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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

LPL Financial LLC | CFC ® (Certifications)

location

LAKE MARY, FL

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randolph Miles Peters is a financial advisor with over 37 years of experience in the financial services industry. Randolph is currently registered with LPL Financial LLC in LAKE MARY, FL. Previously, Randolph has worked for WOODBURY FINANCIAL SERVICES, INC., QUESTAR CAPITAL CORPORATION, W. S. GRIFFITH & CO., INC., MONY SECURITIES CORP., and THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK. Randolph holds FINRA Series 6, 7, and 63 licenses as well as the SIE. Randolph holds the Chartered Financial Consultant designation.

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

Raymond James Financial Services Advisors, Inc.

location

Bonita Springs, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Randolph Harvey Ziffren is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Bonita Springs, FL. Randolph has over 40 years of experience in the financial services industry. Randolph is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 6, Series 7, Series 24, Series 52TO, Series 53, and Series 63. He is also registered as an investment advisor representative (IAR) in Florida and Texas. Randolph's previous employers include Dean Witter Reynolds Inc., E. F. Hutton & Company Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, NEL Equity Services Corporation, and Pruco Securities Corporation.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BOCA RATON, FL

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Randy Harris Schild is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Boca Raton, FL. Randy has been in the securities industry since November 2, 1993. Randy has experience in providing financial advice to individuals and businesses, as well as managing portfolios for investment companies. Randy also specializes in pension consulting, educational seminars, and portfolio management.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TAMPA, FL

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Randy Freedman is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Randy is licensed in multiple states to provide investment advice and brokerage services, with a focus on offering portfolio management for businesses and individuals. Randy has been in the financial services industry since 1981 and is registered with FINRA, a self-regulatory organization. Randy has a wide range of experience and expertise, including working with clients in various industries, including pension consulting, allocation modeling and portfolio management. Randy is committed to helping clients reach their financial goals through a personalized approach.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

Fort Myers, FL

experience

41 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Randy Dombrowski is a financial advisor with over 38 years of experience in the industry. Randy currently works at Morgan Stanley and has been registered with the firm since June 2009. Previously, Randy was registered with Citigroup Global Markets Inc. and Lehman Brothers Inc. Randy specializes in providing financial planning, asset allocation advice, and portfolio management services to a range of clients, including 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Osaic Wealth, Inc.

location

Boca Raton, FL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Randy Mark Breidbart is a financial advisor with Osaic Wealth, Inc. based in Boca Raton, FL. Randy has been in the financial services industry since 1985. Randy has a wide range of experience, including working with individuals, businesses, and institutions. Randy has been a registered representative since 1985 and a registered investment advisor since 1999. Randy holds the Series 7, Series 63, and Series 65 licenses. Randy is committed to providing personalized financial advice to help clients reach 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
Unclaimed

Northbridge Financial Group, LLC

location

TAMPA, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Randy Evans Ramos is a financial advisor with Northbridge Financial Group, LLC, located in Tampa, Florida. Randy has been in the financial industry since July 2014 and is registered with the state of Florida as both a broker and an investment advisor representative. Randy is also registered in Illinois and Texas as a broker. Randy offers financial planning and portfolio management services to individuals, families, and businesses. Randy's expertise includes working with charitable organizations, pension and profit sharing plans, and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Edelman Financial Engines

location

TAMPA, FL

0 Disclosures

ADVISOR BIO

Randy Michael Deitke is an investment advisor representative with Edelman Financial Engines. Randy has been in the financial services industry since 1991. Randy has a Series 63, Series 66, Series 7, Series 8, and Series 24 license. Randy specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses, and publication of periodicals. Randy is registered with the state of Florida, Illinois, and Texas.

SPECIALIZATIONS

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

Palm Beach Gardens, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Randy Marc Levitt is a financial advisor with Morgan Stanley. Randy has been in the financial services industry since 2001. Randy holds a Series 7, Series 31, Series 63 and Series 65 license and has a CPA license from the state of Florida. Randy's primary office is located at 3801 PGA Boulevard, Suite 700 in Palm Beach Gardens, Florida.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Randy Persaud is a financial advisor with Morgan Stanley. Randy has been in the industry for 1 year. Randy has experience in the financial services industry, including previous employment with E*TRADE SECURITIES LLC. Randy is licensed in 53 states and holds the following licenses: Series 7TO, Series 63, and SIE. Randy is registered with FINRA and is a member of the Securities Investor Protection Corporation (SIPC). Randy specializes in providing financial advice 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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