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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CLEARWATER, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Chris Hughes is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in CLEARWATER, FL. Chris has been in the industry since April 1995 and holds the following licenses: Series 63, Series 65, Series 7 and SIE. Chris is registered in multiple states, including Florida, Texas, California, and Maryland. Chris specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Palm Beach Gardens, FL

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Chris Knapp is a financial advisor with Raymond James Financial Services Advisors, Inc. Chris has been in the financial services industry since April 2014. Chris specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Chris is registered with the state of Florida and Texas and holds Series 66, Series 7, and SIE licenses. Chris also has a Certified Financial Planner designation. Chris is associated with the Palm Beach Gardens, FL branch of Raymond James Financial Services Advisors, Inc.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BRADENTON, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Chris Zabawski is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Chris has been in the financial services industry since 2008. Chris holds both Series 6 and Series 7 licenses, as well as the Series 63 and Series 66 licenses. Chris specializes in providing a range of services, including portfolio management for individuals and businesses. Chris is a registered investment advisor in Florida and Texas. Chris has experience working with a wide range of clients, including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, banking or thrift institutions, and state or municipal government entities.

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

B. Riley Wealth Advisors, Inc.

location

BOCA RATON, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Chris Castro is a financial advisor with over 20 years of experience in the industry. Chris is currently registered with B. Riley Wealth Advisors, Inc. and holds a Series 7, Series 63, Series 52TO, Series 55, Series 24 and Series 53 licenses. Chris is a dedicated professional who strives to provide personalized financial advice to help individuals and families reach their financial goals. Chris has experience working with clients of all types, including individuals, families, businesses, and retirement plans.

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 & Associates, Inc.

location

ST. PETERSBURG, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Chrisonda Jamil letre McDonald is a registered representative with Raymond James & Associates, Inc. and has been in the industry since 2001. Chrisonda is a Series 6, 7, 9, 10, 24, and 66 licensed professional and has experience in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Chrisonda has been previously registered with Raymond James Financial Services, Inc., and InterSecurities, Inc.

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

MFP Financial Services | CFP ® (Certifications)

location

SAFETY HARBOR, FL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Christ Mavrakos is a financial advisor with MFP Financial Services located in SAFETY HARBOR, FL. Christ has been in the financial industry since 1989 and has a wide range of experience. Christ is a Certified Financial Planner and has worked with a variety of clients over the years, including individuals, families, and businesses. Christ can help with financial planning, investment management, and retirement planning.

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 & Associates, Inc.

location

ST. PETERSBURG, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christa Marie Far is a financial professional with over 13 years of experience in the industry. Christa is currently registered with Raymond James & Associates, Inc. and has previously worked with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc.. Christa's expertise includes financial planning, portfolio management for businesses and individuals, 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WESTON, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christa Pargas is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since April 27, 2001. Christa is licensed to provide investment advice in Florida and Texas, as well as securities brokerage services in 28 states. Christa holds Series 7, 63, and 65 securities licenses, as well as the SIE exam. In addition to Merrill Lynch, Christa has also been employed by Bank of America, N.A. Christa specializes in working with individuals, businesses, corporations, trusts, estates, and retirement 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PONTE VEDRA BEACH, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christan Kay DeVries is a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Christan has been in the industry for a while and has experience with several firms. Christan has several industry certifications, including the Series 6, Series 7, and SIE exams. Christan is licensed in both Florida and Texas. The firm's main office is located in New York, NY. Merrill Lynch provides financial advisory services to individuals, businesses, and institutions.

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

Wells Fargo Clearing Services, LLC

location

FORT LAUDERDALE, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christeen Hermina is a registered representative with Wells Fargo Clearing Services, LLC. Christeen has been in the industry since September 2014. Christeen is licensed in Florida and Georgia. Christeen 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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