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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Citigroup Global Markets Inc.

location

Jacksonville, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Christina Dodson is a financial advisor at Citigroup Global Markets Inc. Christina has been in the financial services industry since 2008. Prior to joining Citigroup, Christina was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christina is registered with FINRA and holds the Series 7, 9, 10, 66, and SIE licenses. Christina is also registered as an investment advisor representative in Florida and several other states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Castle Wealth Management | CFP ®,PFS ®,CFA ® (Certifications)

location

WEST PALM BEACH, FL

0 Disclosures

ADVISOR BIO

Christina Worley is a financial advisor who has been in the industry since 1997. She is a Certified Financial Planner, Personal Financial Specialist and Chartered Financial Analyst, who works at Castle Wealth Management. Christina provides financial planning, portfolio management for individuals and businesses, pension consulting, and other consulting services. Christina's firm, Castle Wealth Management, manages over $350 million in assets and serves a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

VERO BEACH, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Christina Savage is a financial advisor with Wells Fargo Clearing Services, LLC. Christina has been in the industry since August 2005 and holds Series 7 and Series 66 licenses. Christina specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses.

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

Independent Financial Partners

location

ORLANDO, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Christina Pinto Rogers is an active investment advisor representative with Independent Financial Partners. Christina has been in the industry for over 29 years. Christina is licensed in Florida, New York, North Carolina and Virginia. She has Series 6, 7, and 63 licenses. Christina is committed to providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BOCA RATON, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Christina Karas is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Christina has been in the financial industry since January 1992. Christina is registered with the state of Florida and has held several positions in the industry. Christina is also licensed to sell securities in several states.

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 Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

DEERFIELD BEACH, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christina Towery is a financial advisor with J.P. Morgan Securities LLC. Christina has been in the financial services industry since May 8, 2001. Christina holds Series 7, 8, 24, 63, and 66 licenses. Christina is registered with the state of Texas and Florida as an Investment Advisor Representative and a Broker. Prior to joining J.P. Morgan Securities LLC, Christina was a financial advisor with Signator Investors, Inc. and AVM, L.P.

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

BRANDON, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christina Mijarez is a financial advisor with J.p. Morgan Securities LLC and has been in the industry since 2022. Christina holds Series 63, Series 6TO and SIE licenses. Christina is registered in Florida and Texas. J.p. Morgan Securities LLC is a well-established firm offering a wide range of financial services to individuals, businesses and institutions.

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

Orlando, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christina Hartfield is a financial advisor at J.P. Morgan Securities LLC. Christina has been in the financial industry since 2016 and holds the Series 66, Series 7 and SIE licenses. Christina is currently registered in 53 states, both with FINRA and the states. She is also registered as an Investment Advisor in Florida and Texas. Christina has extensive experience in the financial services industry, having worked with SunTrust Investment Services, Inc., SunTrust Advisory Services, and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining J.P. Morgan Securities LLC. Christina 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PUNTA GORDA, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christina Simonyi is a financial professional with over 14 years of experience in the industry. Christina currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Christina worked at WELLS FARGO CLEARING SERVICES, LLC and U.S. BANCORP INVESTMENTS, INC. Christina is registered with the state of Florida and Texas as an Investment Advisor Representative. She is also registered as a Registered Representative in several states. Christina holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Christina has worked with a wide range of clients including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing 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

Cetera Investment Advisers LLC

location

Lakewood Ranch, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christina Beers Carey is a financial advisor with Cetera Investment Advisers LLC. Christina has been in the financial services industry since 2018 and is registered to provide investment advice in Florida and Texas. Christina has experience with a wide range of investment products and services and is committed to providing personalized financial advice to help her 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

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