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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Miramar Beach, FL

experience

32 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Sean Joseph Cavanaugh is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Sean has over 29 years of experience in the financial services industry and holds a Series 63, 65, 7, 9, 10, and SIE licenses. Sean has been a registered representative with Raymond James since November 2008. Prior to joining Raymond James, Sean was registered with WAMU INVESTMENTS, INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION and THOMAS JAMES ASSOCIATES, INC.. Sean is also the President of Cavanaugh Financial Inc., and the Branch Manager of the Cavanaugh Group.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PALM BEACH GARDENS, FL

experience

30 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Sean Kiltau is a financial advisor registered with Wells Fargo Clearing Services, LLC in Palm Beach Gardens, FL. Sean has been in the financial services industry since February 14, 1995. Sean has experience with a range of financial products and services, including investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Sean has a Series 7, Series 63 and Series 65 license and holds registrations in multiple states. Sean has also been active in the community, serving as Vice President of the Catalina Lakes HOA, Inc., a homeowners association.

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

International Assets Investment Management, LLC

location

ORLANDO, FL

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean Burke is a financial advisor with over 27 years of experience in the industry. Sean Burke currently works at International Assets Investment Management, LLC. Sean Burke has experience with financial planning, pension consulting, and the selection of other advisors.

SPECIALIZATIONS

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

Tampa, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sean Campbell is a financial advisor registered with Morgan Stanley in Tampa, FL. Sean has been in the industry since April 4, 2023. Sean holds the Series 7TO, SIE and Series 63 licenses. Sean's experience includes working for E*TRADE SECURITIES LLC.

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

Equitable Advisors, LLC

location

DAYTONA BEACH, FL

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean David Ryan is a financial advisor with over 25 years of experience in the industry. Sean is currently affiliated with Equitable Advisors, LLC, and specializes in a variety of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Previously, Sean worked with Pruco Securities, LLC., Nationwide Securities, LLC, and 1717 Capital Management Company. Sean has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized advice and guidance to meet each client's unique needs.

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

WEEKI WACHEE, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sean Jeffrey Steele is a financial advisor with over 3 years of experience in the industry. Sean is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice and securities services. Before joining Osaic Wealth, Inc., Sean worked at SAGEPOINT FINANCIAL, INC.. Sean holds the Series 7TO and SIE licenses and specializes in investment advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

TAMPA, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Sean McHale is a financial advisor with Cetera Investment Advisers LLC in Tampa, Florida. Sean has over 20 years of experience in the financial services industry. Sean has held positions at SunTrust Investment Services, Inc., BB&T Securities, LLC, Hancock Whitney Investment Services Inc., and Cetera Investment Advisers LLC. Sean is a licensed securities professional and holds the Series 66, 24, 7, and SIE exams. Sean specializes in financial planning, portfolio management, and retirement planning. Sean provides financial advice to individuals, families, and businesses. Sean is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

THE Colony Group, LLC

location

Tampa, FL

0 Disclosures

ADVISOR BIO

Sean Quigley is a financial advisor with The Colony Group, LLC. Sean is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in Florida and Georgia. Sean specializes in financial planning, portfolio management, and insurance solutions. Sean has been in the financial services industry for over 14 years. Prior to joining The Colony Group, LLC, Sean was employed by ALPS DISTRIBUTORS, INC., EAGLE FUND DISTRIBUTORS, INC., and Raymond James & Associates, Inc. Sean holds the Series 7, 63, and 65 licenses. Sean is also a Registered Investment Advisor (RIA) and is a member of the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

B&C Financial Advisors | CFP ® (Certifications)

location

PONTE VEDRA BEACH, FL

0 Disclosures

ADVISOR BIO

Sean Guldi is a financial advisor with B&C Financial Advisors in Ponte Vedra Beach, Florida. Sean is registered with the state of Florida. Sean has been in the industry since July 2009. Sean is a CERTIFIED FINANCIAL PLANNER™. Sean has experience in both financial planning and portfolio management. Sean is also a licensed Real Estate Investment Manager. B&C Financial Advisors specializes in financial planning and portfolio management for high net worth individuals, corporations, and individuals other than high net worth. B&C Financial Advisors is a registered investment advisor with the SEC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

VERO BEACH, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Sean Speer is a registered representative with Wells Fargo Clearing Services, LLC. Sean has been in the securities industry since July 2018. Sean is licensed to sell securities in Florida and Texas. Sean's firm also has offices in Vero Beach, Florida and Winter Park, Florida. Sean has a total of 34 approved registrations, including 32 state registrations and 2 Investment Advisor registrations. Sean has passed the Series 66, Series 7 and SIE examinations.

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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