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

BOCA RATON, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael P. Halperin is an investment advisor representative associated with Morgan Stanley. Michael is licensed in 46 states and the District of Columbia, with a combined industry experience of more than 22 years. Michael has both Series 66 and Series 7 licenses. The advisor has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC.

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

Independent Advisor Alliance, LLC

location

Tampa, FL

0 Disclosures

ADVISOR BIO

Michael Moffa is an Investment Advisor Representative at Independent Advisor Alliance, LLC. Michael has over 13 years of experience in the financial services industry. Michael is a Registered Investment Advisor and has a Series 7 and Series 66 license. Michael specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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

Ameriprise Financial Services, LLC

location

PALM BEACH GARDENS, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Michael Shawn Pipkens is a financial advisor with Ameriprise Financial Services, LLC in PALM BEACH GARDENS, FL. Michael has been in the financial services industry since 2014. Michael is a registered representative and investment advisor representative. Michael holds Series 7, 66, and SIE licenses and has been registered with FINRA since 2014. Michael has previously been employed with UBS Financial Services Inc. Michael also holds a Real Estate license in Florida and works at Henderson Insurance in West Palm Beach, FL. Michael's specializations include insurance, annuities, mutual funds, variable annuities, retirement planning, investment advisory services and financial planning. Michael's experience and expertise can help you reach your financial goals.

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

M Holdings Securities, Inc.

location

NAPLES, FL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Benson is a financial professional with over 35 years of experience in the industry. Michael Benson is currently registered with M Holdings Securities, Inc. in Naples, FL, specializing in various financial services. Michael Benson has prior experience working with firms such as MUTUAL SERVICE CORPORATION, VESTAX SECURITIES CORPORATION, MANEQUITY, INC., B.C. CHRISTOPHER SECURITIES CO., and W. S. GRIFFITH & CO., INC. Michael Benson holds various licenses and certifications, including Series 6, Series 26, and Series 63 licenses. Michael Benson has a strong focus on providing comprehensive financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals.

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 Financial Services Advisors, Inc.

location

Maitland, FL

experience

45 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Maguire is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Maitland, Florida. Michael has been in the industry since 1979, previously working with firms such as Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Amerifidelity Securities Corporation, Raymond James & Associates, Inc., Smith Barney, Harris Upham & Co., Incorporated, and Paine, Webber, Jackson & Curtis Inc. Michael is registered as a Registered Representative (RA) in Florida. Michael is also registered with the following states: Florida, Massachusetts, New Jersey, New York, North Carolina, Connecticut, and Tennessee. Michael also owns Maguire Investment Advisors LLC.

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

Raymond James & Associates, Inc.

location

Jacksonville, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kelley is a financial advisor with Raymond James & Associates, Inc. with over 25 years of experience in the financial services industry. Michael Kelley is registered with FINRA and holds the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE licenses. Michael Kelley has experience working with high net worth individuals, insurance companies, corporations, and other institutions. Michael Kelley also serves as a board member for Timuquana Country Club and The Episcopal School of Jacksonville Foundation. Michael Kelley is a licensed investment advisor representative 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
Unclaimed

J.p. Morgan Securities LLC

location

LAKE MARY, FL

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael G. Lopez is a financial advisor at J.p. Morgan Securities LLC. Michael has been working in the financial industry since November 3, 2013. Michael holds the Series 6 and SIE licenses and is registered in the state of Florida. Michael specializes in providing financial advice to individuals and businesses. Michael also provides financial planning services.

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

NAPLES, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hodges Heiser is an active investment advisor representative licensed in 30 states and is affiliated with UBS Financial Services Inc. Michael is registered with FINRA and has over 3 years of experience in the securities industry. Michael has passed the Series 66, SIE and Series 7 exams. Michael has been active in the industry since June 27, 2017.

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
location

Winter Park, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Eichner is a financial advisor who has been in the industry since 2013. Michael is currently registered as a Registered Representative (RR) with Morgan Stanley. Michael is a Series 7, Series 66 and SIE licensed professional and is registered in 30 states as well as with FINRA. Michael is also registered as an Investment Advisor Representative (IAR) in 3 states. Michael offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Michael is based in Winter Park, Florida.

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

CLERMONT, FL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Gallagher is a financial advisor with Raymond James & Associates, Inc., working out of the Clermont, Florida office. Michael has been in the industry since September 18, 2003. His expertise encompasses a range of services, including financial planning, portfolio management, and investment advisory services. Michael has a strong track record in providing guidance to individuals, corporations, and retirement plans. He is also active in the community as a member of various boards, including the Garden City HOA, the Faith Neighborhood Center, and the Wesley Christian Academy. Michael's dedication to his clients and the community is evident in his diverse experience and commitment to providing personalized financial solutions.

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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