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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Eagle Strategies LLC

location

SARASOTA, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Eric Bock is an active Registered Investment Advisor and Broker. Ronald has been in the financial services industry since February 1995. Ronald is registered with Eagle Strategies LLC, and the firm's main office is located in New York, NY. Ronald is also registered with the state of Florida, Texas, Colorado, Georgia, Montana, New York, North Carolina, Ohio, Pennsylvania, Tennessee, and Texas as an Investment Advisor. Ronald's past employment includes Locust Street Securities, Inc.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

WEST PALM BEACH, FL

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Wilson is a financial advisor at Raymond James Financial Services Advisors, Inc. Ronald has over 30 years of experience in the financial services industry. He is registered with the state of Florida as a Registered Investment Advisor (RIA). Ronald's expertise includes financial planning, portfolio management, and pension consulting. He is also a Certified Public Accountant (CPA). Ronald has a strong track record of providing personalized financial advice and services to individuals and families.

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
Unclaimed

Assuredpartners Investment Advisors | CFP ®,PFS ® (Certifications)

location

Plantation, FL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Lawrence Myers is a financial advisor with AssuredPartners Investment Advisors, LLC. Ronald is a Certified Financial Planner and a Personal Financial Specialist, and has over 20 years of experience in the financial services industry. Ronald has a strong background in investment planning, retirement planning, and estate planning. Ronald is committed to providing his clients with personalized financial advice to help them 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
REFERRALS TO UNAFFILIATED INVESTMENT ADVISERS, COLLEGE PLANNING
Unclaimed

LPL Financial LLC

location

TAMPA, FL

experience

41 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Ronald Dean Clark is a financial advisor at LPL Financial LLC. Ronald has been in the financial industry since 1984 and holds several licenses and certifications, including Series 6, 7, 22, 63 and 65. Ronald has a strong track record of providing financial advice to individuals and families. Ronald is dedicated to helping clients achieve their financial goals. Ronald is a registered representative with LPL Financial LLC. Ronald is also registered as an investment advisor representative with Cetera Advisor Networks LLC. Ronald is a member of the National Association of Realtors and the National Association of Personal Financial Advisors.

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Trinity, FL

experience

47 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ronald James May is a financial advisor at Raymond James Financial Services Advisors, Inc. Ronald has been in the industry since December 4, 1977. Ronald has a strong track record of success in helping clients achieve their financial goals. Ronald is a Certified Financial Planner and has a wide range of experience in financial planning, investment management, and retirement planning. Ronald is dedicated to providing his clients with personalized service and a high level of expertise.

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
Unclaimed

Next Financial Group, Inc.

location

SARASOTA, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Goldberg is a Registered Representative with Next Financial Group, Inc. Ronald has been in the securities industry since April 1988 and has held several previous positions at firms including Woodbury Financial Services, Inc., Colonial Brokerage, Inc., and Fiserv Investor Services, Inc. Ronald specializes in providing financial planning and portfolio management services to individuals, 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
Unclaimed

Ameriprise Financial Services, LLC

location

Lakeland, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Lindsey Rimmer is a financial advisor registered with Ameriprise Financial Services, LLC in Lakeland, Florida. Ronald has been in the industry since 1983 and has a wealth of experience in helping clients achieve their financial goals. Ronald is also a board member of a Lakeland-based trust company, and plays bluegrass music in the Southern Express Band.

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
location

SUMMERFIELD, FL

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Joseph Francis is a financial advisor who has been in the industry since 2014. Ronald is currently registered with Edward Jones, a firm that manages assets between $10 billion and $50 billion. Ronald is licensed as a Registered Representative in Florida and Texas, and he also has a Series 7 and Series 66 license. In addition to these qualifications, Ronald holds a Series 63 license in several states across the country, including Alaska, Arizona, Arkansas, and California.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

VENICE, FL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Troyan is an Investment Advisor Representative with Osaic Wealth, Inc. Osaic Wealth, Inc. is a large firm that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ronald has been in the financial services industry since 1989. Ronald has also worked at Woodbury Financial Services, Inc. and AXA Advisors, LLC. Ronald is registered to provide investment advisory services in 52 states and the District of Columbia. Ronald holds the Series 6, 7, 24, and 63 licenses.

SPECIALIZATIONS

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

Transamerica Retirement Advisors, LLC

location

Lutz, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Wheat is a registered representative with Transamerica Retirement Advisors, LLC in Lutz, FL. Ronald has been working in the securities industry since 1998. Ronald is licensed to provide securities advice in 52 states and the District of Columbia.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals

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