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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Racine is a financial advisor with Raymond James & Associates, Inc. in St. Petersburg, FL. Ryan has been in the industry for over 6 years and has a Series 6, 7, 63 and 66 license. Ryan's previous experience includes working with Wells Fargo Clearing Services, LLC and Lincoln Financial Distributors, Inc. Ryan specializes in providing a range of financial services including portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars, and selection of other advisors.

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

LAKEWOOD RANCH, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Adamchak is a financial advisor with over 10 years of experience in the industry. Ryan is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a Series 7 and Series 66 license. Ryan currently works at the Merrill Lynch office in Lakewood Ranch, Florida. Ryan provides portfolio management for both businesses and individuals as well as pension consulting and 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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

JACKSONVILLE, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Channing Marsh is a financial advisor registered with Osaic Wealth, Inc. in Jacksonville, FL. Ryan has been in the financial industry since 2017 and has a Series 7 and Series 66 license. He is also a Certified Financial Planner™. Ryan's firm is an investment advisor that provides a variety of services, including financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

MAI Capital Management, LLC | CFP ® (Certifications)

location

PONTE VEDRA BEACH, FL

0 Disclosures

ADVISOR BIO

Ryan Ashley is a financial advisor who has been in the industry since 2010. Ryan is a Registered Representative and Investment Advisor Representative. Ryan has a Series 7, Series 66, and SIE. Ryan is currently affiliated with MAI Capital Management, LLC and has been with the firm since 2017. Ryan is also a Certified Financial Planner. Previously, Ryan was affiliated with TIAA-CREF Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC, and Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
DUE DILIGENCE/RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James & Associates, Inc.

location

TAMPA, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Nugent is a financial advisor registered with Raymond James & Associates, Inc. Ryan has been working in the financial industry since April 2006. Ryan has a Series 7, Series 31, Series 66, and SIE. Ryan is registered in 17 states and is currently based in Tampa, Florida. Ryan's specializations include retirement planning, college savings, estate planning, insurance, and 401k/403b rollovers.

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

Kestra Advisory Services, LLC | CFP ® (Certifications)

location

ORLANDO, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Patrick Evans is a financial advisor registered with Kestra Advisory Services, LLC in Orlando, FL. Ryan has been in the financial services industry since 1999 and has experience providing financial planning and retirement planning services. Ryan is also a Certified Financial Planner™.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TAMPA, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Lynch is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been in the industry since 2019 and is registered with the state of Florida and Texas. Ryan holds Series 7TO, SIE, 63, and 66 licenses and is active in both Broker-Dealer and Investment Advisor capacities. Ryan has experience with a variety of clients, including individuals, businesses, and institutions. Ryan can help you with financial planning, portfolio management, and other financial services. Ryan works out of the firm's offices in Hunt Valley, MD, and Tampa, 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

LPL Financial LLC

location

BOCA RATON, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Richard Heagen is a financial advisor registered with LPL Financial LLC. Ryan has been in the financial industry for 15 years. He has a Series 7TO and a Series 66 license, and he is registered to provide investment advice in Florida. Ryan's primary office is located in BOCA RATON, FL, and he also has a secondary office in Lemoore, CA. Ryan also works for the US Navy as outside/W-2 Employment Military. Ryan is committed to helping individuals, families, and businesses achieve their financial goals. He offers a wide range of financial services, including financial planning, portfolio management, and investment advice.

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

Osaic Wealth, Inc.

location

INDIALANTIC, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Van buren is a financial advisor with Osaic Wealth, Inc. Ryan has been in the financial industry since 1999 and is currently registered in 30 states and 2 states for investment advisor activities. Ryan is a Series 6, 7 and 63 licensed professional and holds the SIE designation. Ryan also holds a mortgage broker license but is not currently offering mortgages. Ryan is a founder and Financial Planner of One Overvue, an LLC that offers securities and investment advisory services through Osaic Wealth.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

TAMPA, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Coleman is a financial advisor with Osaic Wealth, Inc. Ryan has been in the financial industry for 18 days and is a registered representative with FINRA. He is currently located at the Tampa office. Ryan has passed both the Series 7TO and SIE exams and specializes in 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

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