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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed
location

Fort Lauderdale, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Angaddeep Singh Ahluwalia is a registered representative with Morgan Stanley. Angaddeep is licensed in 46 states and the District of Columbia. Angaddeep has been in the financial industry since 2014. Angaddeep is a Series 66 and Series 7 registered representative and has passed the SIE exam. In addition to being a registered representative with Morgan Stanley, Angaddeep is also a consultant for Dynamic Yacht Management and GV Consultants Inc. Angaddeep specializes in a variety of investment areas including portfolio management for individuals, businesses, and investment companies. Angaddeep is also skilled in providing financial planning services, asset allocation advice, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Miami, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Angel Munoz bonilla is a financial advisor with Morgan Stanley. Angel has been in the financial services industry since 1998 and has experience with both broker-dealer and investment advisor businesses. Angel is registered with FINRA and has been actively registered with the state of Florida. Angel has a strong background in investment banking and holds licenses in several states. Angel is currently employed by Morgan Stanley.

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Ponte Vedra, FL

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Angel Morales-atallah is a financial advisor with Ameriprise Financial Services, LLC. Angel is licensed in Florida and Texas. Angel has been working in the financial services industry for over 8 years and has a wide range of experience. Angel is a Certified Financial Planner and holds Series 6, 7, 63, and 66 licenses. Angel is dedicated to providing personalized financial planning services to individuals, families, and businesses. Angel is committed to helping clients achieve their financial goals.

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

Transamerica Retirement Advisors, LLC

location

Coconut Creek, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Angel Poulos is a financial advisor currently registered with Transamerica Retirement Advisors, LLC. Angel's career in the financial services industry spans back to June 2023. Angel has a Series 66 license and has passed the Series 7TO and SIE exams. Angel is licensed in 52 states as a broker-dealer and in one state as an investment advisor.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

MERRITT ISLAND, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Angel Alexander Morales is a financial advisor at J.p. Morgan Securities LLC. Angel has been in the financial services industry since August 5, 2019. Angel is registered with FINRA and holds the Series 6TO and SIE licenses. Angel is licensed in Florida and specializes in offering financial planning, pension consulting, and selection of other advisers. J.p. Morgan Securities LLC is a well-established firm with a strong track record of providing financial advice to a wide range of clients, including individuals, businesses, and institutions. The firm manages over $249 billion in assets and is known for its commitment to providing personalized and comprehensive financial solutions.

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

CORAL GABLES, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Angel B. Pena is a financial advisor associated with J.P. Morgan Securities LLC, located in Coral Gables, FL. Angel has been in the financial industry since September 18, 2023. Angel holds the Series 6TO and SIE licenses and is registered to sell securities in Florida. Angel's current employment began on September 19, 2023. Angel specializes in various areas, including investment advice, financial planning, pension consulting, 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CORAL GABLES, FL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Angel Ferrer is a registered investment advisor representative with over 20 years of experience in the financial services industry. Angel is currently affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered in Florida and Texas. Prior to joining Merrill Lynch, Angel was employed by Citi Private Advisory, LLC, Citigroup Global Markets Inc., Wells Fargo Advisors, LLC, Wachovia Securities, LLC, Banc of America Investment Services, Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. Angel is qualified to provide investment advice to a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Angel has a strong track record of providing personalized investment advice and strategies that are tailored to meet the individual needs of clients.

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 | CFP ® (Certifications)

location

LAKELAND, FL

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Angel Fernando Lopez is a financial advisor with LPL Financial LLC. Angel has been in the financial services industry since September 21, 2000. Angel is registered in 35 states and 2 territories for both Broker-Dealer and Investment Advisor activities. Angel holds the Series 66, Series 7 and SIE licenses and is also a Certified Financial Planner. Angel has prior experience with Allen & Company of Florida, LLC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ORLANDO, FL

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Angel Luis Curbelo is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Angel has been in the industry since July 2017. Angel is registered to provide investment advice in Florida and Texas and is also registered as a registered representative. Angel holds the Series 66, SIE and Series 7 licenses. Angel has a strong track record of providing investment advice and financial planning services to individuals, corporations, and institutions. Angel is committed to providing clients with personalized service and a deep understanding of their financial goals.

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

Tampa, FL

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Angel A Ferreira is a financial advisor with Morgan Stanley. Angel has over 6 years of experience in the financial services industry. Angel is registered to provide investment advice in 53 states and the District of Columbia. Angel specializes in providing financial advice to individuals, families, businesses, and institutions. Angel's areas of expertise include investment management, financial planning, and retirement planning.

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

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