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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Ameriprise Financial Services, LLC

location

ORLANDO, FL

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Barley is an experienced financial advisor with over 40 years in the industry. Christopher has a strong track record of success in providing financial guidance to individuals, families, and businesses. Christopher currently works at Ameriprise Financial Services, LLC and is registered to provide investment advice in Florida and Texas. Prior to joining Ameriprise, Christopher worked at Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Christopher holds the Series 3, 7, 63, and 65 licenses, as well as the SIE exam.

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
location

Vero Beach, FL

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Todd Porter is an active investment advisor and broker registered in several states including Florida, Texas, California, Colorado, Connecticut and more. Christopher has been in the industry since January 1982 and currently works at Morgan Stanley. Christopher has a proven track record of success in the industry, having worked with a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Christopher provides a range of investment advisory services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management. Christopher has also been involved in a number of other business activities throughout their career.

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

Citigroup Global Markets Inc.

location

Miami Springs, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Lopez is a registered representative with Citigroup Global Markets Inc. Christopher has been in the securities industry since November 10, 2014. Christopher holds licenses in 53 states. In addition to being an active investment advisor representative, Christopher is also registered as a general securities principal. Christopher is licensed to provide services to individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Christopher is able to provide services to a wide range of clients.

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

Raymond James & Associates, Inc.

location

Palm Beach, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Guttilla has been in the financial industry since November 10, 1985. Christopher is currently registered with Raymond James & Associates, Inc. and holds a Series 7, Series 63, and SIE license. Christopher has a long history of experience in the financial industry, having worked with Deutsche Bank Securities Inc., Barclays Capital Inc., Lehman Brothers Inc., Everen Securities, Inc., Paine Webber Incorporated, Rotan Mosle Inc., Oppenheimer & Co., Inc., Gruntal & Co. Incorporated, Moseley Securities Corporation, and Rooney, Pace 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
location

Palm Beach, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Devlin is a financial advisor currently working at Morgan Stanley. Christopher has been in the financial industry for over 4 years. Christopher is licensed in New York and has several certifications including the Series 66, Series 7, and SIE exams. Before joining Morgan Stanley, Christopher worked at J.P. Morgan Securities LLC and AXA Advisors, LLC.

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

Tampa, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Fuller is a financial advisor with Morgan Stanley. Christopher is a registered representative in Florida and Texas. He holds Series 7TO, SIE, and Series 66 licenses. Christopher is licensed in 53 states and has been in the industry since April 2021. His current employment is with Morgan Stanley, with the firm’s main office located in Purchase, New York.

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

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

location

Winter Park, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christopher McKelvey is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Winter Park, FL. Christopher has been a registered representative in the securities industry since March 2010. Christopher is registered with FINRA as a Registered Representative.

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

Edward Jones | CFP ® (Certifications)

location

Jacksonville Beach, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Steven Hinkle is a financial advisor with Edward Jones. Christopher Steven Hinkle has been a registered representative in the securities industry since September 2015. Christopher Steven Hinkle is a Registered Representative and Investment Advisor Representative in 27 states and holds the Series 7, Series 66, and SIE licenses. He is also a Certified Financial Planner. Christopher Steven Hinkle has a bachelor's degree in Business Management from the University of North Florida. Christopher Steven Hinkle is also a veteran of the United States Navy. Christopher Steven Hinkle provides financial planning, portfolio management, and investment advisory services. Christopher Steven Hinkle is located in Jacksonville Beach, Florida.

SPECIALIZATIONS

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

COOPER CITY, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Brent Malkin is a financial advisor who has been in the industry since 2013. Christopher is currently a registered representative with Edward Jones and is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). Christopher has Series 6, 7, 63, and 65 licenses and has passed the Securities Industry Essentials (SIE) Exam. Christopher holds registrations in a number of states. Christopher has experience with various financial products and services, including securities, mutual funds, variable contracts, and annuities. Christopher has a strong focus on financial planning and portfolio management, providing financial advice and investment guidance to individuals, families, and businesses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Kuo-zen Spurgeon is a financial advisor at Raymond James & Associates, Inc. Christopher has been in the financial services industry since August 31, 2001. Christopher is registered with FINRA and holds the Series 66, Series 7 and SIE licenses. Christopher is also registered with the state of 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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