Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

J.p. Morgan Securities LLC

location

Tampa, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Ellyn Paige Stern is a financial advisor with over 17 years of experience in the industry. Ellyn Stern is currently registered with J.P. Morgan Securities LLC. Ellyn Stern was previously registered with J.P. MORGAN SECURITIES INC. and SUNTRUST CAPITAL MARKETS, INC.. Ellyn Stern holds the Series 7, Series 10, Series 24, Series 63, and Series 79TO licenses. Ellyn Stern is registered in 53 states and territories. Ellyn Stern specializes in providing financial advice to individuals, businesses, and high-net-worth clients.

SPECIALIZATIONS

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

Sarasota, FL

0 Disclosures

ADVISOR BIO

Ellyn Perry Shirk is an investment advisor representative at Mariner Wealth. Ellyn has been in the industry since 2017, previously working at RBC Capital Markets. Ellyn is registered in Florida and holds the Series 7, Series 66, and SIE licenses. Ellyn specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Ellyn's firm, Mariner Wealth, is a large independent investment advisory firm with over 700 investment advisor representatives serving clients nationwide.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

Miami, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ellys Frias is a financial advisor with Raymond James & Associates, Inc.. Ellys has been in the industry since 2014 and is licensed in 53 states and the District of Columbia. Ellys holds the Series 3, 7, 9, 10, 66 and SIE licenses. Before joining Raymond James & Associates, Inc., Ellys was employed by RBC CAPITAL MARKETS, LLC. Ellys is registered as an investment advisor representative and a registered representative.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WINTER PARK, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Elmer Hernandez is a financial advisor with over 10 years of experience. Elmer has a wide range of experience, working in different industries, including finance, education, and retail. Elmer holds a Series 7TO and Series 66 license, and is registered in a total of 48 states. Elmer joined Merrill Lynch, Pierce, Fenner & Smith Inc in 2021 and provides financial advice to individuals, families, and businesses.

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

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Eloy Alderete is an investment advisor representative with Wells Fargo Clearing Services, LLC. Eloy has been in the financial services industry since September 2011. Eloy has passed several industry exams, including the Series 66, Series 63, Series 10, Series 9, and Series 7 exams. Eloy holds registrations in Arkansas, Massachusetts, Texas, and Utah. Eloy is also a registered investment advisor representative in Texas. Eloy has experience working with individuals, 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Edward Jones | CFP ® (Certifications)

location

Fort Myers, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Els Bunkens is a financial advisor with Edward Jones. Els has been working in the financial services industry since 2019. Els holds Series 66, 7TO, and SIE licenses. Els is also a Certified Financial Planner. Els specializes in working with high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and charitable organizations. Els's office is located in Fort Myers, 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

Jacksonville, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Elsa Rodrigues is a registered representative with J.p. Morgan Securities LLC. Elsa holds the Series 6TO and SIE licenses and has been active in the industry since February 14, 2023. Elsa is registered to provide securities-related services in Florida.

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

Plantation, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Elsa Yuliana Bittar is a financial advisor with J.P. Morgan Securities LLC. Elsa has been in the financial industry since September 2008. Elsa is licensed to provide securities advice in Florida and Texas. Elsa previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chase Investment Services Corp. Elsa specializes in providing financial planning, pension consulting, 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

Citigroup Global Markets Inc.

location

Miami, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Elsa M. Ramirez gonzalez is a financial advisor who has been in the industry since 2011. Elsa is currently registered with Citigroup Global Markets Inc. Elsa is a registered investment advisor and has a Series 7 and Series 63 license. In addition, Elsa holds a Series 65 license and is registered in New Jersey and New York. Elsa has a variety of experience in the industry, including previous employment with CITI PRIVATE ADVISORY, LLC. Elsa specializes in providing financial advice to high net worth individuals, corporations, pension plans, charitable organizations, and state or municipal government entities.

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

J.p. Morgan Securities LLC

location

MIAMI, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Elsa Infante is a financial advisor with J.P. Morgan Securities LLC based in Miami, Florida. Elsa has been a registered representative in the securities industry since April 2006. Elsa holds the Series 6 and SIE licenses. Prior to J.P. Morgan Securities, Elsa was previously employed with Chase Investment Services Corp. and WAMU Investments, Inc. Elsa specializes in a variety of financial services, including securities, mutual funds, variable annuities, investment advisory services, and retirement planning.

SPECIALIZATIONS

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

Need help matching

with the right advisor?