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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

IHT Wealth Management LLC

location

Tampa, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anton Antoniadis is a financial advisor with IHT Wealth Management LLC, registered with the state of Florida. Anton is a Series 7TO and Series 66 licensed individual. Anton is a financial advisor with over 5 years of experience in the industry.

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

CLERMONT, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Anton Lohn is an active investment advisor representative with J.P. Morgan Securities LLC. Anton is registered in Florida, Ohio, and Texas. Anton has been in the securities industry since 2017. Prior to joining J.P. Morgan Securities LLC, Anton was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Anton has passed the Series 66, Series 7 and SIE exams. Anton is also registered with the following states: Arizona, California, Colorado, Florida, Iowa, Kentucky, Michigan, New York, Ohio, Puerto Rico, Tennessee, and Texas.

SPECIALIZATIONS

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

Tampa, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Antoni Szpiech is a registered representative with Morgan Stanley. Antoni has been in the securities industry for a short time. Antoni holds the Series 63, 7TO and SIE exams and is registered with the Financial Industry Regulatory Authority (FINRA) as well as 53 states. Antoni was previously employed with 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
location

Coral Gables, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Antoni Fernandez is a financial advisor with Morgan Stanley. Antoni has been in the financial services industry since December 2011. Antoni's main office is in Coral Gables, FL. Antoni holds Series 6, 7, 63 and 66 securities licenses and is registered with both FINRA and the state of Florida. Antoni also has registrations in 33 other states. Antoni is also a partner at Florida Keys Casa LLC, a real estate business. Antoni's specializations include portfolio management for individuals, businesses, and investment companies, as well as financial planning and pension consulting.

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

UBS Financial Services Inc.

location

WEST PALM BEACH, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Kenneth Cotton is an active Registered Representative and Investment Advisor Representative with UBS Financial Services Inc. in West Palm Beach, FL. Antonio Kenneth Cotton has been in the financial industry since December 13, 2006. Antonio Kenneth Cotton's previous firm was Merrill Lynch, Pierce, Fenner & Smith Incorporated. Antonio Kenneth Cotton works with individuals, high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, other investment advisors, and pooled investment vehicles. Antonio Kenneth Cotton has passed the General Securities Representative Examination (Series 7), the Uniform Combined State Law Examination (Series 66), the General Securities Sales Supervisor - Options Module Examination (Series 9), and the General Securities Sales Supervisor - General Module Examination (Series 10).

SPECIALIZATIONS

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

Commonwealth Financial Network

location

Boca Raton, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Cannataro is a financial professional who has been working in the industry since April 2005. Antonio currently works at Commonwealth Financial Network and is registered in 17 states. Antonio is a registered representative with FINRA and also holds an investment advisor representative registration in Florida. Antonio's past employment includes positions at Ameriprise Financial Services, LLC, IDS Life Insurance Company, and GunnAllen Financial, Inc. Commonwealth Financial Network is a financial services firm that specializes in providing financial planning, portfolio management, and other services to individuals, businesses, and institutions. Antonio is a dedicated professional with a long track record of success in the financial services industry.

SPECIALIZATIONS

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

Miami, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Olmedo is a financial advisor registered with Morgan Stanley. Antonio has been in the industry since January 2015 and holds several industry licenses, including Series 63, 65, 7TO and SIE. Antonio is registered in several states, including Florida, Texas, California, Colorado, Delaware, District of Columbia, Georgia, Illinois, Missouri, Nevada, New York, North Carolina, Ohio, South Dakota, Virginia, Virgin Islands and Wyoming. Antonio also works with several types of clients, including individuals, high-net-worth individuals, corporations, trusts, charitable organizations, pension and profit-sharing plans, and insurance companies.

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

M Holdings Securities, Inc.

location

Miami, FL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Antonio Jose Prado is a financial advisor with over 20 years of experience in the financial services industry. Antonio currently works at M Holdings Securities, Inc. Antonio has experience working with high-net-worth individuals and corporations, as well as providing financial planning and portfolio management services. Antonio is a Series 6 and Series 26 licensed representative. Antonio is also registered as a Broker-Dealer in Florida.

SPECIALIZATIONS

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

Advanced Wealth Management

location

SARASOTA, FL

disclosure

5 Disclosures

ADVISOR BIO

Antonio Pedro Gomes is an investment advisor representative with Advanced Wealth Management. Antonio is a licensed investment advisor representative, with experience in the financial services industry since 2002. Antonio has experience working with high net worth individuals, individuals other than high net worth, insurance companies, and charitable organizations. Antonio has been registered with the state of Florida since 2016. Antonio holds a Series 63, Series 66, Series 7, Series 9, and Series 10 license. Antonio has offices located in Sarasota, Florida.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

SAINT PETERSBURG, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Witherspoon is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. located in SAINT PETERSBURG, FL. Antonio has been in the industry since 2003 and has been with Raymond James since 2009. Antonio is licensed to offer investment advice in Florida and has been registered since 2009. Antonio also holds the Series 6, 7, 24 and 66 licenses. Antonio's specializations include investment advice for Individuals, Businesses, Pension Plans, Insurance Companies and Charitable Organizations.

SPECIALIZATIONS

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