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

Fort Lauderdale, FL

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Byron Vasiliou is a financial advisor registered with Morgan Stanley. Byron has over 30 years of experience in the financial services industry. Byron is registered as a broker-dealer and investment advisor representative in Florida and Illinois. Byron has passed the Series 3, 4, 7 and 63 exams. Byron also passed the Series 65 exam and is an investment advisor representative in Texas. Byron has experience with a 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
location

APOPKA, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Byron Charles Tobias is an active investment advisor representative with Edward Jones, located in Apopka, FL. Byron Charles Tobias has been in the financial services industry since 1999. Byron Charles Tobias has a Series 7 and Series 66 license. In addition to Edward Jones, Byron Charles Tobias was previously registered with J.P. Morgan Securities LLC, Chase Investment Services Corp., PFS Investments Inc. and Charles Schwab & Co., Inc. Byron Charles Tobias specializes in portfolio management for individuals and businesses, financial planning, 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

NAPLES, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Byron Firestone is an investment advisor representative associated with Wells Fargo Clearing Services, LLC. Byron Firestone has been in the industry since October 8, 2015. Byron Firestone is registered in 31 states and holds the Series 6, 7, 63, and 66 licenses.

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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STUART, FL

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Todd Weissing is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., serving clients for over 40 years. Christopher holds the Series 7, 63 and 65 licenses, and has been active in the financial industry since 1981. Christopher specializes in providing a range of investment management services to individuals, businesses, and institutions, including pension consulting and educational seminars. Christopher is registered to provide investment advice in 22 states.

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

Moore Financial Management, Inc. | CFP ®,CFC ® (Certifications)

location

BRADENTON, FL

0 Disclosures

ADVISOR BIO

C Garrett Moore is a financial professional with over 10 years of experience. C Garrett Moore is registered with Moore Financial Management, Inc. and has a branch office in Bradenton, Florida. C Garrett Moore is also registered in Texas. C Garrett Moore is a Certified Financial Planner and a Chartered Financial Consultant. C Garrett Moore specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and charitable organizations. C Garrett Moore's previous experience includes working at National Planning Corporation in Sarasota, Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Morgan Stanley

location

Sarasota, FL

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Clarence William Snyder III is a registered representative with Morgan Stanley. C Snyder has been in the securities industry since July 30, 1988, and is licensed to provide investment advice in Florida and Texas. He is also a registered investment advisor in Florida and Texas. C Snyder has a long history of experience in the financial services industry, having worked for a number of firms before joining Morgan Stanley. C Snyder's experience includes working at both Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. C Snyder is committed to providing clients with personalized financial advice and helping them 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Eagle Strategies LLC | CFC ® (Certifications)

location

WESTON, FL

experience

46 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

C Scott Rassler is a financial professional with over 40 years of experience in the financial services industry. C Scott Rassler is currently registered with Eagle Strategies LLC and has been with the firm since March 2012. C Scott Rassler holds a Series 63, Series 65 and Series 7 licenses. C Scott Rassler is a Chartered Financial Consultant and specializes in retirement planning, education planning, and investment planning. C Scott Rassler has a proven track record of success in helping individuals and families achieve their financial goals. C Scott Rassler is committed to providing personalized service and guidance to help clients make informed financial decisions.

SPECIALIZATIONS

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

Florida Financial Advisors, LLC

location

Jacksonville, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Cadijha Robinson is a financial advisor with Florida Financial Advisors, LLC. Cadijha is registered as a Registered Representative and Investment Advisor Representative with the state of Florida. She has a Series 6TO and a Series 65 license. Cadijha has over 10 years of experience in the financial services industry. Cadijha has a Bachelor of Arts degree from the University of Florida.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Miami, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Caeli Cerge William is a registered representative with Ameriprise Financial Services, LLC and has been in the industry since December 6, 1999. Caeli William is licensed to conduct business in several states, including Florida, Puerto Rico, Texas, and the Virgin Islands. Caeli William has worked for Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Caeli William has a Series 7 and Series 66 license. Caeli William specializes in investments and insurance products. Caeli William is also a registered investment advisor representative in Florida and has experience working with individuals, high-net-worth individuals, trusts/estates, charitable organizations, pension and profit-sharing plans, corporations, and government entities. Caeli William has a strong background in financial planning and portfolio management. Caeli William is committed to providing clients with personalized financial advice and investment strategies tailored to their individual needs and goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Caio Simoes is a financial advisor with over 25 years of experience in the industry. Caio is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a broad range of licenses and registrations across numerous states. Caio specializes in working with individuals, businesses, and pension plans.

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

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