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

Titusville, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Shirley Mccallister Polidori is a financial advisor who has been in the industry since 1998. Shirley currently works at Edward Jones and has been registered with FINRA since 2024. Shirley previously worked at Stifel, Nicolaus & Company, Incorporated and Wachovia Securities, LLC. Shirley is registered with the states of Arizona, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Nevada, New York, North Carolina, Texas and has a Series 63, 65, 7 and SIE license. Shirley specializes in financial planning, pension consulting, selection of other advisers, and portfolio management for both businesses and individuals. Edward Jones is a well-established firm with a long history of providing financial advice. Edward Jones has approximately $10 billion to $50 billion in assets under management and provides financial services to a wide range of clients. Shirley is a registered representative and investment advisor representative with Edward Jones.

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

MIAMI, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Shirly Marilyn Galvis has been in the financial services industry for over 14 years. Shirly is currently registered with Citigroup Global Markets Inc. and has been with them since 2016. Previously, Shirly was registered with Citigroup Global Markets Inc. from 2007-2014. She is licensed in 53 states and has several securities licenses including the Series 7, 6, and 66. Shirly has experience working with high-net-worth individuals, corporations and other businesses, pension plans, and charitable organizations.

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

Palisades Hudson Asset Management, LP | CFP ® (Certifications)

location

FORT LAUDERDALE, FL

0 Disclosures

ADVISOR BIO

Shomari Deshawn Hearn is a financial advisor with Palisades Hudson Asset Management, LP. Shomari has been with the firm since 1998 and is a Certified Financial Planner. Shomari works with individuals, families, and businesses to provide financial planning, investment management, and other financial services. Shomari is registered with the state of Florida as a registered investment advisor. Shomari is also registered in Texas and Vermont.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

CLEARWATER, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Shon Edward Flaharty is a financial advisor with over 27 years of experience in the industry. Shon is currently registered with LPL Financial LLC and Flaharty Asset Management, LLC. Shon has a strong track record of success and is committed to providing personalized financial advice to help clients achieve their financial goals. Shon specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Shon is also a Certified Financial Planner and holds multiple licenses and designations.

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

Ameriprise Financial Services, LLC

location

CLEARWATER, FL

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Shonn See Rutledge is an investment advisor representative with Ameriprise Financial Services, LLC. Shonn has been in the financial services industry for over 30 years. Shonn is registered with the Securities and Exchange Commission (SEC) and is also licensed to offer investment advice in several states. Shonn has worked with various firms in the past including Eagle Fund Distributors, Inc., Columbia Management Distributors, Inc., UBS Paine Webber Inc., A. G. Edwards & Sons, Inc. and Banc One Securities Corporation. Shonn specializes in offering financial planning, pension consulting, educational seminars, and portfolio management for 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

SARASOTA, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Shonna Janessa Parker is a registered representative with Stifel, Nicolaus & Company, Inc., and has been in the industry for over 1 year. Shonna Parker is licensed to provide investment advice in multiple states. Shonna Parker works in the Sarasota, FL branch office. Stifel, Nicolaus & Company, Inc. has a team of over 2500 investment advisors and manages over $149 billion in assets. Stifel, Nicolaus & Company, Inc. is a national firm providing a range of investment products and services, including financial planning, portfolio management, and retirement planning.

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
Unclaimed

Hornor, Townsend & Kent, LLC

location

BOCA RATON, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Shubert Cineus is an investment advisor representative with Hornor, Townsend & Kent, LLC, registered with the state of Florida. Shubert is also a registered representative with FINRA. Shubert has been in the financial services industry since January 1, 2018. Shubert has experience providing financial advice to individuals, families, and businesses. Shubert holds the Series 7, Series 63, and Series 65 licenses. Shubert's previous employer was Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

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

LPL Financial LLC

location

FORT MYERS, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Shubh L Sethi is an investment advisor representative with LPL Financial LLC and is licensed to provide investment advice in Florida and other states. Shubh is a registered investment advisor with both a Series 65 and Series 63 license and has been active in the financial services industry since 2021. Shubh specializes in a variety of investment strategies and can help you achieve your financial goals. Shubh's previous employers include Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Shubh is a Managing Partner of TAX SWAMIS, LLC, a tax preparation and representation business. Shubh offers a variety of services to individuals, families, and businesses. These include financial planning, portfolio management, and retirement planning.

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

ORLANDO, FL

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Shwit Gebru Mulu is a registered representative with J.P. Morgan Securities LLC, licensed in Florida. Shwit Gebru Mulu has been in the industry since March 2023 and holds the Series 6TO and SIE licenses. Shwit Gebru Mulu specializes in various areas, including 1, 2, 4, 5, and 6.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Shyan Moayedi is an investment advisor representative with Wells Fargo Clearing Services, LLC. Shyan has been in the industry since 2012. Prior to joining Wells Fargo, Shyan worked at Charles Schwab & Co., Inc., Morgan Stanley, Citigroup Global Markets Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Shyan has a Series 7, 6, 63, and 66 license. Shyan's office is located in TARPON SPRINGS, FL and serves clients in the state of Texas.

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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