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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

LPL Financial LLC | CFP ®,CFA ® (Certifications)

location

Miami, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ashton Medina is a financial advisor with over 10 years of experience in the industry. Ashton is registered with LPL Financial LLC and holds Series 7, 7TO, SIE and 66 licenses. Ashton is also a Certified Financial Planner™ and a Chartered Financial Analyst. Ashton has extensive experience in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Florida Financial Advisors, LLC

location

Jacksonville, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ashton Holliday is a financial advisor with Florida Financial Advisors, LLC in Jacksonville, Florida. Ashton has been in the financial industry since 2023 and holds both Series 6TO and Series 65 licenses. Ashton is currently registered with the state of Florida and Texas. Florida Financial Advisors, LLC is a registered investment advisor firm specializing in financial planning and portfolio management for individuals and businesses. The firm manages over $199 million in assets under management.

SPECIALIZATIONS

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

Florida Financial Advisors, LLC

location

Jacksonville, FL

0 Disclosures

ADVISOR BIO

Ashton Drake Jarczyk is a financial advisor associated with Florida Financial Advisors, LLC. Ashton has been in the financial industry since 2024 and is currently registered with the state of Florida. Ashton has obtained the Series 65 license and the SIE exam. Ashton is a financial consultant and provides financial planning services.

SPECIALIZATIONS

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

Tampa, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ashutos Kumar Sahay is a registered representative with Morgan Stanley. Ashutos is licensed to provide securities and investment advisory services in 53 states and territories, as well as in Puerto Rico. Ashutos holds licenses in Series 7TO, Series 63, and SIE. Ashutos's current employment with Morgan Stanley began in 2024.

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

Morgan Stanley

location

Boca Raton, FL

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Asif Ali is an investment advisor representative with Morgan Stanley. Asif has been in the industry since August 1999. Asif is registered in 53 states and has passed the Series 3, 7, and 63 examinations. Asif previously worked at Citigroup Global Markets Inc. Asif is registered in Florida and Texas. Asif's firm has offices in Boca Raton, 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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aspen Lee is a registered representative with Raymond James & Associates, Inc. in St. Petersburg, FL. Aspen has been in the industry since 2018. Aspen holds the Series 7 and Securities Industry Essentials Exam licenses. Aspen specializes in portfolio management for individuals and businesses. Aspen also offers financial planning, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

BOCA RATON, FL

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Assunta Siniscalchi is a financial advisor with over 20 years of experience in the industry. She is currently registered with Wells Fargo Advisors Financial Network, LLC in Boca Raton, FL. Assunta is a registered representative and investment advisor representative, holding Series 6, 7, 63, and 65 licenses, as well as the SIE. Assunta has experience working with a variety of clients, including individuals, families, and businesses. Assunta previously worked with Wells Fargo Clearing Services, LLC in Fort Lauderdale, FL and Citigroup Global Markets Inc in Mt. Kisco, NY. Assunta provides investment consulting services to institutional clients, in addition to 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Avantax Advisory Services

location

Westlake, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Aston Addison Douglas is a financial advisor with Avantax Advisory Services. Aston is registered with the state of Florida and Georgia. Aston has been in the financial services industry for over 20 years. Aston has a Series 7 and Series 66 license and has also passed the SIE exam. Aston has worked with clients in various areas, including retirement planning, investment management, and insurance. Aston is also involved in the community through the Maxine Drake Foundation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

Miami, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Astrid Sonia Nino is a registered representative with Morgan Stanley, working in the Miami, FL branch office. Astrid Sonia Nino has been in the industry since June 2011 and is licensed in Florida and Texas. Astrid Sonia Nino is registered with FINRA, and is also registered as an Investment Advisor 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

Raymond James & Associates, Inc.

location

Coral Gables, FL

experience

28 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Astrid Rodriguez-carranza is a financial advisor with over 25 years of experience. Astrid is a Registered Representative and Investment Advisor Representative at Raymond James & Associates, Inc., and has held previous positions at Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Astrid holds a variety of licenses and certifications, including Series 7, 9, 10, 31, 63, and 65, as well as the SIE. Astrid works with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit-sharing plans. Astrid provides a range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management. Astrid is also a business owner and manages real estate properties.

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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