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

COCOA, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Mark Jeffrey Oler is a financial advisor with Edward Jones. Mark has been in the financial services industry since June 1999. Mark is registered with the state of Florida as an investment advisor and with the state of Texas as an investment advisor representative. Mark has offices in COCOA, Florida. Mark is also registered as a securities broker in 26 states. Mark specializes in working with individuals, businesses, corporations, and non-profits.

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

21 Years Experience

0 Disclosures

ADVISOR BIO

Mark Abbott is a registered representative with Raymond James & Associates, Inc. Mark has been in the securities industry since 2003. Mark is licensed in California, Colorado, and Florida. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Mark holds a Series 66 and a Series 7 license.

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

Stifel, Nicolaus & Company, Inc.

location

GAINESVILLE, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Mark P Sullivan is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Gainesville, Florida. Mark Sullivan has over 40 years of experience in the financial industry. Mark Sullivan is registered to provide investment advice in Florida and Texas. Mark Sullivan offers investment advisory services including portfolio management for individuals, businesses, and pooled investment vehicles, 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

Palm Beach, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Mark S. Luth is a registered representative with J.p. Morgan Securities LLC. Mark has been in the securities industry since July 26, 2015 and has a Series 7, Series 63, and SIE license. Mark is registered to provide investment advice in all 50 states and the District of Columbia.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

NAPLES, FL

experience

20 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Mark Evan Jones is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Mark has been in the financial services industry for over 18 years. Mark holds Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Mark is registered in 45 states and the District of Columbia for securities and in 2 states for investment advisory services. Mark was previously registered with Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc.

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

UBS Financial Services Inc.

location

BOCA RATON, FL

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Mark Irwin Smith is a financial advisor with UBS Financial Services Inc. Mark has been in the industry since October 1995 and has worked at UBS Financial Services Inc. since June 1998. Mark has a variety of licenses and registrations, including Series 7, 31, and 63. Mark also has the Series 65 license. Mark has a broad range of experience in the financial services industry, including working with individuals, businesses, pension plans, insurance companies, charitable organizations, and investment clubs.

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

PALM BEACH GARDENS, FL

experience

42 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Mark Gerard Donohue is a financial advisor with over 39 years of experience in the industry. Mark is currently registered with J.P. Morgan Securities LLC and is licensed in over 50 states. Mark is also registered with JPMorgan Chase Bank, N.A. and offers a broad range of products and services nationwide. In addition to his extensive experience, Mark holds the Series 7, Series 63, and Series 65 licenses. Mark specializes in providing financial planning, portfolio management for individuals and businesses, 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
location

SPRING HILL, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Mark Jay Sonnenblick is a financial professional with over 40 years of experience in the industry. Mark is currently registered with LPL Financial LLC. Mark specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Mark also provides consulting and other non-discretionary advisory services. Prior to joining LPL Financial LLC, Mark was employed at CADARET, GRANT & CO., INC. and BNL SECURITIES INC. Mark is a licensed representative in multiple states and holds Series 6, 7, 24, and 63 licenses. Mark's expertise includes financial planning, portfolio management for businesses and individuals, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Morgan Stanley

location

Tampa, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Mark Salem is a financial advisor who has been in the industry for over 1 year. Mark is registered with Morgan Stanley and has experience in the financial industry. Mark specializes in a variety of financial services, including investment advice, financial planning, and portfolio management. Mark is dedicated to helping clients reach 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Miami, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Mark Jansen is a financial advisor with over 28 years of experience in the industry. Mark is currently registered with Morgan Stanley in Miami, Florida. Prior to that, Mark has worked for several other firms including NYLIFE Distributors LLC, NYLIFE Securities LLC, American General Equity Services Corporation, Lincoln Financial Distributors, Inc., Canada Life of America Financial Services, Inc., Ascend Financial Services, Inc., and Princor Financial Services Corporation. Mark holds several licenses including Series 6, 7, 24 and 63. Mark specializes in a wide range of financial services including retirement planning, investment management, and insurance.

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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