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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

UBS Financial Services Inc.

location

TAMPA, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Verity San souci is an active Broker/Dealer and Investment Advisor Representative with UBS Financial Services Inc., registered with FINRA and the state of Florida. Verity has been in the financial industry since 2005, previously working with Needham & Company, LLC, Arjent Services LLC, Arjent LTD., and Vertical Capital Partners, Inc. Verity holds Series 63, 66, 7, 9, 10, and 24 licenses and is a graduate of the SIE exam.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STUART, FL

experience

28 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Verlin Kim Heiman has over 23 years of experience in the financial services industry. Verlin is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds a Series 7 and 63 license and has passed the Series 65 exam and the SIE exam. Verlin is also a registered investment advisor in Florida and Texas. Verlin has previously been registered with CITIGROUP GLOBAL MARKETS INC. Verlin provides investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Verlin provides services such as portfolio management, financial planning, and educational seminars.

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

J.p. Morgan Securities LLC

location

PLANTATION, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Verna Calongo Avila is a registered representative with J.p. Morgan Securities LLC. Verna Avila has been in the industry since January 26, 2023. Verna Avila is licensed to sell investment company products and variable contracts and has passed the Securities Industry Essentials Exam. Verna Avila is registered to sell securities in Florida.

SPECIALIZATIONS

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

West Palm Beach, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Vernon Esteves is an Investment Advisor Representative with Morgan Stanley, having joined the firm in June 2009. Previously, Vernon worked at CITIGROUP GLOBAL MARKETS INC. from July 1993 to June 2009, LEHMAN BROTHERS INC. from April 1988 to July 1993, and E. F. HUTTON & COMPANY INC from July 1983 to April 1988. Vernon holds Series 3, 7, and 63 licenses. Vernon has been in the financial services industry since July 1983. Vernon specializes in providing investment advice and financial planning to individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Vernon's primary office is located at 777 South Flagler Drive, Suite 700E, West Palm Beach, Florida 33401.

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

BOCA RATON, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Martinez is a financial advisor at UBS Financial Services Inc. in Boca Raton, Florida. Veronica has over 10 years of experience in the financial services industry. Veronica is registered to provide investment advisory services in 27 states. Veronica holds licenses for Series 6, 7, 63, and 66. Veronica is also a Certified Financial Planner (CFP®). Veronica specializes in financial planning, portfolio management, and retirement planning. Veronica provides 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
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

OVIEDO, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Woodard is a financial advisor with Edward Jones. Veronica has been in the financial services industry since 2018. She holds the Series 66, Series 7 and SIE licenses. Veronica provides financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals. Veronica is registered in Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Mississippi, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina and Virginia. Veronica is also a Professor at Goodwin College and a board member of The Center of Orlando.

SPECIALIZATIONS

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

Miami, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Valdes is an investment advisor representative with Morgan Stanley, registered in Florida and Texas. Veronica has been in the industry since December 2015 and holds a Series 7, Series 66, and SIE licenses.

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

CoralGables, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Salazar is a financial advisor with over 13 years of experience in the industry. Veronica is a registered representative with UBS Financial Services Inc., where she provides financial advice to individual and institutional clients. Veronica also has experience with HSBC Securities (USA) Inc. and Mercantil Commercebank Investment Services. Veronica is licensed to offer investment advice in various states, including Delaware, Florida, New York, and Texas. Veronica focuses on the following specializations: Retirement Planning, College Savings, Estate Planning, Insurance Planning, and Business Planning. Veronica holds Series 7, Series 66, and SIE licenses and is dedicated to helping 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Veronica Alejandra Williams is a registered representative with Raymond James & Associates, Inc. Veronica has been in the industry since December 1, 2019. Veronica is licensed to provide securities and investment advisory services in Florida. Veronica has been with Raymond James & Associates, Inc. since May 2024. Before joining Raymond James & Associates, Inc., Veronica worked at Morgan Stanley.

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
location

Coral Gables, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Pereira is a financial advisor with over 16 years of experience in the industry. Veronica has worked at several financial institutions including Citigroup Global Markets Inc., SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, and First Union Brokerage Services, Inc. Currently, Veronica is an active registered representative for Morgan Stanley in Coral Gables, FL. Veronica holds several licenses including Series 6, 7, 9, 10, 24, 63, and 66. Veronica is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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

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