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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PONTE VEDRA BEACH, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Dana Robert Current is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Dana is a registered representative with both Series 63 and Series 65 licenses. Dana has been working in the financial services industry since March 21, 1988, and has a wide range of experience. Dana has been with Merrill Lynch since June of 1987 and has worked at Bank of America since September of 2009. Dana holds licenses in 42 states and has a strong track record of providing comprehensive financial advice. Dana specializes in providing financial advice to individuals, businesses, and corporations. Dana has a strong understanding of the financial markets and can help you make informed decisions about your investments.

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

Ameriprise Financial Services, LLC

location

Marco Island, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Dana Messina is a financial advisor with over 20 years of experience in the financial services industry. Dana currently works with Ameriprise Financial Services, LLC. Dana has held various roles within the financial industry, including positions at Morgan Stanley and Lincoln Financial Advisors Corporation. Dana's previous experience in the financial services industry demonstrates Dana's commitment to providing clients with comprehensive financial planning services. Dana is licensed in various states and holds several licenses and certifications, including Series 7, Series 66, and 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

Raymond James & Associates, Inc.

location

STUART, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Dana Angela Mainenti is a financial advisor associated with Raymond James & Associates, Inc. Dana is registered with FINRA as a General Securities Representative and holds Series 7, Series 6 and SIE licenses. Dana has experience with the investment industry and has previously been associated with WELLS FARGO ADVISORS, LLC and J.P. MORGAN SECURITIES LLC. Dana is currently registered in Florida and has been in the industry since 2014.

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

LPL Financial LLC | CFP ® (Certifications)

location

LAKELAND, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Dana Hurley is a financial advisor with LPL Financial LLC. Dana has been in the financial services industry for over 10 years. Dana is registered with the state of Florida as a Registered Representative and Investment Advisor Representative. Dana holds Series 7 and Series 66 securities licenses and a SIE license. Dana is also a Certified Financial Planner. Dana provides a range of financial services to individuals, corporations, and institutions, including financial planning, investment management, and retirement planning. Dana has worked with Allen & Company of Florida, LLC in the past.

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

Cetera Investment Advisers LLC

location

Maitland, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Dana Alexandra Richmond is an Investment Advisor Representative at Cetera Investment Advisers LLC. Dana has over 10 years of experience in the financial services industry. Dana is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in multiple states. Dana specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Dana O'brien Brown has been in the securities industry since 1987. Dana is currently registered as a Registered Representative with J.p. Morgan Securities LLC. Dana has previously worked for CHASE INVESTMENT SERVICES CORP., MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Dana has passed several industry exams including Series 3, Series 7, Series 9, Series 10, and Series 63.

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

7 Years Experience

0 Disclosures

ADVISOR BIO

Dana Seiber is a financial advisor at Raymond James & Associates, Inc. Dana has been in the financial industry since 2017 and has a Series 7, Series 66 and SIE licenses. Dana is registered in Florida and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Dana also owns a business, Sunchase Travel LLC, but it is not investment related.

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

Robert W. Baird & Co. Inc.

location

Siesta Key, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Dana W. McGuire is an investment advisor representative, registered with Robert W. Baird & Co. Inc. Dana has been in the securities industry since 1998 and has passed the Series 63, Series 7 and SIE exams. Dana has been registered with the Securities and Exchange Commission (SEC) since 2012 and is currently registered in 38 states.

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

Mariaca Wealth Management, LLC | CFP ® (Certifications)

location

LAKE WORTH, FL

0 Disclosures

ADVISOR BIO

Dana Marie Perez is a financial advisor with Mariaca Wealth Management, LLC. Dana is a Certified Financial Planner® professional who provides comprehensive financial planning and investment management services to individuals and families. Dana has over 10 years of experience in the financial services industry and is committed to helping clients achieve their financial goals. Dana's areas of expertise include retirement planning, college savings, estate planning, and investment management.

SPECIALIZATIONS

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

Weeki Wachee, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Dana Lynn Stegman is a registered representative with Edward Jones. Dana has been in the financial industry since March 1995. Dana is currently licensed in Florida as an investment advisor representative and registered representative. Dana holds the Series 7, Series 63 and Series 66 licenses. Dana specializes in financial planning, portfolio management, and other advisory services for individuals and businesses.

SPECIALIZATIONS

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

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