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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Rhonda Lynn Morcillo is a financial advisor with over 25 years of experience in the industry. Rhonda is currently registered with Raymond James & Associates, Inc. in ST. PETERSBURG, FL. Rhonda has previously worked at MORGAN STANLEY, NBC SECURITIES, INC., and FISERV INVESTOR SERVICES, INC. in various locations. Rhonda holds multiple licenses, including Series 6, 7, 9, 10, 63, and 65.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Rhonda Singer is an investment advisor representative with J.p. Morgan Securities LLC. Rhonda has been in the securities industry since February 24, 1997. Rhonda is registered with the state of Florida and Texas and has been active in the industry for over 25 years. Rhonda has a variety of experience in the financial services industry, including working for Goldman, Sachs & Co., Sanford C. Bernstein & Co., Inc. and Sanford C. Bernstein & Co., LLC. Rhonda has a Series 7, Series 24, and Series 63 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

Fort Lauderdale, FL

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Rhonda McNiel is a financial advisor with over 40 years of experience in the industry. Rhonda has been with Raymond James & Associates, Inc. since May 2022, and prior to that, she worked for Oppenheimer & Co. Inc. and UBS Financial Services Inc. Rhonda holds the Series 7, Series 63, and Series 65 licenses. Rhonda works with a variety of clients, including individuals, families, businesses, and institutions. Rhonda specializes in financial planning, investment 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Waverly Advisors, LLC | CFP ® (Certifications)

location

ST. PETERSBURG, FL

0 Disclosures

ADVISOR BIO

Rhonda Karen Holifield is a financial advisor with Waverly Advisors, LLC. Rhonda is a Certified Financial Planner with over 15 years of experience in the industry. Rhonda provides financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. Rhonda specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Rhonda is registered with the state of Florida and Mississippi.

SPECIALIZATIONS

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

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

Hallandale Beach, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Rhonda Lynn Weinman is a financial advisor with Raymond James & Associates, Inc. Rhonda has been in the industry since August 1983. Rhonda has a wide range of experience and expertise in financial planning, portfolio management, and pension consulting. Rhonda is a CERTIFIED FINANCIAL PLANNER™ professional. Rhonda's clients include individuals, families, businesses, and retirement plans.

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

Archer Investment Corp.

location

Miami, FL

0 Disclosures

ADVISOR BIO

Rhonda Marla Kuhn is a registered investment advisor representative with over 35 years of experience in the financial services industry. Rhonda has a Series 6 and Series 26 license and is registered to provide investment advice in the state of Florida. Rhonda is currently affiliated with Archer Investment Corporation and Automated Financial Planning, Inc. Rhonda has a broad range of experience in working with individual clients, high-net-worth individuals, and various entities. Her focus is on providing financial planning, portfolio management, and pension consulting. Rhonda's expertise in financial planning, investment management, and pension consulting provides her clients with comprehensive and tailored financial solutions.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Tampa, FL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Rhonda Rene McGuire is a financial advisor at Morgan Stanley, with over 30 years of experience in the financial industry. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 63 licenses. Rhonda Rene McGuire also has a Series 65 license to provide investment advisory services, and is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Rhonda Rene McGuire is affiliated with Morgan Stanley, a leading financial services firm.

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

Cambridge Investment Research Advisors, Inc.

location

Bradenton, FL

0 Disclosures

ADVISOR BIO

Rhyanna Haley Broomfield-gilman is a registered Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Rhyanna has been working in the financial services industry since 2016. Rhyanna is currently registered with the state of Florida, and is also registered in Texas. Rhyanna holds the Series 65 license, and has completed the Uniform Investment Adviser Law Examination. Rhyanna has experience with a wide range of clients, including individuals, high-net-worth 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
Market Timing Services
Unclaimed

Dakota Wealth, LLC

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

Rhys Williams is an Investment Advisor Representative with Dakota Wealth, LLC, located in PALM BEACH GARDENS, FL. Rhys has been working in the financial industry since 2013. Rhys is registered with FINRA and the states of Florida and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Great Valkaria, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Ria Ramnanan is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Ria has been in the securities industry since 2008. Ria is licensed to offer securities advice in several states, including Connecticut, Florida, New York, and Texas. Ria also holds the Series 7, Series 66, and SIE licenses.

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

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