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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

DEBARY, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Erika Evans is a financial advisor with Osaic Wealth, Inc. in Debary, FL. Erika has been in the industry since 2019. She has passed Series 7TO, SIE, and Series 66 exams and is registered with the state of Florida. Erika holds the Certified Financial Planner designation. Erika's primary focus is on providing financial planning, portfolio management, and educational seminars to clients. Erika also provides advisory services for businesses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Erin Eckhouse is a financial advisor with Raymond James & Associates, Inc. Erin has been in the industry since 2010. Erin holds the Series 7, 24 and 66 securities registrations as well as a FINRA registration in California. Erin has experience with high-net-worth individuals, corporations and institutions, including pension and profit-sharing plans. Erin specializes in financial planning, portfolio management, and selection of other advisors.

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

Avantax Planning Partners, Inc.

location

GAINESVILLE, FL

0 Disclosures

ADVISOR BIO

Erin Spiwak is a financial advisor with Avantax Planning Partners, Inc. and James Moore Wealth Management Services, LLC. Erin Spiwak has been in the industry since 2004 and has a Series 65 license. Erin Spiwak is registered with the state of Florida. Erin Spiwak specializes in working with individuals, corporations, and charitable organizations. Erin Spiwak provides financial planning, portfolio management, and other advisory services.

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

JACKSONVILLE, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Erin McCarthy is a financial advisor who has been working in the financial services industry since 2017. Erin is a registered representative with Ameriprise Financial Services, LLC and holds Series 7, Series 63, and Series 65 licenses. Erin has a diverse background in the financial services industry and has experience working with individuals, families, and businesses. Erin is committed to providing her clients with personalized financial advice and guidance. Erin McCarthy is registered in 15 states and is a registered investment advisor in Florida.

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

Independent Advisor Alliance, LLC

location

Tallahassee, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Erin McCarty is a financial advisor at Independent Advisor Alliance, LLC. Erin has been in the financial services industry since 2017 and holds Series 7, 66, and SIE licenses. Erin works with a wide range of clients, including individuals, families, businesses, and non-profits. Erin is committed to providing her clients with personalized financial advice and guidance. She is passionate about helping people achieve their financial goals. Erin is also active in the community and serves on the board of directors of several non-profit organizations.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Daytona Beach, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Erin Wynn Masters is a financial advisor who has been in the industry for over 20 years. She is a Certified Financial Planner and currently is registered with Ameriprise Financial Services, LLC. She has a strong background in providing financial advice to individuals, families, and businesses. Erin Wynn Masters 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROCKLEDGE, FL

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Erin Van haasteren is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Erin has been in the securities industry since January 16, 2020. Erin is registered in 37 states and holds both Series 7TO and SIE registrations. Erin also holds a Series 66 license. Erin provides portfolio management for individuals and businesses, and offers performance measurement reports, allocation modeling, IPS, research reports and services.

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 & Associates, Inc.

location

ST. PETERSBURG, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Erin Foster Jones is a financial advisor registered with Raymond James & Associates, Inc. based in ST. PETERSBURG, FL. Erin has been in the financial services industry since May 2016 and holds the Series 66, Series 7 and SIE licenses. Prior to joining Raymond James & Associates, Inc., Erin was a financial advisor at MORGAN STANLEY. Erin's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning and Educational Seminars.

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

Cambridge Investment Research Advisors, Inc.

location

Tampa, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Erin Colleen Owen is a financial advisor with Cambridge Investment Research Advisors, Inc. Erin is registered with the state of Florida and has over 15 years of experience in the financial industry. Erin specializes in financial planning, portfolio management, and investment advisory services. Erin is also a registered representative with Cambridge Investment Research, Inc. Prior to joining Cambridge Investment Research Advisors, Inc., Erin was a registered representative with MML INVESTORS SERVICES, LLC.

SPECIALIZATIONS

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

Orlando, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Erin Stephanie Hartman is a financial advisor registered with Morgan Stanley and has been working in the industry since April 2010. Erin is a Series 7, Series 31, and Series 66 licensed professional with a focus on providing investment advice to a wide range of clients including individuals, high-net-worth individuals, corporations, and institutions. Erin is registered to provide investment advisory services in 25 states and has been with Morgan Stanley since February 2010.

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

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