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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Seminole, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Destiny Star Kunzig is a financial advisor currently registered with Ameriprise Financial Services, LLC. Destiny has been working in the financial services industry since 2021. Destiny is registered with the state of Florida, and also holds a Series 7, Series 66, and SIE license. Destiny has experience with a variety of client types, including high-net-worth individuals, trusts, and estates, insurance companies, and charitable organizations. Destiny also offers a range of financial planning services, including asset allocation services, portfolio management for businesses and individuals, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

Tampa, FL

experience

29 Years Experience

disclosure

13 Disclosures

ADVISOR BIO

Detlef Michael Schoeppler is a financial advisor with over 25 years of experience in the industry. He has been registered with Ameriprise Financial Services, LLC since 1996. He has a Series 7, Series 24, Series 51, Series 63 and Series 65 licenses. Detlef Michael Schoeppler has worked with a wide variety of clients, including individuals, corporations, trusts and estates, charities, pensions and profit-sharing plans. He is committed to providing his clients with personalized financial advice and services to help 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

Florida Financial Advisors, LLC

location

Miami Lakes, FL

0 Disclosures

ADVISOR BIO

Devaryan Gupta is a financial advisor at Florida Financial Advisors, LLC. Gupta has been in the industry since 2017. They are registered in Florida and Texas and specialize in financial planning and portfolio management for individuals and businesses.

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

DEERFIELD BEACH, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Devin Eduardo Goldman is a registered representative with J.p. Morgan Securities LLC. Devin is licensed to provide investment advice in the state of Florida. Devin has been in the financial services industry since 2021. Devin has passed the SIE, Series 7TO, and is registered with FINRA and the state of Florida. Devin specializes in providing financial advice to individuals, corporations, charitable organizations, high-net-worth individuals, and insurance companies. Previously, Devin worked at PHX FINANCIAL, INC. Devin's branch office is located at 1031 S. MILITARY TRAIL in DEERFIELD BEACH, FL.

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

Orlando, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Devin Luis Crimzon is a registered representative with J.p. Morgan Securities LLC, located in Orlando, Florida. Devin has been in the industry since January 2022 and holds both the Series 6TO and SIE licenses. Devin specializes in providing financial planning and portfolio management 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

Wells Fargo Clearing Services, LLC

location

TAMARAC, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Devin T Rountree is a financial advisor with over 14 years of experience in the financial services industry. Devin is currently registered with Wells Fargo Clearing Services, LLC and holds licenses in Florida and Texas. Devin has also been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and AXA Advisors, LLC in the past.

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

Stifel, Nicolaus & Company, Inc.

location

FORT MYERS, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Devin Reich is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 2 years of experience in the financial services industry. Devin is registered with FINRA and holds Series 7TO, SIE and Series 66 licenses. Devin is a member of Calibir Inc., and is involved in online learning, market research, and is President & CEO. Devin specializes in providing financial planning, pension consulting, and portfolio management services to 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

TAMPA, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Devin Richard is a financial advisor with LPL Financial LLC, having joined the firm in November 2024. Devin has been active in the industry since November 16, 2015 and holds active licenses in Florida and Texas. Devin specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Devin can be reached at 2713 W SAINT ISABEL ST in Tampa, FL.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Devin M Hill is a financial advisor with J.p. Morgan Securities LLC, registered in Florida, Louisiana, North Carolina, Ohio and Texas. Devin Hill has been in the securities industry since 1991 and has held licenses with Winthrop Securities Co., Inc., One Love Entertainment, Great Scotts, Jazz Urbane Cafe, iRegMed and JPMorgan Chase Bank, N.A. in addition to J.p. Morgan Securities LLC. Devin Hill is also the owner or partner in multiple business, including Kelsen and Vaunt.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Coral Gables, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Devin Alexi Davalos is a financial advisor who is currently registered with Ameriprise Financial Services, LLC. Devin Alexi Davalos has been in the industry since January 11, 2019 and holds the Series 66, Series 7, and SIE licenses. Previously, Devin Alexi Davalos was employed with UBS Financial Services Inc. from October 19, 2018 to June 5, 2023. Devin Alexi Davalos has offices in Coral Gables and Hialeah, Florida and serves a variety of client types including individuals, high-net-worth individuals, corporations, trusts and estates, charitable organizations, pension and profit-sharing plans, and insurance companies.

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

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