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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

J.p. Morgan Securities LLC

location

Miami, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Mark Sherman is a financial advisor with over 8 years of experience in the industry. He is currently registered as a broker-dealer and investment advisor representative in Florida and Texas. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. He has passed the Series 7, Series 63, Series 65, and SIE exams. Mark Sherman is affiliated with J.P. Morgan Securities LLC.

SPECIALIZATIONS

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

Edelman Financial Engines

location

PLANTATION, FL

disclosure

1 Disclosures

ADVISOR BIO

Markkeith Rowley is a financial advisor at Edelman Financial Engines. Markkeith has been in the industry for more than 19 years. Markkeith has a Series 7, Series 63, and Series 66 license. Markkeith is registered with the state of Florida as an Investment Advisor Representative. Markkeith has previously worked at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Chevy Chase Financial Services.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Marko Horvat is a financial advisor at Raymond James & Associates, Inc. based in St. Petersburg, Florida. Marko has been in the financial industry since 2013 and has a strong track record of success. Marko's experience and expertise make them a valuable asset to any client looking for financial advice.

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

Ameriprise Financial Services, LLC

location

Maitland, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Marla Dawn Lambert is a financial professional with over 30 years of experience in the industry. Marla is currently registered with Ameriprise Financial Services, LLC. Marla has been with Ameriprise since 1993 and has a wealth of experience serving individuals and families with their financial needs. Marla previously worked at IDS LIFE INSURANCE COMPANY, THE INVESTMENT CENTER, INC., PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED, INTERSTATE SECURITIES CORPORATION, and RICHARDSON GREENSHIELDS SECURITIES INC.

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

JACKSONVILLE, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Marla Dozier is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Marla is licensed to provide investment advice in Florida, Texas, and a total of 53 other states. Marla has been a licensed investment advisor representative for over 6 years. Marla is also a licensed investment advisor representative in Florida and Texas. Marla specializes in financial planning, retirement planning, and college savings. Marla has been recognized for her commitment to client service and her expertise in financial planning.

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

FORT MYERS, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Marlene McCracken is a financial advisor at Wells Fargo Clearing Services, LLC. Marlene has been in the financial industry since June 24, 2009, and is registered with the Financial Industry Regulatory Authority (FINRA). Marlene is licensed to sell securities in 44 states and is a Series 7 and Series 63 licensed professional. Marlene's primary office is located at 12140 Carissa Commerce Ct, Ste 100, Fort Myers, Florida. Marlene is a licensed representative of Wells Fargo Clearing Services, LLC and offers a variety of financial services including portfolio management, financial planning, and investment consulting services to institutional clients.

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

Citigroup Global Markets Inc.

location

HOLLYWOOD, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Marlene Eisen is a registered representative with Citigroup Global Markets Inc. Marlene is also a registered investment advisor representative in Florida. Marlene has been in the securities industry since December 1999. Marlene has passed the Series 7, Series 6, Series 63 and Series 66 exams. Marlene has been registered with Citigroup Global Markets Inc. since May 2007. Marlene has also been registered with Citicorp Investment Services in the past. Marlene's previous registration dates were from June 2005 to May 2007 and from October 1999 to April 2005.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

ALTAMONTE SPRINGS,, FL

0 Disclosures

ADVISOR BIO

Marlene Nitsch is a registered investment advisor representative with 401k Generation. Marlene has been in the financial services industry since 1993 and has a broad range of experience in investment advisory services. Marlene is licensed in Florida and Texas and holds a variety of securities licenses, including Series 7, 24, 4, 53, 63, and 66.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3 (16) SERVICES
Unclaimed

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

location

PONTE VEDRA BEACH, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Marlene Drori Domini is a financial advisor who has been working in the industry since October 3, 1987. Marlene holds a Series 63 and 65 licenses and has earned the Certified Financial Planner designation. Marlene's experience includes working with Wells Fargo Advisors Financial Network, LLC. Marlene also has previous experience working with UBS PaineWebber Inc., Barnett Investments, Inc., and Kidder, Peabody & Co. Incorporated. Marlene is registered with FINRA and the state of Florida.

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

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Marleny Eulalia Duran is a financial professional with over 20 years of experience in the financial services industry. Marleny holds multiple licenses and certifications and works with clients at Wells Fargo Clearing Services, LLC in Boca Raton, Florida. Marleny can help you with a variety of financial services including financial planning and portfolio management.

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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