

PORT ST LUCIE, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Leonard Medina is a registered representative with J.p. Morgan Securities LLC. Leonard has been working in the financial industry since September 12, 2022. Leonard is licensed in Florida and has passed the Series 6TO and SIE exams. Leonard has specialized expertise in the areas of investment company products, variable contracts, securities industry essentials, securities, options, and municipal securities.

SPECIALIZATIONS

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

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