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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

SARASOTA, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Marie Ksiazek is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Nancy has been in the industry since October 1999 and holds Series 63, Series 7, and SIE licenses. Nancy is registered in Florida and Georgia. She previously worked at Northern Trust Securities, Inc., Wells Fargo Advisors, LLC, RBC Capital Markets Corporation, Tucker Anthony Incorporated and Branch, Cabell & Co., Inc. Nancy specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management.

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

SVB Wealth | CFA ® (Certifications)

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

Nancy Perez is a registered investment advisor representative with SVB Wealth. Nancy is also a Chartered Financial Analyst. She provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Nancy is registered with the states of Arizona, California, Colorado, Delaware, District of Columbia, Florida, Maryland, Massachusetts, Texas, Virginia, and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLANNED GIVING, FAMILY OFFICE, WEALTH PLANNING
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Olzack is a financial advisor with over 24 years of experience in the industry. Nancy is currently registered with Raymond James & Associates, Inc. and is a licensed Investment Advisor Representative in Illinois. Previously, Nancy was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lisle, Illinois and Morgan Stanley Smith Barney in Anchorage, Alaska. Nancy has a diverse background in financial services and has a strong understanding of investment strategies. Nancy is committed to providing personalized financial advice to help 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

TAMPA, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Fabiola Toro delcid de figueroa is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. She is registered as a broker-dealer and investment advisor representative in Florida and has been in the industry since 2018. Nancy has a Series 7TO, Series 66, and Series 9 license and has held prior positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nancy provides investment advice to individuals, businesses, pension plans, and charitable organizations. She also offers financial planning and other non-discretionary advisory services.

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

Secure Asset Management, LLC

location

Naples, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nancy Lynne Daniel is a financial professional with over 30 years of experience in the industry. She currently holds registrations with Secure Asset Management, LLC in both Florida and Ohio, and has worked with several other financial institutions throughout her career including CETERA Advisor Networks LLC and Raymond James & Associates, Inc. Nancy is a dedicated advisor who specializes in providing financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

ORMOND BEACH, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Kusy is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Nancy has been in the financial services industry for over 16 years and has a deep understanding of the markets. Nancy is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Nancy holds the Series 7, Series 63, and SIE licenses and is registered in 36 states. Nancy is a highly experienced and knowledgeable advisor who can help you navigate the complexities of the financial world.

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

Wells Fargo Advisors Financial Network, LLC

location

NAPLES, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Thorsen is a registered investment advisor with Wells Fargo Advisors Financial Network, LLC. Nancy has been in the industry since August 2012. Nancy's firm manages over $154 billion in assets. Nancy holds a Series 7 and Series 66 license. Nancy specializes in providing financial planning, portfolio management, and investment consulting services.

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

location

BRADENTON, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Ann See is a financial advisor at LPL Financial LLC in BRADENTON, FL. Nancy has been in the industry since 1993 and has experience working with individuals, businesses, and charitable organizations. Nancy has a wide range of investment experience and is committed to providing personalized financial advice to meet her clients' unique needs.

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

Oppenheimer & Co. Inc.

location

FORT LAUDERDALE, FL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Ann Weatherford is a financial professional with over 30 years of experience in the industry. Nancy is currently registered with Oppenheimer & Co. Inc. in Fort Lauderdale, Florida. She has held previous positions with several other firms, including International Assets Advisory, LLC, GUNNALLEN FINANCIAL, INC, Jefferson Pilot Securities Corporation, Fahnestock & Co. Inc., CIBC World Markets Corp., and Gruntal & Co. Nancy has a wide range of experience and expertise, including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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
Unclaimed

LPL Financial LLC

location

Santa Rosa Beach, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Ungarino is a financial advisor with LPL Financial LLC. Nancy has been in the financial industry since 2019 and holds the Series 7TO and Series 66 licenses. In addition to working with LPL Financial LLC, Nancy is also registered as an investment advisor representative (IAR) in Florida. Previously, Nancy worked as a financial advisor at EDWARD JONES. Nancy is also a Notary Public.

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

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