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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Kestra Advisory Services, LLC | CFP ® (Certifications)

location

Bonita Springs, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Donald Settina has been in the financial industry since 1982. Donald currently works with Kestra Advisory Services, LLC and is a registered representative with Kestra Investment Services LLC. Donald has been a financial advisor for over 40 years and has experience in a variety of financial services, including financial planning, insurance, and investment advisory services. Donald has a broad client base, including high-net-worth individuals, corporations, and charitable organizations. Donald's experience and expertise have been recognized by the industry, as he holds the Certified Financial Planner designation.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Donald Glenn Phillips is a financial advisor with Raymond James & Associates, Inc. located in ST. PETERSBURG, Florida. Donald has been in the industry since 1996. Donald is registered with the state of Florida, and he is licensed to sell securities in the state of Florida. Donald's specializations include securities, insurance and investment products.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Dakota Wealth, LLC | CFP ®,CFA ® (Certifications)

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

Donald Loveless is a financial advisor with over 30 years of experience in the industry. Donald holds licenses for both investment advising and brokerage services, having worked with firms like CADARET, GRANT & CO., INC., INVESTACORP, INC., and WALNUT STREET SECURITIES, INC. Donald is currently registered with Dakota Wealth, LLC, an independent financial advisor. Dakota Wealth, LLC is headquartered in Palm Beach Gardens, FL and provides a variety of financial advisory services to individuals, families, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

ST. PETERSBURG, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Donald Christopher Schultz is a financial advisor with RBC Capital Markets, LLC. Donald has been in the financial services industry since November 7, 2000. Donald has a wide range of experience and expertise, and is committed to providing clients with personalized financial advice and guidance. Donald holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Donald is registered to conduct business in 37 states. Donald has a proven track record of success and is dedicated to helping clients 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

NAPLES, FL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Donald Nealon is a financial advisor with over 37 years of experience in the industry. Donald is currently registered with Wells Fargo Advisors Financial Network, LLC in Naples, Florida and provides financial and investment advice to individuals, families, and businesses. Donald has previously worked with Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Huberman Securities Corp., Anderson, Bryant & Co., and The Stuart-James Company, Inc.. Donald is a Series 63 and Series 65 licensed advisor and is also a Series 7 and SIE licensed advisor.

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

MML Investors Services, LLC

location

SHALIMAR, FL

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donald Jerome Norse is a registered representative with MML Investors Services, LLC. Donald has been in the securities industry since 1989. Donald holds the Series 6 and Series 63 licenses. Donald's previous experience includes working for MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Donald is registered in Alabama, Florida, Georgia, Mississippi, New Mexico, New York, South Dakota, and Virginia.

SPECIALIZATIONS

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

Palm Beach Gardens, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Donald Edmund Stewart is a financial advisor who has been in the industry since April 1996. Donald is currently registered with Morgan Stanley as a Registered Representative and Investment Adviser Representative. Donald has previously worked at MORGAN STANLEY & CO. INCORPORATED, WACHOVIA SECURITIES, LLC, PRUDENTIAL SECURITIES INCORPORATED, FFP SECURITIES, INC., JOSEPH CHARLES & ASSOC., INC., and VTR CAPITAL, INC..

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

Calton & Associates, Inc.

location

Orange Park, FL

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donald Eugene Wilson is a financial advisor with Calton & Associates, Inc., a firm that provides investment advisory and financial planning services to individual, institutional, and business clients. Donald is a registered representative with both the state of Florida and the state of California. Donald specializes in providing financial advice and services to high-net-worth individuals and pension and profit-sharing plans. Donald has over 10 years of experience in the financial services industry and holds several professional licenses and certifications. Donald is also an author and has written a book on financial planning.

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

Clermont, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Donald Anthony Acosta is a financial advisor who has been in the industry since 2008. Donald is a registered representative with Ameriprise Financial Services, LLC and a licensed Investment Advisor Representative in Florida. Donald has a diverse background in the financial services industry, having worked at SunTrust Investment Services, Inc. and Wells Fargo Advisors, LLC prior to joining Ameriprise Financial Services, LLC. Donald is committed to helping clients reach 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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Donald J. Ausbrooks is a financial professional with over 10 years of experience. Donald is currently registered with Raymond James & Associates, Inc. and has been associated with the firm since January 2013. Donald has successfully completed the Series 7, Series 9, Series 10, Series 99 and SIE exams. He has also achieved a state registration in Florida. Donald has been a licensed agent for many years, offering securities related products and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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