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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

LPL Financial LLC

location

TAMPA, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Caldwell Curtis is a financial advisor with LPL Financial LLC, with over 13 years of experience in the financial services industry. Tyler has been registered with LPL Financial LLC since December 2022. Tyler's career began at Lincoln Investment in 2014 and Tyler has also been registered with Lincoln Investment. Tyler holds a Series 7 and Series 66 license, as well as the SIE exam. Tyler's primary business location is in Tampa, Florida. Tyler provides financial planning, portfolio management for individuals and businesses, and selection of other advisors to his clients.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Desautels is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Tyler has been in the securities industry since March 14, 2017 and has a broad range of experience in the financial services sector. Tyler has worked in various roles, including at Apex Marketing Events/Encompass Mrketing Events, Colchester Water District, Castleton University/Castleton State College/Castleton College, Nokian Tyres, and The Ritz Lounge.

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

UBS Financial Services Inc.

location

NAPLES, FL

0 Disclosures

ADVISOR BIO

Tyler Dean is a financial advisor who has been registered with FINRA since October 2024. Tyler currently works for UBS Financial Services Inc. and is registered with the state of Florida. Tyler passed the General Securities Representative Examination and the Securities Industry Essentials Examination.

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

Florida Financial Advisors, LLC

location

Orlando, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Hartman is an active investment advisor representative with Florida Financial Advisors, LLC, registered in Florida and Texas. Tyler has a background in financial consulting and has been in the industry since 2024. Tyler has passed the Series 65, Series 6TO, and SIE exams and holds registrations with FINRA and the State of Florida. Tyler's specializations include investment advisory services, financial planning, pension consulting, and portfolio management for individuals and businesses. Tyler provides services to individuals and high-net-worth individuals.

SPECIALIZATIONS

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

Tampa, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Muellenbach is a financial advisor associated with Morgan Stanley. Tyler has been a registered representative in the securities industry since June 2023. Tyler has passed the Series 7TO, SIE, and Series 63 exams. Tyler holds active registrations in 53 states and is currently employed with Morgan Stanley in the Tampa branch office.

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

Kingswood Wealth Advisors, LLC

location

Lake Worth, FL

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Tyler Thomas Bashaw is a financial advisor with Kingswood Wealth Advisors, LLC. Tyler has over 17 years of experience in the financial services industry. Tyler's expertise includes financial planning, portfolio management, and investment advisory services. Tyler holds several licenses and certifications, including the Series 7, 24, 52TO, 65, and 66 licenses. Tyler has been registered with Kingswood Wealth Advisors, LLC since 2021. Before that, Tyler was with Newbridge Securities Corporation, and before that with IAA Financial LLC.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

WESTON, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Stafman is a financial advisor with Osaic Wealth, Inc., based in Weston, FL. Tyler has over 2 years of experience in the financial services industry, having previously worked at SagePoint Financial, Inc. Tyler holds Series 6, 63, and 26 licenses, and is registered to provide investment advice in Florida. Tyler's areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Tyler 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
Unclaimed

Corient | CFP ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Tyler Gaspard is a financial advisor with Corient, based in Seattle, WA and Miami, FL. Tyler has been in the industry since November 2011 and has held positions at Columbia Pacific Wealth Management, Corient, CIPW Service Company, LLC, and Corient Services LLC. Tyler is registered with the state of Washington as an investment advisor representative (IAR). Tyler is a Certified Financial Planner and specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for 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
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

DAY Hagan Asset Management

location

SARASOTA, FL

0 Disclosures

ADVISOR BIO

Tyler Wallace Hagan is an investment advisor representative at Day Hagan Asset Management. Tyler has been in the industry since January 2015 and holds a Series 65 license. Tyler's primary focus is providing financial planning and portfolio management services to individuals, investment companies, and high-net-worth clients. Day Hagan Asset Management offers a range of services, including financial planning, portfolio management, and pension consulting. The firm manages over $842 million in assets for its clients.

SPECIALIZATIONS

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

Hbks Wealth Advisors

location

Naples, FL

0 Disclosures

ADVISOR BIO

Tyler James Holes is an Investment Advisor Representative associated with Hbks Wealth Advisors and is registered with the state of Florida and Texas. Tyler has been in the industry since 2016 and has a Series 65 license. Tyler's specializations include providing financial planning, pension consulting, publication of periodicals, selection of other advisers, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

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