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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

BOCA RATON, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Ofer Levy is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Ofer has a strong track record of success in helping clients achieve their financial goals. Ofer's primary focus is on portfolio management for individuals and businesses. Ofer also provides financial planning, pension consulting, and educational seminars. Ofer holds the Series 7, 24, 63 and 66 licenses and has a Bachelor's degree in Business Administration from the University of Florida.

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

Wells Fargo Clearing Services, LLC

location

PALM BEACH, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ogden Timpson is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Ogden has been in the financial services industry since 1999. Ogden has a Series 66, Series 7 and SIE license. Currently, Ogden provides financial services through the following state registrations: Alabama, Alaska, Arizona, California, Connecticut, District of Columbia, Florida, Idaho, Illinois, Iowa, Maine, Maryland, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virgin Islands, Virginia, and Washington.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Oksana Nelson is a financial advisor with over 8 years of experience in the financial services industry. Oksana is currently registered with Raymond James & Associates, Inc. and has a Series 7, Series 24, Series 66, and Series 99TO. Oksana previously worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc.. Oksana provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisers.

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

J.p. Morgan Securities LLC

location

PLANTATION, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Oleida Feliz is a registered representative with J.P. Morgan Securities LLC in Plantation, Florida. Oleida has been in the financial industry since November 2022. She is a Series 6TO and SIE licensed advisor and has experience in providing financial advice to individuals and businesses.

SPECIALIZATIONS

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

Tampa, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Oleksandra Droval is a registered representative with Morgan Stanley. Oleksandra has been in the industry for over 2 years. Oleksandra is registered in 53 states and the District of Columbia, and is also registered with FINRA. Oleksandra holds a Series 7TO, Series 63, and SIE license. Oleksandra also has experience in real estate, working as a real estate broker/agent. Oleksandra provides a variety of services including financial planning, portfolio management, and asset allocation advice.

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

J.p. Morgan Securities LLC

location

CORAL SPRINGS, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Olesea Baker is a financial advisor at J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management and a client base of over 262,000 individuals. Olesea has a Series 6TO and SIE license and is registered to provide financial advice in Florida. Olesea has worked in the financial industry since October 2022. Olesea's specialties include: Individual Retirement Accounts (IRAs), Annuities, Variable Annuities, Mutual Funds, and Stocks. Olesea is committed to providing her clients with personalized financial advice and guidance to help 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
location

Aventura, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Olesia Rasiuk is a registered investment advisor representative with Morgan Stanley. Olesia has been in the industry since 2017 and has been registered with the state of Florida since 2019. Olesia has also been registered with the state of Texas since 2024. Olesia holds Series 7 and 66 licenses, as well as a SIE license. Olesia is also registered with the Financial Industry Regulatory Authority (FINRA). Olesia's current firm, Morgan Stanley, manages over $1.4 trillion in assets and serves clients including individuals, high-net-worth individuals, institutions, and corporations. Olesia provides a range of financial advisory services, including investment management, 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

SVB Wealth | CFP ® (Certifications)

location

Palm Beach Gardens, FL

0 Disclosures

ADVISOR BIO

Olga De value is a financial advisor with SVB Wealth, located in Palm Beach Gardens, Florida. Olga has over 25 years of experience in the financial services industry and is a Certified Financial Planner. She is registered with the state of Florida and has a strong track record of helping clients achieve their financial goals. Olga specializes in providing financial planning, wealth management, and investment advisory services to individuals, families, and businesses. She is committed to building long-term relationships with her clients and providing them with personalized financial guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLANNED GIVING, FAMILY OFFICE, WEALTH PLANNING
Publication of Financial Periodicals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

BOCA RATON, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Olga Agocs is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Olga is a registered representative and investment advisor representative in Florida. Olga has been in the securities industry for over 10 years. Olga is also a registered representative with Wells Fargo Clearing Services, LLC. Olga has worked with various financial institutions, including JPMorgan Securities LLC and NYLIFE Securities LLC. Olga has experience in portfolio management, financial planning, and investment consulting services.

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
location

Aventura, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Olga Khaitova is a financial advisor with over six years of experience in the industry. Olga is currently registered with Morgan Stanley and holds a Series 7TO, Series 6, Series 63, and Series 66 license. Previously, Olga worked as a financial advisor with Fidelity Brokerage Services LLC, Morgan Stanley, and JP Morgan Securities LLC. Olga's areas of specialization include financial planning, pension consulting, and portfolio management. Olga provides services for a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, and charitable organizations. Olga has a strong track record of success in helping her clients 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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