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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

J.p. Morgan Securities LLC

location

BOCA RATON, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Eliyahu Aronov is a financial advisor with J.P. Morgan Securities LLC. Eliyahu has been in the industry since August 2008 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Eliyahu holds Series 6, 7, 63, and 65 licenses. Eliyahu provides financial planning, portfolio management, pension consulting, and selection of other advisors. Eliyahu has experience working with individuals, businesses, and high-net-worth individuals. Eliyahu previously worked at Chase Investment Services Corp.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

Eliza Viner is a financial advisor at Raymond James & Associates, Inc. Eliza has been in the financial services industry for over 4 years. She specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Eliza is licensed to provide financial advice in Florida.

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
location

Winter Park, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Eliza Fryer Kwentus is a financial advisor working at Morgan Stanley. Eliza has been a registered financial advisor since 2015 and works with a variety of clients including high-net-worth individuals, insurance companies, corporations and other businesses. Eliza specializes in financial planning and portfolio management.

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

Wells Fargo Clearing Services, LLC

location

ORLANDO, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Galarza is a financial advisor with Wells Fargo Clearing Services, LLC in Orlando, FL. Elizabeth has been in the financial industry since 2011. She has a Series 7, Series 63 and Series 66 license. Elizabeth has experience with investment consulting services to institutional clients, financial planning, pension consulting and selection of other advisors. She has also worked at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Essex National Securities, LLC. Elizabeth's experience and expertise are invaluable for those seeking financial advice.

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

St. Petersburg, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Dornisch is a financial advisor with Morgan Stanley, a well-known firm. Elizabeth has been in the financial industry since 1993. Before joining Morgan Stanley in 2012, Elizabeth worked at UBS Financial Services Inc. and Legg Mason Wood Walker, Incorporated. Elizabeth works with individuals, families, and small businesses in St. Petersburg, Florida, and across the United States. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 63 licenses. Elizabeth is also a registered investment advisor with Morgan Stanley. Elizabeth has extensive experience in providing investment advice and financial planning services. She specializes in retirement planning, college savings, and estate planning. Elizabeth is dedicated to providing personalized financial advice and helping her 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

Miami, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Rama penagos is a financial advisor at J.p. Morgan Securities LLC. Elizabeth Rama penagos has been in the industry since 2018 and is registered with FINRA. She is licensed to sell securities in 53 states and the District of Columbia. Elizabeth Rama penagos has also been registered as an investment advisor in Florida. Previously, Elizabeth Rama penagos worked at CREAND SECURITIES.

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

MIAMI, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Guevara is a registered representative with J.P. Morgan Securities LLC. Elizabeth has been in the industry since October 2019, and is currently registered in Florida. Her credentials include the Series 6TO and SIE exams. Elizabeth is located at the Miami branch office of J.P. Morgan Securities LLC, located at 4200 SW 152ND AVENUE, Miami, FL 33185.

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

SAINT PETERSBURG, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Kiernan Hazen is a financial advisor with over 14 years of experience in the industry. Elizabeth is registered in 33 states and is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc., where she is also licensed as a Registered Representative and Investment Advisor Representative. Elizabeth is also registered in Texas as an Investment Advisor Representative.

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

Raymond James Financial Services Advisors, Inc.

location

ST PETERSBURG, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Suzanne Emmons is an investment advisor representative with Raymond James Financial Services Advisors, Inc. in ST PETERSBURG, FL. Elizabeth has been in the securities industry since 2007. Elizabeth holds the following licenses: Series 66, Series 24, SIE, Series 7. Elizabeth specializes in portfolio management for businesses and individuals, financial planning, and pension consulting.

SPECIALIZATIONS

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

Fisher Retirement Solutions LLC

location

Dunedin, FL

0 Disclosures

ADVISOR BIO

Elizabeth Butler is a financial advisor with over 17 years of experience in the industry. Elizabeth is currently registered with Fisher Retirement Solutions LLC and is licensed to provide investment advisory services in Texas. Elizabeth has previously worked at firms such as Liberty Partners Financial Services, LLC, TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and E*TRADE Securities LLC. Elizabeth holds the Series 65, 66, 7, 24, and SIE licenses. Elizabeth is a Registered Representative, General Securities Principal and Investment Adviser Representative with Fisher Retirement Solutions LLC and focuses on providing investment advisory services to individuals, businesses, corporations, and state or municipal government entities.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses

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