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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

J.p. Morgan Securities LLC

location

TAMPA, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Yaniris Galvan is a financial advisor with J.P. Morgan Securities LLC, registered in Florida, Connecticut, New Jersey, and New York. Yaniris holds a Series 6 and Series 63 license. Yaniris has been in the industry since November 2013. Yaniris focuses on providing financial advice to individuals, corporations, and other businesses.

SPECIALIZATIONS

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

Miami, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Yanitsa Jimenez is a registered representative with Morgan Stanley. Yanitsa is licensed in 54 states and the District of Columbia. Yanitsa has been in the industry since November 2006.

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

LAKEWOOD RANCH, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Yann Gehan is a registered representative with Edward Jones, located in Lakewood Ranch, Florida. Yann has been working in the financial services industry since 2013. Yann specializes in providing financial planning services to individuals and businesses. Yann is registered to provide investment advisory services in Florida and Texas, and is licensed to provide securities related services in Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, North Carolina, Pennsylvania, Tennessee, Texas, and Virginia.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

MIAMI, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Yaquelin Ubeda arias is a financial advisor who is registered with J.p. Morgan Securities LLC. Yaquelin has been in the industry since 2022 and holds the Series 6TO and SIE licenses. Yaquelin is currently located in Miami, Florida, where she has been working with clients since 2022. Yaquelin specializes in providing financial advice to individuals, businesses, insurance companies, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Yara L Rocco barboza is a financial advisor at J.p. Morgan Securities LLC and has been in the industry since April 25, 2007. Yara has a Series 63, Series 7 and SIE license and is registered to provide financial services in 53 states and jurisdictions. Yara specializes in financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Yari Baldrich is a financial advisor with over 20 years of experience in the industry. Yari is currently registered with J.P. Morgan Securities LLC in Miami, FL. Yari has previously worked at Wells Fargo Clearing Services, LLC, IDB Capital Corp., ASD Financial Services Corp, CitiCorp Financial Services Corporation, Santander Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Popular Securities, Inc., Marketing One Securities, Inc., and Dean Witter Reynolds Inc. Yari is licensed to provide financial services in several states, including Florida, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, 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
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Coral Gables, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Yarilin Bernal is a financial advisor with over 11 years of experience in the financial services industry. Yarilin has been registered with Morgan Stanley since 2015 and previously worked at UBS Financial Services Inc., Barclays Capital Inc., and Credit Suisse Securities (USA) LLC. Yarilin is licensed to provide investment advice in 23 states and is a Series 7, 66 and SIE licensed professional. Yarilin specializes in providing asset allocation advice, financial planning, and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions.

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

Raymond James & Associates, Inc.

location

BOCA RATON, FL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Yarina Montalvo is an investment advisor representative with Raymond James & Associates, Inc. Yarina is a licensed investment advisor representative in Florida. She has been in the securities industry since August 20, 1991. Yarina holds licenses for Series 7, Series 31, Series 63, Series 65 and SIE exams. Yarina has previously worked with Morgan Stanley, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. The advisor has a branch office located in BOCA RATON, FL.

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

D.a. Davidson & Co.

location

Boca Raton, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Yaron Redlich is a financial advisor based in Boca Raton, FL. Yaron has been in the financial industry since 2005 and has worked for several notable firms including Nomura Securities International, Inc., Jefferies LLC, and J.P. Morgan Securities Inc. Yaron is currently affiliated with D.a. Davidson & Co. Yaron specializes in providing financial planning, portfolio management, and investment banking services to individuals, corporations, and other institutions.

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
Publication of Financial Periodicals
Unclaimed
location

Coral Gables, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Yasmany Baldriche is a financial advisor at Morgan Stanley. Yasmany is registered with the Securities and Exchange Commission (SEC) and has been in the industry for 5 years. Yasmany has a Series 7, Series 66, and SIE license. Yasmany is registered in 33 states, with a special focus on investment clubs, insurance companies, investment companies, charitable organizations, and high-net-worth individuals. Yasmany specializes in asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

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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