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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Marci Mauro is a financial advisor who has been in the industry since December 2019. Marci is registered with Wells Fargo Clearing Services, LLC and is currently licensed in California and Colorado. Marci holds Series 7TO, SIE, and Series 66 licenses and has experience in providing financial planning, investment consulting services to institutional clients, pension consulting, selection of other advisers, and portfolio management services.

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

Ameriprise Financial Services, LLC

location

WINTER PARK, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Marcia Lynn Raidle is a financial advisor currently registered with Ameriprise Financial Services, LLC. Marcia has been in the financial industry since 2000. Marcia is licensed to provide investment advisory services in 10 states and is also licensed to sell securities. Marcia has also been a registered representative with IDS Life Insurance Company.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DELRAY BEACH, FL

experience

3 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Marcia Lisboa is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Delray Beach, FL. Marcia has been in the industry for 15 years. Marcia has licenses in Florida and Texas. Marcia is licensed to provide securities and investment advisory services. Marcia has a background in both banking and financial services. Marcia is dedicated to providing her clients with the highest level of personalized service.

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

CLEARWATER, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Marcia Virginia Nehall is a financial advisor with Wells Fargo Clearing Services, LLC. Marcia has been working in the financial services industry since 2012 and holds a variety of licenses and certifications including Series 6, 7, 63 and 66. Marcia is registered with the states of Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin. Marcia is also a registered investment advisor representative in Texas. Marcia is associated with the Clearwater, Florida office of Wells Fargo Clearing Services, LLC. Marcia is a member of FINRA and SIPC. Marcia is also the 50% owner of VIRGINIAROSE, LLC, a real estate holding company.

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

MML Investors Services, LLC

location

TAMPA, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Marcia Jean Dryjowicz is a financial advisor who has been in the industry since 1988. Marcia is currently registered with MML Investors Services, LLC and is located in Tampa, Florida. Marcia has been a registered representative for MML Investors Services, LLC since 2008. Prior to joining MML Investors Services, LLC, Marcia worked for MML Distributors, LLC in Enfield, Connecticut and MML Investors Services, Inc. in Springfield, Massachusetts. Marcia has earned the Series 6 license.

SPECIALIZATIONS

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

HOLLYWOOD, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Marcie Hibbs is a financial advisor at Edward Jones. She has been in the industry since 2009 and is registered with the state of Florida and Texas. Marcie specializes in financial planning, pension consulting, and selection of other advisors. Her firm, Edward Jones, manages over $800 billion in assets and is known for providing personalized financial advice to individuals, families, and businesses.

SPECIALIZATIONS

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

Cuso Financial Services, LP | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Marcin Swiderski is a financial advisor with Cuso Financial Services, LP. Marcin has been in the industry since 2003 and has experience with LEGEND EQUITIES CORPORATION, VALIC FINANCIAL ADVISORS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Marcin holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Marcin is registered in Florida, Iowa, North Carolina, and Ohio.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

OPA LOCKA, FL

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marcio Larsh has been in the financial services industry since January 1998. Marcio is a Registered Representative of Wells Fargo Clearing Services, LLC, and is licensed in numerous states, including Florida, Texas, California, and New York. Marcio has experience working with individuals, families, businesses, and charitable organizations. Marcio's focus is on providing personalized financial advice and portfolio management services.

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

J.p. Morgan Securities LLC

location

Palm Beach, FL

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marco Bruno is a financial advisor with J.p. Morgan Securities LLC, with over 10 years of experience in the financial industry. Marco is licensed to provide investment advice in Florida and Texas. Marco has a wide range of experience, including working with individuals, high-net-worth individuals, corporations and pension plans.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

FORT LAUDERDALE, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Marco Tulio Hernandez nunez is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the industry since October 2019. Marco holds Series 63, Series 6TO and SIE licenses. He is registered in Florida and Georgia. Marco's firm has a strong presence in the industry and is focused on providing a range of investment services to individuals and institutions.

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

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