Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

CORAL GABLES, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Maria gabriela Besselievre is a financial professional with over 13 years of experience in the industry. Maria gabriela has been registered with Raymond James & Associates, Inc. since January 2021. Prior to that, Maria gabriela worked at UBS Financial Services Inc. and HSBC Securities (USA) Inc. Maria gabriela holds multiple licenses including Series 6, 7, 63, and 66, along with the SIE. Maria gabriela is a registered investment advisor in Florida and has a wide range of experience with investment products and services.

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

Cetera Investment Advisers LLC

location

WESLEY CHAPEL, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Mariah Peaster is an investment advisor representative at Cetera Investment Advisers LLC in WESLEY CHAPEL, FL. Mariah has been in the industry since 2022 and has experience with MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Mariah has passed the Series 7, Series 66, and Series 6TO exams. Mariah is licensed to sell securities in Florida, Maryland, Mississippi, New York and Virginia. Mariah offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

LPL Financial LLC

location

FORT MYERS, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Mariah K. Kramer is a financial advisor at LPL Financial LLC. Mariah has been in the financial industry for several years and is licensed to offer investment advice and sell securities. Mariah has a Series 7TO and SIE license, and is registered with FINRA and LPL Financial LLC. Mariah is committed to providing her clients with personalized financial advice and helping them 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

NOKOMIS, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Mariah Cudlipp-gant is a registered representative with Osaic Wealth, Inc. based in Nokomis, FL. Mariah has been in the industry since December 20, 2017, and has held previous positions at SAGEPOINT FINANCIAL, INC. in Pittsford, NY and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. Mariah Cudlipp-gant is a licensed professional with experience in both the securities and investment advisory industries.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

CORAL GABLES, FL

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Maria jose Pessoa is a financial advisor with over 30 years of experience in the industry. Maria jose currently works with Raymond James & Associates, Inc. Previously, Maria jose was employed with UBS Financial Services Inc., Wells Fargo Advisors, LLC, and Wells Fargo Clearing Services, LLC. Maria jose is registered with the state of Florida and Texas as an Investment Advisor Representative and is also registered in multiple other states as a Broker.

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

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Maria Laura Caputto is a registered representative with UBS Financial Services Inc. Maria Laura has been in the financial services industry since February 15, 2018. Maria Laura has been registered with HSBC Securities (USA) Inc. in the past.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Maria luiza Bezerra is a financial advisor with J.p. Morgan Securities LLC. Maria luiza Bezerra has been in the industry since 2014 and has a Series 7, Series 63, and Series 65 license. Maria luiza Bezerra is registered to provide investment advice in Florida and Texas. Previously, Maria luiza Bezerra worked with HSBC Securities (USA) Inc. in Miami, FL.

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

NAPLES, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Mariam Ibrahim is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Mariam has been in the industry since June 2020. Mariam is registered in 54 states and holds the Series 66, Series 7TO and SIE exams. Mariam is also a licensed investment advisor representative in Florida and Texas.

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

Raymond James & Associates, Inc.

location

Coral Gables, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Mariana Permuy is a financial professional with over 20 years of experience in the industry. Currently, Mariana Permuy is registered with Raymond James & Associates, Inc. and has been with the firm since February 2013. Mariana Permuy is a Series 7 and Series 63 licensed professional. Before joining Raymond James & Associates, Inc. Mariana Permuy was associated with firms such as Morgan Keegan & Company, Inc. and UBS PaineWebber Inc.. Mariana Permuy is licensed in Colorado and Florida.

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

Wealthspire Advisors

location

Boca Raton, FL

0 Disclosures

ADVISOR BIO

Mariana Rodrigues Lombardi is an investment advisor representative with Wealthspire Advisors. Mariana has been in the industry since 2010. Mariana holds Series 66, Series 65 and Series 7 licenses. She is a registered investment advisor in Florida. Mariana has experience working with individuals, corporations, and charitable organizations. Her previous experience includes Goldman Sachs & Co. LLC and Credit Suisse Securities (USA) LLC.

SPECIALIZATIONS

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

Need help matching

with the right advisor?