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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Florida Financial Advisors, LLC

location

Tampa, FL

0 Disclosures

ADVISOR BIO

Nicholas Karl is a financial consultant with Florida Financial Advisors, LLC in Tampa, FL. Nicholas has been working in the financial industry since May 2024. Nicholas specializes in financial planning, pension consulting, and selection of other advisors. Nicholas is a registered Investment Advisor (IA) in the state of Florida. Nicholas is a Registered Representative (RR) in the state of Florida. Nicholas holds the Series 65 Uniform Investment Adviser Law Examination and the SIE Securities Industry Essentials Examination.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NAPLES, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Carr is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Naples, Florida. Nicholas has been in the industry since 2002 and has experience working with clients of all types, including individuals, businesses, and institutions. Nicholas holds the Series 7, Series 31, and Series 66 licenses and has experience in a variety of financial products and services. Nicholas is a registered representative in 41 states and an investment advisor representative in Florida and Texas.

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

Naples, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Constantino is a financial advisor with J.p. Morgan Securities LLC. Nicholas has been in the financial services industry since 2017. Nicholas is registered to provide investment advice in Florida and Texas. Nicholas holds the Series 63, 65, 7, and SIE licenses. Nicholas provides financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

Ameritas Advisory Services, LLC

location

ALTAMONTE SPRINGS, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Perrone is an investment advisor representative at Ameritas Advisory Services, LLC. Nicholas has been in the financial industry for over 6 years. Nicholas is licensed in Florida and Texas. Nicholas is also a Series 7TO and Series 65 licensed advisor. Nicholas is a financial advisor who focuses on providing financial planning services to individuals, corporations, and other business entities. Nicholas specializes in estate planning, business planning, retirement planning, and investment management. Nicholas is committed to providing his clients with the highest level of service and helping them 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

Castle Wealth Management | CFA ® (Certifications)

location

WEST PALM BEACH, FL

0 Disclosures

ADVISOR BIO

Nicholas Darzentas is a financial advisor registered with Castle Wealth Management. Nicholas has been in the industry since 2008. Nicholas has experience with a wide range of financial products and services. Nicholas holds the Series 7, Series 55, and Series 63 licenses, as well as the SIE exam. Nicholas is also a CFA charterholder. Nicholas is a financial advisor in West Palm Beach, Florida.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Ponte Vedra Beach, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Hayden Gillespie is a financial advisor affiliated with Raymond James Financial Services Advisors, Inc. Nicholas has been working in the financial services industry for over two years. Nicholas holds Series 7TO, SIE, 63 and 66 securities licenses and has passed the Uniform Combined State Law Examination and the Uniform Securities Agent State Law Examination. Nicholas has been registered to provide investment advice in 53 states, the District of Columbia, and Puerto Rico, and is also a licensed investment advisor representative in Florida and Texas. Nicholas has previously worked at Truist Investment Services, Inc. and Fidelity Brokerage Services LLC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAINT AUGUSTINE, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Colon is a registered investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. based in SAINT AUGUSTINE, FL. Nicholas has been in the industry since 2014 and holds licenses in multiple states, including Florida, Texas, and New York. Nicholas is also registered as an investment advisor representative in Texas and Florida. Nicholas Colon works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Nicholas focuses on providing clients with a range of financial services, including portfolio management, performance measurement reports, and allocation modeling.

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

location

SARASOTA, FL

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nicholas Feather is a financial advisor who has been in the industry since 2004. He is currently registered with Wells Fargo Advisors Financial Network, LLC, a firm with over 2,000 employees and $154 billion in assets under management. Nicholas is a Registered Representative and Investment Advisor Representative licensed in multiple states including Florida, Texas, California, Colorado, Connecticut, Georgia, Indiana, Michigan, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Nicholas has passed a series of exams, including Series 6, 7, 63 and 66, as well as the SIE exam. He is also a member of the Palmer Lake Home Owners Association. Nicholas offers a variety of financial services, including financial planning, investment 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT MYERS, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Greiner is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Nicholas has been in the financial services industry since 2011. Nicholas is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 66, and SIE licenses. Nicholas has a broad range of experience in the financial services industry. Nicholas's areas of expertise include portfolio management, investment advice, and financial planning. Nicholas works with a variety of clients including individuals, families, businesses, and institutions. Nicholas is committed to providing his clients with personalized financial advice and guidance. Nicholas is also a board member of the Family Resource Center of Southwest Florida, Inc.

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

Boca Raton, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Angel Phylactou is a registered representative of Morgan Stanley. Nicholas is licensed to sell securities in 51 states. Nicholas has been in the securities industry since August 12, 2015. Nicholas is also registered as an Investment Advisor Representative in Florida and Texas. Previously, Nicholas was registered with Northwestern Mutual Investment Services, 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

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