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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

International Assets Investment Management, LLC

location

ORLANDO, FL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Edward Beckerman is a financial advisor with over 30 years of experience in the financial services industry. Edward is registered with International Assets Investment Management, LLC in Orlando, Florida. Before joining International Assets Investment Management, LLC, Edward was employed with MML Investors Services, LLC. Edward specializes in financial planning, portfolio management, and the selection of other advisors. Edward is also experienced in providing investment advisory services to high-net-worth individuals, corporations, and other 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

ORLANDO, FL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Edward James Higgins is a financial advisor with over 35 years of experience in the industry. He has worked with various financial institutions, including Raymond James & Associates, Citigroup Global Markets Inc., and Morgan Stanley, before joining Wells Fargo Clearing Services, LLC in 2012. Edward has extensive experience in providing investment consulting services to institutional clients, along with financial planning and portfolio management for individuals and businesses. He is a licensed representative in multiple states, including Florida and Texas. Edward is committed to providing personalized financial advice and strategies to help clients achieve their financial goals.

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
location

Naples, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Edward McCormick is a financial advisor with Morgan Stanley. Edward has been in the financial services industry since 1984. Edward has a wide range of experience in the industry, having worked for UBS Financial Services Inc., Prudential Securities Incorporated, and Tucker Anthony Incorporated. Edward specializes in a variety of areas, including investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and other. Edward is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, and Washington. Edward is committed to providing his clients with the highest level of service and expertise.

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

Kestra Advisory Services, LLC

location

Miami, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Edward Grimpe is an Investment Advisor Representative with Kestra Advisory Services, LLC. Edward is a highly experienced financial professional with over 27 years in the industry. He is registered in multiple states, including Florida, Texas, and California. Edward is also a Registered Representative with Kestra Investment Services LLC. Edward has a strong track record of success and is committed to providing personalized financial advice and investment management services to his clients.

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

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Edward Collins is a financial advisor with over 25 years of experience in the financial industry. Edward has worked for several reputable financial institutions, including J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, PRUCO SECURITIES CORPORATION, and PRINCO FINANCIAL SERVICES CORPORATION. Edward is registered to provide investment advice in multiple states and holds Series 6, 7, 24, 63, and 65 licenses. Edward's expertise lies in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Edward is committed to providing personalized financial advice to help clients achieve their financial goals.

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

PALM BEACH GARDENS, FL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Edward Sorkin is an investment professional with over 30 years of experience in the financial services industry. Edward is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous positions at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Paine Webber Incorporated and Lehman Brothers Inc. Edward is licensed in multiple states and holds the Series 3, 7, 63 and 65 licenses. Edward’s professional focus is on providing financial advice to individuals, corporations and pension and profit-sharing plans. Edward's firm specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

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

Osaic Wealth, Inc.

location

St. Petersburg, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Edward Allan Knowles is a financial advisor with over 23 years of experience in the industry. Edward has a broad range of experience, having worked with firms such as Securities America, Inc., Kestra Investment Services, LLC, and Morgan Keegan & Company, Inc. Edward currently works with Osaic Wealth, Inc. located in Tallahassee, Florida. Edward has a strong track record of providing financial planning and portfolio management services to individuals, businesses, and families.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

SARASOTA, FL

experience

40 Years Experience

disclosure

9 Disclosures

ADVISOR BIO

Edward Rosenberg is a financial advisor registered with Cetera Investment Advisers LLC. Edward has been in the industry since 1985 and has been registered in multiple states across the country. His experience spans several firms, including WADDELL & REED, INC. and SUMMIT BROKERAGE SERVICES, INC. Edward offers financial planning and portfolio management services to individuals, businesses, and retirement plans. He is also a board member for MISTY CREEK COUNTRY CLUB, an investment-unrelated business.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Coral Gables, FL

disclosure

4 Disclosures

ADVISOR BIO

Edward Bryan is a financial advisor in Coral Gables, FL and has been in the industry for over 30 years. Edward is a Certified Financial Planner. Edward works at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a large firm with 11732 licensed agents, 12435 investment adviser representatives and 13881 registered representatives. The firm's main office is located in Minneapolis, MN and they have $1 billion - $10 billion in assets under management. Edward has passed 2 state and 2 product examinations as well as 1 principal exam. Edward's registrations currently include Texas. Edward's professional experience includes working at JHS Capital Advisors, Inc., Ameriprise Financial Services, Inc., and J. Lee Peeler & Company, Inc.

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

GREEN COVE SPRINGS, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Edwin Lemuel Cunningham is a financial advisor registered with LPL Financial LLC. Edwin Cunningham has been in the industry for 10 years. Edwin Cunningham has a Series 7, Series 66 and SIE license and is registered with the states of Alabama, Arizona, Florida, Georgia, Kentucky, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, Texas and Virginia. Edwin Cunningham has previously been registered with CUNA BROKERAGE SERVICES, INC.. Edwin Cunningham has experience providing financial planning services, portfolio management for businesses, portfolio management for individuals and other services to clients including individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, insurance companies, investment companies, other investment advisors, state or municipal government entities, pooled investment vehicles, banking or thrift institutions, business development companies and sovereign wealth funds and foreign official institutions.

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

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