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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT LAUDERDALE, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Vella has been in the financial industry since August 26, 2009. Vincent is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as a Registered Representative and Investment Advisor Representative and has been with the firm since June 2009. Vincent is licensed in 34 states and is able to provide investment advice and brokerage services to individuals, businesses, and institutions. Vincent has obtained the Series 66, Series 7, and the SIE exams, which are required for registration with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Vincent is a valuable member of the Merrill Lynch team and has a proven track record of success in providing investment advice and financial planning services.

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

Raymond James & Associates, Inc.

location

STUART, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Grucza is a financial advisor with over 8 years of experience in the industry. Vincent is currently registered with Raymond James & Associates, Inc. and holds Series 7, Series 66, and SIE licenses. He is also a licensed Investment Advisor Representative in Florida. Vincent's expertise spans a broad range of financial services, including financial planning, portfolio management, and investment advisory services. He is dedicated to serving the financial needs of a diverse clientele, including 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
Unclaimed

J.p. Morgan Securities LLC

location

Orlando, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Joseph Faust is a financial advisor with over 15 years of experience in the financial industry. Currently registered with J.p. Morgan Securities LLC, Vincent has a Series 7, 24, and 63 license as well as the SIE. Vincent has previously worked with ANZ Securities, Inc., RBC Capital Markets, LLC, Dresdner Kleinwort Securities LLC, and UBS Warburg LLC. Vincent is licensed in Connecticut, Florida, New Jersey, and New York. Vincent specializes in providing financial advice to individuals, corporations, charitable organizations, and insurance companies.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

ST. PETERSBURG, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Lally is a financial advisor at Raymond James Financial Services Advisors, Inc. Vincent has been in the industry since 2014. Vincent is a registered representative with FINRA and a registered investment advisor with the state of Florida. Vincent has a wide range of experience and expertise, including securities, investments, and financial planning. Vincent is committed to providing clients with personalized financial advice and services. Vincent is dedicated to helping clients achieve their financial goals. Vincent is licensed to provide services in Florida.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

BOCA RATON, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vincent Gerardi is a financial advisor with Wells Fargo Clearing Services, LLC. Vincent has been in the financial services industry since 1993. Vincent holds FINRA Series 31, 7 and SIE licenses as well as the Series 63 and 65 licenses. Vincent has also earned the Certified Financial Planner designation. Vincent previously worked at Dreyfus Service Corporation, Morgan Stanley DW Inc., Raymond James & Associates, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and Securities America, Inc. Vincent is registered to provide financial advice in 49 states and the District of Columbia.

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
location

DAVIE, FL

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vincent Marino is a registered representative and investment advisor representative with Edward Jones. Vincent has been in the securities industry since February 29, 2000. Vincent has a Series 63, Series 66 and Series 7 license, along with the SIE exam. Vincent currently has registrations in 28 states, including Florida and Texas. Vincent's firm, Edward Jones, is a large firm with over $800 billion in assets under management. Edward Jones is a well-known firm that provides financial services to individuals and families. They offer financial planning, investment management, and other services.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Boynton Beach, FL

experience

48 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Robert Ebbecke is a financial advisor who has been in the industry since 1976. Vincent is currently registered with Raymond James Financial Services Advisors, Inc. in Boynton Beach, FL and has been with the firm since 2009. Vincent has experience with various financial products and services, including financial planning, pension consulting, and portfolio management. Vincent is committed to helping individuals and families 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Ameriprise Financial Services, LLC

location

Boca Raton, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Menniti is a financial advisor with over 15 years of experience in the financial services industry. Vincent is a Registered Representative with Ameriprise Financial Services, LLC and is registered with the state of Florida. Vincent has a wide range of experience in the financial services industry, including providing financial advice to individuals, families, and businesses. Vincent specializes in asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Vincent is committed to providing his clients with personalized financial advice and guidance to help them 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Pursuit Wealth Managment LLC

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

Vincent Francis Cuomo is a registered Investment Advisor Representative associated with Pursuit Wealth Managment LLC. The firm's main office is located in PALM BEACH GARDENS, Florida. Vincent Cuomo has over 20 years of experience in the financial services industry. Vincent is also a member of the Florida Bar and serves on the Florida Bar Foundation Investment Committee. Vincent has been an Investment Advisor Representative since June 2022.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

AE Wealth Management, LLC

location

Naples, FL

disclosure

8 Disclosures

ADVISOR BIO

Vincent Anthony Virga is a financial advisor registered with AE Wealth Management, LLC in Naples, Florida. Vincent is a registered investment advisor with over 14 years of experience in the industry. Vincent has held previous positions at Madison Avenue Securities, LLC and Prime Capital Services, Inc. He is also a course instructor on financial related content for Society Of Financial Awareness. Vincent holds Series 63, 65, 7 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
Publication of Financial Periodicals

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