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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Osaic Wealth, Inc. | PFS ® (Certifications)

location

ST PETERSBURG, FL

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Cummings is a financial professional with over 25 years of experience in the industry. William is currently a registered representative with Osaic Wealth, Inc. and has previously held positions with Signator Investors, Inc., TRANSAMERICA FINANCIAL ADVISORS, INC, and several other firms. William holds a Series 7, Series 24, Series 28, Series 63, Series 99TO, and SIE. William is also a Personal Financial Specialist and is registered to provide advisory services in over 30 states.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

PONTE VEDRA BEACH, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

William Shane Hunt is a financial advisor with over 20 years of experience in the industry. William is currently registered with Cetera Investment Advisers LLC and holds Series 7, 63 and SIE licenses. William has previously worked with First Allied Securities, Inc., Intersecurities, Inc. and Lincoln Financial Advisors Corporation. William specializes in providing financial planning, portfolio management, and other investment 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
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Ponte Vedra Beach, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

William Edward Chrabot is a registered representative of Cambridge Investment Research Advisors, Inc., serving clients in Ponte Vedra Beach, FL. William has been in the financial services industry since 1997. William holds Series 7 and Series 63 licenses, along with the Series 65 license. William also holds a license for Florida and Texas. Prior to joining Cambridge Investment Research Advisors, Inc., William worked at First Heartland Capital, Inc. and Robert W. Baird & Co. Incorporated. William is an active member of the financial services industry, with over 20 years of experience. William provides various financial planning services 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
Market Timing Services
Unclaimed

Wells Fargo Clearing Services, LLC

location

FORT LAUDERDALE, FL

experience

39 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

William Marshall Saunderson is a financial advisor registered with Wells Fargo Clearing Services, LLC. William has been in the financial services industry since 1986. William has served as a financial advisor at UBS Financial Services Inc, Citigroup Global Markets Inc, Prudential Securities Incorporated and Wells Fargo Advisors LLC. Currently, William is registered to provide investment advice in 40 states and Washington D.C. William holds the Series 7, Series 9, Series 10, Series 63 and SIE securities licenses. William provides financial planning, pension consulting, and investment consulting services to institutional clients.

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

Eagle Strategies LLC

location

JACKSONVILLE, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

William Grub is a financial professional with over 25 years of experience in the industry. He is a registered representative with Eagle Strategies LLC and is licensed in Florida, Georgia and South Carolina. William has extensive experience in providing financial planning, investment management, and other advisory services to individuals, businesses, and charitable organizations. He holds several professional designations and licenses, including the Series 6, 7, 24, 63, and 66 securities licenses.

SPECIALIZATIONS

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

Morgan Stanley | CFP ® (Certifications)

location

West Palm Beach, FL

experience

30 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

William Arden Burnett is a financial advisor with over 25 years of experience in the financial services industry. William Burnett has been with Morgan Stanley since February 2017. William Burnett has been registered with FINRA since May 1994. William Burnett is also a Certified Financial Planner. William Burnett has previously worked with MBSC Securities Corporation and Northern Trust Securities, Inc.

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

NAPLES, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

William Austin Slepcevich is a financial advisor with Osaic Wealth, Inc. William is a Series 6, 7, and 66 licensed professional with experience in the financial services industry since 2009. William has previously worked for Woodbury Financial Services, Inc. and Questar Capital Corporation. William's current office is located in Naples, Florida. William specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Kestra Advisory Services, LLC

location

BOCA RATON, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

William Thomas Johnson is a financial advisor with over 23 years of experience in the industry. William Thomas Johnson is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services LLC. William Thomas Johnson has a wide range of experience working with individuals, high-net-worth individuals, corporations, and other businesses. William Thomas Johnson holds a Series 66, Series 31, and Series 7 license.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PALM BEACH, FL

experience

50 Years Experience

0 Disclosures

ADVISOR BIO

William Warren Bandel is a financial advisor with over 47 years of experience. William is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2003. Before that, William was employed by Prudential Securities Incorporated and Bache Halsey Stuart Inc. William holds the Series 63, Series 65, Series 7, and SIE licenses. William specializes in providing financial planning and investment management services to a wide range of clients including high-net-worth individuals, businesses, trusts, and pension plans.

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

Raymond James Financial Services Advisors, Inc.

location

SAINT PETERSBURG, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

William James Counsman is a registered representative of Raymond James Financial Services Advisors, Inc. and has been in the industry since 1994. William is also registered as an investment advisor representative in Florida. William previously worked at ROBERT THOMAS SECURITIES, INC and RAYMOND JAMES & ASSOCIATES, INC.. William holds Series 63, Series 24, Series 7 and SIE licenses. William is licensed in 17 states and has a wide range of experience in providing financial planning and portfolio management services to 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
HOURLY & FIXED RATE CONSULTATIONS

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