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

Miramar Beach, FL

0 Disclosures

ADVISOR BIO

Lynne Wentzel Mathews is an Investment Advisor Representative with Mariner Wealth Advisors. Lynne is based in Miramar Beach, Florida and has been working in the financial industry since May of 2011. Lynne holds a Series 65 license and has been working as a Registered Investment Advisor since 2020.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

Hallandale Beach, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Lynne Kistenmacher is a financial advisor currently associated with Raymond James & Associates, Inc. Lynne has been in the financial services industry since 1992. Lynne is registered with the state of Florida as both a Broker and an Investment Advisor. Lynne has held prior positions at Morgan Stanley, UBS Financial Services Inc., UBS International Inc., Citigroup Global Markets Inc. and Barnett Investments, Inc..

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALM BEACH GARDENS, FL

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lynne Marino is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lynne is a member of the firm's Palm Beach Gardens, FL office. Lynne has been in the securities industry for 15 years, with 11 years of experience as a registered representative. Lynne has a Series 7, 66 and SIE license. Lynne has passed 3 exams and has registrations with the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Tennessee, Texas, Vermont, Virginia, and Washington. Lynne specializes in providing financial and investment advice to high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.

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

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Lynnel Fletcher is a financial advisor who has been in the industry since December 2011. Currently, Lynnel is registered with Wells Fargo Clearing Services, LLC, a firm that provides financial advisory services. Prior to working with Wells Fargo, Lynnel was registered with J.P. Morgan Securities LLC and Ameriprise Financial Services, Inc. Lynnel is licensed to provide financial advice in 54 states and territories.

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

MIAMI, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Lynnette J Fernandez is an active investment advisor registered with FINRA and the state of Florida. Lynnette holds Series 7, 63, and 65 licenses and the SIE designation. Lynnette is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. since March 1999. Lynnette has experience in working with clients such as individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. The firm specializes in providing investment advice to individuals and institutions. The firm has offices in multiple states across the US and manages over $1 trillion in assets.

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

UBS Financial Services Inc.

location

AVENTURA, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Lyon Lenny Roth is an investment advisor representative with UBS Financial Services Inc. Lyon has been in the financial industry since 2001. Lyon has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sanford C. Bernstein & Co., LLC, and CSFP Capital, Inc. Lyon is licensed to provide investment advice in Florida, Texas, Illinois, New York, Arizona, and Puerto Rico. Lyon is a registered representative of UBS Financial Services Inc.

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
location

Tampa, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Lysias Sibanda is a financial professional with over a year of experience in the industry. Lysias is currently registered with Morgan Stanley and is licensed to conduct business in 53 states and jurisdictions. Lysias previously worked at E*TRADE SECURITIES LLC in Jersey City, NJ. Lysias holds the Series 7TO, Series 63 and SIE exams. Lysias specializes in offering asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

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

Osaic Wealth, Inc.

location

FT. LAUDERDALE, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Lystra Singh is a registered representative with over 24 years of experience in the financial services industry. Lystra is currently employed with Osaic Wealth, Inc. based in Fort Lauderdale, Florida. Previously, Lystra was registered with Securities America, Inc. in Fort Lauderdale, Florida and Investcorp, Inc. in Fort Lauderdale, Florida. Lystra holds the Series 6 and SIE licenses. Lystra has specializations in a variety of investment areas, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

HOLLYWOOD, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Lyubov Rozman is an investment advisor representative with J.p. Morgan Securities LLC based in Hollywood, FL. Lyubov has been in the industry since January 2015. Lyubov is licensed to provide investment advice in the following states: Connecticut, Florida, Maine, Nevada, New Jersey, New York, and North Carolina. Lyubov has passed the Series 6, 7, 63, and 66 exams. Lyubov is also registered with FINRA. Lyubov specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. J.p. Morgan Securities LLC is a large firm with over $250 billion in assets under management. The firm provides a variety of financial services to individuals and institutions. If you are looking for an investment advisor with experience working with high-net-worth individuals, Lyubov Rozman may be a good fit for you.

SPECIALIZATIONS

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

Couture Financial Inc.

location

SARASOTA, FL

0 Disclosures

ADVISOR BIO

Lance Couture is a financial advisor with Couture Financial Inc., a registered investment advisor. Lance has been in the industry for over 20 years and has a strong track record of success in providing financial advice to individuals and families. Lance specializes in providing financial planning and investment management services. Lance is a Registered Representative and a licensed Insurance Agent. Lance is registered with the state of Florida and has been licensed by the state of Texas for over 2 years. Lance's firm manages over $27 million in client assets. Lance is dedicated to providing personalized service and helping clients achieve their financial goals.

SPECIALIZATIONS

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

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