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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

PENSACOLA, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Wiktor Gier is a financial advisor who has been working in the industry since July 20, 2019. Gier is currently registered with Stifel, Nicolaus & Company, Inc., in Pensacola, Florida. Wiktor has a Series 7TO, Series 63 and Series 65 license and is also a Certified Financial Planner. Prior to working with Stifel, Nicolaus & Company, Inc., Gier worked at Raymond James & Associates, Inc. in St. Petersburg, Florida.

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
Unclaimed

LPL Financial LLC

location

MIAMI, FL

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Wilber Aguirre is a financial advisor with LPL Financial LLC. Wilber has been in the industry since January 11, 2009, and has been registered with LPL Financial LLC since February 26, 2024. Wilber holds several industry licenses, including Series 6, 7, and 66. In addition to providing investment advice, Wilber also provides financial planning and consulting services.

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

Wells Fargo Clearing Services, LLC

location

SARASOTA, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Wilber Dalton Geiger is a financial advisor with over 25 years of experience in the industry. Wilber has held registrations with multiple firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and Morgan Stanley. Currently, Wilbur is registered with Wells Fargo Clearing Services, LLC and holds licenses in multiple states including Florida, Texas, and California. Wilber specializes in providing financial planning and investment management services to both individuals and businesses.

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

Wells Fargo Clearing Services, LLC

location

WINTER PARK, FL

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Wilet Pierre-noel is a registered representative with Wells Fargo Clearing Services, LLC. Wilet has been in the industry since November 14, 2016. Wilet holds the Series 6, Series 7, Series 63 and Series 66 licenses and is registered in Florida, Georgia and North Carolina. Wilet's office is located at 480 N ORLANDO AVE STE C220 in WINTER PARK, Florida.

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Estero, FL

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Wilfred Joseph Brockman is a financial professional who has been in the industry since 1992. Wilfred is currently registered with Cambridge Investment Research Advisors, Inc. in Estero, Florida. Prior to joining Cambridge Investment Research Advisors, Inc., Wilfred worked at several other firms including Wunderlich Securities, Inc., RBC Capital Markets Corporation, Ferris, Baker Watts, LLC, Fahnestock & Co. Inc., First of Michigan Corporation, Leonard & Company, McDonald & Company Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wilfred is also an independent insurance agent for various independent insurance companies. Wilfred holds FINRA Series 7, 63, 31 and SIE licenses and is a Certified Financial Planner. Wilfred is a registered Investment Advisor Representative in Florida.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Wilgberto Gonzalez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Wilgberto has been in the financial services industry since May 21, 2000. Wilgberto has been registered with the state of Florida since May 23, 2000. Wilgberto is also registered with the state of Texas since November 1, 2004. In addition to being a registered representative, Wilgberto is also a registered investment advisor in the state of Florida and Texas. Wilgberto has a Series 7, Series 66, and SIE license. Wilgberto provides financial advice to individuals, corporations, and other entities, including insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Wilgberto's specialties include financial planning, portfolio management, and investment advice.

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

BOCA RATON, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Wilhelm Lemke is a financial advisor at Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Wilhelm has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, corporations, and institutions. Wilhelm has held previous positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Citigroup Global Markets Inc. Wilhelm is registered with FINRA and holds the Series 7, Series 31, Series 66, and SIE licenses. Wilhelm is dedicated to helping clients achieve their financial goals and believes in building long-term relationships based on trust, transparency, and a commitment to providing exceptional service.

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

Csenge Advisory Group, LLC

location

CLEARWATER, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Will K Knight is an investment advisor representative with Csenge Advisory Group, LLC. Will has been in the securities industry since November 2005. Will is registered in Alabama, Mississippi, and Florida. Will K Knight has Series 6, SIE, 63 and 65 securities licenses. Will has been working with Csenge Advisory Group, LLC since October 2019. Will previously worked with Kestra Investment Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Unclaimed

LPL Financial LLC

location

CRESTVIEW, FL

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Will Coffey is a financial professional with LPL Financial LLC and has been in the industry since December 17, 2010. Will's branch office is located in CRESTVIEW, Florida. Will is registered in Florida and has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Will's specializations include various investment products and services.

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

Kestra Advisory Services, LLC

location

BOCA RATON, FL

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Willard Louis Pugh is a financial advisor with over 35 years of experience in the industry. Willard is currently registered with Kestra Advisory Services, LLC, and has a history of working with a variety of clients including individuals, high-net-worth individuals, corporations, and pension plans. Willard has experience providing a wide range of financial services, including financial planning, portfolio management, and selection of other advisors. Willard has a strong track record in the industry and is committed to providing personalized financial advice and guidance to help his clients achieve their financial goals.

SPECIALIZATIONS

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

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