Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WINTER PARK, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tina Renee Miller is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Tina has been in the industry since 2007 and is registered with the state of Florida. Tina is a Series 7, 24, and 66 licensed representative. Tina also serves as a board member for Seniors First Inc.

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

Fort Myers, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Tina Marie Turi-shelley is a financial advisor registered with Morgan Stanley and has been in the industry since March 12, 1999. Tina has a wide range of experience, having worked with various firms including Wells Fargo Advisors, LLC, USAllianz Investor Services, LLC, and Allmerica Investments, Inc. Tina holds several licenses and certifications including Series 3, 6, 7, 10, 31, 63, 66, and SIE.

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
location

Boca Raton, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Tina Ann Dearce is a financial advisor with Morgan Stanley. Tina is registered with FINRA and the state of Florida. She has been in the securities industry since April 1995. She has worked for a number of firms including Morgan Stanley, Stifel, Nicolaus & Company, Incorporated and David Lerner Associates, Inc. Tina has a Series 7, Series 63 and Series 66 license. She provides financial planning, asset allocation advice and portfolio management services to individuals, businesses and institutions.

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

UBS Financial Services Inc.

location

GAINSVILLE, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Tina Lucia Arpaia-mccann is a financial advisor who has been in the industry since 1998. Currently, Tina is a registered representative of UBS Financial Services Inc. Tina has a total of 29 approved state registrations and two approved IA state registrations. She holds the Series 6, 7, 9, 10, 63, and 65 securities licenses. Prior to her current firm, Tina worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tina specializes in working with individuals, businesses, corporations, charitable organizations, insurance companies, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and pooled investment vehicles.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

LAKELAND, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Tina R. Hicks is a registered representative and investment advisor representative with Raymond James & Associates, Inc. in Lakeland, Florida. Tina has been in the financial services industry since January 3, 1999. Tina has a broad range of experience working with a variety of clients, including high net worth individuals, corporations, and institutions. Tina is committed to providing personalized financial advice to help 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Tina Betz is a financial professional with over 20 years of experience in the industry. Currently, Tina is registered with Raymond James & Associates, Inc. and has been with the firm since 2007. Previously, Tina was employed with JONATHAN ROBERTS FINANCIAL GROUP, INC. and FRANKLIN/TEMPLETON DISTRIBUTORS, INC. Tina holds FINRA Series 6, 7, 9, 10, 26, and SIE licenses. Tina is a licensed advisor in Florida and is actively involved in the financial community.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Tina Rogers is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2005. Tina is licensed to provide investment advice in 53 states and is registered with FINRA. Tina also holds a Series 7, Series 9, Series 10 and Series 66 license.

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

Osaic Wealth, Inc.

location

St. Petersburg, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Tina Louise Boeving is a financial advisor with over 20 years of experience in the industry. Tina has a broad range of experience working with individuals and businesses, specializing in financial planning, portfolio management, and pension consulting. Tina is currently registered with Osaic Wealth, Inc. and Arbor Point Advisors.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Tina Lauch is a financial advisor with Raymond James & Associates, Inc. located in St. Petersburg, FL. Tina has been in the industry since 2014 and has extensive knowledge in financial planning, investment management and more. She has successfully passed the Securities Industry Essentials Examination and the Operations Professional Examination.

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

25 Years Experience

0 Disclosures

ADVISOR BIO

Tina Grahl is a financial advisor with over 20 years of experience in the industry. Tina is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Tina has a wide range of experience in providing financial advice to individuals, businesses, and institutions.

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

Need help matching

with the right advisor?