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

Tampa, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Cotto is a financial advisor associated with Morgan Stanley. Michael has been in the securities industry since March 23, 2023. Michael holds the Series 7TO, Series 63 and SIE licenses and is registered in 53 states and Puerto Rico. Michael also previously worked at E*TRADE SECURITIES 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DAYTONA BEACH, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Michael Renuart is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since February 4, 2003 and has experience with a variety of firms, including Cetera Investment Services LLC, PNC Investments, Forethought Distributors, LLC, and Hancock Investment Services, Inc.. Michael holds a Series 7, Series 31, Series 63, Series 65 and a Series 24 license. Michael is currently registered in 55 states. Michael provides portfolio management for individuals, portfolio management for businesses, and portfolio management for investment companies. Michael also provides pension consulting, educational seminars, and selection of other advisors.

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

Newedge Advisors | CFA ® (Certifications)

location

St. Petersburg, FL

0 Disclosures

ADVISOR BIO

Michael James Neill is a financial advisor and Director of Investments/Trading at NewEdge Advisors, LLC, DBA Marathon Financial Group. Michael has been in the financial services industry since 2011 and holds the Chartered Financial Analyst designation. Michael works with a variety of clients, including individuals, families, businesses, and charitable organizations. Michael focuses on providing financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael James Schopler is an investment advisor representative associated with Raymond James & Associates, Inc. Michael has been in the industry since June 15, 2015 and has worked for Raymond James since January 2015. Michael has registrations in 15 states and holds a Series 7, Series 66 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Jaffe Tilchin Investment Partners, LLC

location

TAMPA, FL

0 Disclosures

ADVISOR BIO

Michael Tilchin is an Investment Advisor Representative at Jaffe Tilchin Investment Partners, LLC in Tampa, Florida. Michael has been in the industry since 2010. Michael has Series 65 license. Michael's firm has over 25 investment advisor representatives and over 1,400 clients. They serve clients such as individuals, trusts, corporations, and charitable organizations. The firm's services include financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

MILTON, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Alexander Vazquez is a financial advisor with Edward Jones. Michael has been in the financial industry since 2013 and is registered with both the state of Florida and Texas. Michael has a wide range of experience in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Michael has a deep understanding of the financial markets and is committed to helping 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

J.p. Morgan Securities LLC

location

Naples, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Michael Chin is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Michael has been in the securities industry for over 4 years. Michael is licensed in 53 states and the District of Columbia. Michael's previous employer was Northwestern Mutual Investment Services, LLC. Michael specializes in providing financial planning, pension consulting, and selection of other advisors. Michael also provides portfolio management for businesses and individuals. Michael has a strong track record of success in helping 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
location

Fort Lauderdale, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Michael Patrick McMahon is a financial advisor with over 30 years of experience in the financial industry. Michael has been registered with Morgan Stanley since 2009 and previously held roles with Citigroup Global Markets Inc. and Lehman Brothers Inc. Michael is a Series 65, 63, 7, and 3 licensed advisor and is registered in several states across the country. Michael has a strong track record of success and is committed to providing his clients with personalized financial advice.

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

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

PUNTA GORDA, FL

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Michael Curtis is a financial professional with over 40 years of experience in the industry. Michael holds a Series 6, 7, 22, 63, and 65 license and is also a Chartered Financial Consultant. Michael is a registered representative of Cambridge Investment Research Advisors, Inc. and has been with the firm since 2006. In addition to his role at Cambridge, Michael is also a Managing Member of Curtis Financial Services LLC. Michael is committed to helping clients achieve their financial goals through a variety of services, including financial planning, portfolio 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
Market Timing Services
Unclaimed
location

West Palm Beach, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Aronson is a financial advisor currently registered with Morgan Stanley. Michael has over 20 years of experience in the financial services industry and holds licenses in several states, including Florida and Texas. His prior experience includes roles with Citigroup Global Markets Inc. and J.P. Morgan Securities Inc. Michael is a seasoned professional with a proven track record of success in providing financial advice to individuals, corporations, and institutions.

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

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