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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

Sarasota, FL

0 Disclosures

ADVISOR BIO

Christopher David Schwartz is a financial advisor with Mariner Wealth. Christopher has been working in the financial services industry since 2009 and is registered with the state of Florida. Christopher earned the Certified Financial Planner designation and has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Christopher also provides family office services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Catania is a financial professional with over 20 years of experience in the financial services industry. Christopher has a Series 7, Series 66 and SIE license. Christopher has been with Wells Fargo Clearing Services, LLC since 2003, and is currently registered with the firm in Florida. Christopher has a proven track record of success in providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Christopher is committed to providing personalized financial advice and 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

PALM BEACH GARDENS, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Daniel Keller is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Christopher has been in the financial industry since December 18, 2023, and is registered as a Series 7TO and SIE licensed individual. Christopher currently works in the Palm Beach Gardens, FL branch office and has been employed with this firm since December 19, 2023.

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
location

TAMPA, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Frank Rich is a financial advisor with over 20 years of experience in the industry. Christopher has worked with a number of firms including Securities America, Inc. and Royal Alliance Associates, Inc. He is currently registered with LPL Financial LLC in Florida and Texas. Christopher offers financial planning, portfolio management, and other advisory services to individual, business 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Destiny Wealth Partners, LLC

location

TAVARES, FL

0 Disclosures

ADVISOR BIO

Christopher Nichols is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Destiny Wealth Partners, LLC and has been with the firm since 2023. Previously, Christopher was with CETERA ADVISOR NETWORKS LLC, LPL FINANCIAL LLC, NFP SECURITIES, INC., and JEFFERSON PILOT SECURITIES CORPORATION. Christopher specializes in portfolio management for individuals, high net worth individuals, and pooled investment vehicles. Christopher offers various financial planning services, including retirement planning, college savings, and estate planning. Christopher is also licensed to sell fixed insurance and life settlements.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

ORLANDO, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Clark is a financial advisor who has been in the industry since July 16, 2011. Christopher is currently registered with Wells Fargo Clearing Services, LLC in Florida and South Carolina. Christopher's previous experience includes working for SunTrust Investment Services, INC. and BB&T Investment Services, INC. Christopher holds the Series 7, Series 66 and SIE licenses. Christopher specializes in providing investment advice and financial planning to a variety of clients, including high-net-worth individuals, businesses, corporations, pension plans and charitable organizations.

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

Calton & Associates, Inc. | CFP ® (Certifications)

location

TAMPA, FL

experience

35 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Christopher Raymond Peitz is an Investment Advisor Representative associated with Calton & Associates, Inc., a registered investment advisor. Christopher has been working in the financial services industry since 1990. Christopher holds the Series 7, Series 24, Series 63 and Series 65 licenses, and has a Certified Financial Planner designation.

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

TAMPA, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Mazza is an investment advisor representative with Wells Fargo Clearing Services, LLC. Christopher has been in the financial services industry for over 30 years. Christopher has a broad range of experience working with individual investors and business owners. Christopher is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in several states. Christopher holds the Series 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

Independent Financial Group, LLC

location

SARASOTA, FL

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Gleason is a financial advisor with over 30 years of experience in the financial services industry. Christopher is currently registered as a Registered Representative (RR) with Independent Financial Group, LLC and is active in several states, including Connecticut, Florida, and Texas. Christopher holds a variety of licenses and certifications, including Series 6, 7, 22, 24, 63, and 65. Christopher has previously worked with other financial firms including CETERA ADVISOR NETWORKS LLC and Girard Securities, Inc. Christopher focuses on serving individual clients, families, corporations, 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
Unclaimed

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christopher John Zagurski is a financial professional with over 20 years of experience in the industry. Christopher currently works as a Registered Representative for Wells Fargo Clearing Services, LLC. Before joining Wells Fargo, Christopher worked for Prudential Securities Incorporated in New York, NY. Christopher's professional designations include Series 63, 66, 7, 9, 10, SIE and 99TO.

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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