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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

TFG Financial Advisors, LLC

location

NORTH PALM BEACH, FL

0 Disclosures

ADVISOR BIO

Paul Wieseneck is a financial advisor with TFG Financial Advisors, LLC based in North Palm Beach, FL. Paul has been in the financial industry since 1984. Paul holds a Series 22 and a Series 65. Paul's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting and Selection of Other Advisers.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

NEPTUNE BEACH, FL

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Paul Stephen Ross is a registered representative of Raymond James Financial Services Advisors, Inc. Paul has been in the securities industry since June 11, 1994. Paul's current registration status is Active with the state of Florida and Texas. Paul has passed the Series 7, Series 24, Series 63, Series 65, and Series 66 exams. Paul has previously been registered with Wachovia Securities, LLC, High Mark Securities, Inc., Protective Group Securities Corporation, Salomon Smith Barney Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul is currently registered with Raymond James Financial Services Advisors, Inc., in Neptune Beach, Florida.

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

Ameriprise Financial Services, LLC

location

Daytona Beach, FL

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paul Daniel Strong is a financial advisor registered with Ameriprise Financial Services, LLC. He has been in the financial services industry since September 10, 1995. Paul Daniel Strong holds the Series 63, Series 7, Series 31 and SIE licenses. Paul Daniel Strong has been registered with Ameriprise Financial Services, LLC since March 2020 and previously worked at MORGAN STANLEY & CO., INCORPORATED, MORGAN STANLEY SMITH BARNEY and MORGAN STANLEY PRIVATE BANK, NATIONAL ASSOCIATION. Paul Daniel Strong specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

NED Davis Research, Inc. | CFA ® (Certifications)

location

SARASOTA, FL

0 Disclosures

ADVISOR BIO

Paul Jakubowicz is an investment advisor representative at Ned Davis Research, Inc., a firm with offices in Sarasota, FL. Paul has been in the industry since 2004 and specializes in providing research, charts, graphs, and customized research. Paul is also a Chartered Financial Analyst.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
ISSUES CHARTS, GRAPHS, ETC & CUSTOMIZED RESEARCH, MODEL PORTFOLIO SERVICES
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Wealth Management Services Inc.

location

SARASOTA, FL

0 Disclosures

ADVISOR BIO

Paul Shupe is a registered investment advisor representative with Wealth Management Services Inc. in Sarasota, Florida. Paul has been in the financial services industry for 8 years. Paul is also a registered investment advisor with the state of Florida. Paul has held previous roles at MSI Financial Services, Inc. and AEGIS CAPITAL CORP., both located in Sarasota, Florida. Paul has passed the Uniform Combined State Law Examination, the Series 7 exam, the Series 6 exam and the SIE exam. Paul specializes in providing financial planning services, pension consulting, selection of other advisors, and portfolio management services for individuals.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

CLEARWATER, FL

experience

29 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Paul Weinberger is a financial advisor with Cetera Investment Advisers LLC, based in Clearwater, Florida. Paul has over 25 years of experience in the financial services industry. His expertise spans various financial services areas, including financial planning, portfolio management, and insurance. Prior to joining Cetera Investment Advisers LLC, Paul was a financial advisor at National Securities Corporation and Prime Capital Services, Inc.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

SARASOTA, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Paul Marc Shields is a financial advisor with Ameriprise Financial Services, LLC. Paul Marc has been in the financial services industry since December 2005. Paul Marc is a registered representative with FINRA and a licensed investment advisor representative with the state of Florida. Paul Marc is based in Sarasota, Florida. Ameriprise Financial Services, LLC is a full-service financial services firm that offers a wide range of financial products and services, including investment management, financial planning, and insurance. The firm has offices nationwide and serves individual investors, families, and businesses.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

ORLANDO, FL

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paul Stephen Wood is a financial advisor with over 28 years of experience in the industry. Paul is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in 52 states and 2 jurisdictions. Paul has extensive experience in providing financial planning, portfolio management and pension consulting services. In addition to his current role, Paul also has experience with previous firms including Raymond James & Associates, Inc., Investacorp, Inc., and First Investors Corporation. Paul has several designations and holds multiple licenses. He is also the owner of multiple business support companies and is actively involved in the financial services industry.

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

Morgan Stanley | CFP ® (Certifications)

location

Palm Beach Gardens, FL

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paul Conklin has been a financial advisor in the industry since 1984. Currently, Paul works at Morgan Stanley in the Palm Beach Gardens, FL branch. Prior to working at Morgan Stanley, Paul worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co., Incorporated, Morgan Stanley DW INC., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc.. Paul has earned the following certifications: Certified Financial Planner. Paul Conklin is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, South Dakota, Texas, and Virginia.

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

Ameritas Advisory Services, LLC

location

Milton, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Paul William Mattke is a financial advisor with Ameritas Advisory Services, LLC. Paul William Mattke is a Registered Representative and Investment Advisor Representative. Paul William Mattke has been in the financial services industry since 2018. Paul William Mattke is licensed in Alabama, Florida, Louisiana, Michigan, New Mexico, North Carolina and Texas. Paul William Mattke is also licensed to provide investment advice in Florida and Texas. Paul William Mattke is affiliated with Ameritas Advisory Services, LLC, Ameritas Investment Company, LLC, Ameritas Life Insurance Company, and Freedom Financial Wealth Building Group.

SPECIALIZATIONS

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

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