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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Cornerstone Wealth | CFP ® (Certifications)

location

Tampa, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Edward Sutton is a financial advisor at Cornerstone Wealth. Zachary is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and has over 6 years of experience in the financial services industry. Zachary holds Series 66, SIE and Series 7 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Zachary is also registered in 25 states as a broker-dealer and an investment advisor. Zachary works with individuals and businesses to create personalized financial plans. Zachary specializes in fixed insurance, fixed life insurance, disability, and long-term care insurance as well as fixed and fixed indexed annuities. Zachary is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS, CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Unclaimed

Raymond James & Associates, Inc.

location

Palm Beach Gardens, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Rider is a financial advisor with Raymond James & Associates, Inc. Zachary has been in the industry since February 20, 2017 and is registered in several states. Zachary's specializations include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Zachary also provides educational seminars and pension consulting services. Zachary is dedicated to helping 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Gordon Kessler is a financial advisor at Raymond James & Associates, Inc. with over 11 years of experience in the industry. Zachary has a Series 7, Series 66, and SIE licenses and is registered to provide investment advice in 32 states. Zachary's primary focus is providing investment advice to individuals, businesses, and institutions. He is also able to provide financial planning, pension consulting, and educational seminars.

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

Ameriprise Financial Services, LLC

location

Tampa, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Armstrong is a financial advisor with Ameriprise Financial Services, LLC, registered with the state of Florida. Zachary Armstrong is a registered representative with Ameriprise Financial Services, LLC, and has been in the industry since 2022. Zachary Armstrong has passed the Series 66, Series 7TO and SIE exams.

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

Cuso Financial Services, LP

location

JACKSONVILLE, FL

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Zachary Charles Toelle is a financial advisor at Cuso Financial Services, LP. He is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Zachary has been in the financial services industry since December 2009. Zachary offers a variety of financial planning and investment management services to individuals, businesses, and charitable organizations. He holds the Series 7 and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Zachary is also registered with the state of Florida and Texas.

SPECIALIZATIONS

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

Northbridge Financial Group, LLC

location

TAMPA, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Brown is an Investment Advisor Representative with Northbridge Financial Group, LLC. Zachary's career in the financial services industry began in 2014. Zachary has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals. Zachary holds the Series 7, Series 66, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Oppenheimer & Co. Inc.

location

NORTH PALM BEACH, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Robert Pumphrey is a financial advisor with Oppenheimer & Co. Inc. in North Palm Beach, FL. Zachary Robert has been in the industry since 2023. Zachary Robert has passed the Series 7TO, SIE, and the Uniform Combined State Law Examination. Zachary Robert is registered in 27 states.

SPECIALIZATIONS

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

Florida Financial Advisors, LLC

location

Miami Lakes, FL

0 Disclosures

ADVISOR BIO

Zachary Martin is a financial advisor with Florida Financial Advisors, LLC, a firm based in Tampa, Florida. Zachary has been in the industry since May 2023. Zachary has a Series 65 license and the SIE exam, and is registered to provide investment advice in Florida. Zachary works with high-net-worth individuals, as well as individuals other than high-net-worth. Florida Financial Advisors provides investment advisory services, financial planning, and portfolio management for businesses and individuals. The firm also offers 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

MML Investors Services, LLC

location

FT LAUDERDALE, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Brent Mann is an Investment Advisor Representative and Registered Representative associated with MML Investors Services, LLC. He is a Registered Investment Advisor in the state of Florida. Zachary has over 15 years of experience in the financial services industry. He has held previous positions with Park Avenue Securities LLC, Northwestern Mutual Investment Services, LLC and Signator Investors, Inc.. Zachary has passed the Series 6, Series 65 and SIE exams. His firm, MML Investors Services, LLC, is a registered investment advisor with the Securities and Exchange Commission. MML Investors Services, LLC has a broad range of clients, including individuals, corporations, trusts, and charitable organizations. Zachary specializes in helping clients develop financial plans, invest their assets and manage their wealth.

SPECIALIZATIONS

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

LPL Financial LLC

location

LAKELAND, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Wesche is a financial advisor at LPL Financial LLC in Lakeland, FL. Zachary has been working in the financial services industry since January 5, 2021. Prior to joining LPL Financial, Zachary was a financial advisor at Fidelity Brokerage Services LLC and Thrivent Investment Management Inc. Zachary holds the Series 7TO, Series 66, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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