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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Bolton Securities Corp.

location

Miami, FL

0 Disclosures

ADVISOR BIO

Alexander Calvo is an investment advisor representative with Bolton Securities Corp., registered in Florida. Alexander has been in the industry since 1996 and holds Series 6 and Series 65 licenses. Previously, Alexander was an investment advisor representative with Templeton/Franklin Investment Services, Inc. Alexander is also the owner of Stratedge Quant Investors, LLC, a firm created in 2014 that provides investment advisory services as an IAR of BGAM. As an IAR of Bolton Securities Corporation, Alexander is permitted to manage assets at outside custodians such as Citi Bank, JP Morgan, UBS and Safra.

SPECIALIZATIONS

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

LPL Financial LLC

location

TAMPA, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Ayala is a financial advisor based in Tampa, FL. Alexander is registered with LPL Financial LLC and has been in the financial industry since May 2023. Alexander holds the Series 6TO and SIE licenses. Alexander has 1 approved state registration in Florida.

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

JUNO BEACH, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Senra Palas is an investment advisor representative at Cetera Investment Advisers LLC, located in Juno Beach, Florida. Alexander has been in the industry since 2005. Alexander is registered in Florida, Georgia, New York and North Carolina. Alexander is a licensed securities professional with a Series 66, Series 7, and SIE licenses. Cetera Investment Advisers LLC is a registered investment advisor with the SEC.

SPECIALIZATIONS

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

Asset Planning Corp. | CFC ® (Certifications)

location

W. PALM BEACH, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Evan Ruby is a financial advisor with over 7 years of experience in the financial industry. Alexander is registered with the state of Florida and is an Investment Adviser Representative of Asset Planning Corp. Alexander is also a registered representative of Financial Planning Investment Group, Inc. Alexander provides financial planning and investment management services to individuals, families, and businesses. Alexander is a Chartered Financial Consultant (ChFC).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
HOURLY CONSULTING
Unclaimed

Citigroup Global Markets Inc.

location

Miami, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Harb is a financial advisor with Citigroup Global Markets Inc. Alexander has been in the industry for 9 years and is registered with the state of Florida to provide investment advice. Prior to joining Citigroup Global Markets Inc., Alexander worked at Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC. Alexander has a Series 7, Series 66 and SIE license.

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

UBS Financial Services Inc.

location

Saint Augustine, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Jay Gaus is a financial advisor at UBS Financial Services Inc. Alexander has been in the industry since February 2011 and is registered in both Florida and New Jersey. Previously, Alexander worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Jacksonville, FL. Alexander offers various financial services including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

Jacksonville, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Harrison is a financial advisor at Commonwealth Financial Network. Alexander has been working in the financial industry since 1999. He has held previous positions at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Alexander is registered with FINRA, the state of Florida and 22 other states. Alexander is a licensed insurance professional and has a broad range of experience in the financial industry.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TAMPA, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Martinez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander has been in the financial services industry since 2017. Alexander has a Series 7, Series 66, and SIE. Alexander is registered in 17 states and has experience working with clients such as individuals, corporations, insurance companies, charitable organizations, and pension plans.

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

Sun City Center, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Alexander L. Perez is a financial advisor with Ameriprise Financial Services, LLC. Alexander has been working in the financial services industry since 2001. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) Exam. Alexander is also registered with the state of Texas as an Investment Advisor Representative. Prior to joining Ameriprise Financial Services, LLC, Alexander worked for Ameriprise Advisor Services, Inc. Alexander offers a wide range of financial services including portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars, and asset allocation services. He is committed to providing his clients with the highest level of 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

PONTE VEDRA BEACH, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Dimitri Awad is a financial advisor at UBS Financial Services Inc. Alexander is registered with the state of Florida and Texas, and has been in the financial services industry since November 1, 2018. Alexander offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Prior to joining UBS, Alexander worked at CITIGROUP GLOBAL MARKETS INC. in San Francisco, California. Alexander is a graduate of Case Western Reserve University and the London School of Economics.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals

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