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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Robert W. Baird & Co. Inc. | CFP ® (Certifications)

location

MERRITT ISLAND, FL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Hain is a financial advisor with over 20 years of experience in the industry. Christopher holds a Series 7 and Series 66 license and is a Certified Financial Planner. Christopher is currently registered with Robert W. Baird & Co. Inc. Christopher has worked with several prominent firms in the past including WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Christopher has a broad range of experience in the financial industry and is dedicated to providing clients with personalized financial advice. Christopher specializes in a wide range of investment services, including portfolio management for individuals, businesses, and investment companies. Christopher also provides financial planning, 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Taiber, Kosmala & Associates, LLC

location

Tampa, FL

0 Disclosures

ADVISOR BIO

Christopher Andrew Horvath is an investment advisor representative at Taiber, Kosmala & Associates, LLC, with an active IA registration in Florida and Illinois. Christopher holds a Series 65 license. His focus is on providing investment consulting, pension consulting, and selection of other advisors. Christopher has experience working with individuals and pension and profit sharing plans.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
INVESTMENT CONSULTING
Unclaimed

Wealthcare Advisory Partners LLC

location

Debary, FL

disclosure

1 Disclosures

ADVISOR BIO

Christopher Michael Becks is a financial advisor who has been in the financial services industry for over 25 years. Christopher Becks is a registered representative with Wealthcare Advisory Partners LLC, a firm that specializes in providing financial advice to individuals, families, and businesses. Wealthcare Advisory Partners LLC has offices in Debary, FL and West Chester, PA. Christopher Becks is also licensed as an insurance agent to sell life, annuity, health, and long-term care. Christopher Becks has a strong commitment 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

MML Investors Services, LLC

location

Plantation, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Nicholas Lee is a financial advisor with over 9 years of experience in the financial services industry. Christopher holds Series 6, 63, 26 and 65 licenses, along with the SIE designation, allowing Christopher to provide a wide range of financial services. Christopher is currently registered with MML Investors Services, LLC and is licensed to provide investment advice in Florida and Texas. Christopher has previously been registered with FORESTERS FINANCIAL SERVICES, INC. Christopher specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension plans, insurance companies, and charitable organizations. Christopher works with clients to develop and implement customized financial plans that meet their unique 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 PROGRAMS
Unclaimed

Corient | CFP ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Christopher Ryan Jay is a financial advisor with Corient and has been in the industry since 2008. Christopher has a broad range of experience in financial planning, portfolio management, and investment advisory services. He is also a Certified Financial Planner, which means that Christopher is committed to providing personalized financial advice to help individuals and families achieve their financial goals. Christopher specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Christopher is registered with the state of Florida and Texas, and is a member of the Financial Industry Regulatory Authority (FINRA).

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
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc. | CFP ®,CFC ® (Certifications)

location

WEST PALM BEACH, FL

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Damante is a financial advisor with UBS Financial Services Inc. located in WEST PALM BEACH, FL. Christopher has over 30 years of experience in the financial services industry. Christopher holds a Series 7, Series 31, Series 63, and Series 65 licenses. Christopher is also a Certified Financial Planner and a Chartered Financial Consultant. Christopher provides financial planning, portfolio management, and investment advisory services to individual 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

Delta Capital Management, LLC

location

MAITLAND, FL

0 Disclosures

ADVISOR BIO

Christopher Truesdell is a financial advisor working at Delta Capital Management, LLC, located in Maitland, FL. Christopher has over 15 years of experience in the financial services industry. Christopher holds Series 6, 7, 63, and 65 licenses. Christopher specializes in portfolio management for pension and profit-sharing plans. Christopher has previously worked at Paychex Securities Corporation and ING Financial Partners, Inc.

SPECIALIZATIONS

Pension Consulting Services
Unclaimed

Citigroup Global Markets Inc.

location

Jacksonville, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Russo is a financial advisor with over 17 years of experience in the industry. Christopher has been a registered representative with Citigroup Global Markets Inc. since 2023. Prior to joining Citigroup Global Markets Inc., Christopher was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for almost 9 years. Christopher is licensed to provide investment advice in all 50 states. Christopher is also a Series 7, 10, 9, 25, 63 and 66 licensed professional.

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
location

Fernandina Beach, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Alan Buman is an active investment advisor representative with Edward Jones. Christopher is a registered investment advisor in both Arizona and Florida. Christopher has over 12 years of experience in the financial services industry.

SPECIALIZATIONS

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

First Horizon Advisors, Inc.

location

Ponte Vedra Beach, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Ryan Oberley is a Registered Representative and Investment Advisor Representative with First Horizon Advisors, Inc., based in Ponte Vedra Beach, FL. Christopher has been in the industry since October 6, 2015. Christopher is licensed in Florida. Prior to joining First Horizon Advisors, Inc., Christopher was with J.P. MORGAN SECURITIES LLC. Christopher has earned the Series 7TO, SIE, and Series 6 licenses.

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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