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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Oneamerica Securities, Inc.

location

Lutz, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Nathan McCardell is a financial advisor with Oneamerica Securities, Inc. Nathan has been in the financial industry since 2006. Nathan has worked for several other firms including LPL Financial LLC, CUNA BROKERAGE SERVICES, INC., PRUCO SECURITIES, LLC., and PARK AVENUE SECURITIES LLC. Nathan is registered with the state of Florida, Ohio, Texas and Wisconsin. Nathan specializes in portfolio management for individuals and businesses. Nathan also offers financial planning, 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
Unclaimed

First Horizon Advisors, Inc. | CFP ® (Certifications)

location

Orlando, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Nathan Green is a financial advisor with First Horizon Advisors, Inc. Nathan is a Certified Financial Planner (CFP®) and holds the Series 6, Series 7TO, and Series 63 licenses. Nathan has been in the financial services industry since 2018. Nathan has experience working with a variety of clients including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Nathan focuses on providing financial planning, portfolio management, and other advisory services to meet the needs of each client.

SPECIALIZATIONS

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

International Assets Investment Management, LLC

location

ORLANDO, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nathan Walsh is a financial advisor registered with International Assets Investment Management, LLC in Texas. Nathan has been in the industry since 2023 and holds the Series 65, Series 7TO and SIE licenses. Nathan has worked with a variety of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Nathan is also affiliated with Megatel Capital Investment and Walsh Real Estate.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

SAINT PETERSBURG, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Nathanael Gregor is a financial advisor with over 6 years of experience in the financial services industry. Nathanael is a registered representative with Raymond James Financial Services Advisors, Inc. and holds Series 4, 7, 24, 27, 52, 53, 66, 99TO and SIE licenses. Nathanael has previously worked with Raymond James & Associates, Inc., Calton & Associates, Inc., and Midwestern Securities Trading Company, LLC. Nathanael provides financial planning, portfolio management, and pension consulting services 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Brooks Heath is a financial advisor with Raymond James & Associates, Inc., located in ST. PETERSBURG, FL. Nathaniel has been in the financial services industry since May 8, 2015. Nathaniel is a Series 7 and Series 63 licensed representative. Nathaniel is also licensed to offer securities in Florida and Ohio.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAINT AUGUSTINE, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Ekberg Nusz is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Nathaniel has been in the industry since September 2015. Nathaniel holds a Series 7, Series 66, and Series 9 securities licenses, as well as Series 10 and Series 24 principals' licenses. Nathaniel's specialties include portfolio management, financial planning and investment advice. Nathaniel is registered to provide financial advice in Florida and Texas. Nathaniel is affiliated with the firm's Saint Augustine, Florida and New York, New York offices.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Ritterband is a financial advisor associated with Raymond James & Associates, Inc. Nathaniel holds the Series 79TO and SIE licenses and has been in the industry for over 3 years. Nathaniel is currently registered in Florida as an investment advisor representative. Nathaniel has experience in various investment areas and specializes in investment strategies.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nathaniel Zabner is a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Nathaniel has been in the securities industry since 2017. Nathaniel is licensed in 53 states and has passed the Series 66, Series 7 and SIE exams. Nathaniel also has a branch office location in Jacksonville, FL.

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 Advisors Financial Network, LLC | CFP ® (Certifications)

location

Saint Petersburg, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Jones is a financial advisor registered in Florida and Georgia. Nathaniel has been in the financial industry since November 12, 2013, and currently works with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Nathaniel is a Certified Financial Planner and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Nathaniel offers a range of services, including financial planning, portfolio management, and investment consulting.

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 Clearing Services, LLC

location

BOCA RATON, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Romero is a registered representative with Wells Fargo Clearing Services, LLC. Nathaniel is also a registered investment advisor in the state of Florida. Nathaniel is a Series 7, Series 63, and Series 66 licensed professional. Nathaniel has been in the financial services industry since July 2011. Nathaniel is based in Boca Raton, Florida, and works with individual investors, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and insurance companies. Nathaniel's firm has over $10 billion in assets under 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

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