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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Rockledge, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca King is a financial advisor with Ameriprise Financial Services, LLC. Rebecca has been in the industry since 2006, and has a Series 7 license. Rebecca is registered in Florida and has experience with a variety of clients, including individuals, trusts, and corporations. Rebecca specializes in providing financial planning, asset allocation services, and portfolio management.

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

Cetera Investment Advisers LLC

location

SARASOTA, FL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Rebecca Leigh Fisher is a financial advisor with Cetera Investment Advisers LLC. Rebecca has been in the financial services industry since October 29, 2002. Prior to joining Cetera Investment Advisers LLC, Rebecca worked at CUNA BROKERAGE SERVICES, INC. and SWS FINANCIAL SERVICES. Rebecca is registered with the state of Florida and holds the Series 6, Series 7, Series 66 and SIE licenses. Rebecca specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses and charitable organizations.

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

ST. PETERSBURG, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Chicco is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc.. Rebecca has been in the industry since 2010 and is registered with the state of Florida. Rebecca has a variety of experience in the financial services industry, including working with individuals, corporations, and high-net-worth clients. She has a strong understanding of financial planning, portfolio management, and investment strategies.

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

19 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Alice Zwerin is a registered investment advisor representative with Raymond James & Associates, Inc. based in ST. PETERSBURG, FL. Rebecca has been in the financial services industry since June 6, 2006. Rebecca has passed the Series 66, Series 7 and SIE exams. Rebecca also is the owner of a rental property business.

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

Ameriprise Financial Services, LLC

location

TAMPA, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Ann Holcomb is a financial advisor with Ameriprise Financial Services, LLC. Rebecca has been in the financial services industry since 2001. Rebecca has a total of 2 product exams. Rebecca is currently registered with FINRA and is licensed to provide financial services in the state of Florida. Rebecca is a financial advisor with over 20 years of experience in the financial services industry and is dedicated to helping clients achieve their financial goals. Rebecca has worked for a variety of financial institutions including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Raymond James Financial Services, Inc. Rebecca is passionate about providing personalized financial advice and guidance to her clients. Rebecca has a track record of 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

FORT MYERS, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Rose Pyburn is a financial advisor currently registered with UBS Financial Services Inc. in Fort Myers, Florida. Rebecca has been in the industry since 2017 and previously worked with Raymond James & Associates, Inc. and Wells Fargo Clearing Services, LLC. Rebecca has earned a variety of industry certifications and is licensed to provide investment advice in Florida, Nevada and Ohio. Rebecca's focus is on working with individuals, corporations, charitable organizations, pension and profit sharing plans, high net worth individuals and insurance companies.

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
location

Jacksonville, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Bliss is a financial advisor with Morgan Stanley. Rebecca has been a financial advisor for over 23 years and is licensed in 53 states. She has been with Morgan Stanley since 2009. Rebecca holds Series 31, Series 7, Series 9, and Series 10 licenses and has passed the SIE, Series 66 and Uniform Combined State Law Examination.

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

1 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Whitley is a registered representative with Morgan Stanley, a leading financial services firm. Rebecca is based in Tampa, Florida. Rebecca has been in the industry since 2021. She holds both Series 7TO and SIE licenses. Rebecca is registered in Florida as a Broker/Dealer (BC). Rebecca specializes in providing investment advice to individuals, businesses, and investment companies.

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

Tampa, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Kinzly is a Registered Representative and Investment Adviser Representative. Rebecca is licensed in 53 states, and Rebecca is currently employed by J.P. Morgan Securities LLC in Tampa, FL. Rebecca has been in the industry for 4 years and is associated with 1 firm. Rebecca's professional experience includes roles at Tulane University, JPMorgan Chase Bank, N.A., Finra, Jp Morgan, and Ruby's Diner. Rebecca holds a Series 66, Series 7TO and SIE license.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Leigh Schroeder is a financial advisor at Raymond James & Associates, Inc. Rebecca has been in the financial industry for 11 years. Rebecca has a Series 7 and Series 66 licenses and is registered in Florida. Rebecca specializes in working with individuals, corporations, and high-net-worth individuals.

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

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