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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Ameriprise Financial Services, LLC

location

CLEARWATER, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Robert Radovanic is a financial advisor in Clearwater, FL with over 23 years of experience in the financial services industry. Robert Radovanic has been registered with Ameriprise Financial Services, LLC since August 20, 2014. Prior to joining Ameriprise, Robert Radovanic was registered with several other firms, including Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., Wachovia Securities, Inc., and First Union Brokerage Services, Inc. Robert Radovanic holds FINRA Series 6, 7, and 66 licenses. Robert Radovanic offers financial planning, asset allocation services, educational seminars, selection of other advisors, and portfolio management services for 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Orlando, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Robert Christopher Potter is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the industry since May 2002 and is registered to provide investment advice in 33 states and territories. Robert specializes in providing financial planning, asset allocation services, and portfolio management for individuals, businesses and pension plans. Robert also has experience providing investment advice to charitable organizations. In addition to providing investment advisory services, Robert also holds a Certified Financial Planner designation. Robert has previously been employed by IDS Life Insurance Company.

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

Annex Wealth Management, LLC

location

Naples, FL

disclosure

1 Disclosures

ADVISOR BIO

Robert Chastain is an investment advisor representative at Annex Wealth Management, LLC. Robert is currently registered with the state of Florida and Wisconsin. Robert has been in the industry since 2013. Prior to joining Annex Wealth Management, LLC, Robert worked at CUNA BROKERAGE SERVICES, INC., ALLSTATE FINANCIAL SERVICES, LLC, PFS INVESTMENTS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Robert Jason Weinberg is a financial advisor with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Robert has been in the industry since 2008 and is registered with FINRA and the state of Florida. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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
Unclaimed
location

Miami, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Robert Gonzalez is a financial advisor at Morgan Stanley. Robert has been in the financial services industry since September 2005 and holds Series 3, 7, 9, 10 and 66 licenses. Prior to joining Morgan Stanley, Robert worked as a financial advisor at Wells Fargo Advisors. Robert has a wide range of experience and expertise, and is committed to providing his clients with personalized financial advice.

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

D.h. Hill Advisors, Inc.

location

CLERMONT, FL

experience

19 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Robert Michael Dechick is an investment advisor representative at D.h. Hill Advisors, Inc., a firm that provides advisory services to individuals, high-net-worth individuals, and other investment advisors. Robert has been in the financial services industry since 2006 and holds a Series 6, Series 7, and Series 66 license. Robert specializes in providing financial planning, portfolio management, and other advisory services to clients. He has a diverse employment history, having worked at various financial institutions, including Broker Dealer Financial Services Corp., Southern Farm Bureau Fund Distributor, Inc. and Courtland Walker Agency. Robert's commitment to providing clients with personalized financial advice and exceptional service has earned him a reputation as a trusted advisor.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

TAMPA, FL

experience

21 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Robert Lee Martin is a financial advisor with over 19 years of experience in the financial services industry. Robert has been with Osaic Wealth, Inc. since April 2023. Before joining Osaic Wealth, Inc. Robert worked with Cetera Financial Specialists LLC and Investment Centers of America, Inc.. Robert has a strong background in providing financial advice to individuals, businesses, and retirement plans. Robert is also a licensed insurance agent and provides fixed insurance products.

SPECIALIZATIONS

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

NORTH PORT, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Robert Nelson is a financial advisor with Edward Jones. Robert has been in the industry since 2009 and has a strong background in financial planning and portfolio management. Robert is registered with the Securities and Exchange Commission (SEC) and holds Series 66, SIE, and Series 7 licenses. Robert is also registered with the state of Florida and has a strong track record of providing clients with personalized financial advice and strategies.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Parrish, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Robert A. Evans is an investment advisor representative who has been in the financial industry since January 31, 2012. Robert A. Evans is currently registered with J.p. Morgan Securities LLC. Robert A. Evans is also registered as an investment advisor representative in Florida and Texas. Robert A. Evans has been registered with J.p. Morgan Securities LLC since October 1, 2012. Prior to that, Robert A. Evans was registered with FIFTH THIRD SECURITIES, INC. and CHASE INVESTMENT SERVICES CORP. Robert A. Evans holds a Series 6, 7, 63, and 66 license. Robert A. Evans also has a Series SIE.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Sarasota, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Robert Rosnack is an investment advisor representative at Raymond James Financial Services Advisors, Inc. based in Sarasota, Florida. Robert has been in the securities industry for 1 year and is registered with FINRA and the state of Florida. Robert has passed the Series 66, Series 7TO, Series 24 and SIE exams. Robert specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and hourly & fixed rate consultations.

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

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