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

Hightower Advisors, LLC

location

Naples, FL

0 Disclosures

ADVISOR BIO

Michael Keogh Farr is a financial advisor with over 30 years of experience in the industry. Michael Farr is currently registered with Hightower Advisors, LLC in Florida and Washington DC. Michael Farr has previously been employed by MID ATLANTIC INVESTOR SERVICES, INC. in Washington DC and ALEX. BROWN & SONS INCORPORATED. Michael Farr has a Series 7, Series 63, and Series 65 license and has a history of providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Singer Wealth Advisors LLC

location

WEST PALM BEACH, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hopkins is a registered representative with Singer Wealth Advisors LLC in Boca Raton, Florida. Michael has been in the industry since 2024. The firm primarily focuses on providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and high-net-worth individuals.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

BOCA RATON, FL

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Gisonda is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with Eagle Strategies LLC, a firm that provides financial planning and investment management services to individuals, corporations, and charitable organizations. Michael's experience includes working with Argus Securities, Inc., First Colonial Securities Group, Inc., W.J. Nolan & Company, Inc., E.C. Capital, LTD., The Hamilton-Shea Group, Inc., Josephthal Lyon & Ross Incorporated, The Boston Group, Robert M. Cohen & Co., Inc., and Royce Investment Group, Inc. Michael is also a licensed insurance agent selling New York Life products and services. Michael is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

AVENTURA, FL

experience

55 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Shear is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Michael has over 30 years of experience in the financial industry. Michael holds a Series 66, Series 63, Series 10, Series 9, Series 8, Series 7TO, SIE, PC, and Series 1 license.

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

SANIBEL, FL

experience

51 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Moen is a financial advisor currently affiliated with Wells Fargo Clearing Services, LLC. Michael has been working in the financial services industry since 1974, and has a wide range of experience in investment management. Michael has a long history of working with both individuals and institutions. Michael specializes in a variety of areas including portfolio management, financial planning, and investment consulting. Michael has passed a number of industry exams and holds registrations in various states.

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

Cetera Investment Advisers LLC

location

SUNRISE, FL

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael John Panarello is a financial advisor with Cetera Investment Advisers LLC, a firm that offers investment advisory services and financial planning. Michael is based in Sunrise, Florida, and has been working in the industry since 1993. He is a licensed investment advisor representative in Florida, New Jersey, New York, and Texas. Michael’s experience includes working at Foresters Financial Services, Inc., Strategic Assets Inc., First Investors Corporation, Tradition (Government Securities) Inc., M. H. Meyerson & Co., Inc., and Robert Todd Financial Corp.

SPECIALIZATIONS

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

Firstrust | CFP ® (Certifications)

location

Daytona Beach, FL

0 Disclosures

ADVISOR BIO

Michael Koenig is a financial professional with over 20 years of experience in the industry. Michael is a Certified Financial Planner and specializes in financial planning, portfolio management, and pension consulting. Michael has a Series 65 license and is registered as an Investment Advisor Representative (IAR) with Firstrust in Florida and Georgia. Michael has been with Firstrust since 1999 and provides financial advice to a diverse clientele, including high-net-worth individuals, corporations, and pension plans. Michael’s experience and expertise have helped many clients achieve their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

JACKSONVILLE, FL

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lawrence is a financial advisor with over 40 years of experience in the industry. He is currently registered with LPL Financial LLC and Lawrence Financial Services. Michael specializes in providing financial planning services and has a strong background in investment management, options trading, and futures trading. He is a Certified Financial Planner and a Chartered Financial Consultant.

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

Ashford Investment Advisors

location

DAYTONA BEACH, FL

0 Disclosures

ADVISOR BIO

Michael Walsh is a registered Investment Advisor Representative with Ashford Investment Advisors. Michael is a registered Investment Advisor Representative in Florida and Texas. Michael has been working in the securities industry since 1980. Michael previously worked at Argus Securities, Inc., C.B. Hill & Associates, Inc., Worthington Capital Group, Inc. and E. F. Hutton & Company Inc. Michael is also a Registered Options Principal, Financial and Operations Principal and General Securities Principal. Michael has passed the Uniform Securities Agent State Law Examination, General Securities Representative Examination, and National Commodity Futures Examination. Michael has worked at Ashford Investment Advisors since 1996.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
ADVISORY/REPORTING, BUT NOT PORTFOLIO MANAGEMENT
Unclaimed

Osaic Wealth, Inc.

location

TAMPA, FL

experience

47 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Chernoff is a financial advisor with over 45 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in Tampa, Florida. Previously, Michael was registered with SAGEPOINT FINANCIAL, INC. from 2008 to 2023. Michael is also a licensed insurance agent and has been in the insurance business since 1975. Michael holds a Series 65, Series 63, and Series 24 license, and is currently registered with the state of Florida as an Investment Advisor Representative. Michael specializes in financial planning, portfolio management, and insurance products.

SPECIALIZATIONS

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

Need help matching

with the right advisor?