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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Pensacola, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Davis Mikiel Brown is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in Montgomery, AL. Davis has been in the financial services industry since 1986, and has held previous roles with Sterne Agee Financial Services, Inc., UBS Financial Services Inc., and Central Brokerage Services, Inc. Davis holds licenses including Series 3, 7, and 63 as well as the Securities Industry Essentials (SIE) Examination. Davis Brown's expertise includes financial planning, pension consulting, and portfolio management for both individuals and businesses. Davis is also affiliated with Brown & Associates LLC and Brown Properties, both of which are investment related.

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

Principal Securities, Inc.

location

MAITLAND, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Aglae Spaulding is a registered representative and investment advisor representative with Principal Securities, Inc. Dawn has been in the securities industry since September 12, 1997. Dawn is licensed in 51 states and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Dawn has a broad range of experience in the financial services industry and is committed to providing her clients with personalized financial advice. Dawn offers a variety of financial services to her clients, including financial planning, portfolio management, and investment advisory services. Dawn is a valuable resource for her clients and is dedicated to helping them achieve their financial goals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LEHIGH ACRES, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Marie Rykalsky is a financial professional registered with Wells Fargo Clearing Services, LLC in Lehigh Acres, FL. Dawn Marie Rykalsky has been in the industry since 2024 and has passed exams for Series 6TO, Series 63 and SIE. Dawn Marie Rykalsky is registered with the states of Florida and Georgia.

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

Ameriprise Financial Services, LLC

location

PALM BEACH GARDENS, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Sherwood is an investment advisor representative with Ameriprise Financial Services, LLC. Dawn has been in the financial services industry since 1998, and is currently registered with Ameriprise Financial Services, LLC in Florida, Tennessee and Texas. Dawn has experience with a variety of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Prior to joining Ameriprise Financial Services, LLC, Dawn was registered with Morgan Stanley, Wells Fargo Advisors, LLC, Chase Investment Services Corp, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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
location

Sarasota, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Newland is a financial advisor in Sarasota, FL. Dawn has 17 years of experience in the financial services industry. Dawn is currently registered with Morgan Stanley and has previously worked at UBS Financial Services Inc., Morgan Stanley, HSBC Securities (USA) Inc. and Chase Investment Services Corp. Dawn is licensed to provide financial advice in 53 states and has passed the Series 6, 7, 63 and 65 exams. Dawn's firm, Morgan Stanley, is a large financial services firm with over $1.4 trillion in assets under management. The firm provides a wide range of financial services to individuals, businesses, and institutions.

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

Morgan Stanley

location

Palm Harbor, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Dawn M. Gatti is a financial advisor with Morgan Stanley. Dawn has been in the financial services industry for over 23 years, and has a proven track record of providing clients with personalized financial advice. Dawn is registered to provide investment advisory services in Florida and Texas. Dawn is also a registered representative of Morgan Stanley, which means she can offer a full range of financial products and services, including brokerage, investment advisory, and insurance.

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

Wells Fargo Advisors Financial Network, LLC

location

FORT MYERS, FL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Salerno is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Dawn has been in the financial services industry since January 12, 1987 and has experience working with various clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Dawn has been associated with UBS Financial Services Inc. and Morgan Stanley DW Inc. in the past. Dawn has a range of licenses including Series 7, 63, 65, and 8.

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

Janney Montgomery Scott LLC

location

PONTE VEDRA BEACH, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Marie Bloom is a financial advisor currently registered with Janney Montgomery Scott LLC in Ponte Vedra Beach, FL. Dawn has been active in the financial services industry since 1996. Dawn has a strong background in providing financial planning services to individuals, families, 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

Osaic Wealth, Inc.

location

DEBARY, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Gamble is a financial advisor with over 24 years of experience in the industry. Dawn is currently registered with Osaic Wealth, Inc. and is based in DEBARY, Florida. Dawn has a strong background in investments, with experience working at various firms throughout her career. Dawn is dedicated to providing personalized financial advice to her clients and helping them 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT LAUDERDALE, FL

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dawn Burgher is a financial professional with over 30 years of experience in the financial services industry. Dawn has a broad range of experience across various financial institutions including Salomon Smith Barney Inc., Dean Witter Reynolds Inc., Morgan Stanley DW Inc., Morgan Stanley & Co., Incorporated, and Banc of America Investment Services, Inc. Currently, Dawn is a registered representative and investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. and provides financial advice to a variety of clients including individuals, corporations, and charitable organizations. Dawn holds multiple FINRA licenses including Series 7, 3, 9, 10, 23, 24, 63, and 65.

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

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