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

GAINESVILLE, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Rafferty has been an active financial advisor in the industry since 2002, specializing in a range of services including investment advice, financial planning, and portfolio management. Michelle is currently registered with LPL Financial LLC, where she works with a variety of clients, including individuals, families, businesses, and charitable organizations. Prior to joining LPL Financial LLC, Michelle worked with Invest Financial Corporation, and Banc of America Investment Services, Inc. Michelle's expertise and experience make her a valuable resource for clients seeking personalized financial guidance.

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

Grand Central Investment Group, LLC

location

TAMPA, FL

0 Disclosures

ADVISOR BIO

Michelle Halpin is an investment advisor representative with Grand Central Investment Group, LLC, based in Tampa, Florida. Michelle has been in the industry since 1992 and has held previous roles with firms such as Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., and Salomon Smith Barney Inc. Michelle holds the Series 7, Series 63 and Series 65 licenses and specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Michelle has experience working with clients including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and 529 plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BOCA RATON, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Lynn Aiello is a registered representative and investment advisor representative. Michelle has been in the financial services industry since July 2005 and has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2015. She holds a Series 7, Series 66, and SIE license. Michelle is licensed in 37 states and is registered with FINRA. Michelle has experience in providing investment advice to a wide range of clients, including individuals, corporations, and institutions.

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
location

SEBRING, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Alexander is an experienced financial advisor, having worked in the industry since 2005. Michelle is currently affiliated with Osaic Wealth, Inc., a firm known for providing comprehensive financial advisory services. Prior to this, Michelle held positions at WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and UVEST FINANCIAL SERVICES GROUP, INC. Michelle holds the Series 6, 7, 63, and 65 licenses. Michelle is a dedicated professional 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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Dalton Carothers is a registered investment advisor representative associated with Raymond James & Associates, Inc. Michelle has been in the financial services industry since November 21, 1989. Michelle is registered in the state of Florida. Michelle's branch office is located in St. Petersburg, 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

LPL Financial LLC | CFP ® (Certifications)

location

BONITA SPRINGS, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Minisci is a financial advisor with LPL Financial LLC and has been in the industry since July 14, 2005. Michelle is registered in 21 states and holds Series 6, 7, and 66 licenses, as well as the SIE exam. Michelle is a Certified Financial Planner and provides financial planning, investment management, and consulting services to individuals, corporations, and other businesses.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Hendry is an active registered investment advisor and broker with Raymond James & Associates, Inc. Michelle has been in the industry since October 12, 2013 and has worked with multiple firms including TD Ameritrade, Inc., Charles Schwab & Co., Inc., and Morgan Stanley. Michelle provides a range of services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Michelle specializes in a variety of investment strategies and has a proven track record of success.

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
location

Vero Beach, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Ann Davis is a financial advisor registered with Morgan Stanley. Michelle has been in the financial services industry since 2000, working with UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC before joining Morgan Stanley. Michelle is registered to provide investment advice and brokerage services in 19 states. Michelle's services include financial planning, portfolio management, selection of other advisors, pension consulting and educational seminars.

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

Cetera Investment Advisers LLC

location

TAMPA, FL

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michelle Tolmoff is a financial advisor with Cetera Investment Advisers LLC. Michelle has over 15 years of experience in the financial services industry. Michelle's previous experience includes working at Investment Centers of America, Inc., LPL Financial LLC, Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UVEST Financial Services Group, Inc., and Infinex Investments, Inc. Michelle holds the Series 66, SIE and Series 7 licenses. Michelle is registered in Colorado, Florida, New Hampshire, and New York. Michelle's specializations include: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Odessa, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Kifer is a financial advisor at J.p. Morgan Securities LLC. Michelle has been in the industry since June 14, 2007. Michelle is registered to provide investment advice in Florida and California. Michelle holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Michelle's office is located at 12225 State Road 54 in Odessa, Florida.

SPECIALIZATIONS

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

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