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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Fuetterer is a registered representative with Raymond James & Associates, Inc., licensed in Florida and across the United States. Stephanie is a relatively new member of the financial services industry, having begun working in the industry in April 2023. Stephanie has a wide range of experience, having worked in various roles prior to joining Raymond James. Stephanie's experience, combined with her strong educational background and recent exam certifications, will help clients with their financial needs.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Perez is a financial advisor with J.P. Morgan Securities LLC. Stephanie has been a registered representative since 2023 and has held a variety of roles in the financial industry. Stephanie has a strong understanding of the financial markets and a commitment to providing personalized financial advice to her clients.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

FORT LAUDERDALE, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Haderspock is a registered representative and investment advisor representative. Stephanie has been in the industry since January 5, 2020, and is currently registered with RBC Capital Markets, LLC. Stephanie has previously worked for Intercam Securities, Inc. in Miami, FL. Stephanie is licensed to provide investment advice and securities services in 30 states and the Virgin Islands.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Shelton is a financial advisor with over 7 years of experience in the industry. Stephanie is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida and Texas. Stephanie's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Virginia. Stephanie has passed the Series 7, Series 66, and SIE exams and has been active in the industry since 2014. Stephanie is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida and Texas and specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

BONITA SPRINGS, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Priscilla Bonillo is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Stephanie has been in the securities industry since 2005 and is licensed in 28 states. Stephanie has been registered with Wells Fargo Advisors Financial Network, LLC since May 2013. Prior to that, Stephanie worked at Morgan Stanley and Citigroup Global Markets Inc. Stephanie provides financial planning and investment management services to individuals, families, businesses, and institutions.

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

Independent Financial Partners

location

TAMPA, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Khala Watson is a financial advisor with over 10 years of experience in the industry. Stephanie currently works at Independent Financial Partners in Tampa, Florida. Stephanie also has experience with LPL Financial LLC and Primevest Financial Services, Inc. Stephanie's expertise includes financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed
location

DESTIN, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Duffield is a registered representative with Edward Jones. Stephanie is a financial advisor with over 14 years of experience in the financial services industry. Stephanie holds a Series 7 and Series 66 license. Stephanie is licensed to sell securities in Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Kentucky, Maryland, Michigan, Missouri, Montana, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Virginia.

SPECIALIZATIONS

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

Naples, FL

experience

24 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Stephanie Nilsen is a financial advisor with Morgan Stanley and has been in the financial services industry since 2001. Stephanie is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses, including Series 7, 63, 65, and 24. Stephanie has experience working with individuals, high-net-worth individuals, corporations, and institutions. Stephanie provides a wide range of services, including financial planning, asset allocation advice, and portfolio management. Stephanie 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Ocala, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Kelley Martin is a registered representative of Raymond James Financial Services Advisors, Inc. Stephanie has been in the financial services industry since 2008, and currently operates under the Reveille Wealth Management name. She is licensed to conduct business in Alabama, Colorado, Florida, Kansas, Michigan, Mississippi, Missouri, New Hampshire and South Carolina. Stephanie is also a registered investment advisor representative in Florida.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Marie Czisny is a financial advisor with Raymond James & Associates, Inc. She has been working in the financial services industry since October 2014 and is registered with FINRA. Stephanie has a Series 7, Series 24, and SIE license. Stephanie is located in St. Petersburg, Florida. She is able to provide a wide range of financial services to her clients, including financial planning, portfolio management, pension consulting, and educational seminars. Stephanie also has experience working with insurance companies, charitable organizations, and high net worth individuals.

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

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