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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Cetera Investment Advisers LLC

location

FORT MYERS, FL

experience

1 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Ross Garing is an active investment advisor representative. Ross is registered with Cetera Investment Advisers LLC in Florida. Ross was previously registered with PARK AVENUE SECURITIES LLC in Florida. Ross has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Ross is also registered with the states of Alabama, Florida, and Ohio.

SPECIALIZATIONS

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

Victrix Investment Advisors | CFP ® (Certifications)

location

STUART, FL

0 Disclosures

ADVISOR BIO

Ross Cutler is a financial advisor at Victrix Investment Advisors. Ross has been in the industry for over 8 years and is a Certified Financial Planner. Ross specializes in providing financial advice and portfolio management services to high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ross Austin Hutcheon is a financial advisor at Raymond James & Associates, Inc. Ross has been in the financial services industry since 2002. Ross is registered with FINRA as a General Securities Representative. Ross holds the Series 7, Series 24, Series 57TO, and SIE licenses. Ross is also registered as a Uniform Securities Agent in California.

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

Gemstone Wealth Management

location

DELRAY BEACH, FL

0 Disclosures

ADVISOR BIO

Ross Bradley Goldstein is a financial advisor with Gemstone Wealth Management, based in Delray Beach, FL. Ross has been in the industry since October 2018 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Ross has a Series 7, Series 66 and SIE licenses. Gemstone Wealth Management offers financial planning, portfolio management, and pension consulting services to individuals and businesses.

SPECIALIZATIONS

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

Ameritas Advisory Services, LLC

location

Boca Raton, FL

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ross Brenner is a financial advisor with Ameritas Advisory Services, LLC, based in Boca Raton, FL. Ross has been in the industry since 2011 and holds both a Series 6 and Series 65 license. Ross also has experience with VALIC Financial Advisors, INC. and Park Avenue Securities LLC. Ross specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ross has a strong commitment to helping 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
Unclaimed

RBC Capital Markets, LLC

location

BOCA RATON, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Ross Evans Feigen is a financial advisor with RBC Capital Markets, LLC. Ross has been in the industry since 2002, and holds Series 7 and 66 licenses. Ross is also a registered investment advisor in Florida, New Jersey, and Texas. Ross has previously worked with Citigroup Global Markets Inc. and Banc of America Investment Services, Inc. Ross is a specialist in providing financial advice to individuals, businesses, corporations, and other investment advisors. Ross has more than 20 years of experience in the financial industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

NAPLES, FL

experience

40 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Ross Baumgarten is a financial advisor at RBC Capital Markets, LLC. Ross has over 30 years of experience in the financial industry, with previous roles at Robert W. Baird & Co. Incorporated, William Blair & Company L.L.C., and Piper Jaffray & Co. Ross is a registered investment advisor in Florida, Illinois, and Texas. Ross holds the Series 63, Series 66, and Series 7 licenses. Ross is a licensed and registered financial advisor in Arizona, California, Florida, Georgia, Illinois, Indiana, New Jersey, New York, Pennsylvania, Tennessee, and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PONTE VEDRA BEACH, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ross Michael Adrian is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ross has been in the industry since August 2019 and has 9 approved state registrations. Ross Michael Adrian is also licensed in Florida, New Jersey and Texas as an Investment Advisor Representative. Ross Michael Adrian's current branch office is located in Ponte Vedra Beach, FL.

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

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

location

Ocala, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Ross Edwin Davis is a financial advisor who has been in the industry since 2015. Ross is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since April 2024. Previously, Ross was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Ross holds Series 7, 9, and 66 licenses.

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

Wells Fargo Clearing Services, LLC

location

JACKSONVILLE, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ross Johnson is a financial advisor registered with Wells Fargo Clearing Services, LLC. Ross is licensed in Florida and Texas as a Registered Representative and Investment Advisor Representative and has been working in the financial industry since 2023. Ross offers investment consulting services to both individual and institutional clients. They are specialized in offering financial planning, pension consulting, and selection of other advisors. They are also involved in portfolio management services for both individuals and businesses. Ross is passionate about helping clients achieve their financial goals and is committed to providing personalized service.

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

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