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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Kestra Advisory Services, LLC | CFP ® (Certifications)

location

MELBOURNE, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

David Allen is a financial advisor with Kestra Advisory Services, LLC, a firm with over 61,800 clients and $48.3 Billion in assets under management. David has been working in the financial industry since March 30, 1984, and holds multiple securities licenses including Series 6, 7, 63 and 65. David is also a Certified Financial Planner. David has prior experience with Concourse Financial Group Securities, Inc. and G.A. Reppe & Company. David is currently registered to provide investment advisory services in Florida and Texas.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

David Yepez is a registered representative with Citigroup Global Markets Inc. David has been in the securities industry since 2012. David is also registered with the state of Florida as an investment advisor representative.

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

LARGO, FL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Anthony Scigliuto is a financial advisor with over 35 years of experience in the financial services industry. David has been registered with Raymond James Financial Services Advisors, Inc. since 2016 and previously worked for LPL Financial LLC from 2002 to 2016. David is a Certified Financial Planner and holds Series 7, 24 and 63 licenses. David offers a variety of financial planning services to individuals, businesses, and institutions, including portfolio management, retirement planning, and estate planning.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

David Barbito is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the financial industry since 1996. David is licensed to offer securities and investment advisory services in all 50 states and the District of Columbia. David has earned Series 7, 9, 10, 31, 63, 65 and 66 licenses and the SIE exam. David has a specialization in fixed income, equities, options, mutual funds, and variable annuities. David also has experience providing financial planning, portfolio management, and pension consulting services to individual and institutional clients.

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
location

ZEPHYRHILLS, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

David Graff is a financial advisor with Edward Jones. David has been in the industry since August 2014 and is registered to provide investment advice in 27 states and territories. David's firm, Edward Jones, is a large financial services firm with over $800 billion in assets under management. Edward Jones provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. David's specializations include mutual funds, stocks, variable annuities, fixed annuities, and life insurance.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

Jupiter, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

David Blair Cole is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial industry since 1983. David has a Series 2, Series 63 and SIE licenses. David is registered in Arizona, Connecticut, Florida, Georgia, Massachusetts, New York, and North Carolina. David is a Chartered Financial Consultant and has been with Cetera Investment Advisers LLC for 10 years. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. David's previous firms include VOYA FINANCIAL ADVISORS, INC., FAIRPORT CAPITAL, INC., NEW ENGLAND SECURITIES and AETNA LIFE INSURANCE AND ANNUITY COMPANY.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PONTE VEDRA BEACH, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

David Sherman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David Sherman has been a financial advisor for over 6 years. David Sherman is licensed to sell securities in 31 states. David Sherman has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. David Sherman is registered with FINRA and the state of Florida.

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 | CFP ® (Certifications)

location

Longwood, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

David Justin Melnyk is a financial advisor with Ameriprise Financial Services, LLC. David has been working in the financial services industry since November 20, 2014. David is registered in several states, including Florida, California, Georgia, Illinois, Michigan, and North Carolina. David specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. David is also a Certified Financial Planner.

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

LPL Financial LLC | CFP ® (Certifications)

location

ALTAMONTE SPRINGS, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

David Peckham is an investment advisor representative with LPL Financial LLC. David has been working in the financial services industry since 1999 and holds the Series 6, 7, 24, 63, and 66 licenses. David is registered with FINRA and is a registered investment advisor in 20 states. David is also a Certified Financial Planner (CFP®). David is a highly experienced advisor with a focus on helping individuals and families reach their financial goals. In addition to his current role with LPL Financial LLC, David has held previous positions with MetLife Securities Inc., Metropolitan Life Insurance Company, and Cetera Advisors LLC.

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

LPL Financial LLC

location

BOYNTON BEACH, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

David Samick is a financial advisor with LPL Financial LLC. He is a registered representative and investment advisor representative in Florida and Massachusetts. He has been in the financial industry since 1999. He is also a CPA and provides tax services. David Samick has experience working with individuals, corporations, charitable organizations, and pension and profit sharing plans.

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

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