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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

PALM CITY, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Ann Burnette is a financial advisor associated with Wells Fargo Clearing Services, LLC. Ruth Ann has been in the financial services industry since 2018 and is registered with the state of Florida. Ruth Ann is licensed to offer securities and investment advisory services.

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

Raymond James & Associates, Inc.

location

Panama City, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Anderson is a financial advisor with Raymond James & Associates, Inc. based in Panama City, FL. Ruth has been in the financial services industry for over 2 years, and she is licensed to sell securities in Florida. Ruth has passed the Series 7 and Series 66 exams, and she specializes in providing financial planning, portfolio management, and other investment services.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CORAL GABLES, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Gonzalez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Ruth has been working in the financial services industry since 1997. Ruth holds Series 7, Series 63, and Series 65 licenses. Ruth is registered in Florida, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, and Texas. Ruth also has experience working at Bank of America, N.A.

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
location

Miami, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Elizabeth Salazar is a registered investment advisor representative with Morgan Stanley. Ruth Salazar has been in the securities industry since July 22, 2011 and has held registrations with Credit Suisse Securities (USA) LLC and Morgan Stanley. Ruth Elizabeth Salazar holds Series 3, 7, 9, 10, 66, and SIE licenses and is currently registered with the states of Florida, Texas, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Ruth Salazar is also a sole proprietor of a retail store.

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

Wells Fargo Clearing Services, LLC

location

APOPKA, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Louise Roberts is a financial advisor with Wells Fargo Clearing Services, LLC. She has been in the industry since June 2007 and is registered in Florida and Georgia. Ruth holds Series 6, 63 and SIE licenses. She specializes in investment consulting services, 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

Osaic Wealth, Inc. | CFP ®,CFC ® (Certifications)

location

TAMPA, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Delaney is a financial advisor who has been in the industry since 1988. She is currently registered with Osaic Wealth, Inc. and has previously been registered with several other firms, including Signator Investors, Inc., Geneos Wealth Management, Inc., ProEquities, Inc., G. A. Reppe & Company, Gallagher Benefit Services of New York, Inc., Welling Associates, Inc. and NYLIFE Securities Inc. Ruth is licensed to offer securities products and investment advice in several states. She has earned the Certified Financial Planner and Chartered Financial Consultant designations. Ruth Delaney specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, 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
Unclaimed

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Ellen Miller is a financial professional with over 20 years of experience in the industry. Ruth is currently registered with Wells Fargo Clearing Services, LLC, and is also a Registered Representative and Investment Advisor Representative in California. Ruth has previously worked at Wells Fargo Investments, LLC and BANC OF AMERICA INVESTMENT SERVICES, INC. in California and Massachusetts. Ruth specializes in investment management and financial planning for individuals, businesses and other entities.

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
location

Tampa, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Delis Jordan is a financial advisor who has been in the industry since September 11, 2006. Ruth Jordan has a Series 7, Series 66, and SIE license and is registered in 44 states, including Florida and Texas. Ruth Jordan is currently employed by Morgan Stanley and has been with the firm since November 2011. Previously, Ruth Jordan was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ruy Debarros Maciel is a financial advisor who has been in the industry since 2009. Ruy is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to sell securities in multiple states. Ruy's previous experience includes working with EFG Capital International. Ruy specializes in providing portfolio management services for businesses and individuals, as well as pension consulting. Ruy also offers educational seminars.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ALTAMONTE SPRINGS, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ruy Fabian Diaz hernandez is a financial advisor affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Altamonte Springs, Florida. Ruy has a background in finance and has been active in the industry for over 2 years. Ruy is registered to provide financial advice and investment products in multiple states, including Florida, Texas, Alabama, Connecticut, Georgia, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, and Rhode Island. Ruy provides financial advice and investment products to individuals, corporations, businesses, and other entities.

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

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