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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Cetera Investment Advisers LLC

location

LAKE MARY, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Deborah Ann Turner has been in the financial services industry since October 1999. She is currently registered with Cetera Investment Advisers LLC and is licensed to provide investment advice in Florida. Deborah holds Series 6, 63, and 65 licenses. She also holds the SIE license. Deborah has worked with a variety of clients, including individuals, businesses, and charitable organizations. She offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Deborah is committed to providing her clients with personalized service 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

J.p. Morgan Securities LLC

location

COCONUT CREEK, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Deborah Slimm is a registered representative with J.p. Morgan Securities LLC. Deborah has been in the industry since 2023 and is licensed to sell investment company products, variable contracts and other securities. Deborah is registered with the state of Florida.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

ROYAL PALM BEACH, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Deborah Raffone is a registered representative with J.p. Morgan Securities LLC and has been in the industry since June 6, 2019. Deborah is located in the Royal Palm Beach, FL branch office of the firm. She specializes in various financial products and services, including insurance, annuities, mutual funds, and variable products. Deborah is dedicated to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MELBOURNE, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Deborah Kendrick is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Deborah Kendrick has been working in the securities industry since July 27, 1993. Deborah Kendrick is currently registered in 53 states and the District of Columbia.

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

Wells Fargo Clearing Services, LLC

location

Highland Beach, FL

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Deborah Ann Solomon is a financial advisor with Wells Fargo Clearing Services, LLC. Deborah is a registered representative and investment advisor representative. Deborah has been in the securities industry since April 1981. Deborah has been registered with Wells Fargo Clearing Services, LLC since November 2016. Prior to that, Deborah was employed by Wells Fargo Advisors LLC. Previously, Deborah was registered with Prudential Securities Incorporated, Salomon Smith Barney Inc., Lehman Brothers Inc., Gruntal & Co. Incorporated, Smith Barney, Harris Upham & Co., Incorporated, Shearson Lehman Hutton Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Deborah is licensed in Florida, New Jersey, New York, and Texas. Deborah holds the Series 7, Series 63, and Series 65 licenses.

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

Jaffe Tilchin Investment Partners, LLC

location

TAMPA, FL

0 Disclosures

ADVISOR BIO

Deborah Ann Rosenthal is an Investment Advisor Representative at Jaffe Tilchin Investment Partners, LLC. Deborah Ann Rosenthal has been in the industry since June 1981. Deborah Ann Rosenthal is registered with the state of Florida. The firm's main office is in Tampa, Florida. The firm provides investment advisory services including financial planning, pension consulting, and selection of other advisers. Deborah Ann Rosenthal has passed the Uniform Investment Adviser Law Examination.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Deborah Boney is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a large broker-dealer with offices across the United States. Deborah has been in the financial industry since 1984 and holds a variety of licenses and certifications. Deborah's areas of expertise include investment management for individuals and businesses, as well as pension consulting.

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

DAVIE, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Deborah Mary Mansour is a registered representative with Edward Jones, a firm with over $10 billion in assets under management. Deborah Mansour is registered in 20 states, including Florida, Texas, and California. She specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WEST PALM BEACH, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Deborah Laughren has been a registered representative since September 1999. Deborah is associated with Merrill Lynch, Pierce, Fenner & Smith Inc. in their West Palm Beach, FL office. Deborah is a registered investment advisor with both broker-dealer and investment advisor licenses. Deborah Laughren has provided investment advisory services for over 23 years.

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

Principal Securities, Inc.

location

SAINT JOHNS, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Deborah Necciai is a registered representative at Principal Securities, Inc. Deborah has been in the securities industry since February 18, 2006. Deborah is registered to offer securities and investment advice in Alabama and Florida. Deborah is also registered with Principal Securities, Inc. in Florida.

SPECIALIZATIONS

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

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