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

Wells Fargo Clearing Services, LLC

location

PALM BEACH GARDENS, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Meliha Stevanovic is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Meliha Stevanovic has been in the industry since February 3, 2009. Meliha Stevanovic is licensed in 48 states, and has passed the Series 63, 65 and SIE exams. Meliha Stevanovic specializes in retirement planning, investment advisory services, portfolio management for individuals and businesses, and financial planning services.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BOYNTON BEACH, FL

experience

2 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Melika Assadi is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Melika is licensed to provide investment advice in 11 states. Melika has been in the financial services industry for over 3 years, and has obtained the Series 66, Series 7TO and SIE exams. Melika is a registered representative with FINRA and has a branch office in Delray Beach, Florida.

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
location

Miami, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Melina Patatoukas is a registered representative of Morgan Stanley, a large investment firm with over $1 trillion in assets under management. Melina Patatoukas has been in the securities industry for over 11 years. Melina is registered with the state of Florida as an investment advisor representative and is also registered as an investment advisor representative in Texas. Melina holds a Series 66, Series 7 and SIE license.

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

Wells Fargo Clearing Services, LLC

location

LAND O'LAKES, FL

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Melinda Marie Dolphin is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Melinda has been in the industry since 2014 and is currently active in both broker-dealer and investment advisor capacities. Melinda holds both Series 7TO and Series 63 securities licenses. She is registered in 31 states and 1 District of Columbia.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT LAUDERDALE, FL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Melinda Gambino is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Melinda has been in the securities industry since 2003. Melinda is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Melinda holds the following licenses: Series 7, Series 66 and SIE. Melinda is a distributor for Juice Plus and wholesale buyer. Melinda has a strong background in financial planning, portfolio management, and investment consulting.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Melinda Perez is a financial advisor with over 17 years of experience in the industry. Melinda currently works for Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Melinda has a wide range of experience in the financial services industry. Her previous roles include working as a financial advisor for Raymond James Financial Services, Inc. and Invest Financial Corporation. Melinda is a licensed professional with a number of securities licenses. Melinda holds the Series 3, 4, 7, 9, 10, 24, 52, 53, and 66 licenses. Melinda is also a registered investment advisor in the state of Florida. Melinda is committed to providing her clients with personalized financial advice. Melinda focuses on helping clients with financial planning, portfolio management, and investment advice. Melinda works with a variety of clients including high net worth individuals, corporations, and businesses, pension and profit sharing plans, charitable organizations, and banking or thrift 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Melinda Louise Andrew is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Melinda is active in both the Broker/Dealer and Investment Advisor industry. She has been working in the financial services industry since March 2019. Melinda holds Series 7TO, Series 63 and Series 66 licenses and is registered in 52 states. She is also registered as an Investment Advisor Representative in Florida and Texas. Melinda is currently located in Jacksonville, Florida. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Melinda worked at Prudential Investment Management Services LLC in Jacksonville, Florida.

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

Palisades Hudson Asset Management, LP | CFP ® (Certifications)

location

FORT LAUDERDALE, FL

0 Disclosures

ADVISOR BIO

Melinda Catherine Kibler is a financial advisor with Palisades Hudson Asset Management, LP. Melinda has been a financial advisor since 2012 and is registered with the state of Florida. Melinda's areas of specialization include portfolio management for individuals, businesses and pooled investment vehicles. Melinda also provides financial planning and pension consulting. Melinda is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC

location

MILTON, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Melinda Lynne Miller is a financial advisor with Cetera Investment Advisers LLC. Melinda Lynne has been in the financial services industry since 2008. Melinda Lynne specializes in providing financial advice to individuals, businesses, and retirement plans. Melinda Lynne is also a registered representative with Cetera Investment Services LLC.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Melinda Paige Jones is a financial advisor with Wells Fargo Clearing Services, LLC. Melinda has been in the financial services industry since July 2, 2012. Melinda is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 63 and 66 licenses. Melinda previously worked at NEUBERGER BERMAN, LLC and NEUBERGER BERMAN MANAGEMENT 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

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