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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Golden Road Advisors LLC

location

TAMPA, FL

0 Disclosures

ADVISOR BIO

Brady Mason Wright is an investment advisor representative with Golden Road Advisors LLC, based in Tampa, Florida. Brady has been in the industry since June 2023 and has been registered with the state of Florida since February 2024. Brady is a Series 65 licensed individual and specializes in financial planning, pension consulting, and selection of other advisors. Golden Road Advisors LLC provides investment advisory services to individuals, pension and profit sharing plans, and high-net-worth individuals.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

FORT LAUDERDALE, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Braedon Gregory Bayer is a financial professional with over two years of experience in the financial services industry. Braedon is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC, and is licensed in Florida and New York. Braedon has worked at several firms, including Fidelity Brokerage Services LLC, Fidelity Investments, and Omni Financial Advisory Group. Braedon holds a Series 66, Series 7TO, 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
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

DESTIN, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Brance James Parker is a financial advisor at Raymond James Financial Services Advisors, Inc. Brance has been in the financial services industry since February 11, 1993. Brance is licensed to offer investment advice in Florida and Texas. Brance holds the Series 7, 9, 10, 31, 63, and 65 securities licenses. Brance has a strong track record of success in providing financial advice to individuals, families, and businesses. Brance is committed to providing personalized financial advice that meets the unique needs of each client.

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
Unclaimed

PSI Advisors, LLC

location

TAMPA, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brandan Teague is a financial advisor with over 14 years of experience in the industry. He currently works as a Registered Investment Advisor (RIA) at PSI Advisors, LLC, which he joined in 2017. Brandan has a wide range of experience and is registered in multiple states. His areas of focus include financial planning, portfolio management for individuals and businesses, and pension consulting. He offers a variety of services, including investment management, retirement planning, and insurance products. Brandan is dedicated to helping his clients achieve their financial goals. He has a strong understanding of the financial markets and is committed to providing personalized service.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

NORTH PALM BEACH, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Branden Cameron Schiralli is a financial advisor currently registered with MML Investors Services, LLC, where Branden has been employed since March 2017. Branden previously worked at MSI Financial Services, Inc. from January 2015 to March 2017 and New England Securities from October 2005 to January 2015. Branden holds multiple licenses and registrations, including Series 6, 7, 63, and 66. Branden has been in the industry since January 29, 2005.

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

Raymond James Financial Services Advisors, Inc.

location

LAND O'LAKES, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Branden Sears is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. Branden has been in the securities industry since April 2014. Branden has a Series 66, Series 7 and SIE license. Branden works in the LAND O' LAKES, FL office of Raymond James Financial Services Advisors, Inc. Branden also works for Independent Financial Services as an Associate/Employee.

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
Unclaimed

Invst, LLC | CFC ® (Certifications)

location

Lakewood Ranch, FL

0 Disclosures

ADVISOR BIO

Branden Gordon Bunch is a financial advisor at Invst, LLC. Branden has been in the industry for more than 15 years. Branden has a Series 6 license and a Series 65 license. Branden is registered with the state of Florida. Branden is a Chartered Financial Consultant. Invst, LLC is based in Indianapolis, Indiana and specializes in portfolio management for individuals and pension consulting. The firm also provides financial planning services. They manage approximately $1.35 billion in client assets. The firm primarily serves high-net-worth individuals and pension and profit sharing plans.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Brandi Martin is a registered representative with Raymond James & Associates, Inc. based in St. Petersburg, Florida. Brandi has been in the financial services industry since September 2012 and holds Series 7, Series 99, and SIE licenses. Brandi's firm offers a wide range of financial services including portfolio management for individuals and businesses, financial planning, 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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Brandi Michelle Bailey is a Registered Representative with Raymond James & Associates, Inc., and has been in the financial services industry since August 13, 1999. Brandi Bailey is registered with FINRA as an Investment Advisor Representative and holds Series 7, Series 99TO and SIE licenses. Brandi Bailey works out of the St. Petersburg, Florida branch office.

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

5 Years Experience

0 Disclosures

ADVISOR BIO

Brandi Gail Goff is a registered representative with Raymond James & Associates, Inc. Brandi Goff has been in the industry since June 30, 2020. Brandi Goff is currently licensed with FINRA and Raymond James & Associates, Inc.. Brandi Goff holds the Series 99TO and SIE licenses and is registered in Florida.

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

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