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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Ameriprise Financial Services, LLC

location

PLANTATION, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Rackeal Stacy-ann Mascenik is a financial advisor at Ameriprise Financial Services, LLC. Rackeal has been in the industry since December 8, 2014. Rackeal holds the Series 66, Series 7 and SIE licenses. Rackeal is registered in Florida. Rackeal's firm, Ameriprise Financial Services, LLC is headquartered in Minneapolis, Minnesota. Ameriprise provides financial advisory services to individuals, businesses, and institutions.

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
location

Ponte Vedra Beach, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Racquel Domingo is a financial advisor currently registered with Morgan Stanley. Racquel Domingo has been in the industry since 1984 and holds registrations in 45 states, including Florida and Texas. Racquel Domingo is a Series 66, Series 7, and SIE licensed professional. Domingo is affiliated with the Ponte Vedra Beach branch office of Morgan Stanley. The branch office is located at 50 A1a North, Suite 112, Ponte Vedra Beach, FL, 32082.

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
location

Tampa, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Racquel R Smith is a financial advisor with over 15 years of experience in the financial services industry. Racquel is currently registered with Morgan Stanley and has previously worked with T. Rowe Price Investment Services, Inc. Racquel's primary focus is on providing investment advice and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and institutions. Racquel is also a licensed financial planner and holds the Series 6, 7, 63, 65, and 66 licenses.

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

Wells Fargo Clearing Services, LLC

location

TAMPA, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Rada Hayes is a financial advisor at Wells Fargo Clearing Services, LLC. Rada has been in the financial services industry since 2017. Rada is registered with the state of Florida and holds the Series 6, Series 7, Series 63 and Series 66 licenses. Rada is also registered as an investment advisor representative in Florida and Georgia.

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

TAMPA, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Radenko Dobras is a financial advisor with Morgan Stanley. Radenko has been in the financial industry since April 2009. Radenko's experience includes prior roles with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and GUNNALLEN FINANCIAL, INC. Radenko has a Series 66, Series 7 and SIE licenses. Radenko is registered to provide investment advice in 30 states and is also a Registered Representative in Florida and Texas.

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

UBS Financial Services Inc.

location

STUART, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Radika Mangar is a financial advisor with UBS Financial Services Inc. based in Stuart, FL. Radika has been in the industry since 1992 and is licensed to provide investment advice in several states. Radika has experience working with clients of all ages, including high-net-worth individuals, families, and businesses. Radika focuses on providing a comprehensive and personalized approach to financial planning, helping 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

JACKSONVILLE, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Raeanne McCarty is a financial advisor at LPL Financial LLC. Raeanne has been in the financial services industry since 2015 and is registered with FINRA and the state of Florida. Raeanne holds the Series 66, Series 7TO and SIE licenses. Raeanne specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wells Fargo Clearing Services, LLC

location

TAMPA, FL

experience

22 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Raed Hassan Jaber is a financial advisor at Wells Fargo Clearing Services, LLC. Raed has over 20 years of experience in the financial services industry. Raed is registered with the state of Florida and Texas. Raed previously worked at BB&T Investment Services, Inc. and Morgan Stanley DW Inc. Raed specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

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

Wells Fargo Clearing Services, LLC

location

JACKSONVILLE, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Raelawn Patrece Dawson is a financial advisor with Wells Fargo Clearing Services, LLC. Raelawn has been in the financial industry since August 5, 2016. Raelawn is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor in Florida. Raelawn is also registered as a securities agent in Florida and Georgia. Raelawn has a wide range of experience and knowledge in the financial industry, including experience in portfolio management, investment consulting, and financial planning. Raelawn is committed to providing her clients with the highest level of service and expertise.

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

Cetera Investment Advisers LLC

location

BOCA RATON, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Raelene Aldridge is a financial advisor with Cetera Investment Advisers LLC located in BOCA RATON, FL. Raelene has been in the financial services industry since 2000. Raelene has worked with several other firms, including UBS Financial Services Inc., First Allied Securities, Inc., and Stanford Group Company, specializing in financial planning, portfolio management, and pension consulting services. Raelene holds multiple industry certifications, including Series 7, Series 10, Series 24, Series 52, Series 53, Series 99, and SIE, and is registered with the states of Florida and California.

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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