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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

LPL Financial LLC

location

PORT CHARLOTTE, FL

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Riley Giauque is a financial advisor registered with LPL Financial LLC. Riley holds a Series 7TO, Series 66, and SIE license and is registered in Florida and North Dakota. Riley has been in the financial industry since August 2019. Riley provides financial planning and portfolio management services to individuals and businesses.

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
location

Sarasota, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Rill Hunter Baxter is an active Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial services industry. Rill has held previous roles at Citigroup Global Markets Inc. and Corporate Securities Group, Inc. Currently, Rill is an advisor with Morgan Stanley and is registered in several states, including Florida, Texas, and others. Rill’s areas of specialization include Asset Allocation Advice, Financial Planning, and Portfolio Management for 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

LAKE WORTH, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Rimon Attalla is a registered representative with J.p. Morgan Securities LLC. Rimon is licensed in 25 states and has been in the industry since 2013. Rimon has experience providing investment advice and financial planning to individuals, high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

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

Morningstar Investment Management LLC

location

St. Augustine, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Risa Lamontagne has been an active investment professional since November 2002. Risa is currently registered with Morningstar Investment Management LLC, and has been with them since August 2022. Risa has worked for multiple companies in the financial industry, including Sanctuary Securities, Inc., Transamerica Investors Securities Corporation, and Lincoln Financial Advisors Corporation. Risa has also been registered with the Securities and Exchange Commission since September 2000.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CORAL GABLES, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Rita Cecilia Ramirez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Rita has been in the securities industry for 22 years. Rita has a broad range of experience in the securities industry and has worked with a variety of clients, including individuals, corporations, and institutions. Rita is also registered as an Investment Advisor Representative and offers a variety of financial planning services. Rita has been with Merrill Lynch since 2009 and has worked with Bank of America Investment Services, Inc., SunTrust Investment Services, Inc., and Northern Trust Securities, Inc. prior to Merrill Lynch.

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

Morgan Stanley

location

Miami, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Rita Rivas is a financial advisor who has been in the industry since November 2013. She is currently registered with Morgan Stanley and is licensed in Florida and Texas. Rita has previously worked at Wells Fargo Clearing Services, LLC and AXA Advisors, LLC. Rita is dedicated to providing clients with personalized financial advice and services. Rita is committed to helping her 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Boca Raton, FL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Rita Maria Conway is a financial advisor in Boca Raton, Florida. Rita has been in the industry since September 4, 2002. Rita is currently registered with Morgan Stanley. Before joining Morgan Stanley, Rita was affiliated with UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Rita holds Series 66, SIE, and Series 7 licenses. Rita holds a Series 66 license which permits her to conduct business in 29 states.

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

LPL Financial LLC

location

BOCA RATON, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Rita Lynn Rana is a financial advisor at LPL Financial LLC with over 30 years of experience in the industry. Rita has a strong track record of success in helping clients achieve their financial goals. Rita's expertise spans various financial services, including portfolio management for businesses and individuals, financial planning, and pension consulting. Rita is dedicated to providing personalized financial guidance and working closely with her clients to develop customized solutions. Prior to joining LPL Financial LLC, Rita held positions at several other firms, including Symetra Securities, Inc., Brokers International Financial Services, LLC., and MetLife Investors Distribution Company.

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

JACKSONVILLE, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Rita Margarita Castro is a financial advisor with Ameriprise Financial Services, LLC. Rita is a certified financial planner and has been working in the financial industry since 1992. Rita has a Series 7 and Series 63 license and is registered to provide investment advice in 19 states and Washington, DC. She has previous experience with IDS Life Insurance Company, Compass Brokerage, Inc., Meredith, Martin & Kaye Incorporated, Smith Barney, Harris Upham & Co., Incorporated and Lehman Brothers Inc.. Rita is passionate about helping 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Vigil Wealth Management, LLC

location

PONTE VEDRA BEACH, FL

0 Disclosures

ADVISOR BIO

Ritesh Upadhyaya is an investment advisor representative with Vigil Wealth Management, LLC. Ritesh has been in the industry for over ten years, having worked previously at LPL FINANCIAL LLC, SunTrust Investment Services, Inc., and Morgan Stanley. Ritesh is registered with the state of Florida and holds Series 7 and 66 licenses. Ritesh is also a partner in a fashion and clothing business for children. Vigil Wealth Management, LLC offers portfolio management services to individuals, businesses and pension plans. The firm offers services including financial planning, pension consulting and selection of other advisors.

SPECIALIZATIONS

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

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