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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALM BEACH, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Suzanne Kosior is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Suzanne has been in the financial services industry for over 15 years and holds Series 7, 66 and SIE licenses. In addition to her work at Merrill Lynch, Suzanne is also a real estate owner. Suzanne is registered to provide investment advice in 53 states and is a Registered Representative in Florida, New York and Texas.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Suzanne Elizabeth Auletta is a financial professional with over 18 years of experience in the industry. Suzanne is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Prior to joining Raymond James, Suzanne worked with LPL FINANCIAL LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Suzanne holds several licenses including Series 4, Series 14, and Series 14A. Suzanne is also a Series 99TO and SIE exam holder. Suzanne is dedicated to providing her clients with personalized financial guidance and solutions.

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

Avantax Advisory Services

location

Jacksonville, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Suzanne Cory is a financial advisor with Avantax Advisory Services. Suzanne has been working in the financial services industry since 2011. Suzanne is a Registered Representative and Investment Advisor Representative in Florida. Suzanne has earned the Series 66, Series 7 and SIE licenses. Suzanne's firm provides financial planning, portfolio management for individuals and businesses, and educational seminars.

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

RBC Capital Markets, LLC

location

FORT LAUDERDALE, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Suzanne Zaccaria is a financial professional with over 25 years of experience in the financial services industry. Suzanne currently works at RBC Capital Markets, LLC, where she is a registered representative and investment advisor. Suzanne has previously held positions at Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Janney Montgomery Scott LLC, Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Suzanne is registered to provide investment advice and securities-related services in numerous states. Suzanne's expertise includes 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
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

PUNTA GORDA, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Suzanne Kingsbury is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Suzanne has been in the industry for over 20 years. Suzanne's current registrations are with FINRA and the states of Florida and Texas. Suzanne's expertise includes investment advisory services, portfolio management, and financial planning. Suzanne is able to provide a range of advisory services to individual and business clients as well as to charitable organizations and pension 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
location

Boca Raton, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Suzanne Wrenne is a financial advisor at Morgan Stanley. Suzanne has been in the financial industry since December 2012 and is licensed to provide financial advice in all 50 states. Suzanne is dedicated to providing her clients with comprehensive financial planning services, including asset allocation advice, portfolio management, pension consulting, and educational seminars. Suzanne is committed to helping her 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

Kestra Advisory Services, LLC

location

MELBOURNE, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Suzanne Maureen Stopa is a financial advisor with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Suzanne has been in the financial services industry since 1999 and has experience working with individuals, families, and businesses. Suzanne provides financial planning and investment advisory services. Suzanne is licensed in multiple states and holds the Series 7, 63, 65, and SIE licenses. Suzanne is committed to helping her clients achieve their financial goals.

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

21 Years Experience

0 Disclosures

ADVISOR BIO

Suzanne Sylvia Kerr is an investment advisor representative with Raymond James & Associates, Inc. Suzanne has been in the industry since October 23, 2003, and holds FINRA licenses Series 7, 9, 10, 24 and 66. Suzanne is registered in all 50 states and the District of Columbia. She is a principal at Raymond James & Associates, Inc. and has been with the firm since March 2006. Suzanne specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Suzanne also provides educational seminars 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

World Investment Advisors, LLC

location

Bradenton, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Suzanne Wagner is an investment advisor representative with World Investment Advisors, LLC. Suzanne has been in the financial services industry since 2012 and has held previous roles with Raymond James Financial Services, Inc., Ameriprise Financial Services, LLC, CUSO Financial Services, L.P., and Princor Financial Services Corporation. Suzanne holds licenses for Series 7, Series 66 and SIE exams. Suzanne specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

J.p. Morgan Securities LLC

location

SUNRISE, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Suze Saint juste has been in the financial services industry since August 14, 2011. Suze is currently registered with J.p. Morgan Securities LLC and is located in SUNRISE, FL. Suze previously worked for CHASE INVESTMENT SERVICES CORP. and holds the Series 6 and SIE licenses.

SPECIALIZATIONS

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

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