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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

UBS Financial Services Inc.

location

WINTER HAVEN, FL

experience

47 Years Experience

disclosure

8 Disclosures

ADVISOR BIO

Marion Brawley is a financial advisor with UBS Financial Services Inc. Marion has been in the financial services industry since 1978. Marion has a wide range of experience and holds licenses in several states. Marion has several certifications, including Series 7, Series 31, Series 63, and Series 65.

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

UBS Financial Services Inc.

location

BOCA RATON, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Marisa Escobar Caramat is a financial advisor with over 10 years of experience in the industry. She is currently registered with UBS Financial Services Inc. in Boca Raton, Florida. Marisa has previously worked with WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN SECURITIES LLC. She is a Series 7, 6, and 66 licensed representative and holds a Securities Industry Essentials Examination (SIE). Marisa specializes in providing financial advice to individuals, corporations, and charitable organizations. She 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Marisa Fiumefreddo is a registered representative with Raymond James & Associates, Inc. in ST. PETERSBURG, FL. Marisa has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Marisa is licensed to provide securities products and services, including financial planning, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Oppenheimer & Co. Inc.

location

CORAL GABLES, FL

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marisela Blandon is a financial advisor who has been in the industry since May 17, 1981. Marisela is currently registered with Oppenheimer & Co. Inc. and has been with the firm since May 2021. Marisela is a Registered Representative (RA) and holds Series 7, 63 and 65 licenses. Marisela specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, businesses, and trusts.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WESTON, FL

experience

21 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Marisol Algarin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Weston, Florida. Marisol has been in the securities industry since May 2004. Marisol has experience with investment companies, insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and pension and profit-sharing plans. Marisol is also registered as an Investment Advisor Representative in Florida and Texas. Marisol is licensed to offer securities in 42 states and the District of Columbia.

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

J.p. Morgan Securities LLC

location

TAMPA, FL

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marisol Rodriguez is a registered representative with J.P. Morgan Securities LLC in TAMPA, FL. Marisol has been in the financial services industry since 2023 and is currently registered to provide securities and advisory services in Florida. Marisol has successfully passed the Series 6TO and SIE exams. J.P. Morgan Securities LLC is a large financial institution headquartered in New York City with a wide range of financial services including investment advisory services.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

CoralGables, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Marisol Espinosa is an investment advisor representative who has been active in the industry since 2020. Marisol holds Series 66, Series 7TO and SIE licenses. Marisol is registered to provide investment advice in 28 states including California, Florida, Georgia, Massachusetts, Michigan, New York and Texas. Marisol works for UBS Financial Services Inc. which is headquartered in Weehawken, NJ. The firm manages over $50 billion in client assets and has approximately 10,934,860 client accounts.

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

Coral Gables, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Marisol Cordova is an investment advisor representative with Morgan Stanley. Marisol is registered with the Securities and Exchange Commission (SEC) and has been in the securities industry since April 2009. Marisol has Series 7, 63 and 65 licenses and has experience in investment advisory services, asset allocation, and financial planning. Marisol has held previous positions at CHARLES SCHWAB & CO., INC.

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

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marisol Colomer is a financial advisor with over 15 years of experience in the industry. Currently, Marisol is an investment advisor representative at UBS Financial Services Inc., where she provides financial planning, portfolio management, and other services. Marisol has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, Florida. Marisol has a series of licenses and registrations including Series 7, 66, and SIE. Marisol is registered to conduct business in several states including Florida, California, New York, Georgia, Kansas, New Jersey, and Oregon.

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

Miami, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Marisol Arroyo is a financial advisor with Morgan Stanley, where she has been employed since June 2009. Marisol has been active in the financial services industry since 2001 and has a wide range of experience. She has a Series 66 license, a Series 7 license, and a Securities Industry Essentials Exam license. Marisol is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered as an investment advisor in multiple states. Marisol specializes in providing a variety of financial services to individuals, families, and businesses.

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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