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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed
location

Miami, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Conner Ryan Vernon is a registered representative and investment advisor representative with Morgan Stanley, working in the Miami, FL office. Conner has been in the industry since December 2016. Conner is registered with the state of Florida, and has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination and General Securities Representative Examination.

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

Capstone Investment Management LLC | CFC ® (Certifications)

location

Ormond Beach, FL

0 Disclosures

ADVISOR BIO

Connie Wiltfong is an Investment Advisor Representative with Capstone Investment Management LLC in Ormond Beach, Florida. Connie has been in the financial industry since April 2010 and specializes in financial planning, portfolio management for individuals, and pension consulting. Connie holds the Chartered Financial Consultant designation. Connie is also the owner and agent of Capstone Planning, LLC and owner of Capstone LLC.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

The Villages, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Connie Song is a financial advisor with J.p. Morgan Securities LLC. Connie has been in the financial industry for over a year. Connie holds the Series 6TO and SIE licenses. Connie specializes in a wide range of financial services, including investments, retirement planning, and estate planning. Connie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Florida Financial Advisors, LLC

location

Miami Lakes, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Connor Goodwin is a Financial Advisor at Florida Financial Advisors, LLC. Connor has been in the financial industry since 2022 and holds Series 65, Series 6TO and SIE licenses. Connor is registered with the state of Florida and Texas to provide investment advisory services. Connor specializes in providing financial planning services to individuals, businesses and investment companies. Connor is also a licensed insurance agent.

SPECIALIZATIONS

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

Florida Financial Advisors, LLC

location

Saint Petersburg, FL

0 Disclosures

ADVISOR BIO

Connor Ossorio is a financial consultant with Florida Financial Advisors, LLC. Connor has been working in the financial industry since May of 2024. Connor is a registered investment advisor representative in Florida. Connor's current firm also has a location in Saint Petersburg, FL.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Connor J. McCourt is a registered representative with Raymond James & Associates, Inc. based in St. Petersburg, FL. Connor has been in the financial industry since December 2021. Prior to joining Raymond James, Connor worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Connor holds the Series 7TO, Series 66, and SIE licenses.

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

JACKSONVILLE, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Connor Lowther is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Connor has been in the securities industry since April 12, 2017. Connor is licensed to offer securities in 53 states and has several industry certifications including the Series 66, Series 7, and the SIE exams.

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

CWA Asset Management Group

location

St. Petersburg, FL

0 Disclosures

ADVISOR BIO

Connor Patrick Joyce is a registered Investment Advisor Representative with CWA Asset Management Group. Connor has been in the industry since February 2016. Connor holds the Series 63, Series 66, and Series 7 securities licenses, as well as the SIE. CWA Asset Management Group specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Connor’s previous experience includes working with Fidelity Brokerage Services LLC.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Connor Olsen is a financial advisor registered with Raymond James & Associates, Inc. Connor is a licensed advisor in Arizona. Connor has been in the industry for 2 years and holds the Series 7TO, Series 66, and SIE licenses. Connor has worked at Raymond James & Associates, Inc. since July 2022, and previously at WELLS FARGO CLEARING SERVICES, LLC. Connor's specialties include portfolio management for businesses, individuals, and other financial advisors. Connor offers financial planning services, educational seminars, and pension consulting services.

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

J.p. Morgan Securities LLC

location

PALM BEACH GARDENS, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Connor Flannery is a registered representative with J.P. Morgan Securities LLC and has been in the industry since October 2015. Connor is licensed in 53 states and has over 25 years of experience in the financial services industry. Connor's specialties include investments, financial planning, and pension consulting. Connor has worked with a variety of clients, including individuals, families, businesses, and institutions. Connor is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

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