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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed
location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Sarah Bracewell is an Investment Advisor Representative at Corient with over 12 years of experience in the financial industry. Sarah's career has included roles at TIAA and Avalon Investment & Advisory in Houston, TX, where Sarah worked as an investment advisor. Prior to joining Corient, Sarah worked at Avalon Wealth Management LLC, also in Houston, TX. Sarah is licensed in Texas and specializes in providing investment advice for individuals, families, and businesses. Sarah is registered with Corient in both Texas and Florida. Sarah is committed to helping her clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.

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 Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

MARATHON, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Anne Cizmas is a financial advisor with Edward Jones. Sarah Anne has been in the financial industry since 2008. She is licensed to provide financial advice in multiple states including Florida, Texas, and New York. Sarah Anne is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. She specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Ellen Scutchfield is a registered representative with Raymond James & Associates, Inc. Sarah has been in the securities industry since April 4, 2012. Sarah holds the Series 99 and SIE licenses and has worked at Raymond James & Associates, Inc. since April 4, 2012. The office Sarah works out of is located in St. Petersburg, FL.

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

AE Wealth Management, LLC

location

Jacksonville, FL

0 Disclosures

ADVISOR BIO

Sarah Marie Dupree is an Investment Advisor Representative associated with AE Wealth Management, LLC. Sarah has been working in the financial services industry since July 2018. She holds a Series 65 license and is registered in Florida, North Carolina and South Carolina. Sarah specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Sarah is also associated with Freedom Travels, a travel agency, and provides life insurance recommendations to clients of J. Biance Financial.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

FT. LAUDERDALE, FL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sarah Esther Araya is a financial advisor with Osaic Wealth, Inc., located in FT. LAUDERDALE, FL. Sarah has been working in the financial industry since 2000. Sarah has her Series 7, SIE and Series 63 licenses. Sarah works with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Sarah's expertise includes financial planning, portfolio management, pension consulting, and selection of other advisers.

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

18 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Switzer is a financial advisor registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Sarah has been in the industry for over 16 years and holds both Series 63 and 66 licenses as well as Series 7, 9, and 10 licenses. Sarah's background includes roles at Charles Schwab, Fidelity Brokerage Services, and Park Avenue Securities, giving her experience in a variety of financial services settings. Sarah is based in Saint Petersburg, Florida, and serves clients across the country.

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

Capitol Securities Management, Inc.

location

TAMPA, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Catherine King is a financial professional with over 20 years of experience in the industry. Sarah is currently registered with Capitol Securities Management, Inc. in Tampa, Florida. Sarah holds the Series 63, 62, 7, and 11 licenses. She has prior experience with Gunnallen Financial, Inc. and First Southeastern Securities Group, Incorporated. Sarah specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.

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

PALM BEACH GARDENS, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Lindsay Boynton is a financial advisor with Wells Fargo Clearing Services, LLC in PALM BEACH GARDENS, FL. Sarah has over 18 years of experience in the financial services industry. She has a Series 7 and Series 63 license and is registered with the Financial Industry Regulatory Authority (FINRA). Sarah specializes in providing financial advice to individuals and businesses. Sarah has worked with Morgan Stanley, Citigroup Global Markets Inc. and UBS Financial Services Inc. in the past.

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

LPL Financial LLC

location

WINTER PARK, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Elisabeth Grafton is a financial advisor with LPL Financial LLC. Sarah has been working in the financial industry since July 16, 2008 and is registered in Florida, Texas and 38 other states. Previously, Sarah Grafton worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 15 years. Sarah holds Series 66, Series 7 and SIE licenses and has 1 state exam and 2 product exams.

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

J.p. Morgan Securities LLC

location

Saint Johns, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Watson is a registered representative with J.p. Morgan Securities LLC. Sarah has been in the industry since 2023 and is licensed in Florida. Sarah offers a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses. Sarah has passed both the Securities Industry Essentials (SIE) and Investment Company Products/Variable Contracts Representative Examination (Series 6TO).

SPECIALIZATIONS

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

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