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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Castle Wealth Management

location

WEST PALM BEACH, FL

0 Disclosures

ADVISOR BIO

Scott David Worley is an Investment Advisor Representative with Castle Wealth Management. Scott is also a licensed General Contractor with Northstar Building Management, LLC. He has been registered with the state of Florida since 2016. Castle Wealth Management is an investment advisory firm based in West Palm Beach, Florida. The firm manages assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a variety of advisory services, including financial planning, portfolio management, and consulting.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

PLANTATION, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Scott Fitzsimmons is a financial advisor with Cetera Investment Advisers LLC. Scott has been in the industry since 1993. Scott has a Series 6, Series 7, and Series 63 licenses. Scott has experience with both individual and business portfolio management and financial planning. Scott also specializes in pension consulting and has experience with educational seminars. Scott is registered in Florida and several other states. Scott is also affiliated with Summit Brokerage Services, Inc., LPL Financial Corporation, Great Western Financial Securities Corporation, Paine Webber Incorporated, and Glenfed Brokerage 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, FL

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Edward Seltzer is a financial advisor with Wells Fargo Clearing Services, LLC. Scott has been in the industry since 1996 and has a Series 3, Series 7, and Series 63 license. Scott also holds a Series 65 license, which allows him to provide investment advice. Scott has worked at several firms, including J.P. Morgan Securities LLC, Morgan Stanley, UBS Financial Services Inc., Ryan, Beck & Co., LLC., Gruntal & Co., L.L.C., CIBC World Markets, Dean Witter Reynolds Inc., and Smith Barney Inc. Scott has been registered with the state of Texas since 2022 and the state of Florida since 2022. Scott has a strong track record of providing financial advice to a wide range of clients.

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 | CFP ® (Certifications)

location

TALLAHASSEE, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Scott Hilton is a financial advisor with Wells Fargo Clearing Services, LLC. Scott has been in the industry since 1993, and has a diverse background in both investment and brokerage services. Scott holds various licenses and certifications, including the Series 7, Series 10, Series 9, Series 63, and Series 65 exams. Scott is also a Certified Financial Planner. Scott has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Scott specializes in providing financial planning, investment management, and wealth management 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

Avantax Advisory Services | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott David Shrader is a financial professional with over 20 years of experience in the industry. Scott is a Certified Financial Planner™ professional and is currently registered with Avantax Advisory Services in Palm Beach Gardens, Florida. Scott's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Scott also provides educational seminars and solicits referral services to third-party investment managers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

Boynton Beach, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Scott Doyno is a financial advisor with Edward Jones. Scott has been in the industry since September 12, 2018. Scott is registered in 19 states and holds licenses for Series 66, SIE, and Series 7. Scott provides financial planning, pension consulting, selection of other advisors, 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
location

Tampa, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Scott Gregory Strain is a financial advisor with over 23 years of experience in the financial services industry. Scott is currently registered with Morgan Stanley, and is licensed to provide investment advice in Florida. Previously, Scott has held positions at E*TRADE SECURITIES LLC, BROWNCO, LLC, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Scott has passed the Series 7, Series 63, and SIE exams. Scott specializes in providing a range of financial services to individuals and businesses.

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

Osaic Wealth, Inc.

location

TRINITY, FL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Scott August Papes is a financial advisor currently registered with Osaic Wealth, Inc. Scott has been in the financial services industry since April 23, 1989. Scott has been a registered representative for Securities America, Inc. and Investacorp, Inc., in the past. Scott has Series 6, 7, 63, 65, 79 and SIE licenses. Scott's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Scott is registered with the states of California, Colorado, Florida, Georgia, Kansas, Louisiana, Maryland, Michigan, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Fort Myers, FL

experience

27 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Scott Sanders is a financial advisor currently registered with Ameriprise Financial Services, LLC. Scott has been in the financial industry since 1998 and is licensed in multiple states, including Florida and Texas. Scott's previous employers include Stifel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Scott holds a number of industry licenses and designations, including Series 7, 63, 66, 9, and 10. Scott offers a variety of financial services to his clients including financial planning, portfolio management, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

JACKSONVILLE, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Conroy is a financial advisor with Wells Fargo Clearing Services, LLC. Scott has over 20 years of experience in the financial services industry. Scott is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA). Scott's specializations include Fixed Income, Mutual Funds, Variable Annuities, Stocks, and Options. Scott is committed to providing his clients with personalized financial advice and 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

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