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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

J.p. Morgan Securities LLC

location

Miami, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alexis Bello is an investment advisor representative who has been in the industry since September 23, 2014. Alexis is registered with J.p. Morgan Securities LLC. Previously, Alexis was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated from August 8, 2014 to August 23, 2018. Alexis has passed the Series 66, Series 7 and SIE exams. Alexis is currently licensed in Florida and Texas.

SPECIALIZATIONS

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

BONITA SPRINGS, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alexondra Brouwer is a financial advisor with LPL Financial LLC in Bonita Springs, Florida. Alexondra has over eight years of experience in the financial services industry. Alexondra has passed the Series 66, Series 7, and SIE exams. Alexondra previously worked for firms such as Ameriprise Financial Services, Inc., Morgan Stanley, and Edward Jones. Alexondra specializes in providing financial advice to individuals, families, and businesses. Alexondra is committed 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC | CFA ® (Certifications)

location

Miami, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alfonso Bataller monfort is a financial advisor with J.p. Morgan Securities LLC. Alfonso has been in the financial services industry since October 15, 2018. Alfonso is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following securities licenses: Series 63, Series 7, and Series SIE. Alfonso is also a Chartered Financial Analyst.

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

MIAMI, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Alfonso Jimenez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alfonso has been in the financial industry since June 2008. Alfonso is licensed in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Massachusetts, New Jersey, New York, North Carolina, Puerto Rico, Texas, Utah, and Virginia. Alfonso has passed the Series 66, Series 7, and SIE exams. Alfonso's previous employment includes Wells Fargo Advisors, LLC.

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

Q Capital Solutions

location

NAPLES, FL

disclosure

1 Disclosures

ADVISOR BIO

Alfonso Saverino is an investment advisor representative with Q Capital Solutions and has been in the industry for over 12 years. Alfonso has a background in accounting and finance and has extensive experience in financial planning, portfolio management, and insurance products. Alfonso is committed to providing personalized financial advice and services to help clients reach their financial goals. Alfonso is registered with the state of New Jersey as an Investment Advisor Representative and has earned Series 63, 65, 7 and SIE securities licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alfonso Juliao is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alfonso has been in the industry since 2012. Alfonso is registered with the state of Florida and Texas and has Series 66, Series 7, and SIE licenses. Alfonso specializes in the areas of portfolio management, financial planning, and pension consulting. Alfonso is a highly experienced financial advisor with a proven track record of success.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Alfonso Plazas is a financial advisor registered with J.p. Morgan Securities LLC in Miami, Florida. Alfonso has been in the financial services industry since 2014 and has experience providing investment advice and financial planning services. Alfonso is licensed to conduct business in Florida and New York. Alfonso has passed the Series 66, Series 7 and SIE exams and is currently registered with FINRA.

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

10 Years Experience

0 Disclosures

ADVISOR BIO

Alfonso Baigorri is a financial advisor with J.P. Morgan Securities LLC, registered in Florida. Alfonso's career in the financial industry began on January 12, 2015. Previously, Alfonso Baigorri was affiliated with BESSEMER INVESTOR SERVICES, INC.. Alfonso Baigorri holds the Series 63, SIE and Series 7 licenses.

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

MIAMI, FL

experience

20 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Alfonso Luis Boneta is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alfonso Luis Boneta has been in the securities industry since December 29, 2004. Alfonso Luis Boneta is also registered as an investment advisor representative in Florida. Alfonso Luis Boneta has worked for several firms throughout their career, including UBS Financial Services Incorporated of Puerto Rico, UBS Financial Services Inc., and Sydney Prevor and Co. Inc.

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

D.a. Davidson & Co.

location

Boca Raton, FL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Alfred William Archibald is a financial professional with over 30 years of experience in the industry. Alfred is currently a registered representative with D.a. Davidson & Co., and has been associated with the firm since August 2020. Previously, Alfred worked for BB&T Securities, LLC, Fidelity Brokerage Services LLC, National Financial Services LLC, FMSBONDS, INC., MESIROW FINANCIAL, INC., SOUTHTRUST SECURITIES, INC., LIBERTY SECURITIES CORPORATION, FIRST UNION BROKERAGE SERVICES, INC., BARNETT INVESTMENTS, INC., SCHNEIDER SECURITIES, INC., and ROBERT THOMAS SECURITIES, INC. Alfred holds the Series 7 and Series 63 securities licenses as well as the SIE exam. Alfred provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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
Publication of Financial Periodicals

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