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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

NAPLES, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Dylan Lampe is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Patrick is registered to provide investment advice in 20 states and has been working in the industry for 12 years. Patrick specializes in providing investment advice to high-net-worth individuals, corporations, and pension plans. Patrick's experience includes providing investment consulting services to institutional clients, financial planning, 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

Citigroup Global Markets Inc.

location

TAMPA, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Cuillo is an active investment advisor representative at Citigroup Global Markets Inc. Patrick has been in the industry for 25 years. Previously, Patrick was affiliated with Waddell & Reed, Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. The advisor's current employment began on September 26, 2018. Patrick's licenses include Series 6, Series 7, Series 24, Series 52TO, Series 63, Series 66 and SIE. Patrick is registered in the state of Florida.

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

Raymond James Financial Services Advisors, Inc.

location

Ocala, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Patrick McGowan Hill is a financial advisor with over 35 years of experience in the financial industry. Patrick is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since January 2009. Patrick is also registered as an Investment Advisor Representative in Florida and Texas. In the past, Patrick was registered with Paine Webber Incorporated, Barnett Investments, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick has a wide range of experience in the financial industry, including financial planning, portfolio management, and investment advisory services. Patrick holds Series 7, Series 63, and Series 65 licenses.

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

Cadaret, Grant & CO., Inc.

location

Wesley Chapel, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Bungo is a financial advisor with Cadaret, Grant & Co., Inc., located in Wesley Chapel, Florida. Patrick has been in the financial services industry since 2011 and holds a Series 7, Series 6, Series 63, and Series 65 license. Patrick specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Patrick previously worked at Securities America, Inc., Cetera Investment Services LLC, LPL Financial LLC, MetLife Securities Inc., and New England Securities. Patrick is also registered as an Investment Advisor Representative in Florida, Oklahoma, Pennsylvania, South Carolina, and West Virginia.

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

PONTE VEDRA BEACH, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Alexander Brannam is a financial advisor with Raymond James & Associates, Inc. Patrick Brannam has been in the financial services industry for over 20 years. He has held licenses and registrations in a variety of states, including Florida, Texas, and Alabama. Patrick Brannam has experience in various investment areas including stocks, bonds, mutual funds, and options. He is committed to providing personalized financial advice to help his 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Patrick Peter Demers is a financial advisor at Raymond James & Associates, Inc.. Patrick Demers has been in the financial services industry since 1989. Patrick Demers holds a Series 63, Series 65, Series 7, Series 24, Series 4, Series 52, Series 53, Series 55, and Series 82 license. Patrick Demers is registered in 53 states and the District of Columbia.

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

Cambridge Investment Research Advisors, Inc.

location

Pensacola, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Gerard Lanza is a financial advisor in Pensacola, FL. Patrick has been in the industry since 2011. Patrick is a registered representative of Cambridge Investment Research Advisors, Inc. Patrick works at the Pensacola, FL branch office of Cambridge Investment Research Advisors, Inc. Patrick specializes in Retirement planning, Insurance, College Savings, Estate Planning, and Small Business planning. Patrick also has a CPA and is a certified financial planner.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Rabenau is a registered representative and investment advisor representative with Citigroup Global Markets Inc. in Miami, Florida. Patrick has been in the financial services industry since June 16, 2015. Patrick is a registered representative in 15 states and an investment advisor representative in Florida. Patrick has Series 7, Series 66, and SIE licenses.

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

MML Investors Services, LLC

location

Tampa, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Jarvis is a registered representative with MML Investors Services, LLC. Patrick is a veteran of the financial services industry, having started in 2010. Patrick has extensive experience in providing financial advice to individuals, corporations, and other entities. Patrick is also a licensed insurance agent and managing partner of Cadia Financial Group, LLC. Patrick is dedicated to providing personalized financial planning and investment advice tailored to each client's specific needs.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Jacksonville, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Hart is a financial professional who has been working in the financial services industry since 2008. Patrick is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Patrick has a broad range of experience in financial planning, investment management, and insurance. Patrick holds Series 6, 7, 63, and 65 licenses. Patrick's firm, Cambridge Investment Research Advisors, Inc. is a national financial services firm headquartered in Fairfield, Iowa. Cambridge Investment Research Advisors, Inc. provides a variety of financial services to individuals and businesses, including investment management, financial planning, insurance, and retirement planning. Patrick has been with Cambridge Investment Research Advisors, Inc. since 2018.

SPECIALIZATIONS

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

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