Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAINT AUGUSTINE, FL

experience

9 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bland Matthews is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a large financial services company. Bland Matthews has been working in the industry since 2013. Bland Matthews holds the Series 66, SIE, and Series 7 licenses. Bland Matthews provides services such as financial planning, investment management, and portfolio management for individuals and businesses. Bland Matthews is registered to provide investment advice in 12 states. Bland Matthews has a wide range of experience in the financial industry, having worked at several firms in the past. Bland Matthews has also worked in the automotive industry.

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

Stifel, Nicolaus & Company, Inc.

location

VENICE, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Blase Joseph Sparma is a financial advisor with Stifel, Nicolaus & Company, Inc. Blase has been in the financial industry since December 12, 2000. Blase has passed the Series 66, Series 10, Series 9, SIE and Series 7 exams. Blase is registered in 41 states and the District of Columbia. Blase also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Blase has a current branch office location at Stifel, Nicolaus & Company, Inc. in VENICE, FL.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SARASOTA, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Bledar Yzeiri is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Sarasota, FL. Bledar is a registered representative with both FINRA and the state of Florida. Bledar Yzeiri has been in the financial services industry since July 2020. Bledar holds a Series 7, Series 66, and SIE licenses.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WEST PALM BEACH, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Blenda Leon is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in WEST PALM BEACH, FL. Blenda has been in the industry since 2021 and has passed the Series 7TO, Series 66, and SIE exams. Blenda has a proven track record of providing clients with financial planning and investment management services. Blenda is also active in the community and is dedicated to providing exceptional service to her clients.

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

Corient | CFP ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Bligh Bjarnason is an Investment Advisor Representative at Corient. Bligh holds a Series 65 license and is a Certified Financial Planner. Bligh has been in the financial industry since 2013 and has experience working with clients in Seattle, WA. Bligh's experience includes working with Columbia Pacific Wealth Management, Slalom, Westlake Associates, Dean Homes, Inc., and the University of Washington. Bligh specializes in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

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

Edward Jones | CFP ® (Certifications)

location

Marco Island, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Bob Weigel is a financial advisor associated with Edward Jones. Bob has been in the financial services industry for over 15 years and has worked with clients across various states. Bob is a Certified Financial Planner and has a strong understanding of financial planning, portfolio management and pension consulting. Bob's main office is located in Marco Island, FL.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Bobby Stevens is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Bobby Stevens has been in the industry since 2011 and is registered in 53 states. Bobby Stevens has a Series 7, 9, 10 and 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Inc. has approximately $10 billion to $50 billion in assets under management. The firm manages assets for individuals, high net worth individuals, insurance companies, pension and profit-sharing plans, charitable organizations, corporations and other businesses, state and municipal government entities, and banking or thrift institutions.

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

Concurrent Investment Advisors, LLC | CFP ® (Certifications)

location

TAMPA, FL

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bobby Neil Foster is a financial advisor with over 17 years of experience in the financial services industry. Bobby Foster is currently registered with Concurrent Investment Advisors, LLC, a registered investment advisor based in Tampa, Florida. Bobby Foster has held previous positions with Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Bobby Foster holds the Series 66, Series 7, and SIE licenses. Bobby Foster also holds the Certified Financial Planner designation. Bobby Foster provides financial planning, portfolio management for individuals, and selection of other advisors services.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Venice, FL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bogdan Korszen is a financial advisor with Raymond James & Associates, Inc. Korszen has been in the industry since March 12, 2001. The advisor has been registered with Raymond James & Associates, Inc. since September 25, 2007. Korszen holds Series 63, 66, 7, 9, 10 and SIE licenses. The advisor has a total of 42 state registrations and 2 investment advisor state registrations. Korszen also has previous experience with A.G. Edwards & Sons, Inc.

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

Planmember Securities Corp.

location

BOYNTON BEACH, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Bonnie Rachel Douglas is a registered investment advisor representative with Planmember Securities Corp. and has been in the financial industry since 2006. Bonnie Rachel Douglas is licensed in multiple states, including Florida, California, Illinois, Iowa, Michigan, Missouri, North Carolina, Pennsylvania, and South Carolina. Bonnie Rachel Douglas also holds the Series 6, SIE, and Series 63 licenses. Bonnie Rachel Douglas is a registered investment advisor representative with Planmember Securities Corp. and offers a variety of services to clients, including financial planning, investment management, and investment supervisory services. Bonnie Rachel Douglas has worked with a wide range of clients, including individuals, families, businesses, and charitable organizations. Bonnie Rachel Douglas's focus is on providing personalized financial advice and investment management services 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
PROVIDES INVESTMENT SUPERVISORY SERVICES

Need help matching

with the right advisor?