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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Tom Ferenczi is a financial advisor registered with Wells Fargo Clearing Services, LLC. Tom has been in the financial services industry since October 9, 2010 and has experience with a variety of financial products. He is licensed in multiple states and holds licenses including Series 6, 7, 63, and 65. Tom has been affiliated with Wells Fargo Advisors LLC, MUFG Union Bank, Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Tom provides financial planning, pension consulting, investment consulting services to institutional clients, portfolio management for businesses and portfolio management for individuals.

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tomas Daniel De las carreras is a registered representative and investment advisor representative with Citigroup Global Markets Inc. Tomas has been in the industry since 2022 and has extensive experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Tomas provides a range of services, including financial planning, asset allocation advice, and portfolio management. Tomas is licensed in all states and holds a Series 66, 24 and 7TO license.

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
location

Miami, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Tomas Espinal is a registered representative with Morgan Stanley in Miami, Florida. Tomas Espinal is also registered as an Investment Advisor Representative in Florida and Texas. Tomas Espinal has been in the securities industry since 2019. Tomas Espinal holds the Series 66, Series 7TO and SIE securities licenses. Tomas Espinal specializes in portfolio management for individuals, businesses, and investment companies, as well as financial planning, pension consulting, educational seminars, and selection of other advisors.

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

Tampa, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Tomas Gedminas is a financial advisor at Morgan Stanley. Tomas has over 20 years of experience in the financial services industry. Tomas is registered with FINRA and is licensed to provide investment advice in 53 states. Tomas is also registered with the Securities and Exchange Commission as an Investment Advisor Representative.

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

TAMPA, FL

0 Disclosures

ADVISOR BIO

Tomislav Loncar is an investment advisor representative with Andersen. Tomislav Loncar has been in the industry since April 2002. Tomislav Loncar is registered with the state of Florida. Tomislav Loncar specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals. Tomislav Loncar is also the registered agent for several Florida LLCs that are residential rental properties.

SPECIALIZATIONS

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

Tampa, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tomlinson Oswald Spencer is a financial advisor registered with Morgan Stanley. Spencer has been in the financial services industry for 1 year. Spencer has a Series 7, Series 63, and SIE license. Spencer is registered in 53 states and the District of Columbia. Spencer's office is located in Tampa, FL, and is a registered representative of Morgan Stanley. Morgan Stanley provides financial advice and investment services to a range of clients, including individuals, corporations, and institutions. The firm has a long history of providing comprehensive financial services, and its clients include some of the world's largest and most sophisticated investors. Spencer specializes in providing personalized financial planning and investment management services.

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

Wells Fargo Clearing Services, LLC

location

MIAMI SPRINGS, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tommy Rodriguez is a financial advisor registered with Wells Fargo Clearing Services, LLC. Tommy is located in Miami Springs, Florida and has been in the industry for 12 months. Tommy has a Series 63, Series 6TO and SIE licenses, and is registered in Florida and Georgia.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tommy Bello is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Miami, Florida. Tommy is a registered representative with both FINRA and the state of Florida. He is also a registered investment advisor representative in Texas and Florida. Tommy has been in the industry since 2022 and has experience working with various clients including high-net-worth individuals, corporations, and institutions. He offers a range of services including portfolio management, financial planning, and pension consulting.

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

Robert W. Baird & Co. Inc.

location

NAPLES, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Tommy Guy Pitser is an investment advisor representative, registered with Robert W. Baird & Co. Inc. since June 2005. Tommy has been in the financial services industry since August 2005. Tommy is licensed in 23 states.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTH PORT, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tomo Tomovski is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Tomo has been in the securities industry since July 2015. Tomo is registered to offer investment advice and sell securities in Florida and Texas. Tomo is also licensed to provide investment advice in twelve other states.

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

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