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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

J.p. Morgan Securities LLC

location

Saint Augustine, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Westrope is a financial advisor with over 14 years of experience in the financial services industry. Nicole is currently registered with J.P. Morgan Securities LLC in Saint Augustine, FL and has a Series 6, SIE and Series 63 license. Prior to joining J.P. Morgan Securities, Nicole worked at Chase Investment Services Corp. in Fort Gratiot, MI and Wachovia Securities, LLC in Vero Beach, FL. Nicole is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

Hbks Wealth Advisors

location

NAPLES, FL

0 Disclosures

ADVISOR BIO

Nicole Jackmack is a registered investment advisor representative for Hbks Wealth Advisors and Park Shore Partners LLC. Nicole has been working as an advisor associate for both firms since 2010, and is based in Naples, Florida. Nicole specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

CORAL GABLES, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Mandich is a registered representative and investment advisor representative with Raymond James & Associates, Inc.. Nicole has been in the securities industry since June 2015. Nicole has passed the Series 66, Series 7 and the SIE exams. She has previous experience with LPL Financial and Securities America, Inc. Nicole specializes in financial planning, pension consulting and portfolio management for businesses and individuals. She also provides educational seminars and selection of other advisors 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
Unclaimed

Citigroup Global Markets Inc.

location

Miami, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Gonzalez is a registered investment advisor representative with Citigroup Global Markets Inc.. Nicole is registered with the state of Florida and has been in the industry since 2011. Nicole has a Series 63 and Series 66 license, and a Series 7 and SIE license. Nicole has worked at CITI PRIVATE ADVISORY, LLC, CITIGROUP GLOBAL MARKETS INC. and BNP PARIBAS SECURITIES CORP. Nicole has a background in the financial services industry and has experience in asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

FORT LAUDERDALE, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Renee Fountain-woods is a financial advisor registered with Osaic Wealth, Inc. in Fort Lauderdale, Florida. Nicole has been in the industry since November 2022 and has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Nicole holds the Series 66, Series 24, Series 7TO, and SIE licenses.

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

30 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Maria Casp is a financial advisor with over 25 years of experience in the industry. Nicole is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in North Carolina. Nicole has a strong track record of success in providing financial advice to individuals, families, and businesses. Nicole specializes in retirement planning, investment management, and estate planning.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Clara Wilson is a registered representative with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Nicole has been in the industry since 2004. Nicole has a history of working in the financial industry with prior roles at INVEST FINANCIAL CORPORATION and AXA ADVISORS, LLC. Nicole specializes in portfolio management for businesses and individuals, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Marathon, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Kristine Irwin is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. Nicole has been working in the financial industry for over 8 years and has experience with both Wells Fargo Advisors Financial Network, LLC and Chapman & Cardwell Capital Management. Nicole is licensed to provide investment advice in 40 states and holds the Series 7 and Series 66 licenses. Nicole specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans.

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

Benjamin F. Edwards & Company, Inc.

location

PANAMA CITY, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Marie Brusher is an investment advisor representative at Benjamin F. Edwards & Company, Inc. Nicole has been in the securities industry since March 14, 2014. Nicole is registered with the state of Florida and is also a registered investment advisor in Texas. Nicole has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

Miami, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Huguet Izquierdo is a financial advisor currently registered with RBC Capital Markets, LLC. Nicole has been in the industry since January 14, 2019. Nicole has a Series 66, SIE, and Series 7 license. Nicole is registered to provide investment advice in Alaska, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Kansas, Louisiana, Michigan, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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