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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Tylka is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 9 years of experience in the industry. Michael's career began in 2014 with a focus on investments and has since expanded to encompass a broader range of financial services.

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

Osaic Wealth, Inc.

location

St. Petersburg, FL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lynn Woods is a financial advisor with Osaic Wealth, Inc. based in Fleming Island, FL. Michael has been in the financial services industry since March 18, 1990. Michael has a broad range of experience in the industry, having held various positions at different firms. Michael holds Series 6, 7, 24, 26, 63 and 66 licenses. Michael has a strong track record of providing investment advice and financial planning services to individual investors, corporations, and retirement plans. 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 Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WINTER PARK, FL

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Cook is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial services industry since 1993. Michael is registered with the state of Florida, Texas and a total of 34 other states to provide investment advice and securities transactions. Michael holds Series 7, 63, and 66 licenses, and has passed the Securities Industry Essentials Examination. Michael specializes in providing financial advice to a wide range of clients, including individuals, corporations, high net worth individuals, pension and profit sharing plans, investment companies, insurance companies, banking institutions, and charitable organizations. Michael has extensive experience in portfolio management, investment advice, and financial planning. Michael also offers performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisers.

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

PALM CITY, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael Washington White is a financial advisor registered with Wells Fargo Clearing Services, LLC since November 2016. Michael has been in the financial services industry since February 2002. Michael holds the Series 6, Series 7, Series 63 and SIE licenses. Michael is registered in Florida, Georgia, New Jersey and New York.

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

PALM HARBOR, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Latimer is a financial advisor with Cetera Investment Advisers LLC. Michael has been in the financial industry since 2015. Michael has Series 6, 7, and 66 licenses and a SIE. Michael's experience includes time at firms like Raymond James Financial Services, Inc., J.P. Morgan Securities LLC, and Horace Mann Investors, Inc. Michael is a co-owner of Sterling Innovations, LLC, an e-commerce sales business.

SPECIALIZATIONS

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

BRANDON, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Small is a financial advisor with Edward Jones, a leading financial services firm. Michael is licensed to provide investment advice and has been in the industry since 2023. Michael specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services to both businesses and individuals. Michael is registered with the Securities and Exchange Commission (SEC) and several state regulatory bodies.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Michael Albert Batu is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Michael Albert Batu has been in the industry since 1993 and holds the Series 7, Series 63, and Series 65 licenses. Michael Albert Batu is a Certified Financial Planner and has been registered with Wells Fargo Advisors, LLC since 2009. Michael Albert Batu also has prior experience with UBS Financial Services Inc. and A. G. Edwards & Sons, Inc. Michael Albert Batu is registered to provide investment advice in Alaska, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Iowa, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and Wisconsin.

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

LPL Financial LLC | CFP ® (Certifications)

location

LAKELAND, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Henry Wright is a financial advisor with over 23 years of experience in the industry. Michael is currently registered with LPL Financial LLC. Michael has earned the Certified Financial Planner designation and is a Registered Representative. Michael has a broad range of experience, including previous registration with Allen & Company of Florida, LLC and various licenses and registrations in multiple states.

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
location

Sarasota, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Matash is a financial advisor with Morgan Stanley, based in Sarasota, Florida. Michael has been in the industry since March 2011. Michael David Matash is registered to provide securities and investment advisory services in 40 states, and is licensed to provide securities and investment advisory services in Texas and 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
location

PALM COAST, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lapshin is a financial advisor with Edward Jones. Michael has been in the industry since 2016. Michael is registered with the state of Florida and Texas. Michael holds the Series 66, SIE, and Series 7 licenses. Michael specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Michael also provides selection of other advisors services.

SPECIALIZATIONS

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

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