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

BRADENTON, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Logan Beal is an investment advisor representative with Edward Jones. Logan has been in the industry since August 2010. Logan Beal is registered in 34 states as an Investment Advisor Representative and has a Series 7, Series 66 and SIE license. Logan Beal's firm, Edward Jones, is headquartered in St. Louis, MO and has approximately $10 billion - $50 billion in assets under management. Edward Jones provides investment advice to individuals, businesses, and institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
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

Logan S. Silver is a financial advisor with Raymond James & Associates, Inc. Logan has been in the industry since 2018 and has a strong background in financial planning and portfolio management. Logan is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.

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

Citigroup Global Markets Inc.

location

Jacksonville, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Logan Smith is a financial advisor who has been in the industry since 2022. Logan is currently registered with Citigroup Global Markets Inc. and has a Series 66, Series 63, Series 7 and SIE licenses. Logan also has a history of working with Fidelity Brokerage Services LLC. Logan is registered with the securities regulators of all 50 states and the District of Columbia. Logan is licensed as an Investment Advisor Representative in Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

FT. LAUDERDALE, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Logan Mondshein is a financial advisor associated with Osaic Wealth, Inc. in Fort Lauderdale, Florida. Logan Mondshein has been in the industry since 2023 and has experience with Securities America, Inc. Logan Mondshein holds the Series 66, Series 7TO, 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

Everhart Advisors

location

Fort Myers, FL

0 Disclosures

ADVISOR BIO

Logan Pearlman is an Investment Advisor Representative with Everhart Advisors. Logan is registered with the state of Florida and holds the Series 65 license. Logan has experience in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Palm Beach Gardens, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Logan Higham is a financial advisor with J.P. Morgan Securities LLC in Palm Beach Gardens, Florida. Logan has been in the industry for over 2 years. Logan has passed the Series 6TO and SIE exams. Logan specializes in 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

JACKSONVILLE, FL

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Logan Elfreich is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the securities industry. Logan holds licenses to operate in 53 states and is licensed to operate in Florida and Texas as an Investment Advisor Representative. Logan has passed the Series 7, Series 66, and SIE exams.

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

Equitable Advisors, LLC

location

TAMPA, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Logan Ador Fairbanks is a financial advisor registered with Equitable Advisors, LLC. Logan holds Series 7, Series 63 and Series 65 securities licenses. Logan Fairbanks is a licensed and registered financial advisor with experience in providing financial planning, pension consulting, educational seminars, and portfolio management services.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

FORT MYERS, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Logan Garret Norris is a registered investment advisor representative with Cetera Investment Advisers LLC, a firm that provides investment advisory services. Logan has been working in the financial services industry since 2020. Logan has passed the Series 66, Series 7TO and SIE exams. Logan is currently registered with the state of Florida as an investment advisor representative. Logan is also registered with the state of Georgia, Kansas and Maryland as a broker-dealer representative. Logan is active in the community, and is also involved in the business, real estate and food industries.

SPECIALIZATIONS

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

Florida Financial Advisors, LLC

location

Jacksonville, FL

0 Disclosures

ADVISOR BIO

Logan Butler is a financial advisor at Florida Financial Advisors, LLC, and is registered as an investment advisor representative in Florida and Texas. Logan has a Series 65 and SIE license and holds a specialization in various financial areas. Logan specializes in providing financial planning, portfolio management, and selection of other advisors for individuals and businesses. Logan has been in the financial services industry since November 2023 and has prior experience in automotive, education, and music.

SPECIALIZATIONS

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

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