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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

BOCA RATON, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Ann Marla Rhodes is a registered representative with Raymond James & Associates, Inc. Ann has been in the financial services industry since 1997 and is currently licensed to conduct business in Florida. Ann has been with Raymond James & Associates, Inc. since 1997. Ann holds the Series 66, Series 7, and SIE securities licenses. Ann specializes in portfolio management for businesses and individuals, 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DAYTONA BEACH, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Ann Snellings is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 2011 and is licensed in 33 states. Ann has a wide range of experience and expertise, offering a variety of services including portfolio management for individuals and businesses, pension consulting, and financial planning. Ann is committed to providing her clients with personalized service and helping them achieve their financial goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Ann Myers Mancuso is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over 10 billion dollars in assets under management. Ann has been in the industry since 2000 and has experience working at multiple firms, including BANC OF AMERICA INVESTMENT SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., and UBS FINANCIAL SERVICES INC. Ann is registered in Florida and holds Series 7, Series 63, and SIE licenses. Ann specializes in working with individuals, corporations, high net worth individuals, charitable organizations, and pension and profit-sharing plans.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TAMPA, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Ann Vakalis is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a large financial services firm with over $1 trillion in assets under management. Ann has been working in the financial services industry for over 30 years and is registered in 26 states as both a broker-dealer and an investment advisor. She has experience with various financial products, including stocks, bonds, mutual funds, and options. Ann holds the Series 7, 8, 9, 10, 63, and 65 licenses. She is committed to helping her clients achieve their financial goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALM BEACH, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Ann Janina Ostrowski is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ann has been in the securities industry since August 1986 and has worked at several firms, including UBS Financial Services Inc., Weiss Capital Securities, Inc., Citigroup Global Markets Inc., Quick & Reilly, Inc., Smith Barney Inc., PaineWebber Incorporated, Invest Financial Corporation, Broker Dealer Services, Inc., and The Illinois Company, Inc. Ann is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Ann holds Series 7, Series 63, and Series 65 licenses. Ann is currently registered in 45 states and the District of Columbia. Ann's office is located in PALM BEACH, FL.

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

NAPLES, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Anna Catherine Dean is a financial advisor with UBS Financial Services Inc. Anna Dean is registered with FINRA and has passed Series 7, Series 66 and SIE exams. Anna Catherine Dean has been in the financial services industry since May 2019. She specializes in providing financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and insurance companies. Anna Dean provides financial planning, portfolio management, pension consulting, educational seminars, and market timing services.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Anna Vansantvoord is a financial advisor with Raymond James & Associates, Inc. Anna has been working in the financial industry since 2012, focusing on providing comprehensive financial planning and investment management services. Anna holds Series 7TO, SIE and Series 66 licenses, and is registered to provide investment advice in Florida. Anna has a broad range of experience serving individuals, families, businesses, and institutions.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Anna Caroline Rauh is a registered representative with J.p. Morgan Securities LLC. Anna is licensed in 53 states and has been working in the financial industry since August 2021. Anna has passed the Series 7TO, SIE, and Series 66 exams, giving Anna a broad range of financial knowledge and skills. Anna has experience working with a wide range of clients, including 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
location

Spring Hill, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anna Swartz is a financial advisor who has been active in the financial services industry since August 2015. Anna is currently registered with Edward Jones and is licensed to provide financial advice in several states. Anna specializes in providing financial planning and portfolio management services for businesses and individuals. Anna has a strong track record of success in helping clients achieve their financial goals. Anna has a Bachelor's degree in Business Administration from Pasco Hernando State College.

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

PALM BEACH, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Anna Vazquez is a financial advisor registered with Wells Fargo Clearing Services, LLC. Anna has been in the financial services industry since February 12, 2015. Anna is licensed to provide investment advisory services in Florida, and broker-dealer services in all 50 states and the District of Columbia. Previously, Anna worked for J.P. Morgan Securities LLC. Anna has passed the Series 66, Series 7, and SIE exams.

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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