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

Ameriprise Financial Services, LLC

location

TAMPA, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Baker is a registered representative with Ameriprise Financial Services, LLC. Matthew is licensed in Florida as an Investment Advisor Representative. Matthew has been in the financial services industry since 2024 and has a total of 3 exams. Matthew has been working with Ameriprise Financial Services, LLC since March 2024.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Kuraya-Ziyadeh is a financial advisor with Raymond James & Associates, Inc. based in St. Petersburg, FL. Matthew has been in the financial services industry since May 2021. Matthew is registered with the state of 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

Edward Jones | CFP ® (Certifications)

location

ORLANDO, FL

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Dale Buckland is a financial advisor with Edward Jones. Matthew has been in the industry since June 28, 2007. Matthew has earned the Certified Financial Planner designation. The advisor is registered in 27 states. Matthew works out of the Orlando branch of Edward Jones.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Bradenton, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Matthew G. Wilson is a financial advisor with over 20 years of experience in the industry. Matthew Wilson is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Matthew Wilson was registered with E*TRADE Securities LLC, ETC Brokerage Services, LLC, ScotTrade, Inc., TD Ameritrade, Inc., and Charles Schwab & Co., Inc. Matthew Wilson offers a variety of financial services, including financial planning, portfolio management, pension consulting, and selection of other advisers.

SPECIALIZATIONS

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

Orlando, FL

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Casey Kelly is an Investment Advisor Representative who has been in the financial services industry since September 7, 1992. Matthew is currently registered with Morgan Stanley. Matthew has been a financial advisor for more than 30 years, advising clients on a variety of financial matters. Matthew has a strong understanding of investment strategies, portfolio management and financial planning. Matthew is dedicated to providing personalized financial advice to help 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Tampa, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Bolin King is a registered investment advisor representative with Morgan Stanley, a firm headquartered in Purchase, New York. Matthew is a licensed professional with experience in the financial services industry. Matthew currently provides financial planning services. Matthew's professional experience includes working with high net worth individuals and families. He has provided financial planning and wealth management services for corporations, pension plans, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

LAKELAND, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Keith Albritton is an investment advisor representative associated with LPL Financial LLC. Matthew Albritton has been in the industry since 2023 and has a Series 66, Series 7TO, and SIE license. Matthew Albritton's specializations include 1, 2, 3, 4, 5, and 6. LPL Financial LLC is a large financial services company that provides a wide range of services, including financial planning, portfolio management, and retirement planning. The company has offices across the United States and serves a diverse clientele, including 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

THE Colony Group, LLC

location

INDIAN HARBOUR BEACH, FL

0 Disclosures

ADVISOR BIO

Matthew Bourlier is an Investment Advisor Representative at The Colony Group, LLC. He has been working in the financial services industry since 2014 and has a Series 65 license. Matthew is registered with the state of Florida as an Investment Advisor Representative. Matthew specializes in financial planning, portfolio management, and pension consulting. The Colony Group, LLC is a firm with over $50 billion in assets under management. They serve a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Naples, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Gene Bellucci is a financial advisor with over 20 years of experience. Matthew is currently registered with Morgan Stanley and is also registered in 53 states and 3 jurisdictions as an Investment Advisor Representative. Matthew's experience spans multiple firms including Morgan Stanley DW Inc., Quick & Reilly, Inc. and Dean Witter Reynolds Inc. In addition to his extensive experience, Matthew holds a variety of licenses and certifications, including Series 3, 4, 7, 9, 10, 24, 31, 55, 57TO, 63, and 65. Matthew has a strong track record of success in providing investment advice and financial planning services to individuals and businesses. Matthew has been recognized for his expertise in asset allocation, portfolio management, and retirement planning.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Sanchez is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc., located in St. Petersburg, Florida. Matthew has been in the industry since 2017 and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Matthew has earned the Series 7, 9, 10, 24, and 66 licenses and holds active registrations in 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

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