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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed
location

INLET BEACH, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Whitwell is a financial advisor with Edward Jones. Brenda has been in the financial industry since 2014. Brenda is registered with FINRA and the state of Florida. Brenda is also registered with the state of Texas. Brenda has been with Edward Jones since 2016. Brenda provides financial planning, portfolio management and selection of other advisers services to clients. Brenda 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
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

DUNNELLON, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Brenda D'arville is a financial advisor who has been in the industry since 1997. Brenda is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with RAYMOND JAMES & ASSOCIATES, INC. and MORGAN STANLEY SMITH BARNEY. Brenda holds a Series 7, Series 63, Series 65 and a Series 6TO license, and has an active registration in over 20 states. Brenda offers financial planning, portfolio management for individuals and businesses, as well as pension consulting. Brenda is also a business owner, and has a strong track record of success in the financial services industry.

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

J.p. Morgan Securities LLC

location

TAMPA, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Ann Lloyd is a financial advisor with J.p. Morgan Securities LLC, and has been in the industry since 2017. Brenda has been with J.p. Morgan Securities LLC since October 2023 and has a Series 6, 63 and SIE licenses. Prior to joining J.p. Morgan Securities LLC, Brenda was with WELLS FARGO CLEARING SERVICES, LLC. Brenda's areas of expertise include investments in stocks, bonds, mutual funds, ETFs, and variable annuities. Brenda is registered to provide investment advice and services in Florida.

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

15 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Gonzalez is an active registered representative with J.P. Morgan Securities LLC. Brenda has been in the financial industry since 2010 and has a wide range of experience working with individual clients, businesses, and institutional clients. Brenda is a Series 6, 7, 24, 63, and 66 licensed professional with a focus on investments. Previously Brenda was with Amerant Investments, Inc. and First Union Brokerage Services, Inc.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Siesta Key, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brenda K Kleiber is a financial advisor with Robert W. Baird & Co. Inc. Brenda Kleiber has been in the financial services industry since 2009. Brenda Kleiber has been registered with the state of Florida since 2016. Brenda Kleiber has experience with individuals, corporations, high-net-worth individuals, trusts, estates, pension and profit sharing plans, charitable organizations, and insurance companies. Brenda Kleiber's firm, Robert W. Baird & Co. Inc. is a registered investment advisor with the Securities and Exchange Commission. The firm provides a variety of investment advisory services including portfolio management, financial planning, and pension consulting. Brenda Kleiber is located in the Siesta Key, FL branch office of Robert W. Baird & Co. 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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

BOCA RATON, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Fagundes is a financial professional registered with the state of Florida. Brenda is associated with J.P. Morgan Securities LLC. Brenda specializes in a variety of financial products and services, including investment company products, variable contracts, and other financial products. Brenda has been a part of the financial industry since August 7, 2023.

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

PLANTATION, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Leticia Lopez is a registered representative with J.P. Morgan Securities LLC in Plantation, Florida. Brenda has been in the securities industry since February 6, 2017, and has a Series 6 and SIE license. Brenda specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, insurance companies, and labor unions. Brenda's firm, J.P. Morgan Securities LLC, is a full-service investment firm that offers a wide range of financial products and services.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Oconnor is a financial advisor with UBS Financial Services Inc. Brenda has over 14 years of experience in the financial services industry. She has a Series 7, Series 37, Series 66, and SIE license. Brenda is registered to provide investment advice in 28 states and the District of Columbia. Brenda specializes in providing financial advice to high-net-worth individuals, businesses, and institutional clients.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

PALM BEACH GARDENS, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Jankowski is a financial advisor with J.P. Morgan Securities LLC, registered to operate in Florida, New York, New Jersey and Connecticut. Brenda has been in the financial services industry since 2018 and holds a Series 7, 6, and 63 license. Previously, Brenda worked at Wells Fargo Clearing Services, LLC. Brenda specializes in financial planning, portfolio management, and pension consulting.

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

BRADENTON, FL

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brenda J. Stewart is a financial advisor at Wells Fargo Clearing Services, LLC. Brenda has been in the financial services industry since August 2012. Brenda holds the Series 7, Series 6, and Series 63 licenses and has been registered with the state of Florida since August 2012. Brenda has also been registered with the state of Georgia since August 2012. Brenda specializes in a variety of financial services, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Brenda is committed to providing her clients with personalized financial advice and guidance.

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

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