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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Melbourne, FL

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael John Graham is a financial advisor with over 16 years of experience in the financial services industry. Michael is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since February 2016. Previously, Michael was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael holds a Series 66 license and has passed the Series 7, 9, 10 and SIE exams. Michael is a registered Investment Advisor and is currently registered in 25 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Sturm is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the securities industry since December 16, 2007. Michael is licensed to provide investment advice in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Michael specializes in portfolio management for individuals and businesses. Michael also provides educational seminars, performance measurement reports, and allocation modeling.

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

TARPON SPRINGS, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ashley Nelson is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 2003. Michael specializes in providing investment consulting services to institutional clients as well as financial planning for both individuals and businesses. Michael is also registered to provide investment advisory services in Connecticut and New Jersey.

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
location

THE VILLAGES, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Adam Johnson is a financial advisor with Edward Jones and has been in the industry since March 29, 2018. Michael is registered with the state of Florida as an Investment Advisor Representative. Michael is also registered as a Registered Representative with FINRA. Michael Adam Johnson is a Series 7, Series 66, and SIE licensed professional. Michael holds a registration with the state of Florida and has registrations in 10 states. Michael is a licensed financial advisor with Edward Jones. Michael has worked with Edward Jones since February 2018, and has experience with the following business types: individuals, high net worth individuals, corporations or other businesses, partnerships, investment clubs and limited liability companies, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Miami, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Taggart is a financial advisor at UBS Financial Services Inc. Michael has been in the financial services industry since 2012. Michael has a Series 7, Series 10, Series 9, and Series 66 license and is registered in Florida and New York. Michael provides a variety of services including portfolio management for individuals, financial planning, pension consulting, and educational seminars. Michael specializes in retirement planning, investment management, and insurance planning.

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

Cambridge Investment Research Advisors, Inc.

location

Bradenton, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Stone is a financial professional who has been in the industry since 2020. Michael is registered with Cambridge Investment Research Advisors, Inc. in Florida, where they work as an Investment Advisor Representative. Michael has passed the Series 63, Series 65, Series 6TO, and the SIE exams. They have experience in retail sales, product flow, and investment relations. Michael is also a licensed administrator. In addition to working for Cambridge Investment Research, Michael works with other financial professionals at Smartpro Financial, a DBA, in Bradenton, Florida.

SPECIALIZATIONS

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

Planmember Securities Corp.

location

OVIEDO, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Payne is a financial advisor who has been in the industry since 2016. Michael is registered with Planmember Securities Corp. in Florida. Michael works with individuals, corporations, high-net-worth individuals, trusts, and retirement plans. Michael offers a variety of financial services, including financial planning, investment management, and insurance.

SPECIALIZATIONS

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

Captrust | CFA ® (Certifications)

location

Tampa, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michael Valone is a financial advisor registered with Captrust. Michael has been in the financial industry for over six years. Michael has passed both the Series 7 and SIE exams. Michael has a designation as a Chartered Financial Analyst. Michael has previous experience with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Michael is also registered as an Investment Advisor Representative in Florida. Michael has a specialization in portfolio management for individuals, businesses, and pooled investment vehicles. Michael is also specialized in financial planning and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Michael Krahel is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Raymond James & Associates, Inc. Previously, Michael has held positions at Securities America, Inc., Investcorp, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Pacific Select Distributors, Inc., ING Financial Advisors, LLC, Systematized Benefits Administrators, Inc., Multi-Financial Securities Corporation, ING America Equities, Inc., Lincoln Financial Advisors Corporation, 1717 Capital Management Company, Liberty Securities Corporation, Integrated Financial Planning Services, and PML Securities Company. Michael holds Series 6, 7, 24, 26, 63, and 66 licenses. Michael specializes in a variety of financial products and services, including stocks, bonds, mutual funds, and insurance. Michael is committed to providing his clients with personalized financial advice and guidance.

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

Calton & Associates, Inc.

location

TAMPA, FL

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Alvin Strahm is a financial professional with over 28 years of experience in the securities industry. Michael has served as a Registered Representative, Investment Advisor Representative, and Principal for numerous firms including Fidelity Brokerage Services LLC, E*TRADE Securities LLC, and TD Ameritrade, Inc. Michael currently holds the following licenses: Series 4, 7, 9, 10, 24, 31, 63, and 65. Michael is currently a Registered Representative and Investment Advisor Representative for Calton & Associates, Inc.

SPECIALIZATIONS

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

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