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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

LPL Financial LLC

location

PEMBROKE PINES, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Curtis Frank Dabros is a registered representative with LPL Financial LLC. Curtis has been in the financial services industry for over 20 years. Curtis is registered to provide investment advice in multiple states including Florida, California, Colorado and Texas. Curtis previously worked with CUSO Financial Services, L.P. and BANC of America Investment Services, Inc.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PONTE VEDRA BEACH, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Cynde Mathis is an active investment advisor representative who has been in the industry since 1999. Cynde Mathis is registered in 36 states and 2 districts. Cynde Mathis is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Cynde Mathis has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7).

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

Cambridge Investment Research Advisors, Inc.

location

Saint Petersburg, FL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Brock has been in the financial services industry since 1983 and is currently a registered representative with Cambridge Investment Research Advisors, Inc. Cynthia has a broad range of experience and licenses, including Series 7, Series 63, Series 52, Series 53 and Series 65. In addition to her work at Cambridge Investment Research Advisors, Inc., Cynthia also provides nutritional health coaching services. Cynthia’s experience, education, and commitment to client service make her a valuable resource for individuals and families seeking financial guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Raymond James & Associates, Inc.

location

JACKSONVILLE, FL

experience

18 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Cynthia Rodriguez is a financial professional with over 11 years of experience in the industry. Cynthia currently works for Raymond James & Associates, Inc. and is located in Jacksonville, Florida. Cynthia has previously worked for CITIGROUP GLOBAL MARKETS INC. and holds Series 7 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
location

West Palm Beach, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Jimenez is a financial advisor with Morgan Stanley. Cynthia has been working in the industry since December 2002, and has been registered in both Florida and Texas. Cynthia holds several licenses including Series 63, 65, 7, 9 and 10. Cynthia's specializations include Retirement, College Savings, Estate Planning and more. Cynthia's previous experience includes time with Citigroup Global Markets Inc and Morgan Stanley & Co. Incorporated.

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

J.p. Morgan Securities LLC

location

Tampa, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Hope Kurth is an investment advisor representative who has been in the financial services industry since 2021. Cynthia is registered with J.p. Morgan Securities LLC and has been with the firm since July 2021. She is registered to offer securities and advisory services in all 50 states and the District of Columbia. Cynthia holds Series 66, 7TO, and SIE licenses and has a wide range of experience in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

NAPLES, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Ann Clark is a financial advisor with Robert W. Baird & Co. Inc., located in Naples, Florida. Cynthia has been in the financial services industry since 1994. Cynthia has a Series 7, Series 63, and SIE licenses and is registered in Florida and Wisconsin. Cynthia specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Cynthia is committed to helping 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

TAMPA, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Graves is a financial advisor registered with Wells Fargo Clearing Services, LLC. Cynthia has been in the financial services industry since 1994. She is a registered representative and investment advisor representative in Florida. Cynthia has held previous positions with Morgan Stanley Smith Barney, Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc. and Edward D. Jones & Co., L.P.

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

Osaic Wealth, Inc.

location

PUNTA GORDA, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Presley Beane is an active broker and investment advisor representative with over 30 years of experience in the financial services industry. Cynthia currently works at Osaic Wealth, Inc. and has a background in providing financial planning and portfolio management services for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Collins is a financial advisor with over 27 years of experience in the industry. Currently, Cynthia is associated with Raymond James & Associates, Inc., a firm with an established presence in the financial services sector. Cynthia holds various licenses and qualifications, including the Series 7, Series 9, Series 10, Series 24, and Series 63 licenses. Cynthia has a diverse background in the industry, having previously worked with firms such as American Fidelity Securities, Inc., NRP Financial, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Smith Barney 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

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