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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

PALM BEACH GARDENS, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Tara Bachinsky is a registered representative with Raymond James & Associates, Inc., with over 13 years of experience in the financial industry. Tara is licensed to provide investment advice in Florida, Texas and a number of other states. Tara provides a range of financial services to individuals, businesses, corporations and trusts. These services include financial planning, portfolio management, and education seminars.

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

MOUNT DORA, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tara Lee Bird is a registered representative with J.P. Morgan Securities LLC in Mount Dora, Florida. Tara has been in the financial industry for over two years. Tara holds a Series 6TO and SIE license. Tara specializes in investment company products, variable contracts, and financial planning.

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

BOCA RATON, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Tara Anne Demarco is a financial advisor at Raymond James & Associates, Inc. Tara has been in the industry since 1998 and has experience working with individuals, businesses, and institutions. Tara holds both Series 7 and Series 63 licenses. In addition to being registered with Raymond James, Tara also holds licenses in various states. She is based in Boca Raton, FL.

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

Osaic Wealth, Inc.

location

FT. LAUDERDALE, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Tara Kristan Roach is a registered representative with Osaic Wealth, Inc., located in Fort Lauderdale, FL. Tara has been in the financial industry since March 2007. Tara holds both Series 6 and SIE licenses. Tara has previously been associated with Securities America, Inc. and Investcorp, Inc., both located in Fort Lauderdale, FL. Tara is currently registered with the state of Florida.

SPECIALIZATIONS

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

Keyes, Stange & Wooten Wealth Management, LLC | CFP ® (Certifications)

location

DAYTONA BEACH, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Tara Leigh Bobelak is a financial advisor with Keyes, Stange & Wooten Wealth Management, LLC. Tara has been in the industry since December 2009. Tara holds the Series 66, SIE, and Series 7 licenses. Tara is also a Certified Financial Planner. Tara works with a range of clients including individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

LPL Financial LLC

location

STEINHATCHEE, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tara Davis is a registered representative and investment advisor representative with LPL Financial LLC. Tara has been in the financial services industry since 2011 and is licensed to conduct business in Florida and Georgia. Tara has experience providing financial planning, portfolio management, and consulting services to individuals, families, and businesses.

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

Raymond James & Associates, Inc.

location

Fort Myers, FL

experience

24 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Tarek Salhab is a financial advisor at Raymond James & Associates, Inc., based in Fort Myers, Florida. Tarek has been in the industry since November 22, 2000 and is registered to provide investment advice in 37 states. Tarek previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Tarek specializes in providing financial planning, portfolio management for individuals and businesses, as well as pension consulting 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Tarek Helal is a financial advisor registered with Raymond James & Associates, Inc. located in St. Petersburg, FL. Tarek has been in the industry since 2008 and holds the Series 66, Series 7, and SIE licenses. Tarek specializes in a variety of financial services, including financial planning, pension consulting, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Citigroup Global Markets Inc.

location

Jacksonville, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Tasha Denise McNealy is a registered representative with Citigroup Global Markets Inc. in Jacksonville, FL. Tasha has been in the financial services industry since 2021. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tasha is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, SIE, and Series 66 licenses. Tasha focuses on providing asset allocation advice, financial planning, pension consulting, publication of periodicals, and selection of other advisors. Tasha is also registered as an investment advisor representative in Florida.

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

Stifel, Nicolaus & Company, Inc.

location

MELBOURNE, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Tashia Joseph is a financial advisor with Stifel, Nicolaus & Company, Inc. and has been in the industry since 2010. Tashia is a registered representative and investment advisor representative in Florida and Texas. She has been a Vice President/Member of Trekdance LLC, an outdoor dance fitness business, since 2024. Tashia is able to provide financial planning, pension consulting, educational seminars, selection of other advisors, 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

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