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

Orlando, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Busch is a financial advisor at Morgan Stanley. Nicholas is registered with the state of Florida and Texas. Nicholas has been in the financial services industry since 2022 and is licensed to offer securities and investment advisory services. Nicholas is a Series 7TO, Series 66 and SIE licensed advisor. Nicholas has a strong background in providing financial advice to a variety of clients, including individuals, businesses, and institutions.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Masey is a financial professional with over 10 years of experience in the industry. Nicholas is currently registered with Raymond James & Associates, Inc. in St. Petersburg, Florida. Nicholas is a Series 7, 9, 10, 24, 66, and SIE licensed professional. Nicholas's firm, Raymond James & Associates, Inc., is a well-established firm with a long history of providing financial services to individuals, businesses, and institutions.

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

location

BRADENTON, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Irving is a financial professional with LPL Financial LLC in Bradenton, Florida. Nicholas has been in the industry since February 2024 and has a Series 7TO, SIE and Series 66 license. Nicholas holds active registrations in Florida and Georgia. Nicholas is a notary, provides services as a business consultant, and is also involved with Pressure Kingdom, LLC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Holtz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Nicholas has been in the financial industry since 2014. Nicholas is registered with the Securities and Exchange Commission (SEC) as a Registered Representative (Series 7) and has passed the General Securities Representative Examination. Nicholas is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. In addition, Nicholas is registered in multiple states as an Investment Advisor Representative. Nicholas holds a Series 66 license.

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

J.p. Morgan Securities LLC

location

Ft. Lauderdale, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Kollias is a financial advisor at J.P. Morgan Securities LLC. Nicholas has been in the industry since 2016 and holds Series 7, Series 63 and Series 65 licenses. Nicholas specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Nicholas is also registered as an Investment Advisor Representative in Florida and Texas.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

BOCA RATON, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Morales is a registered representative with Equitable Advisors, LLC. Nicholas has been in the financial services industry for 1 year and has a Series 66, Series 7TO and SIE license. Nicholas is registered in Florida and California. Nicholas specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Nicholas has a current branch office in Boca Raton, FL.

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

Jacksonville, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas J. Heeg is a registered representative with J.P. Morgan Securities LLC. Nicholas has been in the securities industry since 2021. Nicholas has passed the Series 7TO, SIE and Series 66 exams. Nicholas is currently registered in Florida and Texas. Nicholas previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Ralicki Wealth Management & Trust Services

location

STUART, FL

0 Disclosures

ADVISOR BIO

Nicholas Christensen is an Investment Advisor Representative at Ralicki Wealth Management & Trust Services located in Stuart, Florida. Nicholas has been in the industry since December 2016. Nicholas is licensed in Florida. Nicholas has passed the Series 65 exam and is currently registered with the state of Florida. Nicholas specializes in providing financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Unclaimed

Equitable Advisors, LLC

location

BOCA RATON, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nicholas Dull is an active financial advisor based in Boca Raton, FL. Nicholas has been in the industry for 22 years, having held prior roles at VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, and Public Employees Equities Services Company. Nicholas is currently registered as a Registered Representative with Equitable Advisors, LLC, providing financial advisory services.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Oppenheimer is a financial advisor with Raymond James & Associates, Inc. based in St. Petersburg, Florida. Nicholas Oppenheimer has been working in the financial services industry since 2022. Nicholas Oppenheimer has experience working for Morgan Stanley, UBS Inc, and J.W. Cole Financial, Inc. Nicholas Oppenheimer holds Series 4, 7TO, 24, and 66 licenses. Raymond James & Associates, Inc. is an established financial services firm, with a long history of serving individuals, businesses, and institutions. The firm offers a comprehensive range of financial products and services.

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

Need help matching

with the right advisor?