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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

JACKSONVILLE, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Exelby is a financial advisor who has been active in the industry since 1991. Sandra is currently registered with Wells Fargo Clearing Services, LLC. She holds several licenses and registrations, including Series 63, Series 66, and Series 7. Sandra has previously worked with various firms including First Union Brokerage Services, Inc., Dean Witter Reynolds Inc., Griffin Financial Services, and Pilgrim America Securities, Inc. Sandra is specialized in portfolio management for individuals and businesses, as well as financial planning and pension consulting.

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

Wells Fargo Clearing Services, LLC

location

FORT PIERCE, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Rose Smikle lindo is a financial advisor who has been in the industry since 2015. Sandra is currently registered with Wells Fargo Clearing Services, LLC and has been with them since January 2017. Prior to that, Sandra was with J.P. MORGAN SECURITIES LLC. Sandra is licensed in Florida and Georgia.

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

J.p. Morgan Securities LLC

location

STUART, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Meredith is a registered representative with J.p. Morgan Securities LLC and has been in the industry since July 18, 2024. Sandra is registered in Florida and holds the Series 6TO and SIE licenses. Sandra is located at the Stuart, FL branch of J.p. Morgan Securities LLC, which is located at 5955 SE Federal Hwy, Stuart, FL 34997. The firm specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services for businesses and individuals.

SPECIALIZATIONS

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

DELAND, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Epling is a financial advisor with Edward Jones, a well-established and respected firm in the financial industry. Sandra has been serving clients in the financial industry since 2008. Sandra is registered with the state of Florida and holds a Series 66 and Series 7 license along with the SIE. Sandra’s experience and credentials demonstrate her commitment to providing comprehensive and personalized financial advice to her clients. Sandra is passionate about helping individuals and families achieve their financial goals through a variety of services, including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Aventura, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Mahecha is a registered representative with Citigroup Global Markets Inc. Sandra has been in the securities industry since 2002 and has a Series 7, Series 6, and Series 66 license. Sandra has previously worked for HSBC Securities (USA) Inc. and Citigroup Global Markets Inc. Sandra specializes in Asset Allocation Advice, Financial Planning, Pension Consulting, and Publication of Periodicals. Sandra is also a registered investment advisor representative in Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

CORAL SPRINGS, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Anderson is a financial advisor with over 28 years of experience in the financial services industry. Sandra currently works at Morgan Stanley, and is registered as a Registered Representative with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Sandra has also passed the Series 7 and Series 63 exams. In addition to her current role at Morgan Stanley, Sandra has also held previous roles with UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Sandra provides financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutions.

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

Rockefeller Financial LLC

location

Palm Beach Gardens, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Stiger is a registered investment advisor representative with Rockefeller Financial LLC. Sandra has over 20 years of experience in the financial services industry. Sandra is currently registered with the state of Florida and Texas and is a Series 7 and Series 66 license holder. Sandra specializes in providing financial planning and investment advice to individuals and families, businesses, and charitable organizations. Sandra has a long history of working at both Merrill Lynch and Cetera Financial Specialists LLC.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

Boca Raton, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Lashmit is a financial advisor with Janney Montgomery Scott LLC. Sandra has over 30 years of experience in the financial services industry. Sandra is a registered representative and investment advisor representative. Sandra holds Series 7, Series 63 and Series 65 securities licenses. Sandra has previously worked for Raymond James & Associates, Inc., Wells Fargo Advisors, LLC, Northern Trust Securities, Inc., Oppenheimer & Co. Inc., Stanford Group Company, and Advest, Inc.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Lynn Uhl is a financial advisor associated with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Sandra Uhl specializes in various financial services such as financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Sandra Lynn Uhl also has past experience with RAYMOND JAMES INSURANCE GROUP, INC., FSC SECURITIES CORPORATION, and RAYMOND JAMES FINANCIAL SERVICES, INC.

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

North Port, FL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sandra Lee Woods is a financial advisor at Edward Jones. Sandra has been in the financial industry since February 1, 2004 and has worked at several firms before joining Edward Jones in 2009. Sandra is registered to provide investment advice in several states and holds the Series 7, Series 66 and SIE licenses. Sandra is also an active member of the investment community, and has specialized in financial planning, pension consulting, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

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